Top Hat Advisory INC.

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Canada
Saint Albert, AB
Top Hat Advisory INC.

Top Hat Advisory is a client-focused full service insurance and wealth management firm.

With our team of experts handling your financial, investment and insurance needs, you can rest easy knowing we will take great care of you. Top Hat Advisory is a client focused full service insurance and wealth management brokerage. Insurance: Top Hat Advisory with access to 16 major insurance carriers and over 40 years of experience in the industry is able to custom design an insurance solution f

or your situation. Whether you need simple mortgage protection or sophisticated estate plans, you will receive TOP HAT service. Wealth Management: Top Hat Advisory provides the full spectrum of products and services in growing your wealth assets. Top Hat Advisory will make recommendations on investments that they think are suitable for you from a broad range of well-researched private funds. Top Hat can also refer you to Portfolio Managers for your public market assets.“ These Institutional Discretionary Portfolio Management options are made available by Referral, through Raintree Financial Solutions. Kelly Smith can refer his Clients to Portfolio Management through his registration with Raintree Financial Solutions.

12/31/2025

Happy New Year 🎉 Let’s make this year the best one yet! #2026

11/25/2025

Diversify your financial portfolio with exempt market securities.

In Canada, businesses and governments can raise capital by selling securities – such as common shares, mutual fund units, or bonds. Exempt market securities may involve a higher level of risk with greater reward. Further, there are no established secondary markets for these types of investments. To learn more, contact one of our professionals today!

10/31/2025

Happy Halloween 🎃👻

10/21/2025

Group benefits are a valuable asset providing financial security and peace of mind for employees.

Group benefits typically include health insurance, dental and vision coverage, life insurance, disability insurance, and retirement savings plans. These benefits can help employees cover medical expenses, protect their families in case of illness or injury, and save for retirement.

In addition, group benefits can also help employers save money on taxes and reduce turnover costs. By investing in their employees’ health and financial security, employers can create a positive work environment and build a strong, loyal team.

If you’re an employer looking to attract and retain top talent, consider offering group benefits to your employees. Contact us today for more details!

09/30/2025

🧡 Today, we wear orange to honor the children who were lost to the residential school system and to recognize the ongoing impact of this painful chapter in our history. Orange Shirt Day is a powerful reminder that every child matters and that we must work together towards healing and reconciliation. Let’s stand in solidarity, educate ourselves, and commit to creating a future where Indigenous children and communities are respected and valued. Wear your orange with pride! 🧡

09/25/2025

Your retirement dreams can become a reality with smart investments today. Secure your future and enjoy the freedom you deserve. Contact us to learn more!

08/30/2025

Could you pay your bills if you couldn’t work for 6+ months?
Long Term Disability Insurance protects your income if an illness or injury keeps you out of work.
✅ Income protection
✅ Peace of mind
Don’t wait for the unexpected. Protect your paycheck. 💼🛡️

08/25/2025

Term life insurance only lasts for a set period of time and pays a death benefit should the policyholder die before the term has expired. Permanent life insurance stays in effect as long as the policyholder pays the premium. Another key difference involves premiums—term life is generally less expensive compared to permanent life because it does not involve building a cash value. To learn more, contact one of our specialists today!

08/15/2025

Taking a well-deserved break? Enjoy every moment with the confidence that your family’s future is protected. With life insurance in place, peace of mind travels with you. Reach out to us today to learn more!

07/30/2025

Looking to secure your child’s financial future? Consider whole life insurance for babies and kids. With coverage that lasts a lifetime, they’ll never have to worry about renewing their policy. Plus, the cash value that builds for them, can be used for major expenses like tuition, a home, a vehicle etc. Invest in your little one’s future today!

07/01/2025

Happy Canada Day 🇨🇦 !

Address

Saint Albert, AB

Website

http://tophatadvisory.ca/

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Our Story

At Top Hat Advisory, our clients are the heart of our business. We work hard to know each one of you, your families, your goals and your priorities so that we may support your personal and professional successes with more than just financial solutions. We are committed to improving how we deliver support to our clients in 2020. In addition to our team of experts who can be reached by phone, email, chat, video conference or face to face meeting, we offer a suite of digital services that allow you to access support, information, and solutions online at your convenience.

Top Hat Advisory has a well rounded product offering that includes life insurance, living benefits, group benefits, wealth management, investments, travel and banking solutions.

Full Service Insurance: With access to 16 major insurance carriers and over 40 years of experience in the industry, Top Hat Advisory is able to custom design an insurance solution for your unique situation and circumstance now and as your needs change. Whether you need simple mortgage protection or sophisticated estate plans, you will receive TOP HAT service. Wealth Management: Top Hat Advisory provides the full spectrum of products and services in growing and conserving your wealth assets. Traditional funds, one of Canada's leading portfolio managers and access to private capital investments, are included in our offering with a unique combination to meet each client’s personal objectives. Group & Employee Benefits: An essential part of your employee value proposition and retention program, we support businesses of all size with a full range of benefits, HSA’s, retirement solutions, corporate executive plans and more.

The THA Network: We have spent years building quality relationships with reputable businesses and service providers who satisfy many of the needs our clients seek in their day to day lives. From new tires to reno’s, professional services like dental, legal, and accounting or something as simple as flowers, our rolodex is your rolodex!