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Financial advisors in Camrose

3 advisory teams and firms in Camrose, Alberta.

Cindy MarquardtCamrose
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Craig R MartinCamrose
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Garet WoodCamrose
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Camrose in figures

18,772residents in 2021 (+0.2% since 2016)

$76,000median total household income, 2020

65.9%of households own their home

$300,000median dwelling value

24.1%aged 65 and over

20.7%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Camrose

Working in energy in Camrose: stock options and early retirement?

3.5% of jobs in Camrose are in this sector, against 1.3% across Canada (2021 census). Stock options and employer shares concentrate risk in one sector; diversifying and planning the exit matters.

How to reduce capital gains tax in Camrose?

10.2% of tax filers in the Camrose area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

When to take CPP and how to draw down a RRIF in Camrose?

24.1% of Camrose residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.

How long will your savings last? →

Savings and high incomes in the Camrose area

18%of tax filers contributed to an RRSP

$3,000median RRSP contribution

Among people with income in the Camrose area, in 2023:

35.7%report dividend or interest income (median $1,040)

10.2%report capital gains (median $2,570)

21.7%receive a private pension (employer plan, RRIF, annuity)

14%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Camrose?

Advisor Index lists 3 advisory teams and firms in Camrose, Alberta: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Camrose?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in Alberta

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.