Finovo | Financial Planning
Hours:
Open 8:00 AM - 5:00 PM
Monday Closed
Tuesday 8:00 AM - 5:00 PM
Wednesday 8:00 AM - 5:00 PM
Thursday 8:00 AM - 5:00 PM
Friday 8:00 AM - 5:00 PM
Saturday Closed
Sunday Closed
Tuesday 8:00 AM - 5:00 PM
Wednesday 8:00 AM - 5:00 PM
Thursday 8:00 AM - 5:00 PM
Friday 8:00 AM - 5:00 PM
Saturday Closed
Sunday Closed
Address: 1800-330 5 Ave SW Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout this business
Finovo is where Calgary clients start with Russ Dyck, CFP, an independent financial planner focused on retirement and the decisions that come with it.
Most people arrive with something specific in mind: when they can retire, how to turn savings into income, what CPP and OAS actually mean for them, or how a business fits into a personal retirement plan.
Independent means not tied to a bank or a proprietary product shelf. Planning is provided through Moraine Wealth Advisory, where Russ is a Senior Financial Planner.
Engagements are fee-for-service and quoted before you commit.
Serving Calgary and area. Book a free intro call at https://finovo.ca/contact/
Reviews Summary
Finovo financial advice services are highly praised, with numerous positive reviews regarding the soundness and practicality of Russ’s advice. Most of the reviews stress the extent to which individuals’ financial welfare has improved as a result of the assistance, indicating that it has a significant impact on their future financial situation. The adviser-consultant relationship will be enhanced by collaborative planning options and complete financial transparency, which most or all Finovo financial advisors embrace. Clients will also receive unbiased guidance and a recommendation to avoid any Finovo financial adviser products. In addition, superior service is tailored to clients’ specific needs, according to reviews. Customer service within the financial advisory sector is both professional and personalized. High expectations for client service are exceeded by knowledgeable and attentive professionals who understand their clients’ financial needs. In conclusion, Finovo successfully fulfills its promise to create a financial planning experience that most clients find satisfying and helpful. They understand the implications of their actions and can develop practical strategies.
Frequently asked questions
10 questionsHow much does financial planning cost?
It depends on the complexity of your situation. Comprehensive plans typically start around $4,000. Business owner planning is higher, because there are two sets of finances to coordinate. If you only need a few hours on one specific decision, smaller engagements are available. You get a number before you commit to anything.
Does Finovo offer retirement planning services, and how do clients feel about them?
Yes, Finovo provides retirement planning services, including tailored plans that align with clients' financial goals. Reviewers appreciate the thoroughness and clarity of the retirement strategies, often noting increased confidence in their financial futures after consultations.
What does it mean that Russ is an independent financial planner?
Independent means not owned by a bank or an insurance company, and not tied to a proprietary product shelf. There is no in-house lineup that has to be recommended first, so advice starts with your situation rather than with what is available to sell.
What does Finovo do?
Finovo is where Calgary clients start with Russ Dyck, CFP, an independent financial planner focused on retirement and the decisions that come with it. Planning is provided through Moraine Wealth Advisory, where Russ is a Senior Financial Planner. Most work is comprehensive financial planning, with smaller engagements available for a single decision.
Is Finovo fee-only? How is Russ paid?
Planning engagements are fee-for-service: an agreed fee for the work, quoted before it starts. Russ is only paid by his clients directly.
Who is Russ Dyck?
Russ Dyck, CFP, is a Senior Financial Planner with Moraine Wealth Advisory in Calgary. He has worked in financial planning for more than a decade and runs Finovo, where most of his clients first find him. He works with people approaching retirement and with business owners.
Does Finovo help with retirement planning?
Yes, and it is the main focus. The usual questions are when you can retire, how to turn savings into income, when to start CPP and OAS, and how much you can spend without running short. Plans get built with clients rather than handed to them.
Does Finovo work with business owners?
Yes. Business owners usually have two sets of finances that cannot be planned separately: the company and the household. Common areas are planning before a sale or transition, what to do with cash held in the corporation, and coordinating corporate money with personal retirement income.
What happens first?
A free intro call. Twenty-five minutes, nothing to prepare. You explain what is going on and Russ tells you what makes sense, even if that turns out to be someone else. Book at finovo.ca.
What are the Russ' hours of operation?
He operates on the following schedule: Monday: Closed | Tuesday: 8:00 AM - 5:00 PM | Wednesday: 8:00 AM - 5:00 PM | Thursday: 8:00 AM - 5:00 PM | Friday: 8:00 AM - 5:00 PM | Saturday: Closed | Sunday: Closed.
Location & directions
Calgary, AlbertaFinovo | Financial Planning
Financial Consultant
Address
1800-330 5 Ave SW
Hours
Open 8:00 AM - 5:00 PM
Finovo | Financial Planning Reviews · 5.0 average
1 Reviews
G Google 39
David
Russ knows what he's doing, very knowledgeable, and it's obvious his business integrity is top notch. Highly recommended fee only planner.
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