Financial Advisors in Lethbridge
Browse 83 financial advisors in Lethbridge.
Advantage Financial Services Inc
Lethbridge, AB
Chantelle Broughton - Sun Life Financial Advisor
Lethbridge, AB
Chris Marriner - Lethbridge Mortgage Broker
Lethbridge, AB
CONCEPT. Investment Partners Ltd.
Lethbridge, AB
Dallon Martin: Primerica - Financial Services
Lethbridge, AB
Dominion Lending Centres: Graham Reimer
Lethbridge, AB
Edward Jones - Financial Advisor: Jeffrey Redd, CFP®
Lethbridge, AB
Edward Jones - Financial Advisor: Matthew Robertson, CFP®|CIM®|FCSI®|CEA®
Lethbridge, AB
Ethan Kuzek - Sun Life Financial Advisor
Lethbridge, AB
Financial Health Associates
Lethbridge, AB
IG Wealth Management - DAN INDENBOSCH, CFP, RRC
Lethbridge, AB
Jody Heebner- Advisor, Sun Life
Lethbridge, AB
Lacey Klassen - Certified Financial Planner®, Sterling Mutuals Inc.
Lethbridge, AB
Lethbridge of RBC Dominion Securities Inc.
Lethbridge, AB
Osmond Findlay & Associates - BEN OSMOND, B Mgt (Acct), CFP
Lethbridge, AB
Quintus Financial
Lethbridge, AB
RBC Dominion Securities Inc.
Lethbridge, AB
Scotia McLeod Inc
Lethbridge, AB
Spero Financial Group Inc.
Lethbridge, AB
Sun Life Financial Lethbridge
Lethbridge, AB
Terry Clark Financial & Estate Planning
Lethbridge, AB
Wellington-Altus Private Wealth
Lethbridge, AB
World Financial Group (WFG)
Lethbridge, AB
BDO Debt Solutions
Lethbridge, AB
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals
Lethbridge, AB
Bromwich+Smith
Lethbridge, AB
CIBC Wood Gundy Lethbridge Branch
Lethbridge, AB
Cox Financial Group
Lethbridge, AB
Reimer Insurance & Finance
Lethbridge, AB
Avail CPA
Lethbridge, AB
Megan Skelly - IG Wealth Management
Lethbridge, AB
Primerica
Lethbridge, AB
Western Financial Group Inc. - Canada's Insurance Broker
Lethbridge, AB
Baltyk Investments Ltd
Lethbridge, AB
4 Pillars Personal Debt Restructuring Lethbridge
Lethbridge, AB
World Financial Group
Lethbridge, AB
Assante Financial Management Ltd.
Lethbridge, AB
IG Wealth Management
Lethbridge, AB
Renter's Choice & Management Ltd
Lethbridge, AB
LKA Financial Services Ltd - Sun Life Financial
Lethbridge, AB
National Bank Financial
Lethbridge, AB
Braemore Management Ltd.
Lethbridge, AB
Calnan Real Estate Group
Lethbridge, AB
ATB Wealth Private Banking Service
Lethbridge, AB
CIBC Financial Advisor: Brittany Brinkworth
Lethbridge, AB
Avail Wealth
Lethbridge, AB
BMO Private Wealth
Lethbridge, AB
Brenda Massé BComm CERTIFIED FINANCIAL PLANNER
Lethbridge, AB
Chris Hanna - TD Financial Planner
Lethbridge, AB
Dan Bastian Financial Advisor Kesler & Associates
Lethbridge, AB
Doug McArthur - BMO Nesbitt Burns
Lethbridge, AB
Dundee Private Investors Inc
Lethbridge, AB
Edward Jones - Financial Advisor: Bryan L Austin
Lethbridge, AB
Edward Jones - Financial Advisor: Jordyn A Dickey
Lethbridge, AB
Edward Jones - Financial Advisor: Raquel Austin, CFP®
Lethbridge, AB
IG Private Wealth Management - Randy Leavitt
Lethbridge, AB
IG Wealth Management - CAROL HAAYEMA, CFP, FMA
Lethbridge, AB
IG Wealth Management - JAYDEN BROWN
Lethbridge, AB
IG Wealth Management - MEGAN O'TOOLE
Lethbridge, AB
IG Wealth Management - MIKE HOLT, BSc, RRC
Lethbridge, AB
Jordan Boutland - BMO Financial Planner
Lethbridge, AB
Judy Schrempf, CERTIFIED FINANCIAL PLANNER
Lethbridge, AB
Leavitt Group Private Wealth Management
Lethbridge, AB
Lethbridge Wealth Group - TD Wealth Private Investment Advice
Lethbridge, AB
Lynch Financial Services Ltd
Lethbridge, AB
Manulife Wealth: Mark Schmitz - Portfolio Manager
Lethbridge, AB
Marsh Wealth Management Group - RBC Dominion Securities
Lethbridge, AB
McNally Group
Lethbridge, AB
MD Financial Management
Lethbridge, AB
Nick Hoobanoff - TD Financial Planner
Lethbridge, AB
Pavan Stevenson Wealth - RBC Dominion Securities
Lethbridge, AB
Qopia Financial
Lethbridge, AB
RBC Dominion Securities - Hass Wealth
Lethbridge, AB
Ryan Coburn - BMO Nesbitt Burns
Lethbridge, AB
Ryan Giese - ScotiaMcLeod - Scotia Wealth Management
Lethbridge, AB
Sann Chaurasiya - BMO Financial Planner
Lethbridge, AB
Scotia Wealth Management - Lethbridge
Lethbridge, AB
Scott Crowe - The Crowe Group - ScotiaMcLeod - Scotia Wealth Management
Lethbridge, AB
Talerico Financial Group
Lethbridge, AB
TD Waterhouse Private Investment Advice
Lethbridge, AB
Venn Wealth Partners
Lethbridge, AB
Wiest Insurance & Investment Management
Lethbridge, AB
World Financial Group(WFG)
Lethbridge, AB
Frequently Asked Questions
How much does a financial advisor cost in Lethbridge?
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.