Calgary, a major economic hub in Western Canada, relies on a robust and diverse range of financial services to fuel its growth and stability. Navigating this landscape can be complex, and identifying the leading providers of financial guidance and expertise is essential for both businesses and individuals seeking to secure their financial futures. The city's economic strength is directly linked to the quality of its financial institutions and advisors.
Finding the right financial advisors and institutions in Calgary is critical for making informed decisions, whether it involves investments, wealth management, or business planning. Numerous firms offer their services, each with its own approach and specialization. The following represents an examination of those who have demonstrably impacted the region's financial ecosystem through their knowledge, integrity, and commitment to client success.
Discover the highest-rated services in the Finance category, in Calgary
Below we present the top 10 highest-rated services in the Finance category in terms of quality-price ratio:
Address
BLDG 400 Unit 419, 4774 Westwinds Dr NE, Calgary, AB T3J 3Z4, Canada
Business Hours
Monday: 09:30–18:00
Tuesday: 09:30–14:30
Wednesday: 09:30–18:00
Thursday: 09:30–18:00
Friday: 09:30–18:00
Saturday: 09:30–14:30
Sunday: Closed
Rating
9.9 (+ 1674 reviews)
My understanding is that Pro Tax Block provides a consistently positive experience for their clients. Many people appreciate the level of professionalism and the friendly, approachable demeanor of the staff. It seems they excel at explaining complex tax matters in a clear and understandable way, removing a great deal of stress from the filing process. The focus on ensuring clients feel supported and informed is a significant strength.
The overall impression is of a dependable and efficient service. Clients often highlight the team’s responsiveness and the commitment to accuracy. Many commend the staff for providing personalized service and delivering a high-quality outcome for their tax filings. It’s a service that seems to build trust and fosters a sense of security for those navigating tax season.
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Wheelchair-accessible car park
Customer Reviews
Satveer Kaur filed my personal taxes for me. She was very professional and timely. She even helped change my direct deposit for my CRA carbon taxes. For great prices, efficiency and kind service I highly recommend ! Thank you so much (please note her many certificates of distinction as well, very impressive!)
Nicole (☆ 5/5)
I recently filed my taxes and had an outstanding experience thanks to Anmol. He was so kind and friendly, which made the whole process smooth and stress-free. Anmol took the time to explain everything clearly and made sure I understood each step. I really appreciated how helpful and patient he was. I would definitely recommend his services to anyone looking for reliable tax help.
tisha manchanda (☆ 5/5)
I had the pleasure of working with Narinder to file my taxes, and I couldn’t be more impressed with her service. From the moment I reached out, she was incredibly patient, taking the time to explain every detail of the process and answer all my questions. Her expertise and experience truly shine through — she made the entire tax filing process smooth and stress-free. Not only is she knowledgeable and efficient, but her intelligence and attention to detail ensured that I got the best possible outcome. I highly recommend Nurinder to anyone looking for a reliable, skilled accountant. She’s a true professional and an absolute pleasure to work with!
laila kiemova (☆ 5/5)
I have filed my taxes with Pro Tax Block for many years and for the second straight year I’ve had the privilege of working with Simmy. She has been nothing short of spectacular. Very efficient and friendly service, with answers to all my questions. I would definitely recommend all my friends and family to use her services for all things taxes.
Moe Salem (☆ 5/5)
Narinder Tiwana was incredibly helpful with my tax concerns. She returned my call promptly, explained everything clearly, and was both knowledgeable and patient. I really appreciated her professionalism and support. Highly recommend!
Gurpreet Veheniwal.
Preet Kaur (☆ 5/5)
Found on google after checking reviews but when I went there I found the accountants working there even don’t have basic knowledge of how to file simple returns. Some people mentioned earlier that they will give you different pricing over the phone and when you are done with taxes it’s pretty high. Even they charge hefty amounts if you don’t want to continue with them. I will never recommend any service from them. Lot of other better options available so choose wisely.
Raj Verma (☆ 1/5)
Excellent Service and Professional Team
I had a great experience with Pro Tax Block. The entire process was smooth, efficient, and handled with a high level of professionalism. The team was knowledgeable and responsive, making sure all my questions were answered clearly.
