Red Willow Wealth Management
Red Willow Wealth Management in St. Albert offers financial planning, investment management, and estate planning services across Alberta. They provide free consultations and multiple meeting options including in-person, phone, and online appointments.
- Emphasis on tax & financial planning
- Free initial consultation
- Remote / virtual meetings
- 28 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Red Willow Wealth Management in St. Albert offers financial planning, investment management, and estate planning services across Alberta. They provide free consultations and multiple meeting options including in-person, phone, and online appointments.
Bring all your questions — multiple reviewers note they patiently worked through 100+ concerns in a single meeting
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
- Families planning retirement, education savings, and life insurance
- Complex or hard-to-insure situations, including serious health diagnoses
Ask first if
- Advisors use Manulife Vitality, a rewards-based insurance program that incentivizes healthy living with perks like Apple Watch and hotel discounts
- Underperforming investment portfolios or previous financial advisors
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 St. Albert families.
St. Albert, AB
Compare with similar St. Albert providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Red Willow Wealth Management · this provider | 28 | 5.0 | Tax & Financial Planning |
| Weary & Company | 74 | 4.8 | Wills & Estates |
| Nguyen Scott LLP | 64 | 4.7 | Tax & Financial Planning |
| Ritzen Warshawski Anderson Manning LLP | 59 | 4.8 | Wills & Estates |
| Foisy Law Offices | 52 | 4.0 | Estate Administration / Probate |
| Lift Legal | 46 | 4.8 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in St. Albert. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
What types of financial products does Red Willow Wealth Management help clients set up? +
Red Willow Wealth Management assists clients with life and disability insurance, RRSPs, RESPs, RDSPs, investment portfolios, and business health plans. They also work with the Manulife Vitality rewards-based insurance program. Multiple reviewers note that they tailor recommendations to individual goals rather than offering a one-size-fits-all approach.
Can Red Willow help someone who has a serious health diagnosis and is worried about insurability? +
At least one reviewer found affordable life insurance options through Red Willow after receiving a life-altering diagnosis at age 30. The advisors are noted for navigating complex insurable needs and finding solutions that fit the client's situation and budget.
Do Craig and Steve work with younger clients or first-time investors? +
Yes, several reviews mention Craig and Steve helping young adults in their 20s set up their first investment strategies, life insurance policies, and savings plans. They are described as patient and educational with clients who are just starting out.
How does the Manulife Vitality program work? +
The Manulife Vitality program is a rewards-based life insurance product that offers incentives for living an active and healthy lifestyle, including perks such as an Apple Watch, hotel discounts, and savings on sporting goods. Reviewers note that Craig and Steve handle the entire setup process, including arranging at-home medical exams, making it convenient for clients.
Are the advisors at Red Willow transparent about fees and options? +
Multiple reviewers specifically highlight transparency as a standout quality, noting that the advisors clearly explain all options and ensure clients understand every step of the process before making decisions. Reviewers also mention there is no high-pressure sales approach.
Is Red Willow Wealth Management suitable for business owners? +
At least one reviewer had Red Willow set up a group health plan for their business. The team is noted for working with both personal and business financial planning needs.
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