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Financial Planning

Finovo | Financial Planning

52Developing

330 5 Ave SW Suite 1800, Calgary, AB T2P 0L4, Canada

5.0(36 Google reviews)on Google

About

Finovo | Financial Planning 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

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Google Reviews

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5.0

36 Google reviews

Most recent reviews

Shay
a year ago · via Google
I was looking for a fee-for-service advisor to review my finances and provide an unbiased, professional opinion to ensure I was on the right track. My meeting with Russ gave me the confidence I needed in my financial plan. He was transparent, knowledgeable, and truly client-focused. You can tell how passionate he is about what he does and that he genuinely wants to help you reach your financial goals. I highly recommend him to anyone seeking financial advice!
Patrick G
a year ago · via Google
Russ was awesome to deal with. I wanted to figure out if I was on the right track for retirement as I have been handling our finances on my own. He was able to take my questions and thoughts and put it into a plan that gave me an insight into how much more we needed to save and when we could retire. The important part was to figure out what we could spend in retirement and leading up to retirement. I would recommend Russ to anyone looking for a clear answer without a sales pitch on securities or additional products.
Danica Bauer
a year ago · via Google
Russ is fantastic! I am a beginner in the finance space and he spent extra time walking me through the basics answering every question (there were many) I had in a simple and easy to underStand way. He focused on what is best for me and my current situation and we came up with several options for how to achieve my goals. I absolutely recommend Russ whether you are new to understanding your finances or experienced. I will continue to be working with Russ!

See all 36 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Finovo | Financial Planning's Google rating and recent reviews. Confirm specifics with the provider.

Finovo | Financial Planning holds an excellent 5.0-star rating across 36 Google reviews.

Services

Financial Planning

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.

Verify a CFP professional (FP Canada)

Associations & Accreditations

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Languages Supported

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Location

330 5 Ave SW Suite 1800, Calgary, AB T2P 0L4, Canada

Also serves

Calgary and surrounding areas