Special thanks to Anmol Bedi for his courteous and helpful approach—he made the experience even better. I really appreciate the quality of service provided and would highly recommend Pro Tax Block to anyone looking for reliable tax support in Calgary.
Prashant RM (☆ 5/5)
Address
909 17 Ave SW #432, Calgary, AB T2T 0A4, Canada
Business Hours
Monday: 09:30–17:00
Tuesday: 09:30–17:00
Wednesday: 09:30–17:00
Thursday: 09:30–17:00
Friday: 09:30–17:00
Saturday: Closed
Sunday: Closed
Aware Financial provides a highly valuable service for those seeking clarity and confidence in their financial future. Their approach emphasizes understanding individual goals and circumstances, leading to a truly personalized plan. The strength lies in the ability to simplify complex financial concepts and present them in an accessible way, fostering trust and empowering clients to make informed decisions.
What sets Aware Financial apart is their commitment to providing objective advice> and avoiding a product-driven agenda. This focus on the client’s best interest creates a comfortable and reassuring experience, leaving individuals feeling prepared and secure regarding their retirement planning> and overall financial well-being. The overall experience delivers demonstrable value for money.
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Wheelchair-accessible car park
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Wheelchair-accessible seating
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Wheelchair-accessible toilet
Customer Reviews
Being just two years from retirement, I needed confirmation that our retirement investments would meet our future income needs. Hervin demonstrated exceptional skill in analyzing our various investment streams in the most tax-efficient way possible and provided the reassurance I needed. His friendly personality and approachable manner put us at ease from our first meeting. He generously shares his wealth of knowledge and experience and his passion for his clients’ financial well-being is obvious as he explains various financial options. I highly recommend Hervin Pesa for retirement planning advice.
Karl Frake (☆ 5/5)
We met with Hervin initially in late June and were very impressed with his financial knowledge/skills. We purposely went with a «Fee For Service» advisor as we were not interested in being «sold» products, but rather receive a non-biased review of our finances and future plans. From our first meeting the advice that Hervin provided us, more then paid for the fees charged. Our only regret is that we waited until we were almost retired before consulting him. Hervin was a pleasure to work with and we look forward to managing our plans with him in the future.
Gerald Toews (☆ 5/5)
We recently met with Hervin and were extremely happy with the service he provided in completing our retirement plan. He has a broad knowledge of all things related to financial planning, and provided us with a comprehensive and detailed plan for our retirement finances. He was a pleasure to work with throughout the process and I highly recommend booking an initial consultation with him where he will go over in detail the services he provides. Thanks Hervin!
Dave T (☆ 5/5)
We recently had a consultation with Hervin Pesa and were incredibly impressed! He has a wealth of financial knowledge and was able to answer all of our questions and concerns about our finances and future plans with my fiance.
Hervin was also very easy to talk to, which made the whole process feel relaxed and comfortable. We felt like he truly listened to our goals and didn’t pressure us into anything.
If you’re looking for a financial advisor who is knowledgeable, approachable, and puts your needs first, then Hervin is the perfect choice!
Cherilyn Huliganga (☆ 5/5)
We initially made contact with Hervin to help us make decisions about whether or not we could retire; we wondered, did we have enough money put away? Little did we know that Hervin would provide us with the answer to that question and much much more. He very skillfully listened to us and was able to create a realistic and understandable model for a successful retirement. Hervin has an exceptional ability to hone in on what your personal values are and can quickly translate that into viable economic solutions to support your values. I have recommended Hervin’s service to my friends and will continue to do so.
Dawn Granley (☆ 5/5)
My wife and I met with several professionals, but Hervin truly stood out.
Right from our initial meeting, Hervin showed a genuine commitment to understanding our unique financial situation and family goals. Unlike other planners, he delved into aspects of our lives and aspirations that we hadn’t considered ourselves, steering clear of a one-size-fits-all retirement timeline. As a young couple, we were looking for this.
Hervin’s ability to grasp our distinct financial objectives was evident, and by our second meeting, he presented a comprehensive plan tailored to meet each of our goals.
