5 Best Financial Advisors in Calgary [2024]

Don’t know how to manage your money or where to invest your assets to gain the biggest financial benefits? If so, a financial advisor is a person who can help you out! Being your financial planning partner, a financial advisor can help you in many aspects, from deciding which insurance to take, which account to have, and how much money you should save to hit your long-term financial goals.

However, not all financial advisors are the same since some only possess basic knowledge and not-so-impressive experience. On the other hand, some are specialists and experts in their fields. Thus, you should choose a financial advisor wisely by considering your constraints and goals.

To help you out in this process, below we’ve penned down our top five best financial advisors Calgary businesses who can promise to maintain and improve your financial health. So, just dive in!

Best Financial Advisors in Calgary 2024

1. Langford Financial Inc.

Services	Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, All-Inclusive Full-Service Model, Certified Financial Planning, Corporate Financial Planners, Estate Planning Financial Advisor, Financial Plans, Flat Fee Retirement Planning and Advice, Income & Investment Planning, and a lot more.
Website	https://langfordfinancial.ca/
Contact details	Phone: 587-755-0159
Address	Stephen Avenue Place, 700 2nd Street SW, 19th Floor Calgary, Alberta T2P 2W2
Operating hours	Saturday Closed Sunday Closed Monday 9am–4:30pm Tuesday 9am–4:30pm Wednesday 9am–4:30pm Thursday 9am–4:30pm Friday 9am–1pm

Are you retiring soon and worried about your post-retirement documentation plan? If so, this Langford Financial Inc. company can help you out in crafting a tax-efficient financial plan. They work exclusively with people above 55 and their only objective is to facilitate you in building your nest egg. The founder of this company entered Calgary in 1998 and today, 24 years later, they are highly popular for managing retirement plans, tax & income planning practices, and helping their clients to enjoy their dream retirement life.

Even though these financial advisors don’t have that influential brand power, they have incomparable brain power. And most importantly, these advisors are super easy to access so you can talk to one of them directly. The major thing which makes this business different from others is that they don’t only help you manage your finances but also enable you to think outside your CV and portfolio so you can think about more investment strategies and retirement income sources.

You can expect utmost transparency and honesty when it comes to their fee structure and investment philosophies. They promise to get back to you with your answers within 24 hours and approach you in a respectful and thoughtful environment. What else one may ask for?

Customer Reviews

Paul Ladouceur

My husband and I researched online first and then interviewed 3 different Retirement specialists to help us transition into retirement so we can live comfortably through our golden and olden years. It has been about a year now and we could not have made a better decision. We appreciate all the advice they have given us not only for our retirement but also on a personal level. Nancy and Willis truly care about our future.

Elizabeth

It took me a while to decide if I wanted to work with Langford Financial as it was a bit beyond my price range. I did end up making an appointment, and it was one of the best ways I have ever spent my money!! I am so happy and grateful to Willis that I did this. I now have a retirement strategy that will save me much more money than the cost of the service. Willis is unbiased, very knowledgeable, and very helpful!! He did not try to sell me anything. He answered all my questions in depth and told me things that I would have never known regarding finances. Willis is also very personable and non-judgemental. I am recommending this service to friends and family.

2. Kindle Financial Ltd

Services	Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Comprehensive Financial Planning, Critical Illness Coverage, Critical Illness Insurance, Critical Illness Policy, Disability Insurance, Employee Compensation, Employee Insurance, Financial Advisor, Financial Planning, & a lot more.
Website	https://www.kindlefinancial.com/
Contact details	Call: 403-695-1060 Toll-Free: 1-866-695-1060
Address	2750 3 Ave NE #202 Calgary, Alberta T2A 2L5
Operating hours	Monday to Friday: 9am–5pm Saturday & Sunday: Closed

Kindle Financial Ltd comprises a team of certified financial advisors and financial planners. All these professionals are committed to protecting and growing your wealth. For this purpose, they use strategic and innovative planning with the help of their industry partners without violating their high standards of professionalism and integrity. The biggest reason behind their popularity and the exceptional success rate is their customized services and unbiased financial advice.

Unlike other financial advisors who utilize almost the same strategies for every other client, they understand that your financial plan should be tailor-made to suit your specific set of needs. The founder of this organization, Chris Alves contains an experience of around eighteen years. During this period, he gained a wealth of knowledge, expertise, reliability, and competence which is evident by his membership in CFP, CSI, and CIFP.

He promises to provide you with truly unbiased and independent financial advice which in turn will enable you to achieve your financial goals. The advice Alves offers is not tied to any product or any individual company which will give you enough confidence and peace of mind that your money is in safe hands and under control.

Customer Reviews

Amanda Kershaw

We have been working with Chris for many years now. He is straightforward and always strives to do what is best for my family.

J Levacque

Chris is knowledgeable and easy to talk to. He answered my questions about what kind and how much insurance we needed. I feel much better knowing my family will be taken care of if anything were to happen to my husband or I.

