Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 14 of 16.
mike weiser: recruiter financial specialist at wfg canada inc.
calgary, AB
Milestone Wealth Management Ltd.
Calgary, AB
Mission Financial
Medicine Hat, AB
Mission Wealth Advisors
Calgary, AB
mnp llp - accounting, business consulting and tax services
lacombe, AB
moffitt financial group inc
red-deer, AB
Monarch Wealth Corporation
Medicine Hat, AB
money nerds
lethbridge, AB
morie associates investment brokers
westlock, AB
Morris Financial Group
Grande Prairie, AB
mulligan enterprises inc
drayton-valley, AB
nathan toornstra, financial security advisor and investment representative
red-deer, AB
National Bank Financial - Wealth Management
Calgary, AB
National Bank Financial - Wealth Management
Medicine Hat, AB
Nick Hoobanoff - TD Financial Planner
Lethbridge, AB
nicole beaucage-wahlman - bmo financial planner
camrose, AB
Nicole Eherer - TD Financial Planner
Grande Prairie, AB
Nicole Johnson - TD Financial Planner
Medicine Hat, AB
north point investors group
cold-lake, AB
north west harvesting
slave-lake, AB
northbound smoke shop
ft-mcmurray, AB
Novel Nine Financial Advisor
Red Deer, AB
Nunweiler Group - NATHAN NUNWEILER, BBA Finance, CFP
Medicine Hat, AB
O'Donnell Private Wealth Management - SEAN O'DONNELL, CFP,EPC,RRC
Red Deer, AB
obsidian wealth
red-deer, AB
olney insurance financial services
red-deer, AB
Olson Financial Svc
Red Deer, AB
Optimize Wealth Management - Glen Caton
Red Deer, AB
Pardeep Bath - BMO Financial Planner
Calgary, AB
Paul Lindley - TD Wealth Private Investment Advice
Red Deer, AB
Pavan Stevenson Wealth - RBC Dominion Securities
Lethbridge, AB
peace country auto finance
fairview, AB
Peak Investment Services Inc.
Red Deer, AB
pillars consulting group
red-deer, AB
portfolio strategies
red-deer, AB
Price Financial Group: Lindsay Price, CPCA
Grande Prairie, AB
primerica
medicine-hat, AB
Qopia Financial
Lethbridge, AB
quinco financial inc
grande-prairie, AB
raintree financial solutions
red-deer, AB
Raintree Financial Solutions - Office of Ryan Gaunce
Red Deer, AB
randy tremel - bmo financial planner
lethbridge, AB
rayelene kellock - td financial planner
fort-mcmurray, AB
raymond james ltd
fort-mcmurray, AB
raymond james ltd
lethbridge, AB
Raymond James Ltd
Medicine Hat, AB
RBC Dominion Securities - Hass Wealth
Lethbridge, AB
rbc investments
lethbridge, 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.