Importantly, he remained open to feedback and adjustments as our circumstances evolved, demonstrating a willingness to adapt the plan accordingly.
Accessibility was a key aspect of Hervin’s service – always available to address our queries or provide insights on specific financial matters. The reasonable and well-structured fee further highlighted the value of his expert guidance.
For the first time in a while, I felt a sense of reassurance about our family’s financial future, thanks to Hervin’s dedication and personalized approach. Initiating our financial journey with excitement, I appreciated the thorough process that left us well-equipped. While Hervin’s services provided everything we needed within the service period, we will retain his expertise annually to ensure continued financial success.
I highly recommend setting up an initial meeting with Hervin; his diligence and commitment will make a noticeable difference in your financial outlook.
Jayson Abraham (☆ 5/5)
We just finished a 1hour free consultation with Hervin Pesa. In this hour he spent time getting to know us as well as our financial situation. He was mostly concerned with the advice he could give us NOW, than with setting us up for future paid consultation services. Hervin challenged my assumptions on saving and planning for mine and my family’s future. He opened my eyes to what seemed like simple obvious facts that I had never considered. But before doing all that, he gave me assurances that what I’ve done financially up to this point have placed our family in a good position for the future. His assurances made me feel comfortable about our financial decisions so far and alleviated stress and fear for the future. Thank you, Hervin. I will definitely recommend you to everyone!
Brant Pohorelic (☆ 5/5)
Address
3770 Westwinds Dr NE Unit# 102, Calgary, AB T3J 5H3, Canada
Business Hours
Monday: 10:00–18:00
Tuesday: 10:00–18:00
Wednesday: 10:00–18:00
Thursday: 10:00–18:00
Friday: 10:00–18:00
Saturday: Closed
Sunday: Closed
Rating
9.7 (+ 415 reviews)
MHU Financial Services Inc. appears to offer a service focused on tax preparation and filing. Many clients appreciate the efficiency and speed in processing their returns, particularly during busy tax seasons. The perceived value often stems from straightforward communication and a clear breakdown of tax information, which helps clients understand their financial situation.
A recurring theme in client feedback is the competitive pricing offered, making the service accessible to a wider range of individuals. Several reviews highlight the knowledgeable staff and their ability to provide guidance and answer questions regarding tax-related matters, contributing to a positive overall experience for those seeking professional assistance with their tax obligations.
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Online appointments
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On-site services
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
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LGBTQ+ friendly
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Transgender safe space
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Free of charge street parking
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Free parking lot
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On-site parking
Customer Reviews
I have been using this company to do my taxes for the past 8 years, with time they have expanded their operations but the customer service has vanished. In the previous years, it used be that, they will miss your call but follow up with an email or text, in the next few days but this they have surpassed all expectations of mine. I submitted the Tax Documents for my wife & I, on March 7th via email. I was told at the time that I would be contacted by either Hasib or another associate, in the next 1 – 2 weeks. I patiently waited during this time & had a few questions so I called the office line at least 7 times, my phone was not answered even once & i didn’t receive a callback as well. I also emailed the general shared email a couple of times but got a response after 7 days (lucky me I guess!) & received a response after happen to be in the area & came into the the office on Sunday, March 23rd. I told the receptionist how my 7 calls at different times of the day, had gone unanswered in the last 16 days. She did not seem to care about it & she told me that it was tax season & they do not have the time to answer phone calls. This was shocking to hear & comprehend to. I then, told her that I have sent the Tax Documents for my wife & I back on March 7th but have not heard back from Hasib or another associate. She made me wait 35 minutes for nothing pathetic reason, after which Hasib called me in his office to say that because I’m having T4 + T4A + T2125, my taxes are not due until June 15th. I agreed with him but told him clearly that I need to file taxes ASAP, due to a family situation back home. He then told me someone other than him will reach out to me in the coming week for sure. I appreciated Hasib’s gesture. But who knew that Hasib also bluff me. I did not get any email or a call from anybody until March 29th, at which point I sent another email outlining how long it’s been since I submitted my documents & if I don’t receive my family tax return for 2024 until March 30th, I would not be doing my taxes with MHU Financial Services. Another 11 days pass-by, i called the office line another 5 times but no answer as expected. I also called Hasib’s phone
2 – 3 times but no answer, of course! Today, on April 8th I went into the office again & after waiting 20 minutes to speak to Hasib, tge receptionist told me the good news of «we are trying to find your file». This was the fonal nail in the cofin. I would probably forget all this if they attempted to apologize even once for all the missed calls + broken promises. The email that Hasib sent out in February to inform about the tax changes / updates, had a turn around time of 7 days (even for self-employed taxes). He cannot even keep his own word. I had to come 2 times from Airdrie to NE Calgary on my days off, just to inquire about my file because his staff doesn’t loke answering phone calls apparently. This is the worst & the most unprofessional customer service that I have received from any business in Canada & I have been here since 2010. I wish I could even take away the 1 star that I’m giving to them.
