Best 8 Perfect Financial Planners in Calgary

Have you ever wondered how they should be managed when it comes to assets? The best financial planners in Calgary will handle your money without causing you any problems, so don’t worry. The best financial planners in Calgary will help you pursue your goals in life. Analyzing the risks and rewards each investment carries will help you explore investment alternatives. The city of Calgary, Alberta, is one of the most livable in the world and the hub of the oil industry in Canada. City residents enjoy the Western culture and top financial planning firms based there.

Whether investing in your child’s education or starting your own business, you do not have to risk your future. You may be able to achieve them with the help of a top-rated Calgary financial advisory firm.

Calgary wealth management services can help you manage your assets, invest wisely, and ensure you receive returns that will fuel your dreams. Selecting the right financial advisor for the job upfront can make a difference in establishing a long-term working relationship in Calgary, AB. Fortunately, we have saved you the trouble of finding the right companies to employ. Keep reading to learn which financial planners are available in Calgary.

1- Langford Financial Inc.:

Website: langfordfinancial.ca/

Phone: +1 587 755 0159

Address: 700 2 St SW 19th Floor, Calgary, AB T2P 2W2

Services:

  • Retirement income planning
  • All-inclusive wealth management program
  • Purchase travel insurance
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As one of Calgary’s premier financial advisors, Langford Financial Inc. provides worry-free retirement advice. In their empty nest years, they have been practicing retirement income and investment planning, helping clients develop a comfortable and fulfilling lifestyle in retirement that maximizes revenue, minimizes taxes, and allows them to live a meaningful life.

As well as running the company, there are two highly productive and personable advisors: Nancy and Willis. Their combined experience can help you minimize your taxes through retirement income and investment strategies. You will learn how much income you will have in retirement, when and where you can take it from, and the types of investments you should have.

What do clients think?

“I take a long time to make financial decisions and be able to trust someone. I attended 3-4 workshops/information sessions Nancy and Willis held and after every session I felt more comfortable and felt I could trust them. I have been extremely happy with their knowledge and services they have given me.” (Google reviews)

“Langford Financial Inc. are knowledgeable, easy to work with, and trusted to handle and invest money. They have assisted us to budget, invest and save for future plans. I recommend Willis and Nancy immensely!” (Google reviews)

2- Qopia Financial:

Website: qopiafinancial.ca/

Phone: +1 403 910 5964

Address: 229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1

Services:

  •  Financial planning
  •  Insurance planning
  •  Group Benefits plan
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Qopia (kōpēə) Financial was founded to provide a comprehensive range of financial services to their clients. As its name suggests, Qopia symbolizes plenty, abundance, and nourishment. In 2016, Qopia Financial, founded in Calgary, was founded by a team of financial professionals with more than 75 years of combined experience.

They have five business services based on the five letters in Qopia – financial services, mortgage services, estate law, accounting, and general insurance. Qopia is spelled with the letter “I” to represent their client and needs. Their team of professionals is ready to assist you in achieving your financial goals. Their diverse team’s skill sets enable them to deploy intelligent solutions that leverage their internal expertise.

What do clients think?

“I have absolutely loved working with Arif and Ben at KL Advisory Group. They are two knowledgeable professionals who really have your best interests in mind. Their beautiful new office, and high quality service make financial management easy.” (Google reviews)

“The advisers at KL are thorough and diligent. I know they care about their clients and I can see the clients come first for them. Personally for me, Arif has provided invaluable insight into my investments and has been diligent with following up with me to make sure I follow through.” (Google reviews)

3- Ideal Life Experience Ltd.:

Website: ideallifeexperience.com/

Phone: +1 403 543 7226

Address: 2505 17 Ave SW #205, Calgary, AB T3E 7V3

Services:

  • Financial Roadmap
  • Retirement planning
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Dean Kendall, the owner of Ideal Life Experience Ltd. business, experienced a drastic personal and professional transformation in 2008 after 16 years in business. To help you live your ideal life, He found it essential to integrate and align three key areas – your deeply held values, your most meaningful goals, and all your financial affairs.

