10 Best Wealth Management Companies in Calgary

Qopia Financial is among the top ten because of its holistic approach to financial services, close client relationships, and specialized knowledge. The firm, founded in 2016 in Calgary, boasts a collective 75 years of experience. Qopia Financial specializes in Wealth Management, Complex Financial Planning, and Estate Planning. Clients praise the agency for its professional yet p more...

Qopia Financial is among the top ten because of its holistic approach to financial services, close client relationships, and specialized knowledge. The firm, founded in 2016 in Calgary, boasts a collective 75 years of experience. Qopia Financial specializes in Wealth Management, Complex Financial Planning, and Estate Planning. Clients praise the agency for its professional yet personal atmosphere, with rave reviews for Arif and Ben and their dedicated staff as emotional but critical professionals. According to customer reviews, the agency’s advisors simplify intricate financial matters and prioritize clients’ needs. Qopia Financial's commitment to end users and financial planning result in longsighted solutions that guarantee a lifetime of gratification and engage with the most profound recommendations.

Langford Financial Inc. is one of the top ten winners for outstanding client review. The main office is run by Willis and Nancy Langford, who provide detached, fee-only retirement income planning, tax planning, and investment services to clients aged 55 and over. Many reviews emphasize the Langfords’ expertise, detailed retirement strategies, and high level of care. The Langford more...

Langford Financial Inc. is one of the top ten winners for outstanding client review. The main office is run by Willis and Nancy Langford, who provide detached, fee-only retirement income planning, tax planning, and investment services to clients aged 55 and over. Many reviews emphasize the Langfords’ expertise, detailed retirement strategies, and high level of care. The Langfords have built a loyal customer base because they offer personalized investment advice and tactics that save retirees a lot of money. Clients rave about the firm's responsiveness and how it adjusts to each client’s changing needs.

Cresco Wealth Management is among the top 10 firms in Canada for its high-quality service, relationship-building, and favorable outcomes. Clients appreciate how the team understands their financial ambitions and tailors wealth management strategies. Trust and expertise, especially for Sheena and Jennifer, stand out in reviews. Regular updates with nuanced financial planning expl more...

Cresco Wealth Management is among the top 10 firms in Canada for its high-quality service, relationship-building, and favorable outcomes. Clients appreciate how the team understands their financial ambitions and tailors wealth management strategies. Trust and expertise, especially for Sheena and Jennifer, stand out in reviews. Regular updates with nuanced financial planning explain complex information clearly and offer reassurance in difficult times. That way, their clients can make financial decisions that match their future. Transparency, responsiveness, and a guest-focused approach represent Cresco's practices. These strategies offer value and make clients advocates.

World Financial Group, Inc. is a Top 10 Financial Company and the Largest Financial Company in North America. Among its many accolades, World Financial Group, Inc. stands out because of its status and because it promotes financial education and offers a client-first approach. World Financial Group, Inc. partners with licensed agents across North America to provide financial serv more...

World Financial Group, Inc. is a Top 10 Financial Company and the Largest Financial Company in North America. Among its many accolades, World Financial Group, Inc. stands out because of its status and because it promotes financial education and offers a client-first approach. World Financial Group, Inc. partners with licensed agents across North America to provide financial services with a family culture. World Financial Group, Inc. allows clients to manage their money and the future of their families, making them better off. The company provides a systemic support and mentorship program that has changed various clients' lives for the better. Clients say that the client-first strategy, personalized help, and dedication to creating family legacies are the company's best qualities. Although some clients claim the company is a pyramid scheme, others call it a pyramid scheme. The statement also refers to frequent third-party partners and financial institutions the company represents, which adds to the brand's value and lowers the risk. World Financial Group's places a strong emphasis on education, which makes them invaluable in markets that are very competitive and rapidly changing.

Rothenberg Wealth Management is among the top 10 wealth management firms due to its client-focused and individualized approach to wealth management. Customers have described continuous professional involvement, tailored advice, and endless support from its advisors. For example, Phil Blake and Tina Patel have earned significant praise for their financial planning services over a more...

Rothenberg Wealth Management is among the top 10 wealth management firms due to its client-focused and individualized approach to wealth management. Customers have described continuous professional involvement, tailored advice, and endless support from its advisors. For example, Phil Blake and Tina Patel have earned significant praise for their financial planning services over an extensive time. Rothenberg is a fully independent wealth management firm, not influenced by internal products, and compensates professional advisors based solely on their salaries. The firm’s detailed Rothenberg process, comprehensive services from investment and risk management to tax and estate planning, and customized plans demonstrate its commitment to serving its clients’ top interests. Rothenberg's client-centric process and the quality of its services and client-professional relationships place it among the top 10 wealth management firms.

