Find a fee-only planner in Alberta

Fee-only planners in Alberta.

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Sort by province: British Columbia | Alberta | SaskatchewanManitobaOntarioQuebecPEI

The listing below is provided as a service only and the firms listed have not been screened or approved by MoneySense magazine or Canadian Business Online.

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Amonson Wealth Management
15 Mackay Dr. S.W., Calgary, AB, T2V 2A3, tel: (403) 231-1936
email: john@unbiasedadvice.com
licensed to sell investment products: no
payment options:
• hourly fee: $275/hr for principal’s time; $125/hr for assistant’s time
• percentage of adjusted net worth:
• 0.75% on the first $2,000,000 of adjusted net worth
• 0.50% of the next $2,000,000
• 0.25% on adjusted net worth over $4,000,000
areas served: Calgary, Victoria and Toronto
minimum account size: $2,000,000 of adjusted net worth
(annual fee of $15,000)
planner credentials: B.Comm, MBA, CFP, R.F.P.
areas of specialization: comprehensive unbiased wealth management

Assante Financial Management Ltd.
Michael Hadford
210, 1210 8 St. SW, Calgary, AB, T2R 1L3 tel: (403) 543-6985/1-888-541-PLAN
email: mhadford@assante.com
web: www.assante.com/advisors/mhadford/
licensed to sell investment products: yes
licensed to sell insurance products: yes
payment options:
• 1%/year of assets managed (initial and ongoing financial planning included in investment management fees)
areas served: Calgary and area; British Columbia
minimum account size: $250,000
planner credentials: B.Sc., CFP
areas of specialization:
• Financial Planning
•Retirement Planning
•Planning for Small Business Owners

Facet Advisors Wealth Strategies Inc.
Suite 404, 103525 Bonaventure Drive SE Calgary, AB T2J 7E4 tel: (403) 567-0080
Suite 3B, 906 Bow Valley Trail Canmore, AB, T1W 1N6 tel: (403) 678-9453
email: mail@facetadvisors.com
web: www.facetadvisors.com
licensed to sell investment products: no
payment options:
• Hourly or flat fee; varies depending on service required
areas served:
minimum account size: none
planner credentials: Professional staff carry credentials such as CFP, CLU, CA, CGA, TEP, CPA
areas of specialization:
• Comprehensive financial planning for professionals, entrepreneurs and business owners, including cross border planning for US citizens and cross border businesses

Financial Health Management Inc.
Diane Dekanic
P.O. Box 61165, Kensington RPO, Calgary, AB, T2N 4S6, tel: (403) 216-1340, toll-free: (877) 349-7337
email: ddekanic@fhminc.ab.ca
web: fhminca.ab.ca
licensed to sell investment products: no
payment options:
• hourly fee: $140/hr
areas served: Alberta, primarily
minimum account size: none
planner credentials: CFP, R.F.P.
areas of specialization:
• transitional counseling
• retirement planning
• financial workshops

J. H. Smith Retirement Planning
18720 61 Ave., Edmonton, AB, T6M 2A8, tel: (780) 905-9542
email: jhsmithcga@shaw.ca
web: www.jhsretirementplanning.ca
licensed to sell investment products: no
payment options:
• hourly fee: $200/hr
• flat rate: starting at $1,000/plan
areas served: Edmonton and other cities via the Internet
minimum account size: none
planner credentials: CFP, CTP,CGA
areas of specialization: big picture financial planning, retirement planning, divorce settlements

LifeDesign Financial – Calgary
Sarah Wilson

2019 21st Ave SW, Calgary, AB, tel: (403) 681-7951
email: sarahwilson@lifedesignfinancial.ca
web: www.lifedesignfinancial.ca
licensed to sell investment products: No
• hourly fee: $200/hr
• project: $1,000-$3,500
areas served: Calgary and surrounding areas
minimum account size: none
planner credentials: CGA CFP
areas of specialization:
• transition and retirement planning
• financial coaching and counselling

Raimondo & Associates
Rose Raimondo

305-4625 Varsity Drive NW, Box 329, Calgary, AB, T3A 0Z9, tel: 403-288-8561
email: rose@raimondo-associates.com
web: www.raimondo-associates.com
licensed to sell investment products: no
payment options:
• hourly fee: contact for details
areas served: Calgary
minimum account size: none
planner credentials: BBA, CFP, R.F.P.
areas of specialization:
• financial education and counseling
• pensions and retirement planning
• severance counseling
• financial counselling on divorce

Ron Graham & Associates
Ron Graham

100, 10585 – 111 Street, Edmonton, AB, T5H 3E8, tel: (780) 429-6775
email: rgraham@rgafinancial.com
web: www.rgafinancial.com
licensed to sell investment products: no
payment options:
• hourly fee: $175/hr
areas served: mostly Edmonton, but also Calgary, Yellowknife, Vancouver
minimum account size: none
planner credentials: CA, R.F.P., CFP
areas of specialization:
• tax planning and preparation
• investment planning
• retirement planning
• estate planning

RT Mosaic Wealth Management Ltd.

