Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 1 of 16.
Optimize Wealth Management - Troy Hale
Medicine Hat, AB
CFP® professional helping Medicine Hat families with retirement planning, investments, tax strategies, estate planning and long-term wealth management.
A E I Wealth Management
Red Deer, AB
Advantage Financial Services Inc
Lethbridge, AB
Afshar & Machaalani Group Private Wealth Management
Edmonton, AB
Aggregate Financial Solutions
Red Deer, AB
Alana Sherba - TD Financial Planner
Red Deer, AB
Alberta Wealth Management Inc
Edmonton, AB
Allan Dawood, CFP EPC - IG Wealth Management
Calgary, AB
Allied Asset Management - Raymond James Ltd.
Edmonton, AB
Alpha Bull Canada Private Wealth
Calgary, AB
Amber McGuinness Co.
Grande Prairie, AB
Anatole Nykolyshyn
Edmonton, AB
Andrew Watson - TD Financial Planner
Calgary, AB
Apex Financial Consulting FundEX Investments Inc:
Calgary, AB
Ascendant Financial Inc: Financial Planner - Edmonton
Edmonton, AB
Ashley Kramer - Financial Planner, Sun Life
Red Deer, AB
Ashwin Arora - TD Financial Planner
Edmonton, AB
Assad Wealth Management - Hash Assad
Calgary, AB
Assante Capital Management Ltd.
Edmonton, AB
Assante Financial Management Ltd.
Calgary, AB
Ast Financial Management
Red Deer, AB
Aware Financial
Calgary, AB
Baker Wealth
Medicine Hat, AB
Bellwether Family Wealth | Calgary- Dan Beyaert
Calgary, AB
Ben Banks - Financial Planner, Sun Life
Calgary, AB
Beyond Business Financial Solutions
Edmonton, AB
Bilyk Financial Wealth Management
Edmonton, AB
BMO Nesbitt Burns
Edmonton, AB
Brendan Hendriks
Calgary, AB
Calgary Dome Tower 701 of RBC Dominion Securities Inc.
Calgary, AB
Callan Wealth Management
Red Deer, AB
Camber Private Wealth - Financial Planning & Wealth Management
Calgary, AB
Cameron Dunbar Financial Professional
Edmonton, AB
Canaccord Genuity Wealth Management - Edmonton
Edmonton, AB
Capital Edge Financial Planning
Medicine Hat, AB
Capital Strategies Insurance & Financial Inc
Medicine Hat, AB
Chandra's Financial Services
Red Deer, AB
Chantelle Broughton - Sun Life Financial Advisor
Lethbridge, AB
Charmaine Ho - TD Financial Planner
Calgary, AB
Charter Wealth Management Inc
Edmonton, AB
Chris Marriner - Lethbridge Mortgage Broker
Lethbridge, AB
Chris Melik - TD Financial Planner
Edmonton, AB
CIBC Mortgage Advisor: Gie Tagarino
Grande Prairie, AB
Clear Sky Private Wealth, Calgary
Calgary, AB
Clear Sky Private Wealth, Edmonton
Edmonton, AB
Colin Hannay - Investment Advisory - BMO Nesbitt Burns
Calgary, AB
CONCEPT. Investment Partners Ltd.
Lethbridge, AB
Cornerstone Financial Services Ltd.
Grande Prairie, AB
Frequently Asked Questions
How much does a financial advisor cost in Alberta?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.