Camber Private Wealth - Financial Planning & Wealth Management
70Good320 23 Ave SW Unit 101, Calgary, AB T2S 0J2, Canada
About
Camber Private Wealth is an independent, fully registered portfolio management firm in Calgary offering financial planning, wealth management, and investment advice to clients with a minimum account size of $500,000.
Senior Care Path Summary
Camber provides personalized financial planning and wealth management using a proprietary financial dashboard that answers the key questions on seniors' minds: Am I OK? and Can I live the life I want? Their evidence-based investment approach focuses on tax efficiency and low fees, with discretionary investment management starting at 0.95% annually. Client assets are securely held with National Bank Independent Network.
The team meets with clients to understand their goals, builds a custom financial dashboard incorporating all areas of financial life, and creates an actionable 12-month checklist. Camber is fully independent, unbound by pressure or bias, and holds a legal fiduciary responsibility to put client interests first. Their approach helps reduce financial worry by managing complex decisions and providing straightforward, personalized service.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees and pre-retirees mapping income and long-term financial security
- Individuals planning for tax-efficient wealth management
- Those seeking personalized financial planning with clear fee transparency
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
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
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
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
- Member, CFP (as shown on website partnerships)
- Registered portfolio management firm
- Partner with Dimensional (investment research)
- Client assets held with National Bank Independent Network
Languages Supported
- English
Frequently Asked Questions
What services does Camber Private Wealth - Financial Planning & Wealth Management offer?
Camber Private Wealth - Financial Planning & Wealth Management 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 Camber Private Wealth - Financial Planning & Wealth Management speak?
Staff at Camber Private Wealth - Financial Planning & Wealth Management 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 Camber Private Wealth - Financial Planning & Wealth Management?
You can call Camber Private Wealth - Financial Planning & Wealth Management directly at (587) 392-6017, 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 Camber Private Wealth - Financial Planning & Wealth Management 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
320 23 Ave SW Unit 101, Calgary, AB T2S 0J2, Canada
Also serves
- Calgary, Alberta