Unsure of how to manage your assets? Don’t worry– if you hire the best financial planners in Calgary, you won’t have any problems with your money.
Financial planners help you keep track of your financial goals. They will help you explore alternatives when it comes to investments by analysing the risks and rewards each investment carries.
Fortunately, we’ve saved you the hassle of finding the right agencies to employ. Read on to know which companies have the best financial planners in Calgary.
Table of Contents
1. Cardinal Point Wealth Management
| Best For | Comprehensive Financial Plans |
| Services | Financial Planning |
| Website | https://www.calgaryfinancialplanner.ca |
| Address | Calgary |
| Contact Details | 403-457-3285 |
| Hours of Operation | Contact company for more information |
The Calgary Financial Planner is an independent financial planner whose goal is to provide unbiased financial plans that will serve you well. They create the best investment solutions thanks to their objective approach to portfolio management.
It is primarily run by David Miller, a financial planner with more than 15 years of experience in the industry. He is a Certified Financial Planner and Registered Financial Planner, which speaks volumes about his skill.
If you decide to hire his services, you can count on receiving advanced financial advice that is not only effective, but also simple and easy to understand. This transparent approach to financial planning helps even beginners understand and track their finances more easily.
The Calgary Financial Planner also works with an expert wealth management team called Cardinal Point Wealth Management. With their combined expertise, they can assist any client with portfolio management and financial planning while delivering reliable and honest results.
Highlights
-2019, 2021 and 2022 Finalist for Multi-Service Advisory Team of the Year
-Certified Financial Planner and Registered Financial Planner
-Fee-Only/Fee-for-Service Financial Planner
-Provides unbiased solutions
-Transparent and unbiased work
Customer Reviews
“They have literally evaluated every single aspect of our financial lives, including advice on our existing wills, our insurance needs, our cash flow, my corporate arrangements, retirement planning, education planning, etc. They’ve spent hours and hours helping me so far and have provided me with advice far beyond expectations.”
“We had the opportunity to sit down and review the plan that was developed specifically for us, not just investors like us or the group we might fit into. This gave us a better understanding than we ever had about where we are invested and why we are invested there. We wish we had made this decision earlier and recommend taking the time to sit down and talk to David about what they can do for you.”
2. Kindle Financial
| Best For | Customised Services |
| Services | 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 |
| Hours of Operation | N/A |
Kindle Financial Planner is certified as one of the best financial planners in Calgary. They pride themselves on being a leading provider of unbiased financial advice and customised services.
Their 2 decades in the industry have honed their skill and proficiency in finance well, giving them many opportunities to partner with various insurance partners.
They also offer a wide variety of services to accommodate their customers’ needs better. You can even modify these services to create a plan that suits you.
Kindle Financial Planner understands that everyone wants to live a life free from financial struggles or worries. Contact them now and take the first step towards financial stability.
Highlights
-Free quote available
-Numerous insurance options provided
-Partnered with many trustworthy insurance companies
3. Finovo
| Best For | Collaborative financial planning for couples or families |
| Services | Financial Planning, Financial Snapshot, Cash Flow and Budgeting Analysis, Household Finance Processes, Goal Planning, Retirement Planning |
| Website | https://finovo.ca/ |
| Address | 800 736 8 Ave SW, Calgary, AB |
| Contact Details | [email protected] +1.587.333.328O |
| Hours of Operation | By appointment basis |
Many seeking to achieve financial goals with confidence have turned to Finovo, a premier destination for personalized financial planning services. As a fee-only and advice-only financial planning firm, you can count on Finovo providing unbiased recommendations focused solely on your financial well-being.
Transparency is at the core of Finovo’s approach. They offer clear and straightforward planning fees, with a range of packages and monthly subscription options. This ensures clients have full visibility into the cost of their financial planning services.
Finovo’s Certified Financial Planners take the time to understand each client’s unique goals and concerns. They provide personalized recommendations tailored to individual aspirations, guiding clients towards financial clarity, security, and independence.
Through a collaborative approach, Finovo empowers clients to make informed decisions and take control of their financial future and benefit from the convenience of a user-friendly app, bringing their personal financial advisor right to their pocket. This innovative tool allows clients to plan their financial future at their own pace, providing guidance and support whenever and wherever they need it.
