Unsure of how to manage your assets? Don’t worry– if you hire the best financial planners in Calgary, you won’t have any problems with your money.
Financial planners help you keep track of your financial goals. They will help you explore alternatives when it comes to investments by analysing the risks and rewards each investment carries.
Fortunately, we’ve saved you the hassle of finding the right agencies to employ. Read on to know which companies have the best financial planners in Calgary.
Table of Contents
1. Cardinal Point Wealth Management
| Best For | Comprehensive Financial Plans |
| Services | Financial Planning |
| Website | https://www.calgaryfinancialplanner.ca |
| Address | Calgary |
| Contact Details | 403-457-3285 |
| Hours of Operation | Contact company for more information |
The Calgary Financial Planner is an independent financial planner whose goal is to provide unbiased financial plans that will serve you well. They create the best investment solutions thanks to their objective approach to portfolio management.
It is primarily run by David Miller, a financial planner with more than 15 years of experience in the industry. He is a Certified Financial Planner and Registered Financial Planner, which speaks volumes about his skill.
If you decide to hire his services, you can count on receiving advanced financial advice that is not only effective, but also simple and easy to understand. This transparent approach to financial planning helps even beginners understand and track their finances more easily.
The Calgary Financial Planner also works with an expert wealth management team called Cardinal Point Wealth Management. With their combined expertise, they can assist any client with portfolio management and financial planning while delivering reliable and honest results.
Highlights
-2019, 2021 and 2022 Finalist for Multi-Service Advisory Team of the Year
-Certified Financial Planner and Registered Financial Planner
-Fee-Only/Fee-for-Service Financial Planner
-Provides unbiased solutions
-Transparent and unbiased work
Customer Reviews
“They have literally evaluated every single aspect of our financial lives, including advice on our existing wills, our insurance needs, our cash flow, my corporate arrangements, retirement planning, education planning, etc. They’ve spent hours and hours helping me so far and have provided me with advice far beyond expectations.”
“We had the opportunity to sit down and review the plan that was developed specifically for us, not just investors like us or the group we might fit into. This gave us a better understanding than we ever had about where we are invested and why we are invested there. We wish we had made this decision earlier and recommend taking the time to sit down and talk to David about what they can do for you.”
2. Kindle Financial
| Best For | Customised Services |
| Services | Life Insurance, Critical Illness Insurance, Disability Insurance, Employer Group Benefits, Medical and Dental Insurance, Mortgage Insurance Canada, Long Term Care Insurance, Travel Insurance, Super Visa, Segregated Investment Funds, Financial Planning |
| Website | http://www.kindlefinancial.com/ |
| Address | 2750 3 Ave NE #202 Calgary, Alberta T2A 2L5 |
| Contact Details | Call: 403-695-1060 Toll Free: 1-866-695-1060 |
| Hours of Operation | N/A |
Kindle Financial Planner is certified as one of the best financial planners in Calgary. They pride themselves on being a leading provider of unbiased financial advice and customised services.
Their 2 decades in the industry have honed their skill and proficiency in finance well, giving them many opportunities to partner with various insurance partners.
They also offer a wide variety of services to accommodate their customers’ needs better. You can even modify these services to create a plan that suits you.
Kindle Financial Planner understands that everyone wants to live a life free from financial struggles or worries. Contact them now and take the first step towards financial stability.
Highlights
-Free quote available
-Numerous insurance options provided
-Partnered with many trustworthy insurance companies
3. Finovo
| Best For | Collaborative financial planning for couples or families |
| Services | Financial Planning, Financial Snapshot, Cash Flow and Budgeting Analysis, Household Finance Processes, Goal Planning, Retirement Planning |
| Website | https://finovo.ca/ |
| Address | 800 736 8 Ave SW, Calgary, AB |
| Contact Details | [email protected] +1.587.333.328O |
| Hours of Operation | By appointment basis |
Many seeking to achieve financial goals with confidence have turned to Finovo, a premier destination for personalized financial planning services. As a fee-only and advice-only financial planning firm, you can count on Finovo providing unbiased recommendations focused solely on your financial well-being.
Transparency is at the core of Finovo’s approach. They offer clear and straightforward planning fees, with a range of packages and monthly subscription options. This ensures clients have full visibility into the cost of their financial planning services.
Finovo’s Certified Financial Planners take the time to understand each client’s unique goals and concerns. They provide personalized recommendations tailored to individual aspirations, guiding clients towards financial clarity, security, and independence.
Through a collaborative approach, Finovo empowers clients to make informed decisions and take control of their financial future and benefit from the convenience of a user-friendly app, bringing their personal financial advisor right to their pocket. This innovative tool allows clients to plan their financial future at their own pace, providing guidance and support whenever and wherever they need it.
