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Future Values Estate & Financial Planning

Future Values Estate & Financial Planning

futurevalues.com
Future Values Estate & Financial Planning is a comprehensive financial planning firm that helps clients align their finances with their values. They take a unique approach to financial planning by considering the profound questions that go beyond just accumulating wealth. They work with clients to develop a custom plan that takes into account their values, financial independence, family legacy, and social impact. Their services include financial and estate planning, retirement planning, insurance planning, and risk management.
Reviewers praised Mike's professionalism, expertise, and ability to explain complex financial concepts in a clear and understandable manner.
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Camaco Financial Group

Camaco Financial Group

camacocapital.ca
Camaco Capital Management is a Calgary-based firm that has been serving Albertans since 1977. As a third-generation family business, we understand the challenges and anxieties that many Canadians encounter when planning for retirement. We aim to provide lifelong, honest, trustworthy, and high-quality advice to help our clients achieve their retirement goals. Our team of experienced wealth advisors will work with you to understand your retirement goals and develop a personalized financial plan to help you achieve them. We will help you make the most of every investment opportunity, take advantage of every tax planning opportunity, and optimize pension efficiencies to ensure a secure financial future. Our goal is to educate our clients so that they are confident they are making the best decision for their future.
The positive comments highlight the expertise, professionalism, trustworthiness, and personalized service of the financial advisors at Camaco Financial Group.
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Harstin Financial

Harstin Financial

harstinfinancial.com
Harstin Financial offers comprehensive and personalized financial planning services, including tax optimization, retirement planning, tax planning, risk management, and estate planning. With years of experience, our team of experts provides tailored solutions to help individuals and families achieve their financial goals. We prioritize trust, transparency, and integrity, ensuring our clients receive the highest level of service and satisfaction. Our goal is to build long-lasting partnerships, guiding clients through the complexities of financial planning and empowering them to make informed decisions.
The reviewers praise Harvey's exceptional service, expertise, and professionalism, highlighting his ability to provide personalized guidance and support.
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Financial Foundations

Financial Foundations

financialfoundations.com
Financial Foundations Limited is a Calgary-based corporation providing personal financial planning services, products, and education. We supply insurance plans and personal tax filing. Our investment policy tends to be conservative, with a long-term outlook. We believe that the fundamental truths of investment success remain constant; discipline, rationality, and a process based on client reality, not market circumstance. We are totally independent and offer the professional money management services of more than 80 investment management firms. We help our clients reduce and manage investment risk At Portfolio Strategies we believe that the biggest risk that clients face is failure to meet their long-term financial goals. We provide financial planning and investment advice, offering a high level of personal service to our clients. We develop long-term relationships with our clients, so that together we can achieve our clients' investment goals.
The reviewers praise Tom Lipp and his team for their honesty, integrity, professionalism, and quality of service.
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Foresight Financial

Foresight Financial

foresightfinancial.com
Foresight Financial, a boutique financial planning firm in Calgary, offers a range of services, including financial advice, insurance planning, tax and estate planning, succession planning, group health benefits, group retirement benefits, corporate life insurance, and more. Our team of experts helps individuals and businesses achieve their financial goals while providing peace of mind for those they love. With customized solutions based on each client's unique needs, we help individuals and businesses accumulate and protect their wealth, and provide options for tax-free income and lifetime income.
The staff's capability, honesty, and care towards customers have been highly praised.
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P R Wealth Management

P R Wealth Management

prwealth.ca
PR Wealth Management Inc. is a leading financial services firm providing comprehensive financial planning, insurance planning, retirement planning, and more to individuals, families, and business owners. Our team of experienced professionals helps clients achieve their financial goals through personalized financial planning and unbiased advice.
Clients are extremely satisfied with the excellent service and knowledgeable advisors provided.
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HSI Financial Group

HSI Financial Group

hsifinancial.com
HSI Financial Group is a financial services company that specializes in financial planning, retirement planning, tax planning, and estate planning. We offer a full suite of financial services to help individuals achieve their financial goals. Our experienced and knowledgeable team is licensed in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. We provide personalized, comprehensive financial plans that are revisited regularly to ensure our clients' goals are continuously being met.
HSI provides exceptional service and support, exceeding expectations in all aspects.
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Unbiased Wealth Management

