Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 8 of 16.
afsc
red-deer, AB
afsc
sedgewick, AB
afsc
leduc, AB
afsc
medicine-hat, AB
afsc
camrose, AB
afsc
claresholm, AB
afsc (agriculture financial services corp)
edson, AB
alberta health services (finance office)
grande-prairie, AB
Alicia Douglas - TD Financial Planner
Red Deer, AB
allred finance insurance
coaldale, AB
alltrust financial services
red-deer-county, AB
amal financial services inc
fort-mcmurray, AB
Angie Traill - TD Financial Planner
Medicine Hat, AB
assante capital management
lloydminster, AB
Assante Financial Management Ltd.
Red Deer, AB
assante wealth management
cold-lake, AB
assante wealth management
leduc, AB
assante wealth management
hinton, AB
atb entrepreneur centre
grande-prairie, AB
atb entrepreneur centre
lethbridge, AB
atb financial
evansburg, AB
atb financial
warburg, AB
atb wealth private banking centre
red-deer, AB
atb wealth private banking service
fort-mcmurray, AB
atb wealth private banking service
leduc, AB
ATB Wealth Private Banking Service
Medicine Hat, AB
ATB Wealth Private Banking Service
Grande Prairie, AB
Avail Wealth
Lethbridge, AB
bankruptcy canada trustees - drumheller
drumheller, AB
bankruptcy canada trustees - innisfail
red-deer, AB
bdc - business development bank of canada
fort-mcmurray, AB
bdc - business development bank of canada
grande-prairie, AB
bdc - business development bank of canada
red-deer, AB
bdc - business development bank of canada
medicine-hat, AB
bdc - business development bank of canada
calgary, AB
bdc - business development bank of canada
lloydminster, AB
bdc - business development bank of canada
lethbridge, AB
belay asset management
magrath, AB
blocksom financial services
hanna, AB
blue zone finance
red-deer, AB
bmo nesbitt burns
medicine-hat, AB
BMO Private Wealth
Lethbridge, AB
bombardier finance inc
calgary, AB
Bond Jewell - The Zukiwsky Group - ScotiaMcLeod - Scotia Wealth Management
Red Deer, AB
bookkeeping by gail div of g r finance inc
red-deer, AB
boyd financial services
carbon, AB
boys financial services
stettler, AB
brad geisler, the mortgage centre o/a sky financ ial corporation
edmonton, 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.