For their clients to lead the best lives possible, they help them clarify their values and live accordingly. They delegate financial matters to focus more time and energy on areas of their life that are more important than money and cannot be delegated. If you want to lead the life of your dreams, you must have a clear vision of what that life looks like. Since prescription before diagnosis is malpractice, their entire design work is done in the front end.

What do clients think?

“We have appreciated working with Ideal Life Experience over the past several years. Dean and his team have provided excellent financial advice always based on our specific current and future goals. We give them our whole-hearted recommendation.” (Google reviews)

“For the past twenty Plus years Dean has very ably managed our financial future planning. There is no-one that we know that has more integrity than Dean He is on the ball consistently with his knowledge of prudent investments, We are in great financial shape after following his guidance Thank you Dean you are awesome.” (Google reviews)

4- MRG Wealth Management:

Website: mrgwealth.com/

Phone: +1 403 999 4500

Address: 421 7 Ave SW Suite 3000, Calgary, AB T2P 4K9

Services:

  • Financial Planning
  • Investment Management
  • Insurance Solutions
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In Calgary, MRG Wealth Management is an independent full-service financial planning and wealth management firm providing wealth planning and management. Canadians from all walks of life can rely on their wealth management services. With their help, Canadians can reach their financial goals faster, and retirees can retire with more income. Through more innovative wealth strategies, they are helping Canadians reach their financial goals quicker and assisting retirees in enjoying their retirement lives more.

With their innovative wealth management system and exclusive strategies, they challenge traditional approaches, delivering value and results for their clients. You can benefit from their wealth management system by simplifying and integrating your financial life, gaining clarity and confidence in your financial decisions, and enjoying life more. Canadians can usually only access the strategies they guide through their advisor services if they are institutional investors or ultra-high net worth families with investments exceeding $10M.

What do clients think?

“As a retiree I valued Ryan’s expertise and patience explaining the options available for investing my hard earned money. His knowledge, integrity and honesty gave me confidence that my funds will be well taken care of in my retirement years! Thank you Ryan!!” (Google reviews)

“Ryan’s holistic approach to financial planning has provided myself and my husband an in-depth knowledge of our own finances as well as ensuring we are on track to meet our goals. Ryan provides many options with pros/cons so you fully understand the choices that are available. It has been fantastic working with him.” (Google reviews)

5- Paladin Financial Inc.:

Website: paladinfinancial.ca/

Phone: +1 403 697 2990

Address: 7603 5 St SW, Calgary, AB T2V 1B8

Services:

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Insurance Analysis
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Marc has been involved with the financial services industry since September 1999. His 18-year career with a service-oriented company led him to develop the business model he uses today. Managing your risk and minimizing taxes is crucial to protect the money you’ve earned. And Paladin Financial Inc. understands that. Considering that your financial goals are unique, they’ll help you get the most from your investments to achieve your goals and secure the future you desire.

To help you understand the various means of securing and growing your investments, they take the time to explain them in detail. You are more likely to achieve your financial goals if you know your financial situation, and they’re here to assist you. An investor’s competency can help them establish good working relationships with their clients by building a high level of confidence. This assures the client of their integrity and trustworthiness. To ensure peace of mind about your hard-earned money and financial future, they carefully consider your needs, goals and dreams.

What do clients think?

“I have dealt with Marc for over 20 years. He is very knowledgeable and has been instrumental in helping me grow my portfolio. I used to to have holdings with several investment firms and over the years wound up moving everything over to Marc due to his superior performance.” (Google reviews)

“We have dealt with Marc for many years. He is very knowledgeable and trustworthy. We consider him a friend as well as a financial advisor. You can always contact him or his associate, Kelly, to answer questions and for guidance.” (Google reviews)

6- Ian McCulloch CFP, Sun Life Financial advisor:

Website: advisor.sunlife.ca/ian.mcculloch

Phone: +1 403 775 2230

Address: 441 5 Ave SW Suite 550, Calgary, AB T2P 2V1

Services:

  • Personal Health Insurance
  • Long-term care insurance
  • Critical illness insurance
  • Family insurance
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“Passion, knowledge, and a genuine interest in providing clients with the best service are attributes of a trustworthy Financial Adviser. Ian McCulloch CFP possesses all of these qualities as well as many more. The team he leads is committed to building long-term relationships with clients. The relationship approach is something they are incredibly proud of. They provide personalized service that leads to a customized, well-researched solution.

