Find A Fee-Based or Fee-Only Financial Planner In Lethbridge
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Ryan Peterson
CIM, FCSI
Advantage Financial Services
I've dealt with Advantage, and Ryan Peterson for many years now.
I really appreciate their personal touch, while staying true to their internal model for investing.
It's not easy to keep the emotion out of investing and Ryan does a fantastic job keeping everyone focused on the long-term plan.
Have and will continue to recommend to people.
Scott Mills
Brad & Geoff Cox
CFP®, B. Mgmt., B.Comm., CLU, Ch.F.C.
Cox Financial Group
We have been working with the Cox Financial Group both personally and through our business for many years.
The entire team is knowledgeable, friendly, and quick to respond to any questions.
They have handled our benefit plan and have come up with a plan that works extremely well for our business and our employees.
Their ability to provide a wide range of services is also an advantage to us.
I highly recommend the Cox Financial Group!
Jonas Arnoldussen
Ben Osmond & Robby Kindlay
CFP®, B. Mgmt (acct) and B. Mgmt (Fin), RRC
Osmond Kindlay & Associates
Ben is passionate, authentic and professional.
He helped us with how to take step 1 of financial planning.
The time and patience he showed us with how to get started with investments saved us thousands in fees in the first year by showing us a variety of products and scenarios.
Time well spent and we are thankful for Ben being with us each step.
Suzanne Marie
Judy Schrempf
CFP®, B.Admin
Financial Health Associates
Both Ellie & Judy are very kind and have great knowledge in what they do.
Dealing with Ellie, she will make sure you know what is happening from the beginning to the end of the transaction and she will make sure you are happy all the way through.
Garth McDonald
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