Unbiased Wealth Management

unbiasedadvice.com
Unbiased Financial Services is a family office and wealth advisory service based in Calgary, providing trusted guidance to high and ultra-high net worth families since 2000. We help our clients make sound financial decisions, now and for the future, by managing beyond their portfolio and preparing for life's unexpected challenges and natural transitions.
Some reviewers had a positive experience with Unbiased, praising its efficiency and verified experts.
Many reviewers were left feeling frustrated and disappointed with Unbiased, citing issues with unresponsive leads, high fees, and poor quality leads.
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Bergh Tatomir & Associates

Bergh Tatomir & Associates

berghtatomir.com
Bergh Tatomir & Associates is a boutique financial planning firm dedicated to establishing long-term partnerships with discerning clients. Our hands-on associates work to thoroughly understand each client's unique position to help them navigate towards their financial milestones. We offer a range of financial services, including retirement planning, asset protection, legacy and succession planning, and more.
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Nexus Asset Group

Nexus Asset Group

nexusinvestments.com
Nexus Investment Management is a forward-thinking investment management firm that guides investors with thoughtful wealth planning. Founded in 1988, we have been trusted by private clients and foundations for over 30 years. We manage portfolios for both private clients (families and individuals) as well as foundations and endowments who are able to invest $1 million in our pooled funds or $2 million in our segregated portfolios. We put extra care in the service we provide to our clients and appreciate the trust they put in us. Our principals invest alongside clients, ensuring both their interests and ours are realized without compromise.
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Spark Investment, Tax & Insurance Services

Spark Investment, Tax & Insurance Services

sparkfinancialservices.ca
Spark Investment, Tax & Insurance Services Ltd. is a financial services company that provides tax, insurance, and financial planning services to business owners, professionals, and families in Western Canada. With over 25 years of experience in the financial services industry, our founder and Chartered Accountant, Daniel F. Clark, has a proven track record of providing innovative, effective, tax-efficient, and timely solutions for his clients. Our services include insurance analysis, tax services, retirement planning, financial planning, estate planning, and portfolio analysis. We strive to provide exceptional client service, "outside the box" thinking, and a commitment to innovation, all while maintaining a colourful and approachable personality.
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Pencilnecks Financial Solutions

Pencilnecks Financial Solutions

pencilnecks.ca
Pencilnecks Financial Solutions, Ltd. provides expert financial services for individuals and small businesses, including income tax return preparation, business advice, and corporate tax returns. Our team of experienced accountants offers personalized attention, competitive pricing, and timely services to help clients achieve their financial goals.
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Avenue Living Real Estate

Avenue Living Real Estate

avenuelivingam.com
Avenue Living Real Estate is a North American-based Real Estate Investment Trust that focuses on diversified long-term investments in workforce housing, self-storage, and farmland. We are a proactive and diligent real estate owner-operator, leveraging our expertise to create value and generate returns for our stakeholders. With over $6.0 billion in Assets Under Management, we are a responsible steward of capital, committed to creating long-term value and delivering sustainable returns.
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Leede Jones Gable

Leede Jones Gable

leede.ca
Leede Financial is a 100% employee-owned financial advisory firm that provides independent financial advice and a range of services including portfolio management, separately managed accounts, group retirement plans, responsible investing, and insurance. With offices across the country, our team of over 140 investment advisors deliver personalized guidance and investment solutions to help clients achieve their financial goals. From venture market financings to corporate finance services, we specialize in a wide range of financial transactions. Our commitment to delivering exceptional service and building close relationships with our clients has earned us a highly-regarded reputation in the industry.
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Gordon B Lang & Associates

Gordon B Lang & Associates

gblinc.ca
GBL Insights is an independent consulting firm that provides a portfolio of financial solutions tailored to the needs of business owners and incorporated professionals. We help plan for a financially secure retirement by providing individual and group retirement solutions, health benefit solutions, and insurance solutions. Our expertise includes individual pension plans, retirement compensation arrangements, defined benefit plan solutions, health benefit plans, health spending accounts, fair market valuation of life insurance, critical illness insurance valuation, and cross-border insurance testing.
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Morgan Stanley Canada

