![The 6 Best Financial Planners In Calgary [2022]](data:image/svg+xml;nitro-empty-id=NDQ0OjkzNg==-1;base64,PHN2ZyB2aWV3Qm94PSIwIDAgMTAwMCA2NjciIHdpZHRoPSIxMDAwIiBoZWlnaHQ9IjY2NyIgeG1sbnM9Imh0dHA6Ly93d3cudzMub3JnLzIwMDAvc3ZnIj48L3N2Zz4=)
![The 6 Best Financial Planners In Calgary [2022]](data:image/svg+xml;nitro-empty-id=NDQ4OjkzNg==-1;base64,PHN2ZyB2aWV3Qm94PSIwIDAgMTAwMCA2NjciIHdpZHRoPSIxMDAwIiBoZWlnaHQ9IjY2NyIgeG1sbnM9Imh0dHA6Ly93d3cudzMub3JnLzIwMDAvc3ZnIj48L3N2Zz4=)
When you are looking for financial help, the best person to turn to is your financial planner. They can offer you financial advice or specialize in an area such as investments, taxes, retirement, or estate planning.
In Calgary, there are a number of great financial planners to choose from. The list at the bottom highlights the 6 best companies that will help you reach your financial goals.
1) Finovo Financial Planning
Finovo Financial Planning tops our list as Calgary’s premier advisor for busy professional couples seeking financial well-being. Specializing in advice-only, fee-only financial planning, Finovo offers tailored solutions without the stress, ensuring clients can focus on family and personal well-being.
Whether you’re nearing retirement or navigating life’s major financial decisions, Finovo provides comprehensive financial plans, ongoing support, and one-off meetings to meet your every need. Their core values revolve around confidentiality, respect, and a judgement-free approach, making financial planning a simple and accessible journey. Finovo is dedicated to serving dual-income households with transparent, unbiased, and expert guidance, helping clients across Calgary and Canada achieve financial peace of mind.
Business Information:
Website: finovo.ca
Telephone:+1587.333.3280
Address: 1800-330 5 Ave SW, Calgary, AB
Email: info@finovo.ca
Customer Review:
2) Langford Financial Inc.
Langford Financial Inc. is committed to providing its clients with personal service and advice. The office never had any corporate objectives other than their own; they are passionate about managing money wisely so that everyone can achieve financial security in this world we live in today!
They will work hard to earn your trust by providing a thoughtful, respectful environment where you can ask them any questions and get an honest response.
They are compensated on a fee-based model with % of assets under management for investment clients or flat fees if planning is what’s needed instead; they want every client satisfied without having too many worries about money!
Their priority is always the client’s needs first so they offer many services tailored towards meeting those specific demands with an emphasis on personalized solutions that will work well regardless of whether you’re young or old!
They offer a fee-only retirement income planning process and full-service planning & management with no commissions or hidden fees. They take the time to learn about all aspects important for you, like short-term goals and long term concerns before starting anything!
Even if you`re not fully confident with finances they will make sure that every question is answered or explained so there will be no confusion on what can happen if things go wrong!
Business Information:
Website: langfordfinancial.ca
Telephone:+15877550159
Address: 8 Varsity Estates Circle NW, Suite 300 Calgary, AB T3A 2Z3
Customer Review:
3) Kindle Financial Ltd.
Kindle Financial is a company that strives to provide individualized service and independent advice for all of its clients. With the goal of helping you reach your financial goals, they pride themselves on being able to offer unbiased solutions from start to finish no matter what size portfolio or problems arise along the way.
From financial planning, critical illness insurance and more – they’ve got you covered with the right plan for your needs!
Kindle Financial is here to help you overcome them and make your life financially stable with their specialized services tailored specifically towards the needs of individuals, couples, families or business owners who want peace of mind knowing they are taken care of while enjoying their retirement years!
Their professional staff is dedicated to helping their clients navigate through life’s most difficult moments. They are understanding and patient with all your questions about what kind will be best for your family’s needs if anything ever happened.
They clear up a lot of confusion for you, and you’ll be glad that they do because it leads directly towards making the right decision for yourself!
Business Information:
Website: kindlefinancial.com
Telephone: +14036951060
Address: 2750 3 Ave NE #202, Calgary, AB T2A 2L5, Canada
Customer Review:
4) Ascendant Financial Inc
You can’t afford to be financially undisciplined all the time! That’s why financial advisors are there for guidance, and they have the knowledge of how best suit you in order to reach your goals faster than if someone else was guiding you through this process!
Ascendant Financial Inc has helped countless clients enjoy a more secure retirement by taking advantage of every opportunity available like investing at the right times or developing a solid retirement plan.