Hazaifa Ansari (☆ 1/5)
We had a really disappointing experience with MHU this year. Last year, we had a good experience, which is why we decided to return. Even though we live in High River and had tax filing offices available there, we specifically traveled to Calgary to file with MHU because of our previous positive experience. Unfortunately, this time, Haseeb Ullah handled our tax filing, and it was a completely different experience.
He seemed to be in a hurry, didn’t ask us about any expenses we could claim, and simply input the numbers from our T4s without any effort to maximize our return. We were driving for Uber and had multiple expenses like maintenance and repairs, but he never asked about them. We also moved three times last year, and we weren’t informed that we could claim moving expenses. Only after filing our taxes did we realize this, and when we reached out to ask about it, they wanted to charge an extra $21 just to add the moving expenses.
Their communication is also terrible. They never answered our calls and took a whole week to respond to our emails. We initially paid $100 for the service, which felt overpriced for the lack of assistance we received.
It’s really disappointing to see how MHU handled our taxes this year. We won’t be returning or recommending them to anyone
Aaliya Basheer (☆ 1/5)
Supremely terrible service, and on top of that, pathetic behaviour by the staff—which is completely unacceptable. I filed my taxes through them, and it came back for reevaluation. I went to them, and they asked me to send a file over email. I sent the file five days ago and am still waiting for an acknowledgment. I called—no one answered. I texted—no response. I even went there for a follow-up, only to be told that they are busy. If they can’t properly handle their clients during the busy season, they should either take fewer clients or hire temporary staff. I’m extremely disappointed with both their
service and the staff’s behaviour. I will not recommend them to anyone.
Mahir Ashraf (☆ 1/5)
We went to this location yesterday and my sister and her friend recommended this place for our tax return and we are very impressed and satisfied. MHU Financial services is amazing. We have had many accountants over the years but we do not need to look for once again as these guys are the best especially Hassib who did our tax return. Amazing service and the best accountant!
Friendly, detailed oriented, very quick and get the job done and also the best rates around. We will highly recommend MHU to our friends.
Ervs Brbsa (☆ 5/5)
Best place to do ur taxes. They are fast, reliable, very affordable and make it so so easy to get your taxes done… My 3rd year with them and would strongly recommend!!!
Iris Pajk (☆ 5/5)
Went to file taxes on 15th April. Process was really quick and smooth although there were many people.
Haseeb was really nice. Took time to make me understand the numbers.
Muhammad Jawad (☆ 5/5)
So far amazing experience with MHU Financial. Fair price and the way you send me the summary at the end of my tax return is very clear and easy to understand. Thank you VERY MUCH!
Shubham Patel (☆ 5/5)
Address
4310 104 Ave NE #2260, Calgary, AB T3N 1W2, Canada
Business Hours
Monday: 09:00–18:00
Tuesday: 09:00–18:00
Wednesday: 09:00–18:00
Thursday: 09:00–18:00
Friday: 09:00–18:00
Saturday: 10:30–17:00
Sunday: Closed
Rating
9.7 (+ 184 reviews)
Alberta Accountax provides a truly exceptional service for anyone needing assistance with their tax filings. The firm’s dedication to understanding individual financial situations and applying relevant tax legislation is quite remarkable. Many clients appreciate the clear communication and the proactive approach taken to ensure a smooth and stress-free process, making complex matters easily understandable and manageable.
