Bellwether Family Wealth | Calgary- Dan Beyaert
62Developing1100 8 Ave SW #410, Calgary, AB T2P 1P4, Canada
About
Bellwether Family Wealth | Calgary offers comprehensive financial planning and portfolio management for families and retirees, with a focus on retirement planning, estate planning, wealth transfer, and tax strategies.
Senior Care Path Summary
Bellwether Family Wealth | Calgary combines investment management with personalized financial planning to help you balance current needs with long-term goals. Their integrated approach covers retirement planning, estate planning, wealth transfer, tax efficiency, and cross-border financial services. The team, led by Dan Beyaert (Associate Portfolio Manager and Senior Family Wealth Advisor), works closely with each client to create a customized plan and ensure your wishes and legacy are protected.
Clients appreciate their methodical, disciplined investment approach and their commitment to keeping fees low. The firm helps clients create a comprehensive financial picture, manage market volatility, and build confidence in their plan. Services include retirement income planning, tax strategies, estate and trust planning, and succession planning.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning retirement income and managing investments
- Families creating estate plans and protecting their legacy
- Individuals balancing current spending with long-term financial goals
- Clients seeking comprehensive tax and wealth planning
- Cross-border clients between Canada and the US
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
24 Google reviews
Most recent reviews
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
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
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.
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
Services
Licenses & Registrations
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
Languages Supported
- English
Frequently Asked Questions
What services does Bellwether Family Wealth | Calgary- Dan Beyaert offer?
Bellwether Family Wealth | Calgary- Dan Beyaert is a financial planning provider in Calgary, Alberta. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Bellwether Family Wealth | Calgary- Dan Beyaert speak?
Staff at Bellwether Family Wealth | Calgary- Dan Beyaert are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Bellwether Family Wealth | Calgary- Dan Beyaert?
You can call Bellwether Family Wealth | Calgary- Dan Beyaert directly at (403) 508-1516, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Calgary. It is free, with no pressure.
Is Bellwether Family Wealth | Calgary- Dan Beyaert verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
1100 8 Ave SW #410, Calgary, AB T2P 1P4, Canada
Also serves
- Calgary, Alberta