Financial Advisors in Alberta
Browse 755 financial advisors in Alberta — page 9 of 16.
braden pennycook - investors group financial ser vices inc
red-deer, AB
brandon ponich - td financial planner
barrhead, AB
Brenda Massé BComm CERTIFIED FINANCIAL PLANNER
Lethbridge, AB
Brent Keylock - The Keylock Group - ScotiaMcLeod - Scotia Wealth Management
Red Deer, AB
Brent Keylock - Wealth Advisor & Portfolio Manager
Red Deer, AB
Brett Dick - TD Financial Planner
Medicine Hat, AB
Brian Widmer - TD Wealth Private Investment Advice
Medicine Hat, AB
bridge benefits
lethbridge, AB
bridgett russell - investors group
lloydminster, AB
Brightan Financial Strategies Inc.
Medicine Hat, AB
broker's marine sport ltd
camrose, AB
brokerlink
brooks, AB
brs financial
medicine-hat, AB
Calgary Financial
Calgary, AB
CalgaryFinancialPlanner
Calgary, AB
canada loyal financial
camrose, AB
candace lusok - td financial planner
leduc, AB
canwest group benefits
grande-prairie, AB
canwest tax business consultants inc
clairmont, AB
Carter Greenslade - Wealth Advisor - Scotia Wealth Management
Calgary, AB
cash connection
lloydminster, AB
chipewyan prairie irc
conklin, AB
Chris Hanna - TD Financial Planner
Lethbridge, AB
Chris Hingst | Inked Financial Solutions Ltd.
Grande Prairie, AB
christopher wunder - td financial planner
lloydminster, AB
CIBC Financial Advisor: Breann Labatte
Medicine Hat, AB
CIBC Financial Advisor: Kim Fenske
Medicine Hat, AB
CIBC Financial Advisor: Shawna Wanke
Medicine Hat, AB
cindy duclos peterhans - desjardins financial se curity
lethbridge, AB
citifinancial
edson, AB
clarity financial services
wainwright, AB
CLH Capital Corp.
Grande Prairie, AB
co-operators
neerlandia, AB
co-operators - farrow insurance investments inc
pincher-creek, AB
co-operators - piquette insurance services ltd
athabasca, AB
community futures alberta southwest
pincher-creek, AB
community futures alberta southwest
fort-macleod, AB
community futures central alberta
red-deer, AB
community futures elk island region
two-hills, AB
community futures grande prairie region
grande-prairie, AB
community futures lloydminster region
lloydminster, AB
community futures peace country
peace-river, AB
community futures st paul- smokey lake region
st-paul, AB
Conrad W Gerk Financial Corporation
Grande Prairie, AB
Core Wealth Solutions Inc.
Red Deer, AB
Cornerstone Fiduciary Wealth Management (Edmonton)
Edmonton, AB
cornerstone financial services ltd
grande-prairie, AB
courte insurance financial
stettler, 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.