Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 7 of 16.
Raintree Financial Solutions
Edmonton, AB
Renter's Choice & Management Ltd
Lethbridge, AB
Western Financial Group Inc. - Canada's Insurance Broker
Grande Prairie, AB
CIBC Wood Gundy
Edmonton, AB
Clayton Financial
Edmonton, AB
Dion Zukiwsky - The Zukiwsky Group - ScotiaMcLeod - Scotia Wealth Management
Red Deer, AB
IG Wealth Management
Edmonton, AB
MD Financial Management
Edmonton, AB
Alberta Investment Management Corporation (AIMCo)
Edmonton, AB
Edward Jones - Financial Advisor: David Sokolan
Edmonton, AB
IG Wealth Management
Calgary, AB
LKA Financial Services Ltd - Sun Life Financial
Lethbridge, AB
National Bank Financial
Lethbridge, AB
TD Wealth Private Investment Advice
Edmonton, AB
Alexandria Wealth Management
Calgary, AB
Braemore Management Ltd.
Lethbridge, AB
CIBC Wood Gundy Medicine Hat Branch
Medicine Hat, AB
National Bank Financial - Wealth Management
Edmonton, AB
Scotia Wealth Management - Calgary
Calgary, AB
Sterling Wealth Management Inc
Edmonton, AB
Key Investment Property Management Inc.
Grande Prairie, AB
Worldsource Financial Management
Grande Prairie, AB
BMO Private Wealth
Red Deer, AB
Calnan Real Estate Group
Lethbridge, AB
IG Wealth Management
Red Deer, AB
Canaccord Genuity Wealth Management - Calgary
Grande Prairie, AB
ATB Wealth Private Banking Service
Lethbridge, AB
CIBC Financial Advisor: Brittany Brinkworth
Lethbridge, AB
CIBC Financial Advisor: Cheryl May
Red Deer, AB
CIBC Financial Advisor: Katelyn Dafoe
Grande Prairie, AB
CIBC Financial Advisor: Sree Mattipa
Red Deer, AB
Edmonton Arena District of RBC Dominion Securities Inc.
Edmonton, AB
Jeff Anderson - Sun Life Financial
Medicine Hat, AB
Manulife Securities International Ltd
Grande Prairie, AB
Matthew Weenink - BMO Financial Planner
Red Deer, AB
Sun Life Financial Edmonton Downtown
Edmonton, AB
Sun Life Financial Red Deer
Red Deer, AB
Swordsman Financial
Red Deer, AB
access cash general partnership
fort-mcmurray, AB
adam weersink - scotiamcleod - scotia wealth management
lethbridge, AB
adetutu odekunle's account
brooks, AB
advico financial planning group inc
camrose, AB
afcote financial wellness
fort-mcmurray, AB
afsc
valleyview, AB
afsc
foremost, AB
afsc
stettler, AB
afsc
fairview, AB
afsc
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.