Join the ranks of satisfied clients who have experienced the Finovo difference. Contact Finovo today and embark on the path to financial confidence with a trusted fee-only & advice-only partner by your side.
Book a complimentary introductory call with them today.
Highlights
Trusted and reliable financial planning services
Rave reviews from satisfied customers
Cost-effective plans
Transparent fee structure
User-friendly interface
Ongoing support and regular check-ins
Customer Reviews
“Russ was fantastic! Having a professional to lean on for financial advice that isn’t trying to sell us something was exactly what we were looking for. He’s personable, and knowledgeable and politely points out a lack of knowledge/understanding.” — Will Wearing
“My wife and I have been to several financial advisers in the past but we both tend to glaze over as they ramble off a bunch of financial jargon and we leave more confused than when we went in. Russ has been amazing at helping us understand easy ways we can save money and pay down debt.” — Sean Young
4. Bilyk Financial
| PRODUCTS | Risk Management Tax Planning Insurance Investment Advice Estate Planning |
| WEBSITE | https://bilykfinancial.com |
| ADDRESS | 706 9 St SW, Calgary, AB T2P 2B4, Canada |
| CONTACT DETAILS | Phone: 780-632-6770 Email: [email protected] |
| OPERATING HOURS | Monday – Friday, 9AM – 5PM |
If you’re looking for a process-oriented financial planner in Calgary, then Bilyk Financial is definitely the one for you. With 50 years of experience under their belt, they’re well-known for their long-lasting customer relations and tailored services.
The company helps its clients secure their future through various investment advices. They’re backed by the National Bank Independent Network (NBIN), and offer most of their services through their partnership with Aligned Capital Partners.
However, we believe that they can still expand their offerings to include services like debt consolidation and the like.
Another thing we like about this company is their proactive relations with clients, which is great if you want to stay updated with emerging market trends and technologies.
With Bilyk Financial, you know that your assets and investments and in good hands. They also charge a flat fee for their services, and you can count on them for complete transparency.
Highlights
- More than 50 years in the industry
- 99% client retention rate
- Process-oriented solutions
Customer Reviews
Always been impressed with their customer service
“We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments. They definitely stand out amongst financial advisors in our view.” – Raylene Palichuk
Very positive relationship from day one
“I have been a client of Adam and Joe for over 12 years. It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!!” – Darryl Vinet
5. Moraine Wealth Advisory
| Best For | Holistic advice that aligns with your goals and values |
| Services | Investment Management, Comprehensive Financial Planning, Tax Planning, Estate Planning, Insurance |
| Website | https://morainewealth.com |
| Address | 407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada |
| Contact Details | +1 403-571-6020 |
| Hours of Operation | Contact company for more information |
Moraine Wealth Advisory, based in Calgary, provides comprehensive wealth management services designed to meet the unique needs of their clients. The firm’s approach is guided by core values of trust, integrity, and clear communication, ensuring that their clients’ interests always come first. Their team of experienced financial advisors and planners, including Associate Portfolio Manager Sean Wilson and Insurance and Portfolio Administrator Amanda Allan, is dedicated to helping clients achieve their financial goals through integrated planning and strategic investment.
One of the significant advantages of working with Moraine Wealth Advisory is their commitment to personalized, client-centered service. They offer tailored financial plans that take into account each client’s unique situation, goals, and risk tolerance. Their holistic approach considers all aspects of a client’s financial life, from investment portfolio construction to tax, estate planning, and legacy planning, ensuring a comprehensive strategy for financial well-being.
Additionally, Moraine Wealth Advisory’s dedication to true diversification and risk management sets them apart. They utilize over ten different asset classes in their portfolio designs, emphasizing capital protection and growth beyond the rate of inflation. Their alignment with clients through investing in the same strategies they recommend further demonstrates their commitment to shared success. Transparency in reporting and a high standard of fiduciary duty add to their credibility and trustworthiness.
However, there are some drawbacks to consider when working with Moraine Wealth Advisory. The comprehensive nature of their services and the fee-only structure can result in higher costs, which may not be accessible for all potential clients. Additionally, the complexity and thoroughness of their integrated planning approach might be overwhelming for those who prefer simpler financial solutions or are new to financial planning.
In conclusion, Moraine Wealth Advisory offers a robust and client-focused wealth management service that goes beyond just investment advice. Their personalized, holistic approach, commitment to diversification, and high ethical standards make them a reliable choice for those seeking comprehensive financial planning.
