share

The 6 Best Financial Planners In Calgary [2022]
The 6 Best Financial Planners In Calgary [2022]

The 6 Best Financial Planners in Calgary [2023]

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) Up Financial Inc.

Up Financial Inc.

Up Financial is the first company in its industry to offer personalized financial planning for all walks of life, including senior executives and entrepreneurs. Their knowledgeable team will help you work on your goals like never before – whether they’re short term or long-term! 

They offer a full range of high-quality financial planning and investment management services to help you reach your goals. They can also provide liquidity events, tax preparation advice for individuals or businesses as well risk relief in times when things get tough. 

They understand that each person has different needs when it comes time to manage money so they can tailor an approach just right for you. 

Their clients have seen notable gains thanks in part due to their efforts – they’ll be sure to make it easy for you by working closely with one another on every project going forward! 

They’re structured to provide fee-based advice, so there’s no bias in the investment recommendations they make for you! They are always available for any questions or concerns that you have and their advice seems very knowledgeable, especially compared to other companies in this industry who just send you through the same old motions without actually listening.

Business Information:

Website: upfinancial.ca
Telephone:+15873164070
Address:700 2 St SW 19th Floor, Calgary, AB T2P 0E4, Canada

Customer Review:
“I've been working with Elijah and Nathan at Up for a few years and can't say enough good things about them. They really go out of their way to offer a personalized and relationship focused service.Thanks guys, for always being there and always striving to make the process as straight forward as it can be.“
- Duane Gillissie

2) Langford Financial Inc.

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

Customer Review:
“Nancy and Willis are an amazing couple who very knowledgeable about worldwide finances and articulate in a way that is easy to understand. I started late in investing for my retirement and they created a plan to help me to have a monthly or yearly (whichever I prefer) until I die.I highly recommend them and their services.“
- Catherine Moon

3) Kindle Financial Ltd.

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:
“Kindle Financial offered sound advice on our life insurance needs. Thanks, it cleared up a lot of confusion on this subject and we made the right decision.“
- Christopher Lamb

4) Ascendant Financial Inc

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:
“I have been working with Sarbloh for the last 6 months and the knowledge he brings is stunning. He was able to help me with my family finances and able to show me how numbers works. (Really important) Most of the so called gurus out there are only focusing on the "investing" part and never talked about the "banking function" portion. It is the first time ever in my life that I felt I have all the missing pieces towards financial freedom. And it is all because of Sarbloh and Ascendant Financial.“
- Ken K.

5) Ideal Life Experience Ltd.

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:

  1. Protection – They protect your financial strategy & your money & They take that role very seriously.
  2. 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.
  3. Coordination – They coordinate all aspects of your financial affairs & your financial team.
  4. 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:
“We have been working with Dean at Ideal Life for over 13 years. They are full service Financial Advisors. They are knowledgeable, proactive and always looking for the best opportunity for there clients. Recently changed our retirement investments because Dean and team researched and recommended a better option. Previous financial advisor seemed to spend time looking for new clients vs. servicing existing clients, not our experience with Dean.“
- Kelly Wilson

6) Exceedia Consulting Ltd.

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:
“We were put in touch with Jesse for simple disability tax process info. What happened next changes our lives forever. Not only was Jesse able to effectively navigate the disability tax, she built out trust to involve her with our entire financial process. Jesse and her team changed our future forever and during covid. Not just a superstar advisor but some one we welcome into our lives.“
- Clay
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.