Financial Planner in Alberta

3 listings throughout Alberta

Searching for Financial Planner across Alberta? FindYourCanada lists 3 listings spanning 3 cities — jump to your city below or browse the full list.

Dan Bastian Financial Advisor

Dan Bastian Financial Advisor

1921 Mayor Magrath Dr S
4035938108

INVESTMENT SOLUTIONS & TAX EFFICIENT STRATEGIES We will help you find the right solutions for your investment portfolio. Through our divers…

Fort McMurray Wealth Management

Fort McMurray Wealth Management

5 - 9908 Franklin Ave
(780)743-5667

Fort McMurray Wealth Management is here to help with all of your financial questions. From RRSPs to Pension Transfers...it's what we do.

Igor Grujic, CFP - Sun Life Financial advisor

818 Schofield Street
(403)339-0466

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financi…

Available in These Cities

Fort McMurray (1) · Lethbridge (1) · Pincher Creek (1)

Financial Planner FAQs

Businesses listed under Financial Planner on our site offer the range of services typically associated with that category — check each listing's description and contact details for what a specific provider offers.

Compare a few listings, check how long the business has been established, look at any available ratings and reviews, confirm the business is properly licensed if applicable, and get more than one quote before committing.

Requirements vary by profession and locality — ask the provider directly about relevant provincial or local licensing, insurance, and certifications, and verify with the applicable provincial licensing authority where one exists.

Ask about pricing, availability, insurance/licensing, references or reviews, warranty or guarantee terms, and expected timelines before agreeing to any work.

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Some businesses in this category may offer emergency or after-hours service — check individual listings or call ahead to confirm availability.

Be cautious of providers who demand full payment upfront, can't provide a physical address or license information on request, or pressure you into an immediate decision — see our Consumer Guide for a fuller checklist.

Not sure how to choose? Read our Consumer Guide for tips on choosing and verifying a Financial Planner provider.

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