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Financial Planning

Langford Financial Inc.

62Developing

8 Varsity Estates Cir NW Ste 300, Calgary, AB T3A 2Z3, Canada

4.9(46 Google reviews)on Google

About

Langford Financial Inc. is a fee-only retirement income planning and investment firm in Calgary specializing in financial planning for those 55 and older, with a focus on tax-efficient retirement income strategies and decumulation planning.

Senior Care Path Summary

Langford Financial serves clients aged 55 and older with fee-only retirement income planning, investment management, and tax planning. Their two service models include fee-only retirement income planning with customized recommendations, and full-service management combining income, investment, and ongoing tax planning. The team offers clear fee explanations upfront, virtual and in-person meetings, and educational seminars throughout the year.

The firm specializes in helping clients optimize retirement income and minimize taxes through strategies like CPP and OAS timing, asset decumulation, pension income splitting, and tax-efficient withdrawal sequencing. Clients appreciate their unbiased, independent advice with no pressure to purchase products, and their ability to explain complex financial matters in plain language.</description> <parameter name="credentials">["Certified Financial Planner (CFP)", "Trust and Estate Practitioner (TEP)", "Chartered Financial Planner (CHS)", "Chartered Life Underwriter (CLU)", "Chartered Institute of Directors (ICD.D)"]

Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.

Who This Provider Is Best For

  • Those 55+ nearing or in retirement
  • Couples planning retirement income and CPP/OAS timing
  • Retirees seeking tax-efficient decumulation strategies
  • Those wanting to minimize taxes on retirement income
  • Clients seeking fee-transparent, unbiased financial advice

Conditions & Needs Supported

Not listed yet. to add the conditions and needs this provider supports.

Fees & Payment

Not listed yet. to add fees, sliding-scale options, and insurance billing.

Photo Gallery

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Google Reviews

View all on Google

4.9

46 Google reviews

Most recent reviews

  • A Bob

    A Bob

    5 months ago · via Google

    This company seems to work for most people. We met their criteria of being 55 with 2 million personally invested, but they really did not seem to want to work with us. They passed us around and had a very structured system of what they would do for us. We found someone else more flexible and interested in our business. EDIT: Surprisingly, my full legal name is not “Bob”, so why would you be so confident you did not deal with me. Then I am fake because when you click on my profile it says, “This person has chosen not to show their other reviews on their profile”. I like most users, don’t share my profile with the entire world. All I said in my review was it didn’t work out for us and I found someone that it did. Like Hervin’s YouTube channel, sometimes things don’t work out. You don’t have to be arrogant about it.

  • George Newman

    George Newman

    11 months ago · via Google

    Our experience with Kenneth Doll of Langford Financial was excellent. Our financial plan was extensive and exceeded our expectations. Ken was responsive to all of our many questions and clearly laid out the path to our imminent retirement in a straightforward but detailed way in order for us to meet our goals over the next 30 years. We highly recommend him and Langford Financial and look forward to our continued relationship .

  • Nancy Moore

    Nancy Moore

    2 years ago · via Google

    Contacting Langford Financial was a great decision. Although we were managing our money well, it was nice to meet Willis and have the reassurance that we needed to now retire with a plan in place and with peace of mind. There were so many things I didn't understand about investing and Willis took the time to explain things clearly. I would highly recommend!

See all 46 reviews on Google

Summary of Google Reviews

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

Langford Financial Inc. holds an excellent 4.9-star rating across 46 Google reviews. Recent reviewers most often highlight responsive, helpful communication and a safe, reassuring environment.

Most common praise

  • Responsive, helpful communication
  • A safe, reassuring environment
ThemesCommunicationSafety

Services

Licenses & Registrations

Not listed yet. to add licenses & professional 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

Not listed yet. to add professional associations & accreditations.

Languages Supported

  • English

Frequently Asked Questions

What services does Langford Financial Inc. offer?

Langford Financial Inc. 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 Langford Financial Inc. speak?

Staff at Langford Financial Inc. 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 Langford Financial Inc.?

You can call Langford Financial Inc. directly at (587) 755-0159, 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 Langford Financial Inc. 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

8 Varsity Estates Cir NW Ste 300, Calgary, AB T3A 2Z3, Canada

Also serves

  • Calgary, Alberta

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