Griffith & Associates Wealth Management
78Good1918 Kensington Rd NW, Calgary, AB T2N 3R5, Canada
About
Griffith & Associates Wealth Management is a Calgary-based financial planning and investment firm established in 2007, offering services to families and businesses through a team of certified advisors affiliated with Sun Life.
Senior Care Path Summary
Griffith & Associates helps families and businesses navigate financial planning, investment strategies, and estate planning with a focus on understanding personal needs and goals. The team includes multiple investment advisors and financial planners contracted with Sun Life Financial Distributors and Sun Life Canada Securities Inc.
The firm welcomes clients to visit their Calgary office in person or connect virtually. They emphasize clear communication about investment choices and complex financial matters, with testimonials from retirees, business owners, and professionals describing patient, thorough guidance. Their experienced advisors hold relevant investment and financial planning credentials.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families with investment and financial planning needs
- Business owners managing wealth and succession
- Retirees seeking investment guidance
- Individuals planning estates and charitable giving
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
55 Google reviews
Most recent reviews
Robert Mcleod
2 weeks ago · via Google
Andrew has been an excellent agent for us. He is a person of integrity and we have complete confidence in him with our investments.We have done very well with his support and advice and we would highly recommend him to our family and friends always. Thank you Andrew for your expertise and helping us make difficult decisions. Maria & Bob
ED
a year ago · via Google
I feel like I won the lottery in having Andrew manage what little finances I have. I had several investments with Connect First that went neglected and literally experienced very very little growth over a ten year period. I know very little about investing and always felt because I work with a nominal amount, that I went neglected at Connect First. Andrew from the start has been helpful, his explanations are easy for me to understand and he's never made me feel like a valued client regardless of how much I have invested. He's eased my worries, helped me make good decisions and has done incredibly well for me since 2022, particularly in such volatile times. I am so appreciative of what he does, and I hope he is valued at his firm as he's an exceptional associate.
Colleen T
a year ago · via Google
I had this vague idea that financial planning was for people much more wealthy than me. I found anything to do with finances intimidating. Andrew took care to explain everything thoroughly. I felt like he made an effort to understand my situation and to make suggestions tailored to my life. He is down-to-earth and engaging and I came away feeling more confident about finances. It was a good experience.
Summary of Google Reviews
Summarized by Senior Care Path from Griffith & Associates Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Griffith & Associates Wealth Management holds an excellent 5.0-star rating across 55 Google reviews. Recent reviewers most often highlight engaging activities and social life and warm, welcoming community.
Most common praise
- Engaging activities and social life
- Warm, welcoming community
- 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 of Canadian Investment Regulatory Organization (CIRO)
Languages Supported
- English
Frequently Asked Questions
What services does Griffith & Associates Wealth Management offer?
Griffith & Associates 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 Griffith & Associates Wealth Management speak?
Staff at Griffith & Associates 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 Griffith & Associates Wealth Management?
You can call Griffith & Associates Wealth Management directly at (403) 270-7767, 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 Griffith & Associates 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
1918 Kensington Rd NW, Calgary, AB T2N 3R5, Canada
Also serves
- Calgary, Alberta