Morgan Stanley Canada

morganstanley.com
Morgan Stanley Canada is a global leader in financial services, offering a wide range of innovative solutions to individuals, businesses, and governments. Our team of experienced professionals provides exceptional services, including wealth management, investment banking, sales & trading, research, investment management, and sustainable investing, with a focus on delivering exceptional client satisfaction and making a positive impact on our communities.
Despite some negative reviews, some customers have had positive experiences with Morgan Stanley's cafeteria, praising the friendly staff and delicious food.
Several reviewers had negative experiences with Morgan Stanley, including security concerns, technical issues with password reset, unreliable brokers, and worst customer service.
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Oculus Private Wealth

Oculus Private Wealth

oculusprivatewealth.com
Oculus Private Wealth is a boutique financial services firm that delivers exceptional, personalized service to each client. Our mission is to create a unique financial strategy for every individual, utilizing decades of experience and education to maximize investment opportunities while minimizing risk and taxes. We believe in long-term, trusting relationships built over time, with the client's best interests in mind. Our services include financial planning, investment management, estate planning, and insurance analysis. Whether you are starting a family, running a business, or preparing for retirement, we can help you achieve your financial goals. Our team of experts will work with you to create a customized financial strategy that suits your needs, wants, and goals. With our expertise, you can enjoy peace of mind and focus on what matters most in life - your family, your legacy, and your future.
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Signature Financial Security

Signature Financial Security

signaturefs.ca
Established in 2006, Signature Financial Security is a comprehensive financial security planning and investment strategy firm that provides personalized services to successful families and business owners. With over 20 years of experience, Mike Robinson, CIM, has helped his clients achieve their financial goals by aligning their investments with their plans and goals. The firm's services include retirement planning, investment planning, estate planning, RRSP and non-RSP savings, TFSAs, personal and corporate insurance, and tax minimization strategies. Mike follows his own advice and invests alongside his clients, ensuring their interests are aligned.
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Leith Wheeler Investment Counsel

Leith Wheeler Investment Counsel

leithwheeler.com
Leith Wheeler Investment Counsel Ltd. offers customized investment portfolios for individuals, institutions, and advisors. They provide long-term investment solutions through their various funds and services. With a team of experienced investment professionals, they oversee each client's portfolio to capitalize on long-term opportunities. They offer private client services, institutional services, and advisory services. Their investment approach is focused on a long-term perspective, considering value investing, risk management, and tax-efficient strategies.
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Hurdman & Associates Financial Solution

Hurdman & Associates Financial Solution

northfront.com
Our approach is focused on alternative assets and pension-style investing, helping create financial capacity for our clients to have a meaningful impact on their family and community. With a trusted relationship with an advisor, we work to understand your unique situation and goals, considering all aspects of your financial picture to achieve your short, medium, and long-term financial goals. Offering a comprehensive range of services, including retirement planning, estate planning, tax planning, and insurance, we help make informed and effective financial decisions.
Northfront is professional, responsive, laid-back, and compassionate.
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Milestone Asset Management

Milestone Asset Management

milestonewealth.ca
Milestone Wealth Management Ltd. is a preeminent wealth advisory firm in Western Canada catering to independent business owners. We offer comprehensive wealth management services, including wealth planning, investment philosophy, and milestone wealth news. Our team of experts provides thought leadership and develops panoramic, intelligent wealth strategies designed to protect and grow our clients' assets.
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Peters Wealth Management

Peters Wealth Management

financialcare1.ca
Peters Wealth Management is a comprehensive financial services firm that provides personalized wealth management solutions to individuals, professionals, farmers, and business owners. Our team of experts offers a holistic planning process that covers tax planning, cash flow management, wealth management, risk management, insurance, education, debt, retirement, estate, and succession planning. We work with our clients to create a customized plan that helps them achieve their lifelong financial goals.
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Cornerstone Investment Counsel

Cornerstone Investment Counsel

myfiduciary.ca
At Cornerstone Fiduciary Wealth Management, we believe in providing comprehensive wealth management solutions to our clients across Canada. As a fiduciary, we deliver cost-effective investment strategies and manage risk to help our clients achieve financial freedom. With a scientific approach, discipline, and patience, our experienced team of professionals creates customized financial plans that cater to each client's unique needs and goals. Through our independent and unbiased approach, we provide clarity in an often confusing industry, minimizing costs and maximizing returns. Our team is committed to delivering an excellent investment experience, and our mission is to transform the investment experience and focus on our clients' needs as their advocate.
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CMV Financial

