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Financial Planners in Lethbridge, AB

How to choose a financial planner in Lethbridge

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.

Taylor Rice

Executive Financial Consultant

IG Wealth Management

Lethbridge, AB

ProfileNo contact yet

Wheaton King

Investment & Wealth Advisor

RBC Dominion Securities Inc.

Lethbridge, AB

ProfileNo contact yet

Ben Osmond

Executive Financial Consultant

IG Wealth Management

Lethbridge, AB

ProfileNo contact yet

Blake Corey

President, Senior Financial Planner

Venn Wealth Partners Inc.

Lethbridge, AB

ProfileNo contact yet

Daryll Stevenson

Portfolio Manager & Investment Advisor

RBC Dominion Securities Inc

Lethbridge, AB

ProfileNo contact yet

Jessica Joss

Portfolio Manager and Financial Planner

RBC Dominion Securities Inc.

Lethbridge, AB

ProfileNo contact yet

Dustin Leniuk

Associate Portfolio Manager

RBC Dominion Securities Inc

Lethbridge, AB

ProfileNo contact yet

Chris Hanna

Financial Planner

TD Wealth Financial Planning

Lethbridge, AB

ProfileNo contact yet
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