The team demonstrates a commitment to client satisfaction and offers professional guidance throughout the entire tax preparation journey. They provide a level of expertise that goes beyond simple filing, delivering tailored advice and fostering a feeling of confidence regarding your tax obligations. It’s a dependable option for both personal and corporate tax needs, known for its efficiency and knowledgeable staff.
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Wheelchair-accessible car park
Customer Reviews
I would like to take this opportunity to convey my appreciation for the Alberta tax firm that has handled our corporate and personal tax preparation. Jehan’s expertise and meticulous approach have significantly reduced the typical stress associated with tax season.
From our initial meeting through to the final filing, he consistently kept us informed and demonstrated a thorough understanding of tax legislation. His insights and advice were tailored to our specific financial situation.
Jehan’s professionalism and commitment to client satisfaction are genuinely commendable, making him a reliable choice for anyone seeking expert tax services.
Eusebie C (☆ 5/5)
Highly recommend! I had a great experience at Alberta Accountax. Jehan is a very humble guy, quite professional, and has great knowledge. His services are quick and he is easily approachable. He listens to you thoroughly and gives the best advice. Thanks.
Amritpal Singh (☆ 5/5)
Hi Mr. Jehan,
I just wanted to take a moment to thank you for applying for my tax return and for providing such a professional and efficient service. I really appreciate your attention to detail and the smooth handling of everything.
Your expertise made the whole process much easier for me, and I’m grateful for your support. I’ll definitely be recommending your services to others!
Best regards,
Noura El aazaouzi (☆ 5/5)
Absolutely Outstanding! Khusro Jehan is hands down one of the best accountants I’ve ever had the pleasure of working with. His knowledge, precision, and attention to detail are unmatched. Whether it’s navigating complex tax situations, financial planning, or offering solid business advice, Khusro delivers with professionalism and clarity every time.
What truly sets him apart is his approachable nature and genuine care for his clients. He takes the time to explain things in a way that’s easy to understand, and you always feel supported and informed.
If you’re looking for someone who’s not only highly skilled but also trustworthy and reliable – look no further. I can’t recommend Khusro Jehan enough!
Aman Sandhu (☆ 5/5)
I had a fantastic experience with this accountant . The service was quick, efficient, and professional. They went above and beyond to meet my needs and exceeded my expectations. Highly recommend to anyone looking for reliable and top-notch service!
Khushdeep hayermangat (☆ 5/5)
I have filed my taxes here .Mr jehan was really professional and explained my tax filing process in detail .Will 100 percent recommend
Arun Varghese (☆ 5/5)
Highly recommend Jehan and Alberta Accountax. Clear and prompt communication during our tax preparation. Very knowledgable and effective at filing my partner and my personal taxes. We really appreciate that he is willing to take the time to answer questions and optimize our tax returns. Reasonable fees, wonderful customer service. Best personal tax filing services with quick turnaround.
Carly Kolesnik (☆ 5/5)
Address
2816 11 St NE Unit 101, Calgary, AB T2E 7S7, Canada
Business Hours
Monday: 08:30–16:30
Tuesday: 08:30–16:30
Wednesday: 08:30–16:30
Thursday: 08:30–16:30
Friday: 08:30–16:00
Saturday: Closed
Sunday: Closed
Rating
9.6 (+ 1045 reviews)
Leibel Insurance Group provides an exceptionally positive experience for clients seeking insurance solutions. Their team demonstrates a strong commitment to client understanding, going beyond simple transactions to offer tailored advice and identify the best possible coverage options. This focus on personalized service makes finding the right policy surprisingly easy and minimizes potential stress, a real benefit.
What sets them apart is their dedication to transparency and comprehensive comparisons. The brokers clearly present various choices, ensuring clients are well-informed and confident in their decisions. The emphasis on finding a policy that meets individual needs and risk profiles is genuinely admirable. Finding affordable premiums> is an added bonus when paired with exceptional service.
