Find the 26 Best Financial Advisors in Calgary, AB

Browse 26 financial advisors serving Calgary, AB, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
7 reviews
Philippine Financial
27 Years
Emergency
7 reviews
Philippine Financial specializes in fast, accessible short-term loans for Canadians facing financial emergencies or credit challenges. We provide $500-$15,000 loans with 4-24 month terms, emphasizing quick approvals and credit rebuilding opportunities. Our client-centered approach combines 25 years of lending experience with flexible eligibility criteria to serve diverse financial needs.
Home Equity Loan Cash Loan Travel Now Pay Later
Camaco Financial Group specializes in comprehensive financial planning and retirement strategies for individuals approaching or in retirement. Since 1977, we have helped clients navigate complex investment decisions, tax optimization, and estate planning to achieve financial security. Our partnership with Q Wealth enhances our ability to deliver institutional-level investment management tailored to individual risk profiles.
Investments Financial Planning Estate Planning
Personalized retirement strategies Knowledgeable advisors Clear communication
5 reviews
Riviera Finance
50+ Years
5 reviews
Riviera Finance provides invoice factoring and working capital solutions to businesses nationwide. Since 1969, we've offered non-recourse factoring, credit services, and receivables management to improve business cash flow. Our 24-hour funding guarantee and personalized approach serve over 2,000 clients across North America.
Invoice Factoring Payroll Financing Cash Flow Management
Very friendly and extremely helpful Consistent positive earnings Backbone of my business
4 reviews
Harstin Financial
10 Years
4 reviews
Harstin Financial provides comprehensive financial planning and wealth management services tailored to individual client needs. Our expertise includes tax optimization, retirement planning, risk management, and estate planning, delivered through a fiduciary approach that prioritizes client interests. With certified professionals and a commitment to personalized service, we help clients navigate financial complexities and achieve long-term security.
Wealth Management Tax Optimization Retirement Planning
The Financial Divorce Specialist offers uncontested divorce mediation, collaboration, and financial advice in Calgary, Alberta. Our team provides expert guidance to help clients navigate divorce proceedings with reduced conflict and financial clarity. We focus on education, strategic planning, and collaborative solutions to achieve fair outcomes.
Uncontested Divorce Mediation Collaboration Services Financial Advice
Professional and caring Life changing experience Great financial education
Financial Foundations is a Calgary-based financial advisory firm offering investment management, insurance solutions, and tax planning services. We help clients reduce financial risk through conservative strategies, personalized portfolio management, and access to diverse investment products. Our mission combines financial expertise with ethical guidance to build long-term client prosperity.
Financial Planning Investment Advice Insurance Solutions
HSI Financial Group offers personalized financial planning solutions tailored to help individuals and businesses achieve long-term financial security. Our comprehensive services include retirement planning, tax strategy, estate preservation, and investment management. With a client-focused approach and expertise spanning decades, we provide licensed financial advisory services across Western and Central Canada.
Financial Planning Retirement Planning Tax Planning
Qualified advisor Prompt review Peace of mind
P R Wealth Management provides comprehensive financial planning and advisory services to individuals, families, and businesses. Our expertise spans investment management, retirement planning, insurance solutions, and estate strategies. We help clients create personalized financial roadmaps to achieve long-term security and wealth preservation.
Financial Planning Insurance Solutions Retirement Strategies
Not rated yet
ICM Asset Management
23 Years
Not rated yet
ICM Asset Management is a leading alternative investment firm offering diversified strategies in real estate, music royalties, private credit, and venture capital. We provide institutional investors, family offices, and financial advisors with tailored solutions designed to generate stable long-term returns. Our expertise in North American markets and specialized asset classes enables clients to achieve portfolio diversification beyond traditional equity markets.
Real Estate Investments Music Royalties Private Credit
Milestone Asset Management provides comprehensive wealth advisory services to business owners in Western Canada. We specialize in fiduciary investment management, tax-efficient planning, and business succession strategies. Our proprietary S-Curve FORMula integrates personal and business financial goals to help clients achieve financial independence and secure family legacies through personalized, evidence-based solutions.
Wealth Planning Investment Management Tax Planning
First-class business Consistent rate of return Sound investment recommendations
Leith Wheeler Investment Counsel is a Canadian independent wealth management firm offering customized portfolio solutions for individuals, institutions, and advisors. With over 40 years of experience, we specialize in long-term value investing strategies while maintaining some of the industry's lowest fees. Our employee-owned structure ensures alignment with client interests and fosters a culture of accountability.
Portfolio Management Investment Advisory Pension Plans
Can-Gow Capital provides business capital through strategic acquisitions in environmental technologies and resource industries. We focus on acquiring companies with growth potential and emerging technologies to optimize corporate value. Our expertise spans waste management, oil & gas, mining, and agriculture sectors.
Business Capital Strategic Acquisitions Environmental Technology Integration
Not rated yet
Belterra Land
19 Years
Not rated yet
Belterra Land specializes in real estate investment and development across Central Alberta. We focus on acquiring, planning, and developing unique properties to create thriving, sustainable communities. With over 17 years of excellence and $400 million in value created, our expertise spans residential projects, urban innovation, and environmentally conscious design.
Land Acquisition Urban Planning Sustainable Development
Not rated yet
PowerByte Solutions
30 Years
Not rated yet
PowerByte Solutions provides comprehensive IT services, computer systems, and technology solutions for businesses across Canada and the U.S. Specializing in servers, networking, storage, and cybersecurity, we combine technical expertise with personalized service to help clients optimize their technology investments. Our partnerships with leading manufacturers ensure reliable, cutting-edge solutions tailored to diverse industry needs.
