Up Financial Inc.
52Developing396 11 Ave SW, Calgary, AB T2R 0C5, Canada
About
Up Financial Inc. 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
Who This Provider Is Best For
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.8
33 Google reviews
Most recent reviews
Danny Adrian
3 months ago · via Google
We have dealt with Elijah, Nathan and Ihsaan for all of our investment and retirement needs. They have been great to my wife and I from the start, always willing to answer our questions and help reach our goals. We have a clear retirement plan moving forward. Not much more you can ask for. All great gentleman!
Kristen fox
7 months ago · via Google
I’ve had an outstanding experience working with Dylan. From the very beginning, he took the time to thoroughly understand my goals, answer every question, and explain even the most complex financial concepts in a clear and relatable way. His guidance has been thoughtful, well-researched, and always aligned with my long-term interests. What has stood out most to me is the consistent communication and genuine commitment to helping me make informed, confident decisions. He checks in regularly, proactively suggests adjustments when needed, and always makes me feel like a priority. Thanks to his expertise, I feel more secure and optimistic about my financial future than ever before. I highly recommend Dylan to anyone looking for a knowledgeable, trustworthy, and client-focused advisor.
Michelle Atkinson
a year ago · via Google
I’ve been working with Dylan for the past year and I’m extremely pleased with the experience. I originally reached out for help with retirement planning and investment strategies and Dylan not only helped me build a solid plan for my future but also provided valuable guidance on other financial matters. He took the time to thoroughly research my options and explain them in a way that was easy to understand and he was always available to address any questions I had. Dylan is highly professional, incredibly knowledgeable, and genuinely dedicated to helping his clients make informed financial decisions. I greatly appreciate his expertise and the invaluable support he has provided.
Summary of Google Reviews
Summarized by Senior Care Path from Up Financial Inc.'s Google rating and recent reviews. Confirm specifics with the provider.
Up Financial Inc. holds an excellent 4.8-star rating across 33 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
Services
Licenses & 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
Languages Supported
Location
396 11 Ave SW, Calgary, AB T2R 0C5, Canada
Also serves
- Calgary and surrounding areas