Calgary, AB
There are 10 financial planners serving Calgary, ranked by our Confidence Score. Compare ratings, reviews, and details below, and confirm credentials and fit before you book. Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.
10 financial planners
4838 Richard Rd SW Ste 300, Calgary, AB T3E 6L1, Canada
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4Developing confidence
5.0(57 reviews)
“We moved our investments over from one of the big banks just over two years ago and it has been one of the best things we have done. Ryan is very professional,...”
Provides: Financial Planning
909 17 Ave SW #432, Calgary, AB T2T 0A4, Canada
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4Developing confidence
5.0(55 reviews)
“I’m so grateful I found Harvin Pesa. He took the time to really listen, ask the right questions, and provide guidance that feels both smart and realistic. His...”
Provides: Financial Planning
1918 Kensington Rd NW, Calgary, AB T2N 3R5, Canada
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4Developing confidence
5.0(55 reviews)
“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...”
Provides: Financial Planning
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330 5 Ave SW Suite 1800, Calgary, AB T2P 0L4, Canada
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4Developing confidence
5.0(36 reviews)
“Russ was awesome to deal with. I wanted to figure out if I was on the right track for retirement as I have been handling our finances on my own. He was able to...”
Provides: Financial Planning
2505 17 Ave SW, Calgary, AB T3E 7V3, Canada
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4Developing confidence
5.0(28 reviews)
“We watched close friends move into their retirement with support of Dean Kendall, Ideal Life Experience. And we were impressed. So we decided to meet with Dean...”
Provides: Financial Planning
407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada
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4Developing confidence
5.0(28 reviews)
“My wife and I have been working with Sean at Moraine Wealth for the past two years and have been very happy with the service. He is consistently responsive,...”
Provides: Financial Planning
1100 8 Ave SW #410, Calgary, AB T2P 1P4, Canada
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3Developing confidence
5.0(24 reviews)
“Met Dan at a local retirement seminar and was impressed with how he simplified information. Attended a consult and signed on. Has been over 15 years and very...”
Provides: Financial Planning
320 23 Ave SW Unit 101, Calgary, AB T2S 0J2, Canada
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4Developing confidence
5.0(24 reviews)
“As someone who was determined to learn as much as I could about investing, my husband and I met with a few different investment firms, and finally settled on...”
Provides: Financial Planning
8 Varsity Estates Cir NW Ste 300, Calgary, AB T3A 2Z3, Canada
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4Developing confidence
4.9(46 reviews)
“Our experience with Kenneth Doll of Langford Financial was excellent. Our financial plan was extensive and exceeded our expectations. Ken was responsive to all...”
Provides: Financial Planning
396 11 Ave SW, Calgary, AB T2R 0C5, Canada
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4Developing confidence
4.8(33 reviews)
“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...”
Provides: Financial Planning
Local financial planners from public business listings, scored on public Google signals, Senior Care Path hasn't independently vetted every one. Always confirm credentials, registration, and fit before booking.
Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.
Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.
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