IT Solutions Computer Systems Servers & Networking
Stellar service Competitive pricing Timely delivery
Not rated yet
Foresight Financial
20 Years
Not rated yet
Foresight Financial is a Calgary-based boutique financial planning firm offering personalized insurance, retirement, and estate planning solutions. We specialize in creating tax-advantaged strategies for individuals, families, and business owners to protect assets and ensure long-term financial security. Our services include life insurance, disability income planning, and business succession strategies tailored to clients' unique circumstances.
Financial Planning Insurance Solutions Retirement Planning
Peters Wealth Management provides personalized financial advisory services, specializing in insurance, wealth management, retirement planning, and estate strategies. Our client-centric approach focuses on building long-term relationships through tailored solutions and collaborative planning. We serve high-achieving professionals, business owners, and families across Western Canada.
Insurance Planning Wealth Management Retirement Planning
Not rated yet
Bergh Tatomir
7 Years
Not rated yet
Bergh Tatomir is a Calgary-based financial planning firm offering tailored solutions for retirement, estate, and investment planning. Our boutique approach emphasizes personalized service and comprehensive strategies to help clients achieve long-term financial goals. We specialize in asset allocation, tax planning, and succession strategies for individuals and businesses.
Financial Planning Retirement Planning Estate Planning
Personalized financial strategies Knowledgeable advisors Effective retirement planning
DeLauretis Wealth Management provides comprehensive financial planning and wealth management services to individuals, couples, and business owners. Our team of certified advisors creates customized strategies for wealth accumulation, protection, and distribution across multiple life stages. We combine financial expertise with collaborative planning to help clients achieve long-term financial security and legacy goals.
Financial Planning Investment Planning Insurance Planning
Experienced advisors Personalized approach Proactive planning
GBL provides specialized retirement planning, actuarial consulting, and tax-efficient financial solutions for business owners and professionals. Our core offerings include Individual Pension Plans, Retirement Compensation Arrangements, Health Benefit Plans, and Fair Market Valuations. With expertise in pension design, insurance analysis, and executive compensation strategies, we help clients optimize financial security while navigating complex regulatory requirements.
Individual Pension Plan Retirement Compensation Arrangement Defined Benefit Plan
Exceptional service Expert actuarial solutions Highly recommended
Not rated yet
Redcap & Truss
12 Years
Not rated yet
Redcap & Truss is a corporate finance and business advisory firm specializing in mergers and acquisitions (M&A), capital raising, and strategic advisory services for entrepreneurs and mid-market companies. Founded in 2014, the firm delivers tailored guidance to help clients achieve sustainable growth through business sales, acquisitions, and financial strategy. With offices in Calgary and Houston, Redcap & Truss combines deep transactional expertise with a client-centric approach to maximize value for business owners.
Selling Your Business Buying a Business Business Advisory Services
Honest and direct advice Trusted advisors Smooth transaction process
Not rated yet
Inswest Financial Group
43 Years
Not rated yet
Inswest Financial Group provides tailored financial planning, investment management, and insurance solutions to Calgary-based individuals and businesses. With over 30 years of experience, we specialize in creating customized strategies that align with clients' unique goals. Our certified professionals combine technical expertise with a client-first approach to deliver sustainable financial outcomes.
Financial Planning Investment Solutions Insurance Services
Trustworthy, capable and competent Honest and caring Professional manner with utmost integrity
Not rated yet
Hohmann Financial Group
21 Years
Not rated yet
Hohmann Financial Group provides comprehensive financial advisory services to individuals and businesses across Alberta and British Columbia. Specializing in retirement planning, investment management, and estate strategies, we help clients transform financial resources into lasting legacies. Our certified team combines market expertise with personalized guidance to navigate complex financial decisions.
Financial Planning Retirement Planning Investment Management
Trusted advisors Knowledgeable team Personalized services
Not rated yet
Future Values
27 Years
Not rated yet
Future Values is an award-winning financial planning firm specializing in retirement, estate, and insurance solutions. We help clients align their finances with personal values through customized strategies. Serving British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario since 1999.
Retirement Planning Estate Planning Insurance Planning
Personalized plans Expertise in estate planning Trustworthy advisors
Spark Financial Services provides expert financial advisory solutions, specializing in tax planning, retirement strategies, estate management, and insurance analysis. With over 25 years of experience, we deliver personalized, tax-efficient strategies to business owners, professionals, and families across Western Canada. Our commitment to innovation and client-centric service ensures tailored solutions that address evolving financial needs.
Insurance Analysis Tax Services Retirement Planning
APEX Financial Consulting offers personalized financial planning, investment management, and insurance solutions tailored to individual and business clients. Our team of certified professionals helps clients build wealth, protect assets, and achieve long-term financial security through customized strategies. With a focus on education and relationship-driven service, we deliver comprehensive solutions aligned with each client's unique goals.
Investment Planning Insurance Management Wealth Management
Nexus Investment Management specializes in wealth planning and investment management, helping clients achieve long-term financial goals through disciplined, client-focused strategies. We offer tailored financial plans and portfolio management for high-net-worth individuals and institutions, emphasizing transparency, independence, and objective analysis. Our approach combines market-resilient investing with personalized service to ensure clients' financial security.
Wealth Planning Investment Management Portfolio Management