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Home Wealth & Asset Management Canada Alberta

Top Asset Management Companies in Alberta

Ratings Updated: June 1, 2026
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0 Leaders 13 Contenders

13 Companies

Country: Canada
Province: Alberta

List of the Top Alberta Wealth and Asset Management Companies

  • Westcap Wealth Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    50 - 249
    Calgary, Canada

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    25% Wealth & Asset Management
    25% Actuarial Services
    25% Mortgage & Loan Brokerage +1
    25% Retirement Planning

    Westcap Wealth is a Financial Advising & Planning company established in 2020. Their team provides Financial Advising & Planning.

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  • S. Rikhi Professional Accountant Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    30% Wealth & Asset Management
    30% Actuarial Services
    30% Debt Consulting +2
    5% Mortgage & Loan Brokerage
    5% Retirement Planning

    S. Rikhi Professional Accountant is an Accounting and Financial Advising & Planning company. The Calgary, Canada-based agency focuses on Accounting and Financial Advising & Planning.

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  • Bullseye Accounting & Tax Services Inc Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Calgary, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

    Bullseye Accounting & Tax Services Inc is an Accounting and Financial Advising & Planning company. Established in 1996, the team focuses on Accounting and Financial Advising & Planning.

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  • WealthCo Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Financial Advising & Planning and Financial Consulting company WealthCo was launched in 1999. The small team offers Financial Advising & Planning and Financial Consulting.

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  • NowCPA Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    10 - 49
    Medicine Hat, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Focus Areas

    30% Wealth & Asset Management
    40% Debt Consulting
    30% Retirement Planning

    NowCPA is a Finance & Accounting Outsourcing (FAO) company. Launched in 2018, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Graham Construction Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Calgary, Canada

    Services provided

    10% Financial Advising & Planning
    50% Commercial Development
    20% Commercial Property Management +2
    10% Business Consulting
    10% Interior Design

    Focus Areas

    100% Wealth & Asset Management

    Founded in 1926, Graham Construction is a Commercial Development company. The agency specializes in Commercial Development and Commercial Property Management, and is large.

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  • METSCO Energy Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Services provided

    20% Financial Advising & Planning
    80% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Financial Consulting company METSCO Energy Solutions provides Financial Consulting and Financial Advising & Planning. They are in Vaughan, Canada and Calgary, Canada.

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    Calgary, Canada

    326 11 Ave SW
    Calgary, Canada T2R 0C5

    2 - 5

    See All Locations (2)
    View Profile
  • CTL Business Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Calgary, Canada

    Services provided

    20% Financial Advising & Planning
    50% Business Valuation Services
    20% Commercial Financing +1
    10% Business Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Debt Consulting

    Launched in 2007, CTL Business Group is a Business Valuation Services company. The team provides Business Valuation Services and Commercial Financing and is in Calgary, Canada and Irvine,

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  • Alberta Business Loans Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Edmonton, Canada

    Services provided

    20% Financial Advising & Planning
    80% Funding & Investment

    Focus Areas

    50% Wealth & Asset Management
    50% Debt Consulting

    Alberta Business Loans Inc., a Funding & Investment company, is located in Edmonton, Canada. Their services include Funding & Investment and Financial Advising & Planning.

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  • Link Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Sherwood Park, Canada

    Services provided

    10% Financial Advising & Planning
    20% Talent Representation
    10% Accounting +9
    10% Business Consulting
    10% Corporate Training & Coaching
    10% Sports Marketing
    5% Branding
    5% Family Law
    5% Immigration Law
    5% Intellectual Property Law
    5% Litigation Support Services
    5% Social Media Marketing

    Focus Areas

    100% Wealth & Asset Management

    Link Management is a Talent Representation company. Launched in 1995, the team specializes in Talent Representation and Business Consulting. The agency is in Sherwood Park, Canada.

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  • Cebridge Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Financial Consulting

    Focus Areas

    50% Wealth & Asset Management
    25% Mortgage & Loan Brokerage
    15% Securities Brokerage +1
    10% Debt Consulting

    Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.

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    Calgary, Canada

    4321 23B Street Northeast
    Calgary, Canada T2E 7V9

    2 - 5

    +1 (587)-317-8021

    See All Locations (4)
    View Profile
  • CWB Wealth Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Edmonton, Canada

    Services provided

    40% Financial Advising & Planning
    60% Financial Consulting

    Focus Areas

    55% Wealth & Asset Management
    45% Retirement Planning

    Financial Consulting company CWB Wealth is based in Edmonton, Canada. Their services include Financial Consulting and Financial Advising & Planning.

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  • Covello Financial Group Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Edmonton, Canada

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Covello Financial Group Inc. Is a Thunder Bay, Canada-based Financial Advising & Planning company. They specialize in Financial Advising & Planning.

    Read more

    Edmonton, Canada

    5114 102 Street Northwest
    Edmonton, Canada T6E 3X8

    1

    587-507-4181

    See All Locations (5)
    View Profile

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List of the Top Alberta Wealth and Asset Management Companies

  1. Westcap Wealth Logotype

    Westcap Wealth

    $1,000+
    < $25 / hr
    50 - 249
    Calgary, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    25% Wealth & Asset Management
    View Profile Visit Website
  2. S. Rikhi Professional Accountant Logotype

    S. Rikhi Professional Accountant

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    30% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  3. Bullseye Accounting & Tax Services Inc Logotype

    Bullseye Accounting & Tax Services Inc

    $1,000+
    $25 - $49 / hr
    10 - 49
    Calgary, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  4. WealthCo Logotype

    WealthCo

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  5. NowCPA Logotype

    NowCPA

    $100,000+
    Undisclosed
    10 - 49
    Medicine Hat, Canada

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    30% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  6. Graham Construction Logotype

    Graham Construction

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Calgary, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    100% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  7. METSCO Energy Solutions Logotype

    METSCO Energy Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  8. CTL Business Group Logotype

    CTL Business Group

    Undisclosed
    Undisclosed
    2 - 9
    Calgary, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    50% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  9. Alberta Business Loans Inc. Logotype

    Alberta Business Loans Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Edmonton, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    50% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  10. Link Management Logotype

    Link Management

    Undisclosed
    Undisclosed
    2 - 9
    Sherwood Park, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    100% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  11. Cebridge Logotype

    Cebridge

    Undisclosed
    Undisclosed
    10 - 49
    Calgary, Canada

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    50% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  12. CWB Wealth Logotype

    CWB Wealth

    Undisclosed
    Undisclosed
    50 - 249
    Edmonton, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    55% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  13. Covello Financial Group Inc. Logotype

    Covello Financial Group Inc.

    Undisclosed
    Undisclosed
    10 - 49
    Edmonton, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    50% Wealth & Asset Management
    View Profile Visit Website

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