Join the ranks of satisfied clients who have experienced the Finovo difference. Contact Finovo today and embark on the path to financial confidence with a trusted fee-only & advice-only partner by your side.
Book a complimentary introductory call with them today.
Highlights
Trusted and reliable financial planning services
Rave reviews from satisfied customers
Cost-effective plans
Transparent fee structure
User-friendly interface
Ongoing support and regular check-ins
Customer Reviews
“Russ was fantastic! Having a professional to lean on for financial advice that isn’t trying to sell us something was exactly what we were looking for. He’s personable, and knowledgeable and politely points out a lack of knowledge/understanding.” — Will Wearing
“My wife and I have been to several financial advisers in the past but we both tend to glaze over as they ramble off a bunch of financial jargon and we leave more confused than when we went in. Russ has been amazing at helping us understand easy ways we can save money and pay down debt.” — Sean Young
4. Starratt Wealth Management
| PRODUCTS | Personalized Wealth Management |
| WEBSITE | StarrattWealth.com |
| ADDRESS | 520 3rd Ave. SW , Suite 2400, Calgary, Alberta, T2P 0R3, Canada |
| CONTACT DETAILS | Phone: 403.508.3844 Email: [email protected] |
| OPERATING HOURS | Monday – Friday: 7:00 AM–3:30 PM |
Starratt Wealth Management provides tailored financial planning for individuals, families, and business owners across Canada. The firm prioritizes a deep understanding of each client’s financial circumstances and long-term objectives to deliver practical, goal-driven advice.
Their financial planners support clients across retirement planning, estate planning, tax strategies, and business succession. Every plan is customized to reflect risk tolerance, lifestyle considerations, and investment goals.
A key differentiator is the firm’s specialty in alternative investments, including private equity, real estate, commodities, and hedge funds. This expanded investment approach allows clients to diversify portfolios, manage risk, and pursue long-term growth beyond traditional assets.
Clients receive detailed reporting and ongoing portfolio oversight, with monthly or quarterly statements, tax planning summaries, and performance evaluations. Financial planners closely monitor activity to ensure accuracy and alignment with client objectives.
Consistent communication is a core part of the client experience. Clients can expect monthly calls or email updates, virtual and in -person meetings, and secure online access to real-time portfolio information.
Starratt Wealth Management also takes a collaborative approach by coordinating with external professionals such as accountants and lawyers. In addition, Scott Starratt is regularly featured in Wealth Professional and is a frequent speaker and panel moderator at industry events, where he shares practical insights on market trends, portfolio construction, and long-term investing. Clients further benefit from monthly market updates and educational resources that support informed decision-making.
Overall, the firm combines technical knowledge with personalized guidance and a long-term partnership mindset. Their financial planners remain focused on helping clients meet both immediate priorities and future financial goals.
Highlights
- Personalized financial planning
- Specialization in alternative investments
- Comprehensive reporting and monitoring
- Strong communication
- Coordination with other advisors
Customer Reviews
Always available, always ready to answer any concern
“After a lifetime of working with financial advisors and watching my fortunes rise and fall with very little big-picture growth or return, I joined Starratt Wealth Management. My parents quickly followed suit. Soon our accountant was making comments like “Your Mom and Dad are finally making some good money on their life savings!” I too am pleased with my reduced risk and greater returns. Starratt Wealth Management is always available, always ready to answer any concern. They’re transparent in their dealings and never try to push me in any direction. I’m gently nudging my children in their direction.” – KS
He is first-class, a warm-hearted professional,
“When I went to my attorney, Scott had made a special trip to help me with my will. When my husband passed away I received a beautiful sympathy card. To me, he is first-class, a warm-hearted professional, and a dear friend. He believes in teamwork, loyalty, friendship, and works hard to make it all happen” – ES
5. 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 |
If you’re looking for a process-oriented financial planner in Calgary, then Bilyk Financial is definitely the one for you. With 50 years of experience under their belt, they’re well-known for their long-lasting customer relations and tailored services.
The company helps its clients secure their future through various investment advices. They’re backed by the National Bank Independent Network (NBIN), and offer most of their services through their partnership with Aligned Capital Partners.
