Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 13 of 16.
joshua crooks - bmo financial planner
coaldale, AB
Judy Schrempf, CERTIFIED FINANCIAL PLANNER
Lethbridge, AB
julia johnson - td merchant solutions
red-deer, AB
julie woods accounting
fort-mcmurray, AB
justinen financial services inc
rocky-mountain-house, AB
kandu financial services
leduc, AB
Kevin Potts, Financial Advisor
Grande Prairie, AB
keystone financial planning inc
lethbridge, AB
kim patten - td financial planner
beaumont, AB
kinetic financial solutions inc.
grande-prairie, AB
kingcott financial
red-deer, AB
koehler financial group
stettler, AB
Komal Saini - TD Financial Planner
Grande Prairie, AB
Korrie Miller - Miller Advisory Group - ScotiaMcLeod
Medicine Hat, AB
kranzler financial services inc kevin kranzler
lethbridge, AB
kristi allan financial advisor
strathmore, AB
kroeger financial services
camrose, AB
kwasnecha gary p company ltd
leduc, AB
lcu financial ltd
bonnyville, AB
lcu financial ltd
cold-lake, AB
Leavitt Group Private Wealth Management
Lethbridge, AB
Lee Wilkinson - Raymond James Ltd.
Red Deer, AB
Leede Jones Gable
Red Deer, AB
leong terry financial services
lethbridge, AB
Lethbridge Wealth Group - TD Wealth Private Investment Advice
Lethbridge, AB
lockhart financial services inc
cold-lake, AB
Lynch Financial Services Ltd
Lethbridge, AB
lyster financial
bellevue, AB
m d management
lethbridge, AB
macanders capital finance corporation
red-deer, AB
maclean mike
medicine-hat, AB
mah terry
lethbridge, AB
mannville registries finance
mannville, AB
manulife securities
fort-mcmurray, AB
manulife securities
lethbridge, AB
Manulife Wealth: Mark Schmitz - Portfolio Manager
Lethbridge, AB
mark schmitz - scotiamcleod - scotia wealth management
lethbridge, AB
Mark Wallmann - The Tipler Wallmann Group - ScotiaMcLeod
Grande Prairie, AB
Marsh Wealth Management Group - RBC Dominion Securities
Lethbridge, AB
matrix corporate finance
cold-lake, AB
Matthew Solberg - TD Wealth Private Investment Advice
Medicine Hat, AB
matthew winters
redwater, AB
mayeske financial
lethbridge, AB
McNally Group
Lethbridge, AB
MD Financial Management
Lethbridge, AB
michael crouse - td financial planner
grande-prairie, AB
michael gundran - td financial planner
red-deer, AB
Micheal Reimer - Raymond James Ltd.
Medicine Hat, 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.