We offer VINE Wealth, a holistic approach to your overall financial health and well-being, headed by Peter Kinch. Peter is in BC but we can anchor you with an agent in AB. Feel free to contacts us at firstname.lastname@example.org.
If you are looking for mortgage advice, definitley connect with the Vine Group.
If you are looking for a local financial advisor (meaning Life Insurance, Segregated Funds, budgeting & investments, etc.), I would highly recommend Matt Pearcey with World Financial Group (WFG.) Give him a call or text @ 780-932-5351. Mention that you're a REIN member (and my referral); he's my advisor, and has helped a number of my real estate clients.