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Elevation Mortgage

(49)

House
Rate
Options

“He took the time to understand our financial goals and provided us with guidance that was tailored to our needs and helped us find the best rate and term available.”

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Brown Boys Accounting

(48)

Financial Planning, Tax Planning, Payroll

“Kartik provided detailed information for my tax return and also took the time to answer questions related to my study permit and my study related quaries.”

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Insta Tax Services

(50)

Stock Trading Alerts, Investments, Future & Options Trading

“Each year, upon filling my tax he always find time to discuss and advise more on how to go about my business and for this reason I have continued to refer him to others.”

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Wave Taxes

(50)

Business Advisory, Payroll Setup & Support, Estate Planning

“Canada's financial and tax system was new to me but a Navv helped me at every step guided through the process and she said to call anytime whenever you need help regarding taxes system”

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The Mortgage Group

(49)

Home Equity Line Of Credit, Reverse Mortgage, Investment Property Mortgage

“With my mortgage renewal coming up I was overwhelmed with finding a broker to assist me with renewing at the best rate and best product, considering how the market has been lately.”

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Well Bean Coaching

(41)

Goals
Passion
Investing

“She absolutely supports you with the financial part of your finances, but also takes time to support you with the emotional part of finances, which can often be overlooked.”

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Diamond K Adatia Cpa, CA

(37)

Accounting & Bookkeeping in Calgary, One Stop Shop For Entrepreneurs, Tax Consultants in Calgary

“His knowledges and advises lead us to the right directions whenever making business' or personal decisions and we found later his consulting was all correct.”

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Qopia Financial

(36)

Group Benefits, Financial Planning, Insurance

“They even did a free assessment on my vehicle insurance and told me to stay with my current company as it was working the best for my needs - I value their honesty.”

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Langford Financial

(36)

Fee Only Retirement Income, Tax, and Estate Planning

“If you are nearing retirement, newly retired, or well into that stage of life and need some honest, reliable financial advice and tax planning services, I highly recommend Willis and Nancy Langford at Langford Financial.”

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Aware Financial

(39)

Questions
Future
Knowledge

“I booked an hour of free consultation with him regarding my retirement plan and he raised some very critical and invaluable perspectives which never crossed my mind.”

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Blasetti Broyles

(32)

Personal Tax Returns, Business Compliance & Tax, Agricultural Reporting

“You want these guys on your team when it comes down to anything tax related wither it be corporate, personal or needing a strong team to deal with CRA these guys are the real deal.”

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Griffith & Associates Financial & Estate Planning Services

(36)

Questions
Investment
Information

“Their specialized knowledge, personalized approach, proactive communication, risk management expertise, and long-term retirement vision have been instrumental in securing our retirement future.”

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Fairway Divorce Solutions - Calgary Centre

(26)

Allyâ¢ Life After Divorce, Property Division, Financial Planning

“This process is fraught and emotional for both parties so having Cameron provide support and guidance and help us focus on the outcome - a separation agreement that we can both live with - was essential.”

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Ideal Life Experience

(26)

Truth IN Fees Transparency Report, Financial Road MAP

“When we lived in Calgary we would go for an in person meeting at his office where he would update us, check to see if we had any questions or concerns and explain why changes were made if necessary.”

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Finovo | Financial Planning

(28)

Meeting
Understand
Goals

“He is one of the few "fee-only" advisors not only crafted a personalised financial plan that perfectly aligned with our goals but also followed up with us to ensure timely implementation.”

FAQs

What kind of services does Finovo offer?

Finovo specializes in ongoing financial planning, tailored specifically for busy professional couples. We offer a comprehensive range of services that go beyond traditional financial planning. Our services include initial comprehensive financial plans, ongoing financial planning, and one-off meetings for specific financial inquiries. We aim to simplify your financial life, from helping you understand and prioritize your goals to providing actionable recommendations. Our focus is on continuous, long-term financial well-being rather than short-term gains.

How do I get started?

Getting started is easy. Simply book a complimentary introductory call with us to discuss your financial goals and concerns. From there, we can determine if Finovo is the right fit for you.