They’re the best if you’re looking for a financial advisor, planning advisor or financial planner. With the right habits, you can craft a financial future full of freedom and abundance. The first step is establishing an accountable budget that takes into account your changing income potential as time goes on – it’s easy with their team by your side!
They are patient and understanding, while also being extremely helpful in your journey towards financial independence! So if you’re looking for an alternative bank account or just wanting more control over their money management process-don’t wait any longer; it’s time now!
Business Information:
Website: ascendantfinancial.ca
Telephone: +18252512444
Address: Calgary, AB, Canada
Customer Review:
5) Ideal Life Experience Ltd.
Ideal Life Experience Ltd. is Calgary’s only FLAT FEE for advice financial fiduciary. You always have the comfort of knowing that the advice you are receiving is in YOUR best interest. What does it mean to be a fiduciary? It means that they must disclose all relevant facts and avoid all conflicts of interest when working with you.
They help people who are struggling with a significant financial issue in their life. Your significant financial issue could be either an opportunity, where the stakes are high or a financial issue that keeps you up at night, worrying. They are experts at analyzing your immediate financial issue within the context of your entire financial picture which results in a breakthrough of clarity that makes your next steps obvious.
They spend a significant amount of time determining your most deeply held values, you’re most important goals and creating a crystal-clear design for your ideal life, which is why their firm is called Ideal Life Experience. They complete all the design work on the front end because it’s their belief that prescription before diagnosis is malpractice.
They are the only advisor in Calgary providing PACT. They are proactive in each of these areas:
- Protection – They protect your financial strategy & your money & They take that role very seriously.
- Attention – Our oversight team proactively stays “on top of ALL of your personal financial issues” all the time and keeps everything moving towards your objectives.
- Coordination – They coordinate all aspects of your financial affairs & your financial team.
- Transparency – You will always know what you pay for every service and product. They have no ulterior motives and aggressively police any potential conflicts of interest.
You will always know whether you are ON-TRACK or OFF-TRACK to your goals, and They will alert you immediately when you are off-track and give you a plan to get back on track.
They save clients a considerable amount in both advisor and investment fees.
Their flat fee is almost always significantly less than what you’re currently paying to your advisor and you are only getting advice in one of the five disciplines rather than all five. They build a Written Comprehensive Lifetime Overarching Financial Strategy, covering all five disciplines, that is designed just for you.
You’ll experience a one-of-a-kind process that fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values (the people and things that are most important to you) and then determines how your finances can be arranged to optimize your fulfilment and enjoyment of life.
Business Information:
Website: ideallifeexperience.com
Telephone: +14035437226
Address: 2505 17 Ave SW #205, Calgary, AB T3E 7V3, Canada
Customer Review:
6) Exceedia Consulting Ltd.
Exceedia Consulting Ltd is a company that offers essential services to address the pivotal issues faced by individuals in their quest for wealth management success. Their services include not just education and financial planning, but also tax consulting for seniors who need more help than younger people do.
When you’re looking for a team of professionals to help with your wealth management plan, it makes sense that there would be more than one discipline involved.
The advice and services provided by such an organization go well beyond what any individual advisor can offer; therefore they require collaborative efforts from many different areas in order to achieve success.
They offer their clients peace of mind by ensuring they have the resources needed to maintain your lifestyle and not fear losing it due to an unexpected event like retirement or unforeseen illness.
They get all of the paperwork done for it in no time, so you will be able to receive money from taxes that were previously taken away by not having an income! They always take the time and effort needed, not only for grants but also in teaching about finances so that people can be informed of their options when it comes down to making decisions on what they need or want to do!
Business Information:
Website: exceedia.ca
Telephone: +15877795337
Address: 324 Marlborough Way NE, Calgary, AB T2A 6R9, Canada
Customer Review:
FAQs Financial Planners
In short, financial planners help you manage money. They provide many services like; risk management and insurance planning, education saving planning, tax planning, legacy or charitable planning, retirement planning and much more.
The fee rates and compensation structures differ from advisor to advisor. However the average cost ranges from $1,500 to $2,500 for the one-time creation of a full financial plan. They can charge by the hour as well which on average ranges from $100 – $400 per hour.
There are many advantages when you hire a financial planner that can help you reach your short and long term financial goals. Here are some benefits when working with a financial planner like; developing a holistic personal financial plan, having regular check-ins on progress toward financial goals and helping people make smarter financial decisions.
When meeting with your financial planner, it is best to come prepared so you can have an effective meeting with them that can help you with your financial goals. Here are a few things to bring like; financial statements, income and expenses, debt, insurance and goals.
Conclusion
When it comes to your finances, you must find the right financial planner that can help you manage and grow your income. The list above provides some of the best companies in Calgary that will help you achieve your long and short-term financial goals. They will help you strategize and create a plan that will be in your best interests.
