Financial Services Group
Financial Services Group is a Leduc-based firm with over 48 years of experience offering comprehensive financial planning, wealth management, investments, savings, and insurance services. They help clients create, review, and implement financial plans to accumulate and protect we
- Emphasis on tax & financial planning
- Long-standing local firm
- 18 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Financial Services Group is a Leduc-based firm with over 48 years of experience offering comprehensive financial planning, wealth management, investments, savings, and insurance services. They help clients create, review, and implement financial plans to accumulate and protect wealth.
Ask for written meeting summaries — advisors provide them to ensure you understand decisions made
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and pre-retirement financial scenarios
- Life insurance applications including remote/online process
- Debt repayment planning and reducing interest costs
Ask first if
- Can handle time-sensitive financial transactions that banks or lawyers refer out
- Bank or lawyer referral when standard institutions cannot fulfill the need
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Leduc families.
Leduc, AB
In their own words.
“Had the pleasure of dealing with Delta, overall great experience with a fantastic (and knowledgeable) team overall.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Leduc providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Financial Services Group · this provider | 18 | 5.0 | Tax & Financial Planning |
| easyfinancial Services | 85 | 4.6 | — |
| Jackie, Handerek & Forester | 56 | 4.3 | Wills & Estates |
| Western Financial Group Inc. - Canada's Insurance Broker | 51 | 4.2 | — |
| Bhardwaj+Co Lawyer Leduc (Inside Maxwell Heritage) | 41 | 5.0 | Wills & Estates |
| Daniel L Rowland | 17 | 5.0 | — |
Based on Google review counts and ABSeniors data for legal & financial in Leduc. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
What financial services does Financial Services Group in Leduc offer? +
Based on client reviews, Financial Services Group handles life insurance applications, investment management, retirement financial planning, debt repayment strategies, and registered savings plans such as RESPs. They also appear to assist with more complex financial transactions that banks or lawyers may refer out.
Can Financial Services Group work with clients who live outside of Leduc? +
Yes, multiple reviewers mention working with FSG remotely or from a distance, and at least one client noted the team handled everything efficiently despite living hours away and facing external challenges like a postal strike.
Is FSG a good fit for someone who finds finances overwhelming or anxiety-inducing? +
Several reviewers specifically mention coming in feeling anxious or overwhelmed and leaving with confidence, suggesting the team takes a patient, explanatory approach suited to clients who are new to investing or financial planning.
Who are some of the advisors clients have worked with at FSG? +
Reviewers frequently mention Delta and Chelsey by name, and also reference advisors named Patrick and Scott, indicating a small team where clients tend to work closely with individual advisors.
Does FSG help with retirement planning specifically? +
Yes, at least one reviewer noted that Delta ran multiple retirement scenarios covering how to manage funds before, at, and into retirement, which gave them confidence in their financial decisions as they approached retirement age.
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