Best Financial Consultants In Calgary

Finovo specializes in independent, fee-for-service retirement planning, helping clients clarify when they can retire and how to manage income from savings. The team offers clear, straightforward advice without pushing products, often providing detailed scenarios and patiently answering questions to build confidence in clients’ financial decisions.

Moraine Wealth Advisory focuses on integrated financial planning that considers investments, taxes, estate planning, and legacy to support clients’ overall financial and life goals. Their team offers thorough reviews and clear guidance, helping clients feel confident and informed, though the planning process can be detailed and time-intensive.

MRG Wealth Management specializes in integrating financial planning and wealth management for professionals, business owners, and retirees across Canada. The team focuses on retirement and estate planning, aiming to align strategies with clients’ long-term goals. Customers appreciate their clear communication and attentive, personalized approach.

Specializing in personalized financial strategies, this Sun Life Financial team helps clients at all life stages create plans aligned with their goals and values. They offer in-person and virtual appointments across Alberta, guiding individuals and small businesses through insurance, health spending accounts, and benefits packages. Clients appreciate their clear explanations and responsive… more...

Specializing in personalized financial strategies, this Sun Life Financial team helps clients at all life stages create plans aligned with their goals and values. They offer in-person and virtual appointments across Alberta, guiding individuals and small businesses through insurance, health spending accounts, and benefits packages. Clients appreciate their clear explanations and responsive support.

With over two decades of experience, this firm focuses on aligning clients’ values and goals with a comprehensive financial plan that exceeds standard fiduciary duties in Canada. The team offers personalized financial advice and planning, helping clients organize their finances and prepare for retirement. Customers appreciate their attentive, trustworthy approach and ongoing support.

With 14 years of experience, Griffith & Associates specializes in financial and estate planning for families and businesses, backed by their partnership with Sun Life Financial. The team offers thorough, clear guidance on personal and corporate strategies, earning praise for their friendly approach and detailed, patient service.

Founded by former major financial advisors, this firm emphasizes objective and transparent advice under a fiduciary standard. The team offers personalized, fee-based financial planning and investment strategies, with clients appreciating their responsiveness, clear guidance, and respectful approach throughout all stages of investing.

Future Values Estate & Financial Planning focuses on aligning financial goals with personal values, helping clients create customized plans for independence, sustainability, and legacy. The team works closely with business owners and professionals, offering guidance on investing, philanthropy, and long-term planning. Clients appreciate their responsive, transparent approach and personalized… more...

Future Values Estate & Financial Planning focuses on aligning financial goals with personal values, helping clients create customized plans for independence, sustainability, and legacy. The team works closely with business owners and professionals, offering guidance on investing, philanthropy, and long-term planning. Clients appreciate their responsive, transparent approach and personalized attention.

With a focus on building long-term relationships, this team helps clients set realistic financial goals and improve their financial literacy. They offer personalized planning for life events, retirement, and corporate finances, often connecting clients with trusted legal and accounting professionals. Customers appreciate their patience, clear explanations, and attentive support throughout the… more...

With a focus on building long-term relationships, this team helps clients set realistic financial goals and improve their financial literacy. They offer personalized planning for life events, retirement, and corporate finances, often connecting clients with trusted legal and accounting professionals. Customers appreciate their patience, clear explanations, and attentive support throughout the process.

Camber Capital Private Wealth specializes in data-driven financial planning using proprietary software that helps clients visualize their entire financial picture. Their services include investment management, estate and tax planning, accounting, and retirement strategies. Clients appreciate the team’s clear explanations and personalized approach, though some find the process detailed and… more...

Camber Capital Private Wealth specializes in data-driven financial planning using proprietary software that helps clients visualize their entire financial picture. Their services include investment management, estate and tax planning, accounting, and retirement strategies. Clients appreciate the team’s clear explanations and personalized approach, though some find the process detailed and thorough.

IG Wealth Management offers comprehensive financial planning that covers investments, retirement, estate, and tax strategies. Clients often appreciate receiving clear, written plans and access to knowledgeable advisors, though some mention challenges with communication and account management. The team supports entrepreneurs and individuals seeking realistic, long-term financial guidance.

With 25 years of experience, this financial consultant focuses on helping clients improve their financial literacy and plan for long-term goals like retirement and education funds. The team works closely with clients in Calgary, British Columbia, and surrounding areas, offering thorough guidance and personalized investment strategies. Customers appreciate the patient, responsive approach and… more...

With 25 years of experience, this financial consultant focuses on helping clients improve their financial literacy and plan for long-term goals like retirement and education funds. The team works closely with clients in Calgary, British Columbia, and surrounding areas, offering thorough guidance and personalized investment strategies. Customers appreciate the patient, responsive approach and clear explanations throughout the process.