However, we believe that they can still expand their offerings to include services like debt consolidation and the like.
Another thing we like about this company is their proactive relations with clients, which is great if you want to stay updated with emerging market trends and technologies.
With Bilyk Financial, you know that your assets and investments and in good hands. They also charge a flat fee for their services, and you can count on them for complete transparency.
Highlights
- More than 50 years in the industry
- 99% client retention rate
- Process-oriented solutions
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
6. MLD Wealth
| Best For | Experienced Financial Advice |
| Services | Investment Management, Tax Planning, Insurance Planning, Retirement Planning, Business Planning, Wills and Estates |
| Website | https://mywealthmanagement.ca/ |
| Address | Suite 2400, 520 – 3rd Avenue SW Calgary, AB T2P 0R3 |
| Contact Details | Phone: 403-691-7815 Toll free: 888-691-7815 TEAM EMAILS: General Inquiries: [email protected] Trading: [email protected] Partners: [email protected] |
| Hours of Operation | Monday-Friday: 7:30 AM-4 PM Saturday & Sunday: Closed |
MLD Wealth is a Calgary-based wealth management firm serving high-net-worth individuals, families, and business owners with complex financial needs.
The firm takes a disciplined, long-term approach to wealth management, focused on thoughtful planning, clear communication, and prudent investment decision-making.
MLD Wealth provides comprehensive wealth management services designed to build, manage, and protect capital across market cycles.
By integrating investment management with tax, estate, insurance, and business planning, the team helps clients make informed decisions aligned with their goals and long-term priorities.
Rather than focusing on short-term market outcomes or promotional claims, MLD Wealth emphasizes durability, risk management, and strategies built to support clients and their families over time.
If you are looking for a professional, relationship-driven advisory firm, MLD Wealth offers a measured and experienced approach to managing wealth.
Highlights
- Calgary-based wealth management firm serving high-net-worth clients
- Disciplined, long-term investment and planning approach
- Integrated wealth management across investments, tax, estate, and risk planning
- Relationship-focused advisory model built on trust and clarity
Customer Reviews
MLD Wealth is trusted by clients for its professional, thoughtful, and consistent approach to financial advice. Clients value the firm’s emphasis on long-term planning, clear communication, and understanding the broader context of their financial lives.
7. Tom Feigs
| Best For | Business Cash Flow Planning |
| Services | Business Cash Flow Planning, Financial Planning, Pre-Retirement Planning |
| Website | https://moneycoachescanada.ca/about/Tom-Feigs/ |
| Address | #720 – 999 West Broadway Vancouver, BC V5Z 1K5 |
| Contact Details | (403) 401-1094 [email protected] |
| Hours of Operation | N/A |
Tom Feigs is one of the best financial planners in Calgary when it comes to business cash flow planning. His dedication to providing excellent customer service helps him maintain long-term relationships with his clients.
After working in the financial planning industry for over 8 years, he has become well-versed in many areas– some of which include retirement planning, money coaching, and other business situations.
Tom is certified as a Financial Planner by the Financial Planning Standards Council. He has contributed to numerous Canadian money magazines and holds workshops and speaking arrangements around Calgary.
With his experience and skill in financial planning, you can rest assured that Tom Feigs will provide the best advice tailored to your situation. Contact him now for a free consultation!
Highlights
-Free consultation
-Eight years of experience
-Certified financial planner
Customer Reviews
Tom Feig is recommended by many when it comes to financial planning. Here’s what one satisfied client had to say:
“Tom has excellent financial knowledge. He was able to respond to all our questions and concerns very quickly. Tom’s ability to patiently coach us through this process was superb and the retirement projections and planning are extremely useful. We would not hesitate to recommend the Money Coaches Canada program and our Coach Tom to others.”
8. Charmaine Ho
| Best For | Investment Strategies and Solutions |
| Services | Investment Strategies, Banking and Credit Management, Retirement Planning, Protecting Your Assets, Tax Management, Passing on Your Wealth, Education Funding, Business Succession Planning, Planning for Major Purchases, Charitable Giving |
| Website | https://financialplanners.td.com/charmaine.ho/?utm_source=GMB&utm_medium=Local&utm_campaign=Yext |
| Address | 305 Centre Street Calgary, AB T2G2B9 |
| Contact Details | Fax: (403) 292-1143 |
| Hours of Operation | Appointment Basis |
Charmaine Ho is one of the best financial planners in Calgary, particularly when it comes to investing. She will stop at nothing to help her clients achieve their personal financial goals.
