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Financial Advisors in Okotoks, AB: 2026 rankings

123 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Okotoks: First Avenue Financial Okotoks, RFA Score 70/100; 4.9★ from 36 Google reviews; open Saturdays until 5 PM.

  2. 25

    Most-reviewed: Ndax- Canada's Top Crypto Trading Platform to Buy Bitcoin, 1,261 Google reviews at 4.2★, the most of 123 ranked; ranked #25.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

123 Okotoks financial advisors are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 5.0★ across 123 rated firms.

Top 10 financial advisors in Okotoks at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Okotoks at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1First Avenue Financial Okotoks704.9★ (36)OkotoksSatTop score
2Well Bean Coaching Incorporated684.9★ (66)Calgary, 18 km awayEvenings—
3Precious Metals Investing Michael Algar Adviser and Broker685.0★ (7)OkotoksSat · Sun · Evenings—
4Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015675.0★ (107)Calgary, 33 km away——
5Ascendant Financial Inc.674.9★ (161)Calgary, 34 km awaySat—
6Financial Planning, Insurance & Investment Services675.0★ (171)Calgary, 40 km awaySat · Evenings—
7JP Fouillard - Sun Life Advisor675.0★ (26)Calgary, 20 km away——
8Reynolds Financial Solutions - Sun Life Certified Financial Planner675.0★ (51)Calgary, 28 km away——
9Rothenberg Wealth Management665.0★ (85)Calgary, 35 km away——
10MRG Wealth Management665.0★ (57)Calgary, 33 km away——

All 123 financial advisors in Okotoks, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015

    Based in Calgary, 33 km away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 107 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    Bldg 200, Suite #218, 4000 4 St SE, Calgary, AB T2G 2W3
    View profile for Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015(403) 690-8622

  8. #8 Reynolds Financial Solutions - Sun Life Certified Financial Planner

    Based in Calgary, 28 km away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Rivercrest Dr SE Unit 203, Calgary, AB T2C 4G4
    View profile for Reynolds Financial Solutions - Sun Life Certified Financial Planner(403) 212-1111

  10. #10 MRG Wealth Management

    Based in Calgary, 33 km away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4838 Richard Rd SW Ste 300, Calgary, AB T3E 6L1
    View profile for MRG Wealth Management(587) 330-6397

  11. #11 HARSTIN FINANCIAL CORPORATION

    Based in Calgary, 14 km away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 10 AM–8 PM · Sun closed
    Address
    294 Legacy Vw S E, Calgary, AB T2X 2E3
    View profile for HARSTIN FINANCIAL CORPORATION(403) 618-4628

  17. #17 Aware Financial

    Based in Calgary, 35 km away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 58 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    909 17 Ave SW #432, Calgary, AB T2T 0A4
    View profile for Aware Financial(587) 316-2252

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 123 ranked financial advisors here; the rest are on their profiles.

financial advisors in Okotoks, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Moraine Wealth Advisory645.0★ (31)36 km
27Riviera Finance645.0★ (37)38 km
28Qopia Financial644.9★ (37)36 km
29ATB Financial643.0★ (28)In Okotoks
30Ideal Life Experience Ltd.645.0★ (28)36 km
31Flight Plan Financial645.0★ (27)35 km
32Edward Jones - Financial Advisor: Randy S Sidhu, PFP®|CEPA®645.0★ (4)18 km
33Matco Financial Inc.645.0★ (28)37 km
34Camber Private Wealth - Financial Planning & Wealth Management645.0★ (23)34 km
35New Wynn Financial Solution - Jimmy Nguyen - Financial Planner, Sun Life645.0★ (15)30 km
36Up Financial Inc.644.8★ (33)35 km
37Bellwether Family Wealth | Calgary- Dan Beyaert645.0★ (25)36 km
38IG Wealth Management | Matthew Sheppard-Brown CFP®, RRC645.0★ (16)33 km
39IG PRIVATE Wealth Management - Markus Covaneiro, CFP RRC645.0★ (22)36 km
40Thomas Carrozzier - Financial Planner, Sun Life645.0★ (12)30 km
41Maple Groove Financial645.0★ (7)26 km
42Three60 Wealth645.0★ (7)26 km
43Edward Jones - Financial Advisor: Kevin G O'Hagan, PFP®|CIWM|FMA635.0★ (3)21 km
44Griffiths Insurance and Financial Services635.0★ (9)31 km
45NOW Wealth Management Solutions | Wellington-Altus Private Wealth635.0★ (14)35 km
46Brooke M. Dean - Raymond James Ltd.635.0★ (16)37 km
47IG Wealth Management - JAS MANGAT, BBA635.0★ (10)33 km
48Acumen Capital Partners634.6★ (27)36 km
49Zelos Investment Counsel635.0★ (12)36 km
50Ben Banks - Financial Planner, Sun Life635.0★ (12)35 km