Due to their highly skilled personnel, you can count on them handling your project well. You can depend on their team of highly qualified professionals for all your project needs. Other accredited professionals, such as lawyers and accountants, are also recruited when needed. They want to help you achieve lifetime health and financial prosperity through personalized, holistic solutions.

What do clients think?

“Ian and his team are extremely focused on your goals and take great pride in supporting you through the journey. Amazing customer service, which is hard to come by these days. Really appreciate the attention to detail Ian takes each and every time we meet.” (Google reveiws)

“Ian and the staff were very professional and easy to talk to. They spent the time to make sure they understood what I needed and recommend products that matched my needs. I would recommend them to anyone looking for qualified, courteous and successful investing guidance.” (Google reviews)

7- Artem Financial Ltd.:

Website: artemfinancial.ca/

Phone: +1 403 690 8622

Address:  239 10 Ave SE #302, Calgary, AB T2G 0V9

Services:

  • Retirement and Investment Planning
  • Asset Protection and Insurance Planning
  • Estate Planning
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Since 2007, Artem Financial Ltd. has been involved in the banking, financial, and insurance industry. Artem is experienced in various fields of the financial sector, including banking products, investments, taxation, and credit products. In addition to offering comprehensive financial knowledge, independent investment advice, and insurance products.

Along with their expertise and products, they also pride their customer service. Planning for retirement and investments, tax planning, educating the children, and insurance planning are all services they provide. They also offer Estate Planning services, which can be done through investment and insurance products, your will, and joint meetings with your estate lawyer.

What do clients think?

“It’s not a first time I’m turning to Artem Financial and always receive a professional service. Artem is very knowledgeable and always knows the best product to offer. He is always available for any questions and very professional . Highly recommended !” (Google reviews)

“Very competent specialists. Every time I got all necessary information and valuable advice and very often with no pay 😉 I strongly recommend “Artem Financial Ltd.”. I see that this company aprrecaites its clients.” (Google reviews)

8- Camber Capital Private Wealth:

Website: camberco.ca/

Phone: +1 587 392 6017

Address: 333 7 Ave SW Suite #1900, Calgary, AB T2P 2Z1

Services:

  • Evidence-Based Investment Management
  • Implement Best Practices
  • Build Custom Financial Dashboards
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Camber angles improve the efficiency and performance of various materials and structures. Using a camber angle similar to the one used in automotive design, they can compare their story. Intuition and experience are the metrics most traditional financial advisors use to make decisions. By applying a scientific approach to Camber, they know that they can dramatically improve efficiency and performance.

Those who build Camber have a passion for entrepreneurs who challenge the status quo, take risks and set high standards. Camber’s mission is to bring change to private wealth that they believe is needed. With Camber, they’re committed to organizing, simplifying, and managing your financial life so that you can focus on your other priorities. To provide their clients with value, they help them identify best practices that investors should be following but rarely do.

What do clients think?

“What a joy it was to work with the Camber team. A dashboard, a phone call, and a personal explanation of how my finances could work for me was all it took to convince me this was a knowledgeable and dedicated group. They really listened to my story and produced a personalized plan for what I could do in my retirement. Go Team Camber.” (Google reviews)

“Camber helped me get organized, I feel more in control of my finances and their investments work well for me.” (Google reviews)

Final Words:

Hopefully, the list of financial advisors we’ve provided helped you choose a firm that meets your needs. The advisors on our list are selected based on their investment plans, services, and customer reviews.

We would greatly appreciate your comments and suggestions if you get in touch with us. You are always welcome to reach out! Working with the companies listed above can create a stable financial future.

Read more about Best Bankruptcy Firms in Calgary

Charlotte Hutton

Charlotte Hutton is one of the earliest writers for Rated Viral. Before joining us, she worked for several other media companies. She is extremely talented and intends to stay with Rated Viral. In her free time, she enjoys vacations in tropical places!

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