See the strengths, best fit and practical differences across the Top 3 before opening each complete profile.
At a glance01North Road Investment Counsel02Clarity Cross Border Planning03RGA Financial
Current position#1 in Edmonton#2 in Edmonton#3 in Edmonton
Recognized asEdmonton investment-counsel office offering financial planning both independently and alongside managed portfoliosEdmonton flat-fee practice focused on financial lives spanning Canada and the United StatesEdmonton planning firm with two local offices and a financial-objectives-first service model
Best forHouseholds comparing a standalone fee-only plan with a registered discretionary investment relationshipCanadian-American households facing cross-border retirement, tax, estate, residency or account decisionsFamilies wanting an established local planning team and ongoing implementation support
Decision fitExact local advisory identity resolved · Planning and compensation model assessed · Live registration, named planner and written scope requiredExact local advisory identity resolved · Planning and compensation model assessed · Live registration, named planner and written scope requiredExact local advisory identity resolved · Planning and compensation model assessed · Live registration, named planner and written scope required
Start with the decision: a one-time plan, retirement drawdown, business-owner integration, cross-border work, portfolio management, insurance or ongoing coordination. Verify the exact person, CFP/QAFP or Québec Pl. Fin. status, securities and insurance authority where applicable, disciplinary history, custodian, product shelf, referral benefits, every fee layer, deliverables, update cadence, privacy, succession and exit terms in writing.