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Financial Planning

Griffith & Associates Wealth Management

79Good

1918 Kensington Rd NW, Calgary, AB T2N 3R5, Canada

5.0(55 Google reviews)

Last updated September 2026

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Licensed & accreditedSeniors-first serviceHighly rated (4.5+ on Google)Well reviewed (55+ reviews)

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.

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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 September 2026.

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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

Languages Supported

  • English

Photo Gallery

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Photos via Google Maps

5.0

55 Google reviews

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 warm, welcoming community.

Most common praise

  • Warm, welcoming community
ThemesAtmosphere

Most recent reviews

  • James Powers

    James Powers

    2 months ago · via Google

    I have recently started working with Andrew Maxwell and have been impressed from day one. Andrew presents his points with knowledge and patience. Andrew not only talks about the x and o's of what he is trying to accomplish with my money but also takes time to just talk. Thank you Andrew and look forward to a long working relationship.

  • Robert Mcleod

    Robert Mcleod

    2 months 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

  • Mr Tickles

    Mr Tickles

    3 months ago · via Google

    i've had a few meetings with Andrew over the past 18 months. He took the time to understand my objectives and spoke in a way that I could understand. I wasn't looking for someone to treat me as a transaction to help their bottom line. With Andrew, I found someone who is here to invest in a long term relationship/partnership and help me work towards realistic goals.

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)

Location

1918 Kensington Rd NW, Calgary, AB T2N 3R5, Canada

Also serves

  • Calgary, Alberta

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?

Send a request through the form on this page with your name, email and phone. We pass it to Griffith & Associates Wealth Management so they can reach you about a time that works, and a Senior Care Path advisor can help you 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.

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