Up Financial Inc.
70Good396 11 Ave SW, Calgary, AB T2R 0C5, Canada
About
Up Financial is a Calgary-based registered wealth management and financial planning firm offering comprehensive financial planning, investment management, tax planning, estate planning, and risk management for clients across Canada.
Senior Care Path Summary
Up Financial provides comprehensive financial planning that helps clients manage all aspects of their financial life, including investments, taxes, insurance, and estate planning. The firm serves multi-generational families, business owners, and executives who need coordinated guidance on complex financial matters. Their advisors are Certified Financial Planners and Chartered Investment Managers with a fiduciary duty to put clients' interests first.
The firm operates on a transparent, fee-based model independent from large banks and brokerages. Up Financial accepts clients across Canada and works toward creating customized strategies that balance investment growth, tax efficiency, and wealth preservation. They emphasize proactive service and clear communication about your financial plan.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Multi-generational families planning finances together
- Business owners and entrepreneurs managing complex financial needs
- Retirees and pre-retirees coordinating investments and income
- Families developing or updating estate plans
- Clients seeking independent, fee-based financial advice
Conditions & Needs Supported
Fees & Payment
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
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
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, Canadian Investment Regulatory Organization (CIRO)
- Member, Canadian Investor Protection Fund (CIPF)
Languages Supported
- English
Frequently Asked Questions
What services does Up Financial Inc. offer?
Up 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 Up Financial Inc. speak?
Staff at Up 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 Up Financial Inc.?
You can call Up Financial Inc. directly at (587) 316-4070, 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 Up 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
396 11 Ave SW, Calgary, AB T2R 0C5, Canada
Also serves
- Calgary, Alberta
- Canada