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.

Brown Boys Accounting

Brown Boys Accounting

(26)
Financial Planning, Tax Planning, Payroll
“Extremely knowledgeable and experienced Accounting and Tax practice firm for small businesses and individuals that provide expert advice on monthly accounting, tax planning/prep to reduce tax, business financing, consulting services and always ensure...”
Offers Financing Options
Transparent Fees & Pricing
Second Floor, 4310 104 Ave NE #3236, Calgary, AB T3J 1W5
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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
485 Corner Meadows Way NE, Calgary, AB T3N 1Y7
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Up Financial

Up Financial

(11)
Liquidity Events, Investment Management, Risk Management
“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.”
396 11 Ave SW, Calgary, AB T2R 0C5
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MRG Wealth

MRG Wealth

(34)
  • Wealth Management
  • Team
  • Expertise
“Ryan is a pro in communicating, probing when he needs to and always makes himself available to answer questions or just discuss things that are top of mind.”
In Business Since 2017
4838 Richard Rd SW Suite 300, Calgary, AB T3E 6L1
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Profectus Business Consulting

Profectus Business Consulting

(1)
Business Advisory Services, Tax Consulting Services, Financial Planning Services
“Since 1998 and we can only say that we have had nothing but an exceptional service and the advice we have received has been correct and perfect for our business.”
Free Initial Consultation
5149 Country Hills Blvd NW, Calgary, AB T3A
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.3 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
Elevation Mortgage

Elevation Mortgage

(49)
  • Understand
  • 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.”
Family Business
Offers Financing Options
Emergency Services
Calgary, AB T2T 4K6
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Canadian LIC

Canadian LIC

(50)
Whole Life Insurance, Term Life Insurance, Mortgage Insurance
“Trained and professional Staffs 🤝👍 …”
Transparent Fees & Pricing
Licensed
In Business Since 2019
1925 18 St NE Unit #115, Calgary, AB T2E 7T8
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Wave Taxes

Wave Taxes

(50)
Business Advisory, Payroll Setup & Support, Estate Planning
“Helped me clearing up my outstanding issue with revenue canada , very helpful and knowledgeable people for all kind of business and personal taxes , highly recommended.”
4231 109 Ave NE Unit 2045, Calgary, AB T3N 2B1
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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.”
209 19 St NW #100, Calgary, AB T2N 2H9
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Insta Tax Services

Insta Tax Services

(50)
  • Questions
  • Price
  • Efficient
“Thanks to Vinay Jha's prompt communication, extensive understanding of tax laws, and dedication to ethical practices, the entire process was smooth and stress-free.”
In Business Since 2018
61 Hampstead Gardens NW, Calgary, AB T3A 5Y5
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Well Bean Coaching

Well Bean Coaching

(38)
  • 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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Qopia Financial

Qopia Financial

(36)
Financial Planning, Insurance, Group Benefits
“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

(33)
Fee Only Retirement Income & Tax 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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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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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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Diamond K Adatia Cpa, CA

Diamond K Adatia Cpa, CA

(30)
Accounting & Bookkeeping in Calgary, One Stop Shop For Entrepreneurs, Tax Consultants in Calgary
“Diamond is very humble, gentle, knowledgeable in many industries, and he understands various business owners' situations with complicated tax circumstances”
2635 37 Ave NE, Calgary, AB T1Y 5Z6
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Griffith & Associates Financial & Estate Planning Services

Griffith & Associates Financial & Estate Planning Services

(33)
  • Investment
  • Questions
  • 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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Aware Financial

Aware Financial

(35)
  • Questions
  • Life Insurance
  • Options
“He met with me and my partner several times and explored our future goals (travel, housing, etc), retirement expectations, our insurance coverage/needs and even helped us sort through important and serious topics like end-of-life planning.”
Family Business
Transparent Fees & Pricing
909 17 Ave SW #432, Calgary, AB T2T 0A4
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Troy Valuations

Troy Valuations

(23)
Transaction Support, Business Valuation Reports, Consulting Services
“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
940 6 Ave SW Suite 200, Calgary, AB T2P 3T1
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Alberta Divorce Finances

Alberta Divorce Finances

(23)
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
534 17 Ave SW Suite 403, Calgary, AB T2S 0B1
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Munish Mehan C.f.p, C.l.u

Munish Mehan C.f.p, C.l.u

(27)
Business Owners, Dentists, Insurance Planning
“Munish went above and beyond, multiple options from different insurance companies were provided as well as explanations of what was included in each plan.”
In Business Since 2019
2635 37 Ave NE Unit 108, Calgary, AB T1Y 5Z6
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Dixon Commercial Investigators

Dixon Commercial Investigators

(30)
  • Business
  • Pay
  • Happy
“Our family had experience for a with Dixon Commercial Investigators long time and we still think that this is a warm and welcoming place to everyone .”
In Business Since 1998
918 16 Ave NW #43, Calgary, AB T2M 0K3
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Finovo | Financial Planning

Finovo | Financial Planning

(24)
  • Financial Advice
  • Goals
  • Future
“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
330 5 Ave SW Suite 1800, Calgary, AB T2P 0L4
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Artem Financial

Artem Financial

(35)
  • Questions
  • Company
  • Travel
“My experience with Artem and Olga is great, I usually have hard time trusting people but this guys met all my picky requirements 😉thanks Olga and Artem for your help …”
CEA Certified
Bldg 200, Suite #218, 4000 4 St SE, Calgary, AB T2G 2W3
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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.

Why these companies made our list

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