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Qopia Financial

(36)

Group Benefits, Financial Planning, Investment

“My first meeting with them was strictly a discussion around financial goals and current financial situation, so no recommendations were made until they had evaluated these first.”

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Elevation Mortgage

(49)

Home
Stress
Market

“I have always had 100% trust and confidence in Julie and the team at DLC Elevation Mortgage-- is there a bigger compliment for someone handling one of life's biggest financial transactions on your behalf”

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Canadian LIC

(50)

Critical Illness Insurance, Disability Insurance, Loan Protection Insurance

“Great customer service”

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Wave Taxes

(50)

Tax Planning, Business Advisory, Bookkeeping

“They're professional, timely, efficient, they patiently answered all my tax-illiterate questions and has continued to be a great communicator since the first meeting.”

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The Mortgage Group

(49)

New To Canada Mortgage, Home Equity Line Of Credit, Second Home Mortgages

“We moved from Ontario to Calgary recently and Shelly was absolutely marvelous in handling the entire mortgage process for our Calgary home purchase from start to finish and made everything easy and stress free for us.”

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Insta Tax Services

(50)

Job
The Future
Financial

“My experience is always so good I am filling my tax from last 3 years and never met him I just need to call him and he does my work really appreciated his work.”

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Well Bean Coaching

(38)

Knowledge
Felt
Future

“We highly recommend her to anyone looking to take control of their financial future (no matter what your financial situation currently looks like) and experience peace of mind in their financial endeavors.”

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Brown Boys Accounting

(26)

Bookkeeping & Accounting, Financial Planning, Audit Representation

“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...”

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Langford Financial

(33)

Fee Only Retirement Income & Tax Planning

“I was very nervous at first about whether they would be a good fit for my needs, but my concerns were quickly put to rest and Willis and his team made me feel at ease right from the very first meeting.”

Featured

Are you a financially successful professional over age 55 and planning to retire soon? Are you ready to enjoy the wealth your hard work has created? Want to know how much you can spend in retirement and not run out later? Would you like to ensure your entire financial affairs are in perfect order? Are you frustrated with the lack of advice & planning you are getting from your current advisor or your bank? Check out our fee-only, unbiased, independent retirement income planning.

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Ideal Life Experience

(26)

Financial Road MAP, Truth IN Fees Transparency Report

“As a professional mother of three children I feel the Ideal Life Experience team has taken the time to understand my values and objectives and I recommend them without hesitation.”

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MRG Wealth

(34)

Integrity
Retirement
Trust

“My portfolio continues to grow, I have no worries that I am simply an account number, to spout out after calling a 1-800 number; that Ryan and his team at MRG are taking care of my very hard-earned money.”

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Diamond K Adatia Cpa, CA

(30)

New Business Set up in Calgary, Accounting & Bookkeeping in Calgary, Chartered Professional Accountants in Calgary

“Diamond is very humble, gentle, knowledgeable in many industries, and he understands various business owners' situations with complicated tax circumstances”

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Griffith & Associates Financial & Estate Planning Services

(33)

Understand
Financial Plan
Confident

“Blake and all of his associates have treated my entire family with concern and respect during a very difficult time in our lives and we trust them to take care of our financial needs.”

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Aware Financial

(35)

Family
Future
Knowledge

“If you're like myself and partner, who are just starting in life, and don't know where to start, or how to start with financial needs, life insurance needs, critical illness, and many more he's the right person to talk to!”

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Troy Valuations

(23)

Strategic Planning, Transaction Support, Services & Solutions

“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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Munish Mehan C.f.p, C.l.u

(27)

Financial Planning Services, Travel Insurance, Business Owners

“Munish went above and beyond, multiple options from different insurance companies were provided as well as explanations of what was included in each plan.”

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Alberta Divorce Finances

(23)

Tax Services & Advice, Divorce Mediation, Divorce Financial Planning

“I would recommend Alberta Divorce Finances without hesitation to anyone in a similar situation to ensure you have a solid understanding of the financial implications of decisions made now and in the future.”

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Dixon Commercial Investigators

(30)

Call
Check
Accounts

“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 .”

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Budgeting For Baby YYC

(28)

Family
Information
Resp

“Their network seems quite large and diverse which is also quite helpful because if they cant help you with something it sounds like the definitely know someone who can!”

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Finovo | Financial Planning

(24)

Meeting
Financial Advice
Savings

“I attended an hour workshop with him and in that time he provided excellent resources and examples on how to increase my savings by making simple adjustments in my day to day spending.”

FAQs

Can Finovo do my taxes?

Tax planning is a crucial aspect of financial planning, as nearly every financial decision has tax implications. While we are not tax preparation experts, we collaborate with Certified Public Accountants (CPAs) to ensure that your taxes are accurately filed in line with your ongoing financial planning services.

What is Finovo's investing philosophy?

We believe in maintaining a diversified portfolio of low-cost, broad market-based index funds that encompass global stocks and bonds, rather than attempting to pick individual stocks. We will consider your existing holdings of individual stocks but do not typically recommend new individual stock purchases. Depending on your preference, we can offer high-level investment recommendations for you to manage your investments independently or connect you with trusted industry partners to oversee your investment accounts, which we can monitor.

How can financial planning help me reach my financial goals?

Financial planning helps you gain clarity about your current financial situation, identify your goals, and develop a roadmap to achieve them. It provides a structured approach to financial decision-making, helping you prioritize and allocate your resources effectively. A financial planner can offer insights, strategies, and personalized recommendations that optimize your financial resources and increase your chances of reaching your goals.

Get the answers to more questions on the FAQ page on our website.

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Artem Financial

(35)

Luck
Questions
Choice

“He responded very quick to my inquiry and contacted me right away to discuss our needs and pointed out in the direction of the product that was most suitable for us.”

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Camaco Capital Management

(19)

Firm
Understand
Insurance

“I appreciate that they are independent and provide their investment recommendations and financial planning based upon what is best for me and not for a particular bank or firm.”

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Investordna Wealth Management

(23)

Estate
Strategies
Tax

“You even have an amazing podcast, with new ideas that you put out every week that we can't stop talking about, and it has inspired us to really upgrade our own retirement!”

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Playcheques Wealth Management

(18)

Support Through Service, Asset Management, Retirement Planning

“My wife and I have never before consulted a financial advisor or planner excepting the odd informal chat at the bank - in doing so we have truly found that Adrian was the missing piece we never knew was missing!”

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Average Cost	$3603
Minimum cost	$1201
Maximum cost	$10207
Avg Per Hour Rates	$361

Best Financial Advisors in Chestermere, AB

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Chestermere area.

Qopia Financial

Elevation Mortgage

Canadian LIC

Wave Taxes

The Mortgage Group

Insta Tax Services

Well Bean Coaching

Brown Boys Accounting

Langford Financial

Ideal Life Experience

MRG Wealth

Diamond K Adatia Cpa, CA

Griffith & Associates Financial & Estate Planning Services

Aware Financial

Troy Valuations

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

Alberta Divorce Finances

Dixon Commercial Investigators

Budgeting For Baby YYC

Finovo | Financial Planning

Artem Financial

Camaco Capital Management

Investordna Wealth Management

Playcheques Wealth Management

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

Why these companies made our list

Wealth Management Advisors near Chestermere

Popular in Chestermere