Calgary, AB

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Calgary, AB
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Best Financial Advisors in Calgary, AB

Handpicked from 57 vetted & reviewed Financial Planning & Wealth Management firms in the Calgary area, explore the top 5 leading options among the selected group of 24 finalists.

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The Small Business Accountants

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.”
11500 29 St SE #101, Calgary, AB T2Z 3W9
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Elevation Mortgage

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.”
Offers Financing Options
Emergency Services
Family Business
In Business Since 2015
Calgary, AB T2T 4K6
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Brown Boys Accounting

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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2022
Second Floor, 4310 104 Ave NE #3236, Calgary, AB T3J 1W5
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Wave Taxes

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”
4231 109 Ave NE #2045, Calgary, AB T3N 2B1
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Insta Tax Services

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.”
In Business Since 2018
61 Hampstead Gardens NW, Calgary, AB T3A 5Y5
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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The Mortgage Group

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.”
In Business Since 2007
209 19 St NW #100, Calgary, AB T2N 2H9
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Well Bean Coaching

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.”
Free Initial Consultation
In Business Since 2018
Chaparral Drive SE, Calgary, AB T2X 3M4
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Diamond K Adatia Cpa, CA

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.”
2635 37 Ave NE, Calgary, AB T1Y 5Z6
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Qopia Financial

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.”
229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1
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Langford Financial

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.”
8 Varsity Estates Cir NW Suite 300, Calgary, AB T3A 2Z3
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Aware Financial

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.”
Family Business
Transparent Fees & Pricing
In Business Since 2020
909 17 Ave SW #432, Calgary, AB T2T 0A4
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Blasetti Broyles

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.”
1700 Varsity Estates Dr NW B, Calgary, AB T3B 2W9
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Griffith & Associates Financial & Estate Planning Services

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.”
1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5
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Ideal Life Experience

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.”
Transparent Fees & Pricing
In Business Since 2020
2505 17 Ave SW #205, Calgary, AB T3E 7V3
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Fairway Divorce Solutions - Calgary Centre

Fairway Divorce Solutions - Calgary Centre

(26)
Ally™ 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.”
Family Business
In Business Since 2005
The Odeon, 3332 20 St SW #301, Calgary, AB T2T 6T9
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Alberta Divorce Finances

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.”
Free Initial Consultation
In Business Since 2016
534 17 Ave SW Suite 403, Calgary, AB T2S 0B1
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Finovo | Financial Planning

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.”
Transparent Fees & Pricing
In Business Since 2017
330 5 Ave SW Suite 1800, Calgary, AB T2P 0L4
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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Troy Valuations

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.”
Family Business
In Business Since 2012
350 7 Ave SW #2900, Calgary, AB T2P 3N9
Featured

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Marina Geronazzo

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.”
In Business Since 2016
1223 31 Ave NE, Calgary, AB T2E 7W1
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Investordna Wealth Management

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.”
In Business Since 2017
6815 8 St NE Suite 290, Calgary, AB T2E 7H7
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Paladin Financial

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.”
Free Initial Consultation
7603 5 St SW, Calgary, AB T2V 1B8
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Popular Accounting & Tax Services

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.”
Transparent Fees & Pricing
In Business Since 2022
485 Corner Meadows Way NE, Calgary, AB T3N 1Y7
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Future Values Estate & Financial Planning

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!”
CFP-, CKC- Certified
In Business Since 1999
Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4
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Moraine Wealth Advisory

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.”
Transparent Fees & Pricing
In Business Since 2021
407 2 St SW #1920, Calgary, AB T2P 2Y3
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Retirement Planning and Investment Management Services in Calgary, AB Cost Estimates

Minimum cost
$1250
Maximum cost
$10619
National Average
$3748
Avg Per Hour Rates
$375
$2499
$6871
Typical price range is based on 462 cost profiles
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Average Cost $3748
Minimum cost $1250
Maximum cost $10619
Avg Per Hour Rates $375

Typical range $2499 to $6871 is based on 462 cost profiles.

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Wealth Management Advisors near Calgary

Popular in Calgary

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