Browse the Top 26 Financial Advisors Serving Calgary, AB

Hein Financial provides tailored financial, retirement, and estate planning services, supported by investment solutions like mutual funds, ETFs, and insurance products. Our team of advisors delivers personalized strategies to secure clients' financial futures through expert guidance and innovative tools such as the InvestorOnline platform.

Rockmount Financial specializes in portfolio management, private equity investment, and clean-tech consulting. We develop environmental technologies and provide financial services through our Alberta-based trust company. Our expertise includes brownfield redevelopment and supporting academic curriculum innovation.

Integrated Wealth Management provides independent financial advisory services specializing in investment management, retirement planning, tax optimization, and legacy strategies. Our client-centered approach prioritizes financial independence through customized portfolios, capital preservation, and collaboration with tax and estate specialists. We serve families across Western Canada with transparent fee structures aligned to client success.

Wise Wealth Management provides personalized financial advisory services focused on retirement planning, estate management, and tax-efficient investment strategies. The Calgary-based firm helps clients optimize their financial futures through comprehensive portfolio analysis and risk management. With expertise in both investment management and holistic financial planning, they serve individuals and families across different life stages.

Hohmann Financial Group provides personalized financial planning and advisory services to individuals and businesses. We specialize in creating customized strategies that align financial decisions with personal values and long-term goals. Our client-centric approach emphasizes legacy-building through comprehensive wealth management solutions.

Ron Scott Financial provides comprehensive wealth management solutions for individuals, families, and businesses in Alberta. Specializing in insurance products, retirement planning, and estate management, we help clients achieve financial security while maintaining their desired lifestyle. With over 25 years of industry experience and multiple elite professional recognitions, our firm combines personalized service with strategic expertise to empower clients' financial independence.

Networth Management is a Calgary-based financial advisory firm specializing in Values-Based Financial Planning. Since 1995, we have helped individuals, families, and business owners align financial strategies with personal values to achieve long-term goals. Our services include estate planning, wealth management, and tax-efficient strategies, delivered through personalized client relationships and a commitment to transparency.

SANDSTONE Asset Management provides discretionary investment services and comprehensive wealth planning for high-net-worth individuals, families, and foundations. Our approach combines active portfolio management, private equity access, and multi-generational financial planning with a focus on ESG integration. As a Calgary-based B Corp, we prioritize long-term value creation aligned with client values and community impact.

CMV Financial provides expert financial and estate planning services, specializing in insurance solutions and segregated fund investments. With over 40 years of combined experience, we help clients navigate retirement planning, income splitting strategies, and corporate/personal investment decisions. Our client-centric approach ensures personalized guidance through life's major financial milestones.

Milestone Asset Management provides tailored wealth advisory services for business owners in Western Canada. We specialize in investment management, tax-efficient planning, and multigenerational wealth strategies. Our fiduciary approach ensures unbiased advice aligned with clients' long-term financial goals.

Leith Wheeler is an independent Canadian wealth management firm providing tailored investment solutions for individuals, institutions, and advisors. Specializing in long-term value investing, we offer portfolio management, retirement planning, and ESG-focused strategies. Our employee-owned structure ensures alignment with client interests and community values.

Oculus Private Wealth provides personalized financial planning and investment management services in Calgary. We specialize in retirement planning, estate planning, tax-efficient investment strategies, and insurance analysis. Our client-focused approach combines certified expertise with tailored solutions to help clients achieve long-term financial security and intergenerational wealth transfer.

Leede Financial provides independent financial advisory services, investment management, and capital market solutions. Established in 1965, we specialize in personalized portfolio strategies, retirement planning, and venture financing for clients seeking tailored financial solutions. As Canada's largest employee-owned investment firm, we combine national resources with localized expertise.

Spark Financial Services specializes in providing integrated financial advisory solutions, including tax planning, insurance analysis, retirement strategies, and estate planning. With over 25 years of industry experience, we deliver personalized, tax-efficient strategies tailored to business owners, professionals, and families. Our approach combines Chartered Accountant expertise with advanced financial planning to optimize client outcomes.

Unbiased Financial Services provides comprehensive financial planning and investment management solutions for families seeking to build and preserve wealth across generations. Our expertise in retirement, tax, and estate planning, combined with fiduciary accountability, ensures clients receive objective advice tailored to their unique goals. With a focus on multigenerational legacy planning and digital asset integration, we empower families to achieve financial security through transparent, data-driven strategies.

HSI Financial Group provides personalized financial planning services to help clients achieve retirement goals, optimize tax strategies, and secure their financial future. Our team of certified professionals creates customized plans addressing investment management, estate planning, and insurance solutions. We serve clients across Western Canada with a focus on building long-term financial security through comprehensive, values-driven strategies.

Foresight Financial is a Calgary-based boutique firm specializing in financial, insurance, and estate planning for business owners and families. We provide tailored solutions to protect assets, optimize tax efficiency, and ensure long-term financial security. Our expertise spans life insurance, retirement strategies, and business succession planning.

Financial Foundations provides comprehensive financial planning and investment advisory services in Calgary. Specializing in risk management and long-term portfolio strategies, we serve individual and institutional clients nationwide with personalized solutions backed by $2.2 billion in managed assets and 25+ years of industry expertise.

Harstin Financial provides personalized financial planning and wealth management services to Canadians, specializing in tax optimization, retirement strategies, and estate planning. Our fiduciary-certified team delivers tailored solutions grounded in transparency, integrity, and over 10 years of industry expertise. We empower clients to achieve long-term financial security through comprehensive, client-centric approaches.

Camaco Financial Group offers personalized financial advisory services specializing in retirement, estate, and investment planning. Since 1977, we've helped clients navigate complex financial decisions through customized strategies. Partnering with Q Wealth, we deliver comprehensive wealth management solutions grounded in trust and expertise.

Future Values Estate & Financial Planning provides comprehensive financial advisory services focused on retirement planning, estate management, and risk mitigation. We help clients align their finances with personal values and long-term goals. Our expertise in responsible investing and legacy planning ensures sustainable financial security for individuals and families.

Richard H Financial provides expert financial advisory services in Calgary, specializing in retirement planning, estate planning, tax strategies, and investment management. The firm combines personalized financial strategies with comprehensive analysis to help clients achieve long-term financial security. With a focus on transparency, education, and tailored solutions, they empower clients to navigate complex financial decisions with confidence.

Signature Financial Security provides comprehensive wealth management services for successful business owners and professionals in Alberta. Our firm specializes in creating personalized financial plans that address wealth creation, protection, transfer, and tax optimization. With a client-centric approach established in 2006, we help clients navigate complex financial decisions while maintaining transparency and accountability.

GBL is a Canadian financial consulting firm specializing in retirement planning, actuarial services, and health benefit solutions for business owners and professionals. We provide tailored strategies including Individual Pension Plans (IPPs), Retirement Compensation Arrangements (RCAs), and Fair Market Valuations (FMVs) to enhance tax efficiency and long-term financial security. Our expertise in corporate pension consulting and insurance valuations supports clients in navigating complex financial landscapes.

Nexus IM is an independent investment management and wealth planning firm serving private clients and foundations. We specialize in long-term financial strategies, including tax-efficient portfolios, estate planning, and market-resilient investment approaches. Our client-centric model prioritizes objective advice and capital preservation.

Bergh Tatomir offers personalized financial planning and advisory services, specializing in retirement, estate, and wealth management. Our Calgary-based team uses the WealthMAP strategy to create customized solutions for individuals and businesses. We prioritize long-term relationships, client education, and proactive financial stewardship to help clients achieve their goals.