Book onlineBook
Elevation Mortgage
“Hugh was attentive, knowledgeable and easy to work with through the whole process.”
Best Financial Advisors in Calgary, AB
24 firms listed · all 24 in Calgary · 1 open 24/7 · 4 open weekends · 23 rated 4.5+
Data verified October 21, 2026
Brown Boys Accounting
“I moved to Brown Boys Accounting almost a year ago and haven't regretted it for a moment.”
Insta Tax Services
“What stood out most was his ability to give me enough time to discuss my concerns and questions thoroughly, never rushing me or making me feel like I was just another client.”
Wave Taxes
“I couldn't be more satisfied with his assistance—truly the best service I've experienced!”
Book onlineBook
Well Bean Coaching
“Jolie is knowledgeable and approachable and provided me with financial information in a way that I found easy to understand.”
Qopia Financial
“The level of professionalism and quality of work is amazing to see.”
The 24 firms listed for Calgary, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Calgary, AB
All 24 firms we list here are in Calgary itself. We have 125 firms in Calgary on file; this page shows the highest-rated 24. The firms on this page are rated from 4.4 to 5.0 across 959 reviews; 4 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (84%) and quality (69%). The topics that come up most in reviews of the firms on this page are "knowledge", "efficient" and "understanding". 1 is open around the clock; 4 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), tax planning (4), estate planning (3), bookkeeping (2) and business planning (2). 1 lists staff certifications (CFP). 6 have ten or more years of experience, the longest 27 years. 1 offers urgent consultations; 2 offer payment plans; 3 offer a free initial consultation and 3 are family- or locally-owned. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Calgary take financial planning bookings online?
7 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Book onlineBook
Langford Financial
“Although we were managing our money well, it was nice to meet Willis and have the reassurance that we needed to now retire with a plan in place and with peace of mind.”
Aware Financial
“He has a wealth of financial knowledge and was able to answer all of our questions and concerns about our finances and future plans with my fiance.”
Griffith & Associates Financial & Estate Planning Services
“As someone who isn't very knowledgeable when it comes to investing, Genna made my experience very easy.”
Ideal Life Experience
“Ideal Life Experience has served us extremely well and helped us get our finances organized as we advance in age and retirement.”
Alberta Divorce Finances
“Not only did Sharon handle the technical aspects of the process flawlessly, but her compassionate and understanding approach made a significant difference in easing the burden for my friend.”
Finovo | Financial Planning
“From the very first meeting, he demonstrated a deep understanding of our financial goals and tailored a plan that perfectly suits our needs.”
Marina Geronazzo
“Marina is knowledgeable and professional and she puts her client's best interest first.”
The Small Business Accountants
“Quick and efficient, Marlyn was very helpful and great to work with!”
Investordna Wealth Management
“We have been making mention of them to our work colleagues, and recommend them as a great advisor team!”
Popular Accounting & Tax Services
“Extremely knowledgeable and I highly recommend Popular Accounting &Tax Services for your Tax returns.”
Paladin Financial
“Mark has always kept myself informed of any changes or updates to my investments.”
Book onlineBook
Future Values Estate & Financial Planning
“Sterling and team have been my financial advisors for many years and I so thankful for their wisdom, expertise, respect and kindness.”
Moraine Wealth Advisory
“Sean has always acted in our best interests and the investment products available through Moraine Wealth reflect his on-going commitment to client well being.”
Assad Wealth Management - Hash Assad
“I also want to add that Hash helped me grow my portfolio of investments such that I was able to buy my house”
Up Financial
“Up Financial treats all of their clients with the utmost respect and integrity no matter what type of investor you are!”
Freeborn Financial
“It's always been a pleasure to work with him and I have no hesitation to endorse him for his financial skills and services.”
Camaco Capital Management
“With the uncertainty in the market, they've managed our investments really well.”
CH Financial
“Ch financial is a great place to go to because the staff is freindly, efficient and professional ,and provides services of high value”
Why these companies made our list
What clients say about firms in Calgary
- “They put together a great retirement plan for me and helped me gain more financial knowledge and freedom.” — client of Assad Wealth Management - Hash Assad
- “Sean has devoted time to guarantee my complete comprehension of every element related to my investment portfolio.” — client of Moraine Wealth Advisory
- “Camaco helped me understand my options and create a financial plan that makes me feel confident.” — client of Camaco Capital Management
- “We are incredibly grateful to Russ for his outstanding help with our retirement planning.” — client of Finovo | Financial Planning
- “Sean is a clear thinker, an empathetic listener and a talented financial planner.” — client of Moraine Wealth Advisory
Excerpts from public reviews of the firms listed on this page.
Is this page useful? Yes
No
Is there anything wrong with this page?
