The 7 Best Financial Advisors in Calgary

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By Isabelle Morin

If you need a good financial strategy, this is the list for you! We’ve found the best financial advisors in Calgary to help you come up with a plan.

We’ve actually gathered a list of financial advisors based on their provided services, investment plans, and customers’ reviews. So without further ado, check out our list of the best financial advisors in Calgary below to get started on securing your long term goals!

1.  RT Mosaic Wealth Management

RT Mosaic Wealth Management is a firm that specialises in portfolio management. They strive to provide clients with personalised financial plans tailored to their preferences.

By integrating financial planning with portfolio management, they end up with a plan that is effective and reliable. Moreover, they customise their plans according to their client’s goals, values, and tax efficiency.

As a registered Portfolio Manager, there’s no doubt that they are knowledgeable when it comes to wealth management. No case is too simple or too complex for their team of Certified Financial Planning Professionals and Registered Financial Planners.

RT Mosaic Wealth Management has a small client base, which allows them to bring their full attention to each and every client they serve. You can count on them to deliver results that are impactful and beneficial in the long-run.

Highlights

• 2019 Finalist – Portfolio/Discretionary Manager of the Year (Wealth Professional)
• Named one of the top 50 advisors in Canada (2019, Wealth Professional)
• 2018 and 2019 Top Ranked Wealth Management Firm in Calgary (AdvisoryHQ)
• Personalised financial services
• Does not sell proprietary investment products
• Select client base
• Registered Portfolio Manager

Customer Reviews

“I feel compelled to refer colleagues to RT Mosaic because I have been completely blown away with their service and advice. I would suggest giving them a call… they are superb.”

“We had our investment portfolio with one of the “Big 5 Banks” Private Wealth Management arms for over ten years. We saw modest growth over time, but there was no comprehensive plan for our unique situation: no tax planning and logical diversification for heading into retirement.

It was a very reactive versus proactive situation with the firm. Indeed, it was not ‘expert advice’ and ‘exceptional service’ as the Private Wealth firm advertised.

After one year with RT Mosaic, the numbers speak for themselves. Exceptional performance after taxes, fees, and ongoing withdrawals and a forward looking financial plan aligning our interests and goals with our assets. We could not be happier with the performance and service.”

2.  Langford Financial Inc.

Langford Financial Inc. is one of the best financial advisors in Calgary that offers worry-free retirement.

The company guides their clients into the kind of retirement lifestyle they envision by focusing on optimising their income, reducing taxes, and living with a goal.

Langford Financial Inc. is run by very personable advisors too: Nancy and Willis. With their combined experience, they are able to save you from taxes through implementing retirement income and investment strategies.

Highlights

• Fee-only retirement income planning
• Full service planning with wealth management
• Simple retirement plan

Customer Reviews 

Langford Financial Inc. is recommended by their clients for having knowledgeable advisors, exceptional service, and quick responses.

Some clients shared their reviews:

“Langford Financial Inc. are knowledgeable, easy to work with, and trusted to handle and invest money.  They have assisted us to budget, invest and save for future plans.  I recommend Willis and Nancy immensely!” 

“Nancy helped me a lot when I needed her. Even she was away and have to deal with personal stuff she still tried to help me. I really appreciate her help.  And I felt also that she cared to me.  I am so lucky that I meet her.  Thank you so much Nancy for everything.”

3.  Edward Jones

Matthew S Donnelly is one of the most sought-after financial advisors of Edward Jones. He strives to guide families and entrepreneurs in Calgary to accomplish their financial goals.

With the help of his team, which has a passion for investment research, he is able to deliver quality service and up-to-date and extensive support. This is the sort of thing you can expect from all of Edward Jones’s teams and advisors, actually.

Edward Jones is thus one of the best financial advisors in Calgary. They attribute their success to their values and beliefs, which guide their long-term goals in investing.

Highlights

• Wealth management
• Retirement and education
• Insurance and annuities

Customer Reviews 

According to clients of Matthew S Donnelly, he is knowledgeable, kind, and friendly, and a top-notch professional who provides exceptional customer service.

Some clients shared their reviews:

“My wife and I started working with Matt earlier this year. He’s been great to chat with and has always been engaged with what is going on in the markets and our investments. He’s treated us well thus far and we look forward to continuing to work with him!”

“Matt was very friendly and easy to talk to. He helped us pick a growth fund and some stocks that have been way more successful then when we were with the bank. Thanks again Matt!!”

