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Financial advisors in Red Deer County

2 advisory teams and firms in Red Deer County, Alberta.

Callan Wealth ManagementRed Deer County
Registration shown on its website
- Financial planning
- Portfolio management and investment advice
callanwealth.comSee profile →
Chad S GardeskiRed Deer County
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Red Deer County in figures

19,933residents in 2021 (+2.1% since 2016)

$94,000median total household income, 2020

87.9%of households own their home

$496,000median dwelling value

19.9%aged 65 and over

17.9%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 Red Deer County

Farmer in Red Deer County: how to pass on the farm?

17.6% of jobs in Red Deer County are in this sector, against 2.3% across Canada (2021 census). Transfer to a child, tax rollovers, the farm capital gains exemption: a succession takes years to prepare.

RRSP or TFSA: which to choose in Red Deer County?

The right choice depends on your tax rate today and in retirement; in Red Deer County, the median household income was $94,000 (census).

RRSP or TFSA? →

How much to save for retirement in Red Deer County?

CPP and OAS rarely cover your full lifestyle: personal savings fill the gap, to be calculated for your age and horizon.

Calculate your savings goal →

Frequently asked questions

How many financial advisory firms are there in Red Deer County?

Advisor Index lists 2 advisory teams and firms in Red Deer County, 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 Red Deer County?

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.