Camber Private Wealth - Financial Planning & Wealth Management
52Developing320 23 Ave SW Unit 101, Calgary, AB T2S 0J2, Canada
About
Camber Private Wealth - Financial Planning & Wealth Management 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
Who This Provider Is Best For
Photo Gallery
Photos via Google Maps
Google Reviews
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24 Google reviews
Most recent reviews
Jennifer Bell
2 weeks ago · via Google
The team at Camber was wonderful to work with. Specifically, Kate was a gem! She's very personable and compassionate in her approach to finances. They accommodated my many questions and helped me to understand the "what-ifs". Highly recommend them!
Stephen Reid
a year ago · via Google
Very thoughtful, helpful and generous conversation with Lucas from Camber, when regardless of us not being able to be a client (due to living in New Zealand), he still gave a lot of his time to hear our challenges, reflect his understanding and link us up with those who we are able to work with on our side of the world. Thoroughly recommend!
Lesley W
3 years ago · via Google
As someone who was determined to learn as much as I could about investing, my husband and I met with a few different investment firms, and finally settled on Camber after being advised by a very knowledgeable source who has written many best selling books on the subject of financial planning and investing. This individual had stated that the service we would get going with a firm such as this would be "world class,” and he couldn't have been more spot on. The team at Camber were knowledgeable, professional and impeccable from the beginning, going well beyond what any other firm we met with did, in terms of explaining how their investment strategy worked and presenting us with a financial dashboard presentation in a manner that was down to earth, and easy to follow, and thus it was abundantly clear to us that this was who we wanted to work with in handling our investments, and putting us on the correct path for retirement. They have been friendly, highly professional and authentic in every correspondence we have had with them, and have really put us at ease, with us being rather new to the world of investing. We feel very confident in having our financial future mapped out with the knowledgeable and charismatic team at Camber!
Summary of Google Reviews
Summarized by Senior Care Path from Camber Private Wealth - Financial Planning & Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Camber Private Wealth - Financial Planning & Wealth Management 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
Location
320 23 Ave SW Unit 101, Calgary, AB T2S 0J2, Canada
Also serves
- Calgary and surrounding areas