4.  Up Financial

Up Financial is one of the best financial advisors in Calgary whose focus lies in complicated investment advice and extensive financial planning.

The goal of the company is to deliver all-inclusive financial, legal, and tax problem solving solutions of the best possible quality.

Up Financial combines the skills of their financial advisors, accounts, and lawyers in order for their clients to receive a proper and well-deserved kind of financial planning.

Highlights

• Investment portfolio management
• Tax planning
• Estate planning

5.  Kindle Financial

Kindle Financial was founded by Chris Alves, who became an independent financial planner in order to guarantee that all his clients were granted access to products that fit them and their needs.

Their belief is centred on the fact that each individual should be given personalised services and advice in order to best suit their own financial expectations.

Kindle Financial is thus one of the best financial advisors in Calgary that offer unprejudiced advice and modern solutions in order to help manage your financial goals.

Highlights

• Employer group benefits
• Life insurance
• Mortgage insurance

Customer Reviews 

Great service, top notch knowledge, and straightforward advice are just some of the reasons clients recommend Kindle Financial.

Some clients shared their reviews:

“Chris is knowledgeable and easy to talk to.  He answered my questions about what kind and how much insurance we needed.  I feel much better knowing my family will be taken care of if anything were to happen to my husband or I.”

“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.”

6.  MLD Wealth Management Group

MLD Wealth Management Group is an award-winning company made up of a group of professional wealth advisors and portfolio managers.

Their mission is to properly guide their clients in expanding their wealth, safeguarding their investments, and settling their financial investments.

MLD Wealth Management Group is one of the best financial advisors in Calgary that provides an intensive approach to wealth planning by introducing financial planning, tax structuring, and portfolio management.

Highlights

• Investment management
• Tax planning
• Insurance planning

Customer Reviews

Not only is MLD Wealth Management Group recommended by their customers for their excellent team of advisors, but also for their sound strategy and clear communication.

Some clients shared their reviews:

“As somebody with not a lot of financial background or knowledge it’s extremely comforting knowing Chad Larson and his team are looking out for my future/best interests at all times. I would recommend them to everyone!! Best financial team around”

“MLD Wealth Management Group provides intelligent, genuine and responsible financial planning and investment guidance.  Their full scope of financial services makes my life easier and I truly appreciate the advice MLD has provided over the years and will continue to provide for years to come.”

7. Smarter.Loans

Photo credit: Smarter.Loans

It is important to pick the right lender for every situation. Financial market is rapidly growing and it is giving you plenty of options to choose from.

Smart Loans understand that you are looking for fast loans with quick approval. They have a pre-vetted list of lending situations for you making the transition easier and faster.

Highlights

• Fast loans
• Easy approval
• Various options to look through

Customer Reviews

Here’s a review from one of Smarter.Loans’ clients:

:I’m so excited I got a loan from a lender who helped me with my loan. It was amazing how I got a loan… I tried a different service but I could never get a loan from those service. Some of them will ask me to fill a lot of documents and at the end of the day will not end well. But I’m happy after meeting with Mr. Jeffrey Martin. I was able to get my loan of $71,000.00 now my business goes well and I want you all to know this today because they are fast and 100 % reliable. Now I’m paying the loan I got from the company (Mr Jeffrey. from uni-credit loans all over the world. Get in touch with them and don’t waste time with those lenders: send an email to { [email protected] } or whatsapp to: +1(612)293-5234 for more information” – Khadija Ally

Here’s another one:

“I’m so happy I got a loan from a genie lender who helped me with my loan. It was amazing how I got a loan of 80,000,00 euro. I tried a different service, but I could never get a loan from that service. Some of them will ask me to fill a lot of documents and at the end of the day will not end well. But I’m happy after meeting with Mr.  Jeffrey Raymond, I was able to get my loan of 80,000.00 euro. Friends, now my business goes well and I want you all to know this today because they are fast and 100% reliable. Now I’m paying the loan I got from the company (Mr. Jeffrey  Raymond  loans company all over the world). Contact them and don’t waste time with those lenders: send an email to ( [email protected] ) for more information. WhatsApp: +393512481477.” – Mueni Jacinta

With the list of financial advisors we’ve provided, we hope you were able to find one firm that suits your financial needs.

If you have any comments or suggestions, please don’t hesitate to contact us. We’d love to hear from you!

In addition, if you’re looking for other options to secure your future, check out our list of firms for the best insurance in Calgary for more economic and financial protection.