200, 604 1st Street SW, Calgary, AB, T2P 1M7
tel: (403)-457-3284
www.rtmosaic.com
Email: spencer.tilley@rtmosaic.com
Licensed to sell investment products: no
Hourly fee: $250/hr
Percent of assets:
$500,000 & under: +1.5%
$500,001-$1,000,000: +1.25%
$1,000,001-$2,000,000: +0.75%
$2,000,001+: +0.5%
Minimum Account Size: $200,000
Area served: Calgary & area
Planner credentials: CFP, CFA
Areas of specialization:
-Retirement Planning
-Tax Planning
-Education Planning
-Corporate Planning
-Insurance analysis

T.E. Financial Consultants Ltd.
645 – 7th Avenue SW, Suite 2400, (24th floor of Encor Place), Calgary, AB, T2P 4G8, tel: (403) 233-8370, 1-888-505-8608, email: info@tewealth.com, www.tewealth.com
licensed to sell investment products: no (although T.E. Investment Counsel, an affiliated company, is licensed to sell investment products)
payment options:
• hourly fee: $250 to $400/hr
• retainer
• percentage of assets:
• $500,000 and under: 1.75%
• $500,000 to $2 million: + 0.75%
• $2 million to $5 million: + 0.50%
• next $5 million: + 0.25%
areas served: Montreal, Toronto, Calgary, Oakville (ON), Quebec City, St. John’s, Vancouver, Waterloo (ON)
minimum account size: none for financial planning; $250,000 minimum for investment clients
planner credentials: CA, CSA, CFA, CFP, R.F.P., CIM, CGA, MBA, TEP, FDS
areas of specialization:
• investment counseling
• executive financial planning
• employer-sponsored financial education
• high-net-worth financial advisory and wealth management

Todd & Associates

504 Memorial Drive NW, Calgary, AB, T2N 3C4, tel: (403) 547-0328
web: www.todd-associates.com
licensed to sell investment products: no
payment options:
• hourly fee: $225/hr (as of January 2008)
• retainer based on percentage of value: 0.25% for all assets (wealth management services)
• retirement planning services available on hourly fee basis
areas served: Calgary
minimum account size: $750,000
planner credentials: R.F.P., CFP
areas of specialization:
• retirement planning
• wealth management strategies
• divorce financial planning
• estate and tax planning

25 comments on “Find a fee-only planner in Alberta

  1. Pingback: Find a fee-only planner in Manitoba | MoneySense

  2. Pingback: Find a fee-only planner in Ontario | MoneySense

  3. You missed T.E. Wealth's Calgary Office – my office!

    Thanks,
    Tim – tfaunt@tewealth.com, (403)538-3791

    T.E. Wealth
    T.E. Financial Consultants Ltd.
    700 – 9th Avenue SW, Suite 2230, Calgary, AB, T2P 3V4, tel: (403) 233-8370, 1-888-505-8608
    email: info@tewealth.com
    web: http://www.tewealth.com
    licensed to sell investment products: no (although T.E. Investment Counsel, an affiliated company, is licensed to sell investment products)
    payment options:
    • hourly fee: $250 to $400/hr
    • retainer
    • percentage of assets:
    • $500,000 and under: 1.75%
    • $500,000 to $2 million: + 0.75%
    • $2 million to $5 million: + 0.50%
    • next $5 million: + 0.25%
    areas served: Montreal, Toronto, Calgary, Oakville (ON), Quebec City, St. John’s, Vancouver, Waterloo (ON)
    minimum account size: none for financial planning; $250,000 minimum for investment clients
    planner credentials: CA, CSA, CFA, CFP, R.F.P., CIM, CGA, MBA, TEP, FDS
    areas of specialization:
    • investment counseling
    • executive financial planning
    • employer-sponsored financial education
    • high-net-worth financial advisory and wealth management

    Reply

      • Thanks so much, Sarah!

        Hate to put you to more work, but if you don't mind, we just moved in to our beautiful new office:

        T.E. Wealth – T.E. Financial Consultants Ltd.
        645 – 7th Avenue SW, Suite 2400
        (24th Floor of Encor Place)
        Calgary, Alberta T2P 4G8
        Phone, fax, email, and web address same as before.

        Thanks again,
        Tim

        Reply

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  22. I happy to say that Diane Dekanic is my Financial Planner and were VERY please with her advice. I've since retired and have been using her strategies to provide a sustainable income. I've been to other FP's and didn't get the same quality of information – at least from my perpsective. I happily see above that her prices are lower than some of the others – don't think that the higher you pay, the better the advice. I'm sure glad we found Diane.

    Reply

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