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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
| BEST FOR | Wealth Management |
| PRODUCTS | Portfolio Management, Financial Planning |
| WEBSITE | https://www.rtmosaic.com |
| ADDRESS | 2160, 300 5th Ave SW Calgary, AB T2P 3C4 |
| CONTACT DETAILS | Chris Rawles B.Mgmt, CFP®, R.F.P., CIM® Portfolio Manager & Financial Advisor E: [email protected] P: (403) 457-3283 Spencer Tilley B.Comm, CFP®, R.F.P., CFA David Miller BFS, CFP®, R.F.P., CIM® Office Fax: (403) 457-3287 |
| OPERATING HOURS | Contact company for more information |
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. Smarter.Loans
| PRODUCTS | https://smarter.loans/companies/investing/ |
| WEBSITE | https://smarter.loans/ |
| ADDRESS | 305 – 171 East Liberty Street Toronto, ON, Canada M6K 3P6 |
| CONTACT DETAILS | +1 866-774-9867 |
| OPERATING HOURS | Always Open |
Smarter Loans is Canada’s online Loan and Financial Directory. You can also use thee website to do research about financial topics and wealth management. Today there are many investment options, including robo advisors, stock trading and much more. At Smarter Loans you can explore different investment tools, financial apps and trading platforms, to ensure you make the best financial decisions for your situation.
Smarter Loans takes care of all the hard word in order to provide you with a simple list of Canada’s most reputable financial brands and products for your needs.
The contributors and writers on their website are highly knowledgeable on various financial services. Their expertise shines through the written and video content they produce and publish on the website. All of this material can be accessed 100% free.
Visit Smarter Loans today to learn more.
Highlights
- Canada’s most comprehensive list of financial brands and products
- Browse modern investing solutions, financial apps and trading platforms
- Compare options and read reviews
Customer Reviews
Here’s a review from one of Smarter.Loans’ clients:
“Financial world is complicated and Smarter Loans makes it easier to understand how everything works. Thank you!”
“The videos on their youtube channel are super helpful and cover a wide range of financial topics. I wish I had discovered Smarter Loans earlier!”
3. Bilyk Financial
| PRODUCTS | Risk Management
Tax Planning Insurance Investment Advice Estate Planning |
| WEBSITE | https://bilykfinancial.com |
| ADDRESS | 706 9 St SW, Calgary, AB T2P 2B4, Canada |
| CONTACT DETAILS | Phone: 780-632-6770
Email: [email protected] |
| OPERATING HOURS | Monday – Friday, 9AM – 5PM |
With more than 50 years of experience in the world of finance, Bilyk Financial offers one of the best financial advisory services in Calgary and the neighboring communities.
One of the best things about this company is their proactive client relations and process-oriented solutions. They provide clients with investment alternatives and keep them updated with emerging trends in monetary policies and sustainable investing.
Bilyk Financial can also help you maximize tax-saving incentives and optimize your financial plans.
You can also take advantage of their free consultation services, but do take note that they’re not available during the weekends.
All in all, Bilyk Financial has a lot to offer, and we’ve seen that their clients only have positive things to say about them. They also have a lot of long-term clients, which serves as a proof of their commitment to service.
Highlights
- Excellent customer service
- More than 50 years in the industry
- 99% client retention rate
Customer Reviews
Always been impressed with their customer service
“We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments. They definitely stand out amongst financial advisors in our view.” – Raylene Palichuk
Very positive relationship from day one
“I have been a client of Adam and Joe for over 12 years. It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!!” – Darryl Vinet
4. Langford Financial Inc.
| BEST FOR | Retirement income and investment planning |
| PRODUCTS | http://langfordfinancial.ca/services |
| WEBSITE | http://langfordfinancial.ca/ |
| ADDRESS | 300, 1210 – 8th Street SW Calgary, Alberta T2R 1L3 |
| CONTACT DETAILS | Phone: 587-755-0159 |
| OPERATING HOURS | Mon to Thurs: 8:30-4:30am
Fri: 8:30am-2:00pm |
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.”
5. Edward Jones
| BEST FOR | Financial strategies and investment |
| PRODUCTS | https://www.edwardjones.ca/investments-services/index.html |
| WEBSITE | https://www.edwardjones.ca/index.html |
| ADDRESS | 7750 Ranchview Drive N.W. Unit 16 Calgary, AB T3G 1Y9 |
| CONTACT DETAILS | Tel: (403) 208 4987 |
| OPERATING HOURS | Mon to Thurs: 9:00am-9:00pm
Fri: 9:00am-5:00pm |
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!!”
6. Up Financial
| BEST FOR | Wealth management and financial planning |
| PRODUCTS | https://www.upfinancial.ca/what-we-do-1 |
| WEBSITE | https://www.upfinancial.ca/ |
| ADDRESS | 1023 Cameron Ave SW, Calgary, AB T2T 0K2, Canada |
| CONTACT DETAILS | Phone: +1 587-316-4070 |
| OPERATING HOURS | Mon to Fri: 8:30am-4:30pm |
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
7. Kindle Financial
| BEST FOR | Financial planner and financial advisor |
| PRODUCTS | Life insurance
Critical illness insurance Disability insurance Employer group benefits Medical and dental insurance Mortgage insurance canada Long term care insurance Travel insurance Super visa Segregated investment funds Financial planning |
| WEBSITE | http://www.kindlefinancial.com/ |
| ADDRESS | 2750 3 Ave NE #202 Calgary, Alberta T2A 2L5 |
| CONTACT DETAILS | Call: 403-695-1060
Toll Free: 1-866-695-1060 |
| OPERATING HOURS | Mon to Fri: 9:00am-5:00pm |
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.”
8. MLD Wealth Management Group
| BEST FOR | Investment and financial planning |
| PRODUCTS | https://mywealthmanagement.ca/service-and-solutions/ |
| WEBSITE | https://mywealthmanagement.ca/ |
| ADDRESS | Suite 2400, 520 – 3rd Avenue SW Calgary, AB T2P 0R3 |
| CONTACT DETAILS | Phone: 403-691-7815
Toll free: 888-691-7915 Email: [email protected] |
| OPERATING HOURS | Mon to Fri: 7:30am-4:00pm |
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.”
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.