CH Financial Ltd. made it to the top ten thanks to its extensive array of financial services, such as tax planning and wealth management. The firm’s focus on tailored, client-centered advice and consolidation of complex financial elements has garnered praise. Client testimonials highlight CH Financial’s professionalism, warmth, and knowledgeable team, which distinguishes them fr more...

CH Financial Ltd. made it to the top ten thanks to its extensive array of financial services, such as tax planning and wealth management. The firm’s focus on tailored, client-centered advice and consolidation of complex financial elements has garnered praise. Client testimonials highlight CH Financial’s professionalism, warmth, and knowledgeable team, which distinguishes them from competitors in the financial services sector. The firm’s responsiveness and commitment to client satisfaction further support their high rating. Positive feedback from clients indicates the firm’s success in creating long-term relationships and delivering on promises of financial security.

IG Wealth Management is in the top ten due to its commitment to comprehensive financial planning. The company stands out for its unlimited income potential and support for career development. It offers personalized services in areas like tax strategies, estate planning, and mortgages beyond just investment. The majority of reviews highlight the company's professionalism and dedi more...

IG Wealth Management is in the top ten due to its commitment to comprehensive financial planning. The company stands out for its unlimited income potential and support for career development. It offers personalized services in areas like tax strategies, estate planning, and mortgages beyond just investment. The majority of reviews highlight the company's professionalism and dedication to growth. However, some clients have experienced high fees with Conflicts of Interest. The company offers the necessary tools and support. It has a favorable online reputation and a great workplace environment, making it easy to attract new investors.

Harbourfront Wealth Management is among the top 10 wealth management companies due to its independent, tailored service that resists mainstream banking conventions. Since its inception in 2013, Harbourfront has focused on true wealth management, offering seamless, unified income, trust, and tax planning without proprietary conflicts of interest. Reviews confirm this commitment. more...

Harbourfront Wealth Management is among the top 10 wealth management companies due to its independent, tailored service that resists mainstream banking conventions. Since its inception in 2013, Harbourfront has focused on true wealth management, offering seamless, unified income, trust, and tax planning without proprietary conflicts of interest. Reviews confirm this commitment. Frederick Montilla and his team consistently deliver exceptional, personalized service, demystifying complex financial concepts and guiding them toward identifying their financial goals. Clients are delighted with the company's outcomes and the Harbourfront team’s sincerity, professionalism, and dedication create a reliable and welcoming environment. Consequently, they believe that switching to this independent, client-focused firm was a transformational choice.

The MLD Wealth Management Group is one of the top ten firms because it combines a transparent and dependable planning approach with its expert wealth management. Clients appreciate the firm for its comprehensive financial strategies and personalized service, which ensures their trust. Chad Larson and his team have positive reviews for their portfolio performance, effective commu more...

The MLD Wealth Management Group is one of the top ten firms because it combines a transparent and dependable planning approach with its expert wealth management. Clients appreciate the firm for its comprehensive financial strategies and personalized service, which ensures their trust. Chad Larson and his team have positive reviews for their portfolio performance, effective communication, and added comfort to clients. The full-service wealth management firm creates customized plans that put clients first, leading to tax savings and informed decisions when investing amid market fluctuations. The firm’s commitment to financial wellness is why it is named one of the top ten firms.

Aligned Capital Partners Inc. is a top ten company due to its experienced investment advisors like Grace Jahns, who is an Operations Manager. With a background in the Canadian Securities Course and handling investments in her Estate Planning firm, she is dedicated to serving clients. Clients value the firm's interpersonal and caring approach rather than a transactional one. The more...

Aligned Capital Partners Inc. is a top ten company due to its experienced investment advisors like Grace Jahns, who is an Operations Manager. With a background in the Canadian Securities Course and handling investments in her Estate Planning firm, she is dedicated to serving clients. Clients value the firm's interpersonal and caring approach rather than a transactional one. The firm has excellent reviews for Shafik Hirani, who has outstanding financial planning skills, professionalism, and comprehensive support. Client feedback highlights his unceasing guidance and attention, helping them receive their necessary assets and peace of mind.