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Online appointments
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On-site services
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
Customer Reviews
I had a great experience working with Jenelle Byer on finding home insurance for our first home.
She is an excellent and fast communicator, thorough with information-sharing, and so efficient. The things that set her apart from other brokers we tried, were her transparency, offering policies from multiple insurance companies with comparisons to help you make an informed personal decision instead of boasting a single company as the best, and focusing on the client’s specific insurance needs. She worked hard to secure a great premium for us with a company that had good coverage that suited our needs & our specific risk threshold. Incredibly reliable, responsive and knowledgeable. Thank you Jenelle for making this part of our first-home-buying journey easy.
Stephanie Rozbacher (☆ 5/5)
I called Leibel after reading their many positive google reviews and I was not disappointed. Courtney Young assisted me with my insurance needs. She is knowledgeable, professional and an amazing person to work with. She provided me different available coverages to choose from,explained coverages in detail making it simple for me to understand and decide. She did not rush through our call, was patient and answered all questions. I highly recommend Courtney based on my great experience with her.
Sukhwinder Sandhu (☆ 5/5)
I had a great experience working with Jenelle Byer at Leibel Insurance Group. She was very professional, attentive, and knowledgeable about all aspects of insurance. She helped me find the best auto insurance option at a great price, clearly explaining all the details and nuances.
I especially appreciate her responsiveness and willingness to assist at every stage of the process. Everything was quick, straightforward, and completely stress-free.
I highly recommend Jenelle Byer to anyone looking for excellent service and reliable insurance! Thank you for your outstanding work!
Oleksandr Vozniuk (☆ 5/5)
I recently had the pleasure of working with Rhonda Coates for my home insurance needs, and I couldn’t be happier with the experience. From start to finish, she provided outstanding service, taking the time to understand my specific needs and finding me the perfect policy at a competitive rate.
What really stood out was her professionalism, responsiveness, and deep knowledge of the insurance market. She explained all my options clearly, answered every question I had, and made the entire process effortless.
If you’re looking for a reliable, trustworthy, and highly skilled home insurance broker, I wholeheartedly recommend Rhonda Coates. They made what can often be a stressful process smooth and worry-free.
**Thank you for your excellent service—I’ll definitely be coming back for any future insurance needs!**
⭐️⭐️⭐️⭐️⭐️
Parminder Gill (☆ 5/5)
I worked with Christian Cardona who is new here and I am extremely grateful for how quick and efficient Christian worked and how fast he was at responding. Additionally, Christian managed to lower my auto insurance premium by $1200 per year which I was beyond happy with. Therefore, I highly recommend Leibel Insurance for any of your insurance needs.
Carl Elgario (☆ 5/5)
I needed house insurance and was on quite a time crunch while closing on a house. Jenelle helped me get a policy extremely quickly and went above and beyond. Not only that the policy was half the price of everywhere else. Can not recommend jenelle enough. She is amazing
Rian Mckay (☆ 5/5)
Jenelle has been my broker for the last few months since starting a new vehicle policy, as well as home insurance recently; and has been absolutely fantastic every step of the way. Super kind and professional, as well as quick with responses and dealing with any other questions, roadblocks and personal setbacks I’ve had along the way. (and there’s been a lot).
If every broker is anywhere near as good as she is, I can’t recommend them enough.
kyle c (☆ 5/5)
Address
1925 18 Ave NE #129, Calgary, AB T2E 7T8, Canada
Business Hours
Monday: 10:00–18:00
Tuesday: 10:00–18:00
Wednesday: 10:00–18:00
Thursday: 10:00–18:00
Friday: 10:00–18:00
Saturday: 10:00–16:00
Sunday: 10:00–16:00
World Financial Group offers a truly supportive environment for individuals seeking to improve their understanding of personal finance. The staff consistently demonstrates a commitment to providing valuable financial education and guidance, making complex topics accessible and understandable. This dedication fosters a sense of confidence and empowers clients to make informed decisions regarding their financial future.
