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Best Financial Planners in Calgary

The 9 Best Financial Planners in Calgary

(Source: Focus Financial)

By Julia Leblanc

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.

1. RT Mosaic Wealth Management Ltd.

RT Mosaic Wealth Management Ltd.

Best For Comprehensive Financial Plans
Services Financial Planning
Website https://www.calgaryfinancialplanner.ca
Address Calgary
Contact Details 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. With their combined expertise, they can assist any client with portfolio management and financial planning while delivering reliable and honest results.

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 RT Mosaic. 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

Kindle Financial's Homepage

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.  Smarter.Loans

Smarter Loans Logo
Photo credit: 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. In addition to financing companies, Smarter Loans contains a list of Canada’s top companies for investing, wealth management, and trading apps. What’s good about Smarter Loans is that they take the heavy researching out of your hands by providing a list of 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.

The best part? You can access all these articles and other information materials for free on the website.

Check out the best investing solutions and tools available in Calgary at Smarter Loans today.

Highlights

  • Highly knowledgeable contributors and writers
  • Comprehensive content on financial topics
  • List of Calgary’s most popular investing tools and platforms

Customer Reviews

“The team at Smarter Loans are incredible, we are a partner with Smarter Loans, and the level or professionalism, transparency, and knowledge of this company is incredible. We have learned a lot from this company, and are excited to continue learning from them, they are great for many things and not just finding you the best loan. Thank you everyone at Smarter Loans for your business and partnership.”

“Smarter Loans is a great resource to compare different investing options available in Canada.”

4. 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

5.  MLD Wealth Management Group

MLD Wealth Management Group's Homepage

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: 888-691-7915

TEAM EMAILS:

General Inquiries: [email protected]

Trading: [email protected]

Partners: [email protected]

RSVP for events: [email protected]

Hours of Operation Monday-Friday: 7:30 AM-4 PM

Saturday & Sunday: Closed

MLD Wealth Management is considered by many to be one of the best financial planners in Calgary. Their team of expert wealth advisors will help you secure both your and your family’s financial future.

They have a comprehensive approach when it comes to financial planning, where they use all the resources and partnerships that they possess to build, manage, and protect your finances.

The many accolades they’ve earned serve as proof of their excellent services throughout the years. They ranked first among the Top 50 Advisors of 2018 and were chosen as one of the Most Influential People in Canadian Investments in the same year.

Contact them now if you need help with your finances. With their extensive suite of financial products and services, your financial future will be in safe hands.

Highlights

-Voted #1 Advisor of 2018 by the Wealth Professional Magazine

-Part of the Top 50 Most Influential People in Canadian Investments 2018

-Free guide available on their website

-Other resources are also provided upon request

Customer Reviews

The MLD Wealth Management Group is trusted by many of their clients when it comes to financial planning. One review says:

“The cornerstone of a great advisor relationship is built upon trust. The MLD team has earned my trust time and again by delivering on their promises and putting my mind at ease when it comes to my financial future.

MLD advises and focuses on the financial aspect of my family, while also taking into account all of the other facets that are important in our lives. MLD looks at the whole person, their goals, and their ambitions while helping them build and secure their wealth to help meet their financial, and personal goals.

I would not hesitate to recommend the entire MLD team, they are thoughtful, professional, and expert in their craft.”

6.  Tom Feigs

Tom Feigs' Homepage

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.”

7.  Charmaine Ho

Charmaine Ho's Homepage

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

8.  The Beacon Group

The Beacon Group's Homepage

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.”

9. RT Mosaic 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

E: [email protected]

P: (403) 457-3284

David Miller BFS, CFP®, R.F.P., CIM®

Portfolio Manager & Financial Advisor

E: [email protected]

P: (403) 457-3285

Office Fax: (403) 457-3287

Hours of Operation

RT Mosaic 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 RT Mosaic 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.