Financial Planning

Bellwether Family Wealth | Calgary- Dan Beyaert

52Developing

1100 8 Ave SW #410, Calgary, AB T2P 1P4, Canada

5.0(24 Google reviews)on Google

About

Bellwether Family Wealth | Calgary- Dan Beyaert is a local financial planning provider in Calgary, Alberta. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

Bellwether Family Wealth | Calgary- Dan Beyaert photo 2
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Google Reviews

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5.0

24 Google reviews

Most recent reviews

  • Maryann Varty

    Maryann Varty

    a month ago · via Google

    We transferred our investments to Bellwether in 2019 and, since then, have been very pleased with the services provided. Our advisor communicates with us regularly and is focussed on our unique needs and requirements. We would recommend that Dan is worth talking to.

  • Katherine C

    Katherine C

    2 months ago · via Google

    Dan Beyaert is a knowledgeable guide to the new world of retirement. I have been receiving my pension for almost a year and am feeling increasing confidence in the allocation of my savings. I really appreciate Dan’s help in getting me happily on my way to a financially independent and fulfilling life.

  • Ruth Kisinger

    Ruth Kisinger

    5 months ago · via Google

    Met Dan at a local retirement seminar and was impressed with how he simplified information. Attended a consult and signed on. Has been over 15 years and very pleased with what he has accomplished with our portfolio. Now in a comfortable retirement with minimal concerns. Definitely recommend Dan and his team.

See all 24 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Bellwether Family Wealth | Calgary- Dan Beyaert's Google rating and recent reviews. Confirm specifics with the provider.

Bellwether Family Wealth | Calgary- Dan Beyaert holds an excellent 5.0-star rating across 24 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.

Most common praise

  • Caring, attentive staff
  • Responsive, helpful communication
ThemesStaff & careCommunication

Services

Licenses & Registrations

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Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Associations & Accreditations

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Languages Supported

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Location

1100 8 Ave SW #410, Calgary, AB T2P 1P4, Canada

Also serves

  • Calgary and surrounding areas
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