CMV Financial

cmvfinancial.ca
CMV Financial Corp provides comprehensive financial and estate planning services, including insurance products and segregated fund investments, to help individuals, families, and businesses achieve their life goals. With over 40 years of experience, our team of experts offers personalized guidance and expertise to help clients secure their financial future.
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Sandstone Asset Management

Sandstone Asset Management

sandstoneam.com
SANDSTONE Asset Management Inc. is a Calgary-based wealth management firm that offers discretionary investment management services to private individuals, foundations, and family trusts. With a focus on global investment opportunities and sustainable investing, the firm provides intelligent and independent investment expertise to its clients. SANDSTONE's team of dedicated professionals is committed to preserving and growing clients' assets through a combination of active portfolio management, detailed research, and analysis. The firm's approach is built on a foundation of experience, expertise, and a passion for delivering exceptional results.
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Networth Asset Management

Networth Asset Management

yournetworth.ca
Networth Management is an independent boutique financial services firm that provides personalized and values-based financial planning to individuals, families, and business owners. With a focus on creating financial clarity and peace of mind, our team of experts helps clients align their financial goals with their deepest held values and True-Life Goals.
Consistent, reliable, and trustworthy financial management services.
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Ron Scott Financial Consulting

Ron Scott Financial Consulting

ronscottfinancial.com
Ron Scott Financial Consulting Inc. is a trusted wealth management firm that provides tailored solutions to help you plan for the future and live your best life now. With over 25 years of experience, Ron Scott and his team offer a unique approach that combines business with pleasure, building strong personal connections with clients. Their services include financial planning, investment, and insurance, helping individuals achieve their financial goals and take control of their destiny.
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Dirk Hohmann

Dirk Hohmann

hohmannfinancialgroup.com
At Hohmann Financial Group Inc., we connect finances to legacy in ways that are meaningful to our clients, so they can enjoy the journey they envision. Our team of certified financial planners and investment representatives helps business owners, professionals, and families navigate their financial choices, ensuring they achieve their short and long-term goals. We provide a comprehensive planning process, identifying gaps and building personalized plans to help our clients achieve financial freedom. With a commitment to making a positive and lasting difference, we share our knowledge and expertise to empower our clients to live their life to the fullest.
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Olympia Financial Group

Olympia Financial Group

olympiafinancial.com
Olympia Financial Group Inc. is a global financial services company providing solution-based services for all your transfer agent and corporate trustee needs. Our team of experts is committed to providing personalized solutions for your financial needs. We offer a range of services including corporate trustee, transfer agent, health spending accounts, and more. Our goal is to help our clients achieve their financial objectives while providing exceptional customer service. With a strong focus on client communication and transparency, we strive to build long-term relationships with our clients. Our services are designed to help individuals and businesses manage their finances effectively, while also providing access to a range of products and services to support their financial goals.
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Wise Wealth Management

Wise Wealth Management

wisewealth.ca
Wise Wealth is a financial services company that helps individuals and families plan for their financial futures. We offer a range of services, including financial planning, retirement planning, estate planning, tax planning, and portfolio analysis. Our team of experts takes the time to understand each client's unique needs and goals, and works with them to develop a personalized plan to achieve those goals. We believe that financial planning should be tailored to each individual's circumstances, and that it is essential to carefully consider their needs, goals and dreams in order to implement a well-constructed financial plan.
John Feldcher and Wise Wealth Management have received excellent feedback for their honesty, customer service, and effective financial planning.
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David N Hames

David N Hames

davidhames.ca
Hames Private Wealth Management is a Calgary-based financial services firm dedicated to providing comprehensive wealth management solutions to affluent families. Our team of experienced advisors works closely with clients to create personalized financial plans that integrate tax planning, investment planning, and estate planning to help them achieve their goals and secure their financial future. With a focus on simplicity, freedom, and peace of mind, we provide professional oversight and coordination of all personal financial affairs, allowing our clients to focus on what is important to them.
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Mackenzie Investments

