Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 6 of 16.
Sidhu Investment Group
Calgary, AB
Up Financial Inc.
Calgary, AB
Avail CPA
Lethbridge, AB
First Foundation
Edmonton, AB
MLD Wealth
Calgary, AB
Acumen Capital Partners
Calgary, AB
FBC Farm and Small Business Tax Consultants
Grande Prairie, AB
Fletcher Mudryk LLP
Grande Prairie, AB
Friesen Bain Chartered Accountants
Grande Prairie, AB
Mawer Investment Management Ltd.
Calgary, AB
Megan Skelly - IG Wealth Management
Lethbridge, AB
Primerica
Lethbridge, AB
Shafik Hirani's Private Wealth Management Practice at Aligned Capital Partners Inc.
Calgary, AB
Solomon Financial
Red Deer, AB
Western Financial Group Inc. - Canada's Insurance Broker
Lethbridge, AB
World Financial Group
Edmonton, AB
4 Pillars Personal Debt Restructuring Lethbridge
Lethbridge, AB
Baltyk Investments Ltd
Lethbridge, AB
D. Botha - Life Insurance, Estate Planner, Financial Planning, Financial Advisor
Calgary, AB
Harbourfront Wealth Management Inc.
Calgary, AB
McLean & Partners Wealth | National Bank Financial
Calgary, AB
Raymond James
Calgary, AB
Western Financial Group Inc. - Canada's Insurance Broker
Medicine Hat, AB
Fresh Coast Investments
Grande Prairie, AB
Union Financial | Wealth Management & Financial Advisors Edmonton
Edmonton, AB
Western Financial Group Inc. - Red Deer Insurance
Red Deer, AB
CH Financial Ltd
Calgary, AB
Metro Financial Planning Inc.
Edmonton, AB
Solid Financial Solutions Inc.
Red Deer, AB
World Financial Group
Red Deer, AB
World Financial Group
Lethbridge, AB
HollisWealth
Red Deer, AB
Wise Wealth Management
Calgary, AB
World Financial Group
Grande Prairie, AB
AMIRI Wealth Management Inc
Edmonton, AB
Assante Financial Management Ltd.
Lethbridge, AB
ATB Wealth Private Banking Centre
Calgary, AB
CIBC Financial Advisor: Camille McLaughlin
Grande Prairie, AB
Edward Jones - Financial Advisor: Toddye Kam, CFA®|CEPA®|CHS
Calgary, AB
IG Wealth Management
Medicine Hat, AB
IG Wealth Management
Lethbridge, AB
Medicine Hat of RBC Dominion Securities Inc.
Medicine Hat, AB
Scotia Wealth Management - Edmonton
Edmonton, AB
TD Wealth Private Investment Advice
Calgary, AB
The Wealth Council
Calgary, AB
Welch Financial Consulting
Red Deer, AB
Abacus Wealth Management / Portfolio Strategies Corp
Edmonton, AB
CIBC Financial Advisor: Arleen Frank
Red Deer, 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.