Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 3 of 16.
IG Wealth Management - GREG YACYSHYN, B.A. (Econ) CFP
Edmonton, AB
IG Wealth Management - Jillian Vukovich
Red Deer, AB
IG Wealth Management - John Bender, BSC CFP
Calgary, AB
IG Wealth Management - Markus Covaneiro, CFP RRC
Calgary, AB
IG Wealth Management - Miranda Solomon, RIS
Edmonton, AB
IG Wealth Management - SHELLEY LAZENBY, CFP, RRC, EPC
Grande Prairie, AB
IG Wealth Management | Matthew Sheppard-Brown CFP®, RRC
Calgary, AB
Industrial Alliance Securities Inc.: Angie Traill
Medicine Hat, AB
Integrated Financial Services Inc.
Red Deer, AB
Invest Medicine Hat
Medicine Hat, AB
InvestorDNA Wealth Management
Calgary, AB
IPC Investment Corporation - David Percy
Edmonton, AB
Jackson Woodruff CFP®, CIM® Woodruff Wealth Management - Raymond James
Medicine Hat, AB
Jayne Flaig, Trilogy Mortgage | Mortgage Broker Medicine Hat
Medicine Hat, AB
Jody Heebner- Advisor, Sun Life
Lethbridge, AB
Journeyman Mortgage Broker - Jon Giguere TMG Grande Prairie
Grande Prairie, AB
JP Fouillard - Advisor Sun Life Financial
Calgary, AB
Kathryn McNeil - TD Wealth Private Investment Advice
Calgary, AB
Kay Lam - BMO Nesbitt Burns
Grande Prairie, AB
Kevin Stevens- Scotia Wealth Management
Red Deer, AB
Kindle Financial Ltd
Calgary, AB
Kinetic Financial Solutions Inc.
Grande Prairie, AB
Kinsted Wealth
Calgary, AB
Lacey Klassen - Certified Financial Planner®, Sterling Mutuals Inc.
Lethbridge, AB
Latitude Wealth Management
Calgary, AB
Leede Financial Inc.
Calgary, AB
Legacy Wealth Management Inc
Calgary, AB
Lethbridge of RBC Dominion Securities Inc.
Lethbridge, AB
LGK Wealth Management Inc.
Edmonton, AB
LifeLegacy Wealth Management Inc. o/a LifeLegacy
Red Deer, AB
Lighthouse Financial - IPC Investment Corporation - Jim Hummel
Edmonton, AB
Lonnie Leitch - BMO Financial Planner
Red Deer, AB
LRS Private Wealth Management Inc.
Calgary, AB
Matco Financial Inc.
Calgary, AB
McNabb Lucuk LLP Chartered Professional Accountants
Grande Prairie, AB
Medicine Hat Wealth Group - TD Wealth Private Investment Advice
Medicine Hat, AB
Mertens & Associates - MARK MERTENS, B Comm CPA CFP
Edmonton, AB
Metzger Group- IG Private Wealth Management - RYAN J METZGER
Red Deer, AB
Moraine Wealth Advisory
Calgary, AB
Mortgages by Brandi - Trilogy Mortgage Corporation
Medicine Hat, AB
MRG Wealth Management
Calgary, AB
Muhs Wealth Partners
Edmonton, AB
National Bank Financial
Red Deer, AB
Neil Mardian - TD Wealth Private Investment Advice
Medicine Hat, AB
Northstar Wealth Management Inc
Grande Prairie, AB
NOW Wealth Management Solutions | Wellington-Altus Private Wealth
Calgary, AB
Olivia Zhang - TD Financial Planner
Edmonton, AB
Osmond Findlay & Associates - BEN OSMOND, B Mgt (Acct), CFP
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.