Highlights
- Personalized, client-centered service
- Holistic approach to financial planning
- True diversification and risk management
- Alignment with clients through shared investment strategies
- High transparency and fiduciary duty
Customer Reviews
Here are some reviews from their clients:
“Sean has been my financial advisor for over 10 years and my experience with him has been outstanding. With his extensive knowledge and personalized approach, he has helped me make important financial decisions while learning along the way. He is an excellent communicator and will always respond timely with all the information that you need. His ability to relate to everyone’s unique financial situation, understand it and put together a comprehensive plan has always given me the confidence that I can meet my financial goals. I highly recommend Sean and Moraine Wealth Advisory to anyone looking for trustworthy and knowledgeable financial advisors.”
“My experience with Moraine Wealth Advisory, specifically with Sean Wilson, has been outstanding. Sean’s expertise and dedication to helping his clients understand their financial options is truly impressive. His personalized approach to financial planning and wealth management has given me a clear understanding of my financial situation and instilled a great deal of confidence in my financial future. I highly recommend Sean and Moraine Wealth Advisory to anyone seeking comprehensive and personalized financial services.”
6. MLD Wealth Management Group
| Best For | Experienced Financial Advice |
| Services | Investment Management, Tax Planning, Insurance Planning, Retirement Planning, Business Planning, Wills and Estates |
| Website | https://mywealthmanagement.ca/ |
| Address | Suite 2400, 520 – 3rd Avenue SW Calgary, AB T2P 0R3 |
| Contact Details | Phone: 403-691-7815 Toll free: 888-691-7915 TEAM EMAILS: General Inquiries: [email protected] Trading: [email protected] Partners: [email protected] RSVP for events: [email protected] |
| Hours of Operation | Monday-Friday: 7:30 AM-4 PM Saturday & Sunday: Closed |
MLD Wealth Management is considered by many to be one of the best financial planners in Calgary. Their team of expert wealth advisors will help you secure both your and your family’s financial future.
They have a comprehensive approach when it comes to financial planning, where they use all the resources and partnerships that they possess to build, manage, and protect your finances.
The many accolades they’ve earned serve as proof of their excellent services throughout the years. They ranked first among the Top 50 Advisors of 2018 and were chosen as one of the Most Influential People in Canadian Investments in the same year.
Contact them now if you need help with your finances. With their extensive suite of financial products and services, your financial future will be in safe hands.
Highlights
-Voted #1 Advisor of 2018 by the Wealth Professional Magazine
-Part of the Top 50 Most Influential People in Canadian Investments 2018
-Free guide available on their website
-Other resources are also provided upon request
Customer Reviews
The MLD Wealth Management Group is trusted by many of their clients when it comes to financial planning. One review says:
“The cornerstone of a great advisor relationship is built upon trust. The MLD team has earned my trust time and again by delivering on their promises and putting my mind at ease when it comes to my financial future.
MLD advises and focuses on the financial aspect of my family, while also taking into account all of the other facets that are important in our lives. MLD looks at the whole person, their goals, and their ambitions while helping them build and secure their wealth to help meet their financial, and personal goals.
I would not hesitate to recommend the entire MLD team, they are thoughtful, professional, and expert in their craft.”
7. Tom Feigs
| Best For | Business Cash Flow Planning |
| Services | Business Cash Flow Planning, Financial Planning, Pre-Retirement Planning |
| Website | https://moneycoachescanada.ca/about/Tom-Feigs/ |
| Address | #720 – 999 West Broadway Vancouver, BC V5Z 1K5 |
| Contact Details | (403) 401-1094 [email protected] |
| Hours of Operation | N/A |
Tom Feigs is one of the best financial planners in Calgary when it comes to business cash flow planning. His dedication to providing excellent customer service helps him maintain long-term relationships with his clients.
After working in the financial planning industry for over 8 years, he has become well-versed in many areas– some of which include retirement planning, money coaching, and other business situations.
Tom is certified as a Financial Planner by the Financial Planning Standards Council. He has contributed to numerous Canadian money magazines and holds workshops and speaking arrangements around Calgary.
With his experience and skill in financial planning, you can rest assured that Tom Feigs will provide the best advice tailored to your situation. Contact him now for a free consultation!
Highlights
-Free consultation
-Eight years of experience
-Certified financial planner
Customer Reviews
Tom Feig is recommended by many when it comes to financial planning. Here’s what one satisfied client had to say:
“Tom has excellent financial knowledge. He was able to respond to all our questions and concerns very quickly. Tom’s ability to patiently coach us through this process was superb and the retirement projections and planning are extremely useful. We would not hesitate to recommend the Money Coaches Canada program and our Coach Tom to others.”
8. Charmaine Ho
| Best For | Investment Strategies and Solutions |
| Services | Investment Strategies, Banking and Credit Management, Retirement Planning, Protecting Your Assets, Tax Management, Passing on Your Wealth, Education Funding, Business Succession Planning, Planning for Major Purchases, Charitable Giving |
| Website | https://financialplanners.td.com/charmaine.ho/?utm_source=GMB&utm_medium=Local&utm_campaign=Yext |
| Address | 305 Centre Street Calgary, AB T2G2B9 |
| Contact Details | Fax: (403) 292-1143 |
| Hours of Operation | Appointment Basis |
Charmaine Ho is one of the best financial planners in Calgary, particularly when it comes to investing. She will stop at nothing to help her clients achieve their personal financial goals.
