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Financial Planners in Edmonton, AB

How to choose a financial planner in Edmonton

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Daniel Kirkland

Licensed Insurance Professional- Associate

Kirk!land financial services and consulting

Edmonton, AB

Licensed Licensed Insurance Professional- Associate for 3 years

Daniel Kirkland is a Licensed Insurance Professional-Associate at Kirk!land Financial Services and Consulting, located in Edmonton, AB. With three years of experience, Daniel assists families in building financial security through education and planning. He begins by understanding their unique income, expenses, goals, and current coverage, identifying any gaps to ensure a comprehensive approach to their financial needs.

Call(587) 590-5428
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