Also serving Okotoks

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Okotoks
BusinessGoogle ratingDistance
Alisa Munro - TD Financial PlannerIn Okotoks
Balanced Wealth Management5.0★ (2)30 km
Christopher Burns - BMO Nesbitt BurnsIn Okotoks
CIBC Business Advisor: Maty ChapmanIn Okotoks
CIBC Financial Advisor: Cassie da CostaIn Okotoks
CIBC Financial Advisor: Michelle BattamsIn Okotoks
CIBC Mortgage Advisor: Paul CazabonIn Okotoks
CKM Financial SvcIn Okotoks
Deanna (Barkley) HuberIn Okotoks
Dex Dunford - TD Financial PlannerIn Okotoks
Drew McIntosh - BMO Nesbitt BurnsIn Okotoks
Edward Jones - Financial Advisor: Dawn R Dott5.0★ (1)In Okotoks
Edward Jones - Financial Advisor: Jonathon D Luimes, CFP®|CLU®|CFA®|CEPA®5.0★ (2)21 km
Edward Jones - Financial Advisor: Nathaniel Cornett-Ching, CFP®5.0★ (1)In Okotoks
Edward Jones - Financial Advisor: Tarah-Lee CotieIn Okotoks
IPC Investment Corporation - Carl MasonIn Okotoks
Jim Coleman - Raymond James Ltd.1.0★ (1)In Okotoks
KP Power Financial PlannersIn Okotoks
MosbyIn Okotoks
Stages Financial Services Inc.In Okotoks

How we ranked Okotoks financial advisors

We scored 123 Okotoks financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Okotoks data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Okotoks: frequently asked questions

Which financial advisor has the highest RFA Score in Okotoks?

By RFA Score, the highest-ranked financial advisor in Okotoks, AB is First Avenue Financial Okotoks with an RFA Score of 70/100. It has 4.9★ from 36 Google reviews. It is open Saturdays until 5 PM. Well Bean Coaching Incorporated (#2) and Precious Metals Investing Michael Algar Adviser and Broker (#3) follow. We ranked 123 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Okotoks?

RankedFinancialAdvisors ranks 123 financial advisors serving Okotoks, AB. 4 of them are based in Okotoks; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Okotoks work on weekends?

16 of 123 ranked financial advisors post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays are First Avenue Financial Okotoks (#1), Precious Metals Investing Michael Algar Adviser and Broker (#3) and Ascendant Financial Inc. (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Okotoks financial advisors have?

The median Google rating among 123 rated financial advisors in Okotoks is 5.0★, with a median of 12 reviews. Ndax- Canada's Top Crypto Trading Platform to Buy Bitcoin has the most, 1,261 reviews, and ranks #25. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Okotoks count in this ranking?

Yes, if they are within 40 km of the Okotoks city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Okotoks ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Okotoks?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Okotoks

  1. November 2026: RFA Scores recalculated for 123 financial advisors serving Okotoks.

More financial advisors and Okotoks pages