She is recognised by the Financial Planning Standards Council as a Certified Financial Planner. Charmaine also makes it a priority to get to know her clients.
Charmaine Ho is a partner that you can rely on when it comes to financial planning and investment strategies. If you call her, you can rest assured that your finances will be in safe and capable hands.
Highlights
-More than 15 years of experience
-Certified financial planner by the Financial Planning Standards Council
-Offers finance related newsletters
9. The Beacon Group
| Best For | Comprehensive Financial Plans |
| Services | Complete Plan, Retirement, Estates, Business, Taxation, Investment Advice, Insurance, Life Changes |
| Website | https://www.beacongroupcalgary.com/ |
| Address | SUITE 519, 10333 SOUTHPORT ROAD S.W. CALGARY, AB T2W 3X6 |
| Contact Details | Tel: (403) 232-8378 Fax: (403) 236-2685 Email: [email protected] |
| Hours of Operation | Monday-Friday: 8:30AM-4:30PM |
Many consider The Beacon Group one of the best financial planners in Calgary. They work together with other financial experts to provide the best plans for the management of your wealth.
A variety of financial plans are available for you to choose from — all of which possess their respective advantages and disadvantages. Fortunately, The Beacon Group team will assist you in deciding which option suits your financial needs best.
Investments are among their specialities. They can protect your assets and reduce the risk of suffering significant losses in the market.
No matter what challenges The Beacon Group encounters, they guarantee that they will provide the best recommendations for you to follow. Contact them now to prepare your finances properly.
Highlights
-Uses the Asset Risk Management System for investments
-Constant benchmarking updates from the company
-Tailored financial plans
Customer Reviews
The Beacon Group is recommended by many due to their excellent work ethic. Here’s what one review said:
“The level of professionalism and expertise Cory Gagnon provided was a refreshing change from what I had experienced anywhere else in the past. I would recommend that everyone meet and explore his enlightened approach to financial stability and planning.”
10. Cardinal Point Wealth Management
| Best For | Comprehensive Financial Plans |
| Services | https://www.rtmosaic.com/services |
| Website | https://www.rtmosaic.com/ |
| Address | #2160, 300 5th Ave SW Calgary, AB T2P 3C4 |
| Contact Details | Chris Rawles B.Mgmt, CFP®, R.F.P., CIM® Portfolio Manager & Financial Advisor E: [email protected] P: (403) 457-3283 Spencer Tilley B.Comm, CFP®, R.F.P., CFA Portfolio Manager & Financial Advisor P: (403) 457-3284 David Miller BFS, CFP®, R.F.P., CIM® Portfolio Manager & Financial Advisor P: (403) 457-3285 Office Fax: (403) 457-3287 |
| Hours of Operation |
Cardinal Point Wealth Management is a registered portfolio management firm that provides specialized services by combining portfolio managing with financial planning services to deliver highly individualized services flexible to the needs of the client.
Each portfolio is formulated from scratch so that it is based entirely on the client’s goals, values, household, and tax efficiency in order to strategize effective financial plans.
They are an independent firm so clients can be assured that their services are transparent, constructive, and entirely unbiased whose goal is to work on which plan best suits the client and their lifestyle.
Their services aren’t readily priced so clients may need to book a consultation with them by contacting any of their personnel.
Overall, with professionals pleasant to work with, and comprehensive financial planning packages and strategies, we find them perfect for clients looking for reliable and practical financial advice just for any financial situation they find themselves in.
Highlights
- Innovative strategies
- Comprehensive financial plans
- Customizable approach
Customer Reviews
Here are some reviews from their clients:
“We are extremely grateful to have found Spencer and his team. He has provided sound investment advice and tax planning strategies that have increased our net worth substantially. We have always received superb customer service and patience with our numerous inquiries. I would never hesitate to recommend Cardinal Point Wealth Management to anyone looking for excellence in wealth management!”
“We had our investment portfolio with one of the “Big 5 Banks” Private Wealth Management arms for over ten years. We saw modest growth over time, but there was no comprehensive plan for our unique situation: no tax planning and logical diversification for heading into retirement.”
With the help of the companies we’ve mentioned, you’ll be able to secure a stable financial future.
Is there a company you think should be part of this list? Let us know so that we can add it.
On another note, you might want to consider hiring the best financial advisors in Calgary to work together with your financial planner. Financial advisors can advise you on even more ways to use your assets.
