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  1. CA
  2. AB
  3. Calgary
  4. Best Financial Consultants in Ca
  5. Best Financial Consultants in Ab
  6. 11 Best Financial Consultants in Calgary

11 Best Financial Consultants in Calgary

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1

Finovo | Financial Planning

Welcome to Finovo, your trusted partner in financial planning and guidance. We specialize in providing comprehensive and personalized financial solutions to help individuals and couples achieve their financial goals with confidence and clarity. At Finovo, we understand that navigating the complexities of personal finance can be overwhelming. That's why our mission is to simpl more...

Pros & Cons
recommend (8)
helped me (2)
highly recommend ... (2)
great job (2)
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+15873333280
Open8:00 AM-5:00 PM
1800-330 5 Ave SW
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2

Ideal Life Experience Ltd.

After 16 years of business experience, I saw a remarkable transformation in 2008. In order to live the life you desire, I realized it was crucial to align and integrate three areas: your deepest values, financial and non-financial goals, and your entire financial affairs. The challenge of breaking away from industry standards and following a client-centered process and methodolo more...

Pros & Cons
recommend (7)
highly recommend ... (3)
very helpful (2)
recommended (2)
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+14035437226
Open8:00 AM - 4:30 PM
2505 17 Ave SW #205, Calgary, AB T3E 7V3, Canada
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3

MRG Wealth Management

You can live the life that you desire. Our goal is to help Canadians reach their financial goals quicker and give retirees more income when they age. This is possible by developing smarter wealth strategies to help Canadians reach their financial goals quicker and ensure that retirees receive more income when they age so they can enjoy the lifestyle they desire. Portfolios that more...

Pros & Cons
recommend (7)
highly recommend ... (3)
helped me (3)
went the extra m ... (2)
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+14039994500
Open8:00 AM - 5:00 PM
421 7 Ave SW Suite 3000, Calgary, AB T2P 4K9, Canada
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4

Griffith & Associates Financial & Estate Planning Services Ltd.

Griffith & Associates Estate & Financial Planning Services Ltd. (Griffith & Associates), has been serving the needs of Calgary families and businesses for 14 years. Our team includes professionals who have financial expertise, the financial acumen and deep understanding of personal and corporate planning. This allows clients to benefit from efficient and effective fi more...

Pros & Cons
recommend (4)
very impressed (2)
strongly recomme ... (1)
extremely knowle ... (1)
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+14032707767
Open8:30 AM - 4:30 PM
1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5, Canada
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5

Up Financial Inc.

Ex-major financial advisors were the founders of our firm. They believe that objective, transparent and personalized advice is important. We work closely with clients to create effective strategies that help them achieve their short- and long-term goals. Your needs will always be taken into consideration with a fiduciary standard. Our fee-based advisory structure ensures that we more...

Pros & Cons
recommend (4)
highly recommend ... (1)
can't say enough ... (1)
great experience ... (1)
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+15873164070
Open8:00 AM - 6:00 PM
700 2 St SW 19th Floor, Calgary, AB T2P 0E4, Canada
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6

Future Values Estate & Financial Planning

Our goal is to learn about you, your priorities and how we can help you. We will help you navigate your decision making process. Your values are aligned We will work together to create a customized plan that helps you achieve your goals. Financial independence, income sustainability and family legacy are all important factors. Business owners and professionals can align their fi more...

Pros & Cons
detail oriented (1)
excellent servic ... (1)
highly knowledge ... (1)
in good hands (1)
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+14032292123
Open8:30 AM - 4:30 PM
Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4, Canada
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7

Ian McCulloch CFP, Sun Life Certified Financial Planner

Helping hardworking people to set reasonable goals and increase their financial literacy. We also walk alongside them through many important life events. Our goal is to build long-lasting relationships with our Clients. This relational approach is something we take great pride in. We will provide you with personal attention and a solution that is tailored to your specific needs. more...

Pros & Cons
recommend (7)
highly recommend ... (3)
very knowledgeab ... (3)
very helpful (1)
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+14037752230
Open8:30 AM - 4:30 PM
441 5 Ave SW Suite 570, Calgary, AB T2P 2V1, Canada
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8

Camber Capital Private Wealth

Wisdom is freedom, knowledge is power. Our belief is that better-informed people make better decisions. Your financial dashboard will help you do that. Emotions will never outperform evidence. Only invest what the math says. The "energy vampires", which steal your energy and time, are managed by us. This helps reduce financial worries. This is a representation of your more...

Pros & Cons
helped me (2)
very comfortable ... (1)
highly recommend ... (1)
recommended (1)
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+15873926017
Open9:00 AM - 4:00 PM
333 7 Ave SW Suite #1900, Calgary, AB T2P 2Z1, Canada
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9

IG Wealth Management

IG Wealth Management – they handle all financial planning. An IG advisor can show you a realistic financial plan, which includes investments, retirement planning, estate planning and tax strategies. You have full control over your career. Entrepreneurs have access to expert support and are valued for their skills. You also have the ability to devote your time to helping clients, more...

Pros & Cons
comprehensive (2)
great service (1)
great experience ... (1)
recommend (1)
dissatisfied (1)
poor communicati ... (1)
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+14032534840
Open8:30 AM - 4:30 PM
Centre 100, 37 Richard Way SW, Calgary, AB T3E 7M8, Canada
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10

Christopher Gramzow, Sun Life Financial advisor

It took hard work to get you to this point. No matter what stage in your life, I can help build a strategy for success. We can create a customized plan that reflects your passions, goals and beliefs. Here are some of the areas I can assist you with. Calgary is where I am located. For Clients in the area, I can offer appointments in person. Virtual appointments are available for more...

Pros & Cons
very helpful (1)
helpful and prof ... (1)
very professiona ... (1)
professional and ... (1)
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+15879991991
Open9:00 AM - 9:00 PM
600 Crowfoot Crescent NW #300, Calgary, AB T3G 0B4, Canada
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11

Ben Banks, Sun Life Financial advisor

My goal as a financial planner is to help clients make positive changes in their lives and increase their financial literacy. My goal is to make a difference in my community. As your trusted advisor in your financial affairs, my goal is to make you successful. My 25-years of experience in financial planning has given me many advantages. I started my career in financial services more...

Pros & Cons
extremely knowle ... (1)
very kind (1)
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+14037752290
Open9:00 AM - 4:30 PM
441 5 Ave SW Suite 550, Calgary, AB T2P 2V1, Canada
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Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for calgary is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

The Process

TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

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