Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 4 of 16.
Owen Li - TD Financial Planner
Edmonton, AB
Pellegrini Financial
Red Deer, AB
Perry Securities Ltd
Grande Prairie, AB
Plan-It Financial Corporation
Grande Prairie, AB
PlayCheques Wealth Management Calgary
Calgary, AB
Primerica Financial Services Ltd., PFSL Investments Canada Ltd
Grande Prairie, AB
Principle Centered Financial Services Inc.
Edmonton, AB
PROSPERIC FINANCIAL
Edmonton, AB
Qopia Financial
Medicine Hat, AB
Qube Investment Management
Edmonton, AB
Quintus Financial
Lethbridge, AB
Rathwell Financial/Raymond James
Red Deer, AB
RBC Dominion Securities Inc.
Lethbridge, AB
Red Deer Mortgage Lending
Red Deer, AB
Red Deer of RBC Dominion Securities Inc.
Red Deer, AB
Red Seal Financial Ltd
Edmonton, AB
Red Willow Wealth Management
Edmonton, AB
Retire First
Red Deer, AB
Reynolds Financial Solutions - Sun Life Certified Financial Planner
Calgary, AB
RGA Financial
Edmonton, AB
Richardson Wealth Limited
Calgary, AB
Rick Fairley - Retirement Planner & Life Insurance Advisor
Edmonton, AB
Rosaria Rino: Primerica - Financial Services
Grande Prairie, AB
Rothenberg Wealth Management
Calgary, AB
SANDSTONE Asset Management Inc
Calgary, AB
Scotia McLeod Inc
Lethbridge, AB
SevenOak Private Wealth Ltd
Medicine Hat, AB
Shandie Froese - TD Wealth Private Investment Advice
Medicine Hat, AB
Silver Maple Financial - IPC Investment Corporation
Edmonton, AB
Spero Financial Group Inc.
Lethbridge, AB
Statera Financial Planners
Edmonton, AB
Stephen Ellis - Ellis Financial Group - ScotiaMcLeod - Scotia Wealth Management
Calgary, AB
Stevens & Associates at IG Private Wealth Management
Medicine Hat, AB
Sun Life Financial
Grande Prairie, AB
Sun Life Financial Grande Prairie
Grande Prairie, AB
Sun Life Financial Lethbridge
Lethbridge, AB
Sunesis Financial CFP | Edmonton Financial Advisor
Edmonton, AB
Swell Private Wealth
Medicine Hat, AB
Symphony Financial Solutions Inc. - Sun Life Advisor
Edmonton, AB
Tanner Smith - Wealth Advisor - Scotia Wealth Management
Calgary, AB
Terry Clark Financial & Estate Planning
Lethbridge, AB
The Frost Group - Raymond James
Medicine Hat, AB
The McClelland Financial Group
Medicine Hat, AB
The Private Wealth House (Raymond James Ltd.)
Edmonton, AB
Thiessen & Associates Private Wealth Management
Red Deer, AB
Three60 Wealth
Calgary, AB
Unbiased Financial Services Inc.
Calgary, AB
Valerie Riewe: Primerica - Financial Services
Grande Prairie, 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.