Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 2 of 16.
Dallon Martin: Primerica - Financial Services
Lethbridge, AB
Dan Hague & Associates Private Wealth Management - DAN HAGUE, B Comm CIP CFP RRC MFA P
Edmonton, AB
Daumler, Mertz & Associates IG Private Wealth Management
Calgary, AB
David Alexander & Associates Private Wealth Management
Calgary, AB
DeHaan Private Wealth
Edmonton, AB
Derek Fuchs, Senior Wealth Advisor
Red Deer, AB
DLF Financial Services Inc.
Medicine Hat, AB
Dominion Lending Centres: Graham Reimer
Lethbridge, AB
Edward Jones - Financial Advisor: Agnes English
Medicine Hat, AB
Edward Jones - Financial Advisor: Derek Nunweiler
Medicine Hat, AB
Edward Jones - Financial Advisor: Jan W Vanderheyden
Edmonton, AB
Edward Jones - Financial Advisor: Jeffrey Redd, CFP®
Lethbridge, AB
Edward Jones - Financial Advisor: Jeremy Kehdy
Edmonton, AB
Edward Jones - Financial Advisor: Jonathon D Luimes, CFA®|CEPA®
Calgary, AB
Edward Jones - Financial Advisor: JR Figueiredo
Edmonton, AB
Edward Jones - Financial Advisor: Kevin G O'Hagan, PFP®|CIWM|FMA
Calgary, AB
Edward Jones - Financial Advisor: Matthew Robertson, CFP®|CIM®|FCSI®|CEA®
Lethbridge, AB
Edward Jones - Financial Advisor: Mike Hoehn
Grande Prairie, AB
Edward Jones - Financial Advisor: Rodney Adams, CFP®
Edmonton, AB
Edward Jones - Financial Advisor: Scott Allan, CFP®
Calgary, AB
Esposito Advisory Financial Planning Team
Edmonton, AB
Eternal Wealth & Estate Solutions Inc.
Calgary, AB
Ethan Kuzek - Sun Life Financial Advisor
Lethbridge, AB
Evergreen Wealth Advisory
Edmonton, AB
Faber Inc, Consumer Proposal & Licensed Insolvency Trustees | Grande Prairie
Grande Prairie, AB
Financial FOUNDATIONS Ltd.
Calgary, AB
Financial Health Associates
Lethbridge, AB
Financial Planning, Insurance & Investment Services
Calgary, AB
Financial Solutions
Medicine Hat, AB
Finovo | Financial Planning
Grande Prairie, AB
Fit Financial Solutions Inc.
Edmonton, AB
Future Values Estate & Financial Planning
Calgary, AB
Gerry Phaneuf, Financial Broker
Edmonton, AB
Giesbrecht & Associates - IG Private Wealth Management
Red Deer, AB
Graham Wealth Partners
Edmonton, AB
Griffith & Associates Wealth Management
Calgary, AB
Hemisphere Capital Management Inc
Calgary, AB
High Level Wealth Management
Edmonton, AB
Hunt Group Private Wealth
Grande Prairie, AB
Ian McCulloch CFP, CHS Sun Life Certified Financial Planner
Calgary, AB
Ideal Life Experience Ltd.
Calgary, AB
IG Private Wealth Management - ARUN MEHROTRA, CFP EPC
Edmonton, AB
IG Private Wealth Management - Wiart Pearson Akle & Associates
Edmonton, AB
IG Private Wealth Management | MacDonald & Associates
Edmonton, AB
IG Wealth Management - Amber MacMillan
Edmonton, AB
IG Wealth Management - Aseef Daredia, BA, CFP, CLU
Edmonton, AB
IG Wealth Management - CAMERON RUTTEN, MFA P
Edmonton, AB
IG Wealth Management - DAN INDENBOSCH, CFP, RRC
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.