Does Finovo have any minimum investment or asset requirements?

At Finovo, we believe that financial well-being should be accessible to everyone, regardless of their current financial status. Therefore, we do not have a minimum investment or asset requirement. Our goal is to provide comprehensive, tailored financial planning that fits your unique situation and helps you achieve your specific goals.

Does Finovo sell financial products?

No, we do not sell any financial products (insurance or investments). Our business model is transparent, focused solely on providing financial advice for a fee.

What is the difference between an advice-only / fee-only financial planner like Finovo and a commission-based advisor?

An advice-only / fee-only financial planner like Finovo operates on a model that prioritizes your best interests. We charge a flat fee for our services, ensuring that our advice is unbiased and tailored specifically to your needs. In contrast, a commission-based (fee-based) advisor earns money through the sale of financial products, which can potentially create a conflict of interest. At Finovo, our fiduciary duty is to you, and you alone. We provide transparent, objective, and conflict-free advice to help you navigate your financial journey.

More information can also be found on the FAQ page of our website.

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Alberta Divorce Finances

(24)

Divorce Mediation, Divorce Financial Advice, Divorce Tax Planning

“She also runs short one-to-two hour seminars and webinars on various divorce finance and tax issues that are very helpful, both for the information, and the Q&A's at the end; you just need to get on a mailing list for these.”

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Troy Valuations

(23)

Expert Guidance For Growing Your Business, Business Valuation Reports, Expert Business Valuations For Your Divorce

“Not only were they able to provide accurate assessments, but they also offered insightful perspectives that greatly benefited our decision-making process.”

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Marina Geronazzo

(29)

Family
Knowledge
Wealth

“There is no one I would recommend more; she goes above and beyond in all that she does, with incredible wisdom and insight, such joy and compassion, and the heart to truly serve.”

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The Small Business Accountants

(20)

Audited, reviewed & Notice to Reader Financial Statements, Taxes & Tax Forms, Financial Reporting

“I have a small language school in Japan (Maple Mountain English) and dealing with SBA completely relieves me of any worries about filing my Canadian tax return.”

i

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Investordna Wealth Management

(23)

Meeting
Retirement
Trust

“We appreciate the hard work the team at InvestorDNA puts into planning on our behalf – explaining to us some strategies on meeting the financial challenges of retirement, and how our risk is being mitigated in the investment accounts.”

i

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Popular Accounting & Tax Services

(14)

Tax Planning, Bookkeeping, Corporate Tax

“I recently opened up my own business and they have gone out of their way in guiding me as well as being there for me when I was stressed about a situation.”

i

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Paladin Financial

(18)

Feel
Portfolio
Understand

“I have known Marc a long time, first as a friend, then (with much hesitation on my part, as I normally would never mix financial matters with friends) as my investment advisor.”

i

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Future Values Estate & Financial Planning

(15)

Business & Professionals Planning, Individual Risk Management, Comprehensive Financial Planning

“Over the years I have been gravitating towards more environmentally aware, social governance aware, and charity aware investing - for which Sterling demonstrates exemplary skills!”

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Moraine Wealth Advisory

(14)

Options
Retirement
Portfolio

“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.”

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Average Cost	$3748
Minimum cost	$1250
Maximum cost	$10619
Avg Per Hour Rates	$375

Best Financial Advisors in Calgary, AB

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Calgary area.

Elevation Mortgage

Brown Boys Accounting

Insta Tax Services

Wave Taxes

The Mortgage Group

Well Bean Coaching

Diamond K Adatia Cpa, CA

Qopia Financial

Langford Financial

Aware Financial

Blasetti Broyles

Griffith & Associates Financial & Estate Planning Services

Fairway Divorce Solutions - Calgary Centre

Ideal Life Experience

Finovo | Financial Planning

Alberta Divorce Finances

Troy Valuations

Marina Geronazzo

The Small Business Accountants

Investordna Wealth Management

Popular Accounting & Tax Services

Paladin Financial

Future Values Estate & Financial Planning

Moraine Wealth Advisory

Retirement Planning and Investment Management Services in Calgary, AB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Calgary

Popular in Calgary