The 10 best financial advisors in Lethbridge in 2026
Ranking of October 2026, built on 26 firms with public criteria. No firm pays for its position.
- 157/100
Osmond Findlay & Associates - BEN OSMOND, B Mgt (Acct), CFP
financial planning, investments · yes · yes · CFP · 5 ★, 14 reviews
- 249/100
Leavitt Group Private Wealth Management
financial planning, investments · yes · yes · CFP, RRC, CLU, TEP, CIM, QAFP, PFP, FCSI
- 342/100
Dan Stimson
financial planning, investments · team website · 1 advisors · CIM
- 434/100
Dave Bennett
investments · team website · 1 advisors · CFP, CIM, CFA
- 534/100
Raquel Austin
investments · team website · 1 advisors · CFP
- 626/100
Ben Osmond
investments · team website · 8 advisors
- 725/100
Mike Holt
investments · team website · 3 advisors
- 825/100
Oakley Bond
investments · team website · 3 advisors
- 923/100
IG Wealth Management
financial planning, insurance · yes · 3.7 ★, 3 reviews
- 1023/100
Megan O’Toole - IG Wealth Management Inc.
financial planning · yes · 4.6 ★, 10 reviews
The criteria
| Criterion | Points | Source |
|---|---|---|
| Disciplines shown | 20 | Firm website or network locator |
| Registration shown on its own website | 10 | Firm website |
| Independent firm | 10 | Advisor Index |
| Team size | 10 | Network locator |
| Years in business (stated on its website) | 10 | Firm website |
| Professional designations shown on its website | 15 | Firm website (source sentence kept) |
| Google reviews | 15 | Google Maps listing |
| Named by AI assistants | 10 | Advisor Index AI barometer |
Frequently asked questions
Who is the best financial advisor in Lethbridge?
On our public criteria, Osmond Findlay & Associates - BEN OSMOND, B Mgt (Acct), CFP ranks first in Lethbridge, ahead of Leavitt Group Private Wealth Management and Dan Stimson. The best choice is the firm whose services fit your situation.
How is this ranking built?
Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).
Can a firm pay to rank higher?
No. No firm pays to be listed or for its position.
Ranking recalculated at each register update. A firm can correct its details from its profile. Our method