Find a Financial Advisor in Alberta

Been working with families and individuals for the last 6 years, helping them create a better Financial future for themselves and generations to come. I am able to take the non traditional approach by not having to charge my clients anything to have access to my advise and services. I work with many companies in the financial industry to be able to provide the best products available.

Our team puts you at the center of your own wealth building journey. Our job is to listen to you and what your retirement looks like. We then build a path forward focused on your goals. We will bring advice regarding products, planning and investment advice that we believe will help you achieve your goals.

Offering Financial advice on Life Insurance, Critical Illness Insurance, Investments including RRSP, TFSA, FHSA, Guaranteed GIC Rates, Guaranteed Life Annuities that pay Monthly Guaranteed Payments

We understand that your financial future is a journey – and we are here to guide you every step of the way. Discover the peace of mind that comes with our comprehensive financial plans. From protecting your loved ones to securing your assets with proper insurance and investment plans, we've got the expertise you need. Our team of seasoned financial advisors brings expertise to the table.

Troy Hale is a highly respected Advisor at Optimize Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience. Based in Medicine Hat, Alberta — his hometown — Troy specializes in helping Albertans 50+ turn their hard-earned savings into sustainable, tax-efficient retirement income so they can enjoy life without the fear of outliving their money.

Life Insurance, Critical Illness Insurance, Disability Insurance, Personal health benefits, Group Benefits. Succession Planning. Helping Families and Business Owners protect what matters most to them

Many people classify success as financial independence; being able to do the things they have always wanted to do. Success and financial independence will only be achieved with the help of the right professional team. Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. We are committed to providing the right information and advice you need to feel confident about your family’s future.

Let me tell you a bit about me: My goal is to better understand your financial goals and to develop a clear understanding of what success looks like to you. I’m here to help you achieve your goals and plan for financial security for today and tomorrow. For some, it might be planning for retirement, for others, buying a home or saving for a special purchase. Regardless of the size of the goal or

No family left behind. That is our motto at World Financial Group. Everyone has financial stress. I help reduce that stress by providing financial education. For some Understanding finances is as clear as muddy water at best. For others, its so overwelming that you can make a sandcastle with that mud. First and foremost I try to educate individuals and families about finances so that its clear again.

At Baks Enterprise, we provide financial services such as Insured Retirement Plan, life insurance, health insurance, small business insurance and investment products (RRSP, RESP, TFSA etc). We also specialize in helping people achieve their dreams and empowering others to create, build and protect wealth.

I am a retired police officer who saw that the foundation of almost all crime was money trouble caused by a lack of financial education. My team and I take an educational approach ensure whatever decisions you make are based on complete and trusted intelligence, which can help in preventing other poor decisions. Our firm is a full service independent brokerage. Full service means we can do just about anything that touches your financial life.

I offer a free no cost and no obligation to talk to me. I will give you a honest review of your financial situation. No cost, no fee, no commitment. I am a financial advisor with Edward Jones, my focus is working with my clients as individuals. I specialize in Retirement Income Planning, Focusing on Advice and Financial Planning, Wealth Management inI am a financial advisor with Edward Jones, my focus is working with my clients as individuals.

BIG provides high-net-worth individuals integrated private wealth management and leading-edge investment strategies. Whether you want to define your investment options or implement a custom solution, we are built to serve your needs. To maximize the growth of your wealth, numerous decisions can be made concerning asset allocation strategy, diversification, investment manager selection, individual security selection, portfolio rebalancing and tax efficiency.

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares). The company has $229.3 billion in assets under management and serves more than 5 million clients.

You have a dedicated branch team committed to fully understanding your financial picture before you make any decisions. We’re thoughtful about our approach and how to align your goals with a custom financial strategy, so you can be confident you’re on track for the future you see for yourself.

At Edward Jones, everything begins with your story. I start by listening — truly listening — because clarity only comes from understanding what matters most to you. That clarity allows us to define your goals, understand your needs, and build a strategy that leads to real accomplishment. To deliver beyond expectations, I use a structured and repeatable planning process called the Compass Framework.

My company offers a wide variety of financial services. Our mission is to help save taxes and set you up for retirement. I can also help with estate planning and wealth transfer.

I am excited to help!! With nearly 25 years of investing experience I am excited to help you achieve your goals. I have won top advisor in Airdrie back to back years and I would love to show you why. I like to make investing simple and easy to understand. My goal is to make every meeting comfortable and straight forward. Check out some reviews online and come see how I can help in any way :)