3. Up Financial Inc.

Services	FINANCIAL ADVISOR, Corporate finance consulting, Estate planning, Financial planning, General investment consulting, Insurance purchase consulting, Insurance-related financial advisement, Investment advising, Mutual and index fund consulting, Retirement savings consulting, Tax planning, Wealth management, Asset Allocation, Assisted Living, Capital Appreciation, Comprehensive Financial Planning, Corporate Accounts, Corporate Financial Planning, and a lot more.
Website	https://upfinancial.ca/
Contact details	+ 1 587-316-4070 [email protected]
Address	396 11th Ave SW Ave (Suite 1020) Calgary, AB T2R-0C5
Operating hours	Monday to Friday: 8 am–6 pm Saturday & Sunday: Closed

The industry is full of such financial advisors who are there not to help their clients in financing but to sell products. That’s the biggest reason why Canadians, especially Calgarians, have to struggle a lot to find quality and beneficial financial advice. To solve this issue, Up Financial Inc. offers fiduciary standards of care according to which, their sole duty and responsibility is to provide advice that goes in the best interest of their clients.

Their flat fee structure and work policy eliminate the issue of interest, allowing them to deliver the most desirable results, rather than selling a product or policy with a commission. This financial advisor company is fee-based which means they don’t get any incentive from individual companies for recommending them to their clients.

During their stay in the market, their advisors have worked with company founders, senior executives, multi-generational families, and entrepreneurs so they understand how a certain financial aspect of someone’s life should be handled.

Customer Reviews

Ageless Medi Aesthetics

Our experience with Up Financial has been a good one. Our initial assessment was in far greater detail than we received from any other firm we interviewed. They have kept up with us and answered our questions with factual information, not a hard sell fast talking approach which we have found can be common in this industry. We would recommend Up Financial to our friends and family as our experience has been top-notch.

Morgan H

Up Financial is simply outstanding. Great customer service, advice, and a wonderful team to work with. We feel extremely confident placing our trust in Up Financial and have been very pleased with the services received to date from their team.

4. Camber Capital Private Wealth

Services	Estate planning, Financial planning, General investment consulting, Investment advising, Tax planning, Wealth management, Client Services, Customized Financial Planning, Financial Advisors, Financial Advisory, Financial Planning Services, Financial Planning Strategies, Financial Projections, Income Strategies, Independent Financial Advisor, Investment Advice, & more.
Website	https://www.camberco.ca/
Contact details	+1 587-392-6017
Address	333 7 Ave SW Suite #1900, Calgary, AB T2P 2Z1, Canada
Operating hours	Monday to Friday: 9am–4 pm Saturday & Sunday: Closed

Camber Capital Private Wealth is one of a kind of financial planning platform which was built to simplify what seems complex. As a client of this business, you’ll be allowed to build a financial dashboard and get a chance to learn about proactive service approaches and evidence-based investing which in turn will improve your financial health.

The team of Camber Capital offers personalized services to deliver solutions, anticipate problems, and help you in every situation you are facing in life. Instead of allocating feelings, they allocate facts and only offer advice that is based on math and evidence. The financial dashboard they have launched is making the lives of their clients a lot easier by making the decision process simpler.

On the other hand, the company is a fully independent, licensed, and registered portfolio management business that is unbiased, unconstrained, and unbound to all sorts of opinions and pressures. Don’t worry about the safety of your assets since they are securely backed by a national bank-independent network.

Customer Reviews

Dave Blanchard

A truly insightful and inspiring experience working with the Financial Planning team at Camber. They made what is usually an overwhelming and complex experience into a quick, easy, and interactive conversation. I was amazed that in a single conversation they seem to know more about my finances than I did in years of managing it myself. And it was free. No paywalls, no “but waits” it was just my time.

Hugh Townsend

We have been with Camber since they were established. We have great confidence in their data-driven approach to investing and their financial advice. Their proprietary software Dashboard makes it possible to anticipate the impact of any major financial decision we consider. We have total confidence in the organization and are very comfortable with the advice we are given. They have put us totally at ease with our poor financial situation and future.

5. Elyanor@ World Financial Group

Services	Insurance protection Business strategies Retirement strategies
Website	https://agents.wfgcanada.ca/elyanor-pickersgill
Contact details	(403) 253-6021 (403) 700-6137
Address	4311 – 12Th Street N.E. Suite 375 Calgary, AB T2E 4P9
Operating hours	Monday to Friday: 9am–5pm Saturday & Sunday: Closed

The last name on our list which is making the dream of financial independence true to life is World financial group. This platform is committed to utilizing a tailored approach so you can plan for your retirement wisely, regardless of your life story. The company was founded in 2001 and today, it’s offering segregated funds and life insurance policies.

Besides helping people approach their retirement, the company also offers innovative business models for entrepreneurs and like-minded people. This business model is based on a commission structure and turnkey system which in turn encourage teamwork and mentorship.