Mackenzie Investments

mackenzieinvestments.com
Mackenzie is a leading investment management company that offers a wide range of investment products and services to individuals, advisors, and institutions. With a focus on sustainable investing, the company provides innovative solutions to help clients achieve their financial goals. From mutual funds and ETFs to alternative investments and private markets, Mackenzie's experienced investment teams and strategic partners work together to deliver strong performance and exceptional service. With a commitment to driving change towards a sustainable future, Mackenzie is dedicated to making a positive impact on the environment and society.
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Francis McLachlan Financial Group

Francis McLachlan Financial Group

fmfgroup.com
Francis McLachlan Financial Group is a team of experienced financial advisors providing financial planning and protection to individuals, families, and businesses in Calgary. Our services include investments, insurance, and financial planning, with a focus on client needs, service, and professionalism. With over four decades of experience, we have built a reputation for excellence, integrity, and expertise in the financial industry.
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Richard H Financial

Richard H Financial

richardh.ca
Richardson Wealth Management is a professional financial advisory firm dedicated to helping individuals and families achieve their financial goals. With years of experience, our team of experts provides personalized financial planning, wealth management, and estate planning solutions to help you protect your family, grow your investments, and secure your financial future. Whether you're starting out, building a family, or planning for retirement, we offer a comprehensive range of services to help you make informed decisions about your money. Our goal is to build long-term relationships with our clients, based on trust, confidence, and a commitment to delivering exceptional service.
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Integrated Wealth Management

Integrated Wealth Management

integratedwealthmanagement.ca
Integrated Wealth Management provides proactive investment management and advisory services, dedicated to helping clients maintain their lifestyle and build a legacy. Our experienced team uses an integrated wealth planning process that revolves around clients' values, beliefs, and priorities to create personalized wealth plans. With a focus on long-term relationships and trusted guidance, we help clients navigate the complexities of wealth management and achieve their financial goals. Our services include investment management, financial planning, and portfolio management.
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Rockmount Financial

Rockmount Financial

rockmountcorp.com
Rockmount Financial Corporation is a family office with a diverse range of activities, including the management of a global equity portfolio, brownfield redevelopment, promoting clean-tech and financial services, consulting on public policy, and supporting academia. The company is committed to Alberta's participation in the exponential growth of technology and has a strong presence in the Calgary business community. With a team of experienced professionals, Rockmount Financial Corporation provides a range of services, including private equity investing, business incubation, and trust company management.
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Hein Financial

Hein Financial

heinfinancial.com
At Hein Financial Group, we offer comprehensive financial, retirement, and estate planning services to help our clients achieve their goals and secure their financial futures. Our team of experienced advisors uses a client-centric approach to provide personalized guidance and expert advice on mutual funds, portfolio management, ETF portfolios, alternative investments, segregated funds, disability, critical illness insurance, and employee group and pension benefits. With a focus on confidentiality and integrity, we help our clients make informed decisions and build a better financial future. We also offer a range of referral services and strategic partnerships to provide access to the best advice and service available.
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Customplan Financial Advisors

Customplan Financial Advisors

customplanfinancial.com
Customplan Financial Advisors Inc. is an award-winning managing general agency that provides unparalleled resources, superior training, and unwavering support to empower independent financial advisors across Canada. With a focus on business development, commitment, relationships, and collaboration, we help our advisors excel and their practices escalate.
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Robert Eagleson Financial Service

Robert Eagleson Financial Service

roberteagleson.com
Robert Eagleson Financial Planning is a financial planning firm that provides a range of services including investment planning, tax planning, financial opportunity analysis, and estate planning. Our goal is to help our clients achieve financial security and success. We take a holistic approach to financial planning, considering our clients' risk tolerance, financial goals, and values to create personalized plans that meet their unique needs. We also offer life insurance, business insurance, and education planning services. Our team is dedicated to providing exceptional service and expert guidance to help our clients achieve their financial objectives.
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Pivotal Financial

Pivotal Financial

pivotalfinancial.ca
As a team of specialists, Pivotal Financial provides customized investment and insurance solutions to Individuals, Families, Working Professionals, and Business Owners. We set ourselves apart by being forward-thinking, innovative, and fully interactive with our clients. By way of on-going communication, clear objectives, and a common goal, we empower our clients to achieve financial success. We build wealth on understanding and work diligently to build strong relationships with our support team, our clients, and our community.
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