I also have to put a shout out for the local guys - First Calgary Financial. Their personal account really is FREE and the service is amazing. Their online stuff is great too, can do a lot of what you're asking (go in and ask for a demo!). They are even on mint.com, which would be a great way for you to organize your financial picture for free!
Not often I can sit here and recommend something local, but they are darn good.
[edit] I sound like they gave me a BJ for that plug... I have no financial interest in FirstCalgary. I just really like their mojo - the fact that they are Calgarian gives me a fellow-Calgarian bro'ner.
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