She is recognised by the Financial Planning Standards Council as a Certified Financial Planner. Charmaine also makes it a priority to get to know her clients.
Charmaine Ho is a partner that you can rely on when it comes to financial planning and investment strategies. If you call her, you can rest assured that your finances will be in safe and capable hands.
Highlights
-More than 15 years of experience
-Certified financial planner by the Financial Planning Standards Council
-Offers finance related newsletters
9. The Beacon Group
| Best For | Comprehensive Financial Plans |
| Services | Complete Plan, Retirement, Estates, Business, Taxation, Investment Advice, Insurance, Life Changes |
| Website | https://www.beacongroupcalgary.com/ |
| Address | SUITE 519, 10333 SOUTHPORT ROAD S.W. CALGARY, AB T2W 3X6 |
| Contact Details | Tel: (403) 232-8378 Fax: (403) 236-2685 Email: [email protected] |
| Hours of Operation | Monday-Friday: 8:30AM-4:30PM |
Many consider The Beacon Group one of the best financial planners in Calgary. They work together with other financial experts to provide the best plans for the management of your wealth.
A variety of financial plans are available for you to choose from — all of which possess their respective advantages and disadvantages. Fortunately, The Beacon Group team will assist you in deciding which option suits your financial needs best.
Investments are among their specialities. They can protect your assets and reduce the risk of suffering significant losses in the market.
No matter what challenges The Beacon Group encounters, they guarantee that they will provide the best recommendations for you to follow. Contact them now to prepare your finances properly.
Highlights
-Uses the Asset Risk Management System for investments
-Constant benchmarking updates from the company
-Tailored financial plans
Customer Reviews
The Beacon Group is recommended by many due to their excellent work ethic. Here’s what one review said:
“The level of professionalism and expertise Cory Gagnon provided was a refreshing change from what I had experienced anywhere else in the past. I would recommend that everyone meet and explore his enlightened approach to financial stability and planning.”
10. Cardinal Point Wealth Management
| Best For | Comprehensive Financial Plans |
| Services | https://www.rtmosaic.com/services |
| 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 Portfolio Manager & Financial Advisor P: (403) 457-3284 David Miller BFS, CFP®, R.F.P., CIM® Portfolio Manager & Financial Advisor P: (403) 457-3285 Office Fax: (403) 457-3287 |
| Hours of Operation |
Cardinal Point Wealth Management is a registered portfolio management firm that provides specialized services by combining portfolio managing with financial planning services to deliver highly individualized services flexible to the needs of the client.
Each portfolio is formulated from scratch so that it is based entirely on the client’s goals, values, household, and tax efficiency in order to strategize effective financial plans.
They are an independent firm so clients can be assured that their services are transparent, constructive, and entirely unbiased whose goal is to work on which plan best suits the client and their lifestyle.
Their services aren’t readily priced so clients may need to book a consultation with them by contacting any of their personnel.
Overall, with professionals pleasant to work with, and comprehensive financial planning packages and strategies, we find them perfect for clients looking for reliable and practical financial advice just for any financial situation they find themselves in.
Highlights
- Innovative strategies
- Comprehensive financial plans
- Customizable approach
Customer Reviews
Here are some reviews from their clients:
“We are extremely grateful to have found Spencer and his team. He has provided sound investment advice and tax planning strategies that have increased our net worth substantially. We have always received superb customer service and patience with our numerous inquiries. I would never hesitate to recommend Cardinal Point Wealth Management to anyone looking for excellence in wealth management!”
“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.”
With the help of the companies we’ve mentioned, you’ll be able to secure a stable financial future.
Is there a company you think should be part of this list? Let us know so that we can add it.
On another note, you might want to consider hiring the best financial advisors in Calgary to work together with your financial planner. Financial advisors can advise you on even more ways to use your assets.
