Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 16 of 16.
The Craig Elder Group of RBC Dominion Securities
Medicine Hat, AB
the master plan
lethbridge, AB
The Moosa Group - Scotia Wealth Management
Edmonton, AB
The Smith Group Business & Estate Planning Inc.
Medicine Hat, AB
tim weldon
edmonton, AB
Tina McLean - BMO Financial Planner
Grande Prairie, AB
todd o'reilly - o'reilly miller advisory group - scotiamcleod
medicine-hat, AB
total financial solutions
lacombe, AB
Tower Asset Management Inc
Medicine Hat, AB
transamerica securities
lloydminster, AB
Travis Enslen - BMO Financial Planner
Medicine Hat, AB
ty elcombe, senior financial advisor at atb secu rities inc.
fort-mcmurray, AB
Umbrella Wealth Management of Raymond James
Calgary, AB
UP Finances
Grande Prairie, AB
vant financial
camrose, AB
Venn Wealth Partners
Lethbridge, AB
ventures north pressure service
whitecourt, AB
vicki kremp - td financial planner
westlock, AB
vold
lethbridge, AB
wainwright financial group
wainwright, AB
wells fargo financial
grande-prairie, AB
wenaus jack
drayton-valley, AB
west of the 5th financial solutions inc.
rocky-mountain-house, AB
westar financial inc
lac-la-biche, AB
western financial group inc. - canada's insurance broker
clive, AB
wetaskiwin regional public schools admin/business/finance
wetaskiwin, AB
Wheeler McIvor & Associates - SEAN WHEELER, CFP
Medicine Hat, AB
Wiest Insurance & Investment Management
Lethbridge, AB
willcott wealth management
calgary, AB
wood buffalo financial
fort-mcmurray, AB
world financial group
fort-mcmurray, AB
world financial group - victoria van der griendt
edmonton, AB
World Financial Group(WFG)
Lethbridge, AB
worldsource financial management
sylvan-lake, AB
your options
claresholm, 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.