A notable aspect of the service is the emphasis on personalized attention and clear communication. The team’s approachable demeanor and willingness to explain concepts in detail create a comfortable setting for open dialogue. This focus on client empowerment and fostering a community makes WFG a trusted resource for those seeking to achieve their financial goals.
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
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Wheelchair-accessible toilet
Customer Reviews
World Financial Group is very professional in their services. The office environment is really good. The staff members are very friendly and helpful.
They provide good financial literacy, which is essential for our life and they stay committed in helping their clients achieve their financial goals. I highly recommend World Financial Group for all your financial services.
shree das (☆ 5/5)
World Financial Group has been amazing to work with! Their team is professional, knowledgeable, and truly dedicated to helping clients secure their financial future. They take the time to educate and guide you through every step, making financial planning simple and stress-free. Highly recommend their services to anyone looking for trustworthy financial advice.
Simreen Gill (☆ 5/5)
The staff is incredibly cooperative and always willing to assist. They took the time to provide me with valuable financial knowledge, which was both informative and practical. I feel much more confident about managing my finances thanks to their guidance. Highly recommend this service to anyone looking for expert advice and great customer service.
devika devi (☆ 5/5)
I had a great experience with the team on managing my finances and with helping my friends and family as well. Learned a lot of things. They showed me a lot of options to save and grow my money in safer ways. I got my savings annual report yesterday and already gained a 24% growth on my investment account which with also cover for any critical illness and my life.
Dency Mariyam Kuriakose (☆ 5/5)
Working at world financial group has been a positive experience. the team is supportive and management is approachable and transparent. I appreciate the opportunities and growth and the work-life balance offered. Overall, its great place to work.
Agamnoor Singh (☆ 5/5)
I couldn’t be happier with the financial education provided by this WFG office. Their team is exceptionally knowledgeable, and their commitment to empowering clients with top-notch financial insights is truly commendable. I’ve gained so much valuable information that has greatly benefited my financial planning. Highly recommend their services to anyone looking to improve their financial literacy. I’m genuinely delighted to be part of the WFG community!
Thank you, WFG, for your outstanding support and education!
Mahendra
Mahendra Jangir (☆ 5/5)
I have all great things to say about WFG 1925 18 Ave NE Calgary office. Very friendy and helpful receptionists and awesome staff.
Gurmeet pajji has made excellent arrangements of the office settings with individual rooms for staff, the meeting room, exam room, lunch room and all that.
If you want to get free financial education/advice, this is the right place to be in! I never knew there are so many things to learn and understand in the financial field and know about how to grow the money and at the same time save on taxes, until I visited this office. Very friendly, knowledgeable personnel who explain things in detail.
An awesome experience visitng this office everytime!
Best regards,
Sunil
sunil nambiar (☆ 5/5)
Address
7 Westwinds Crescent NE Unit 323, Calgary, AB T3J 5H2, Canada
Business Hours
Monday: 09:00–18:00
Tuesday: 09:00–18:00
Wednesday: 09:00–18:00
Thursday: 09:00–18:00
Friday: 09:00–18:00
Saturday: 10:00–16:00
Sunday: Closed
Rating
9.4 (+ 570 reviews)
Prime FX offers a genuinely pleasant currency exchange experience. The staff consistently demonstrate a level of knowledge and efficiency that sets them apart. They’ve established a reputation for being incredibly helpful, ensuring customers feel supported throughout the entire process of acquiring foreign currency for their travels or other needs. Their focus on customer well-being is clear.
What’s particularly noteworthy is their commitment to transparent pricing and a straightforward fee structure. They provide competitive exchange rates and avoid hidden charges, creating a sense of trust and value for their clients. This focus on clear communication and excellent service truly contributes to a positive interaction.
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Online appointments
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On-site services
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
Customer Reviews
I’ve traveled to many countries and exchanged currency in lots of places, but Prime FX stands out as the absolute best in Calgary. Their customer service is outstanding—fast, friendly, and extremely knowledgeable. The staff are always ready to answer any question, and they often have even rare currencies like the Polish zloty available on the spot.
What really sets them apart is their no-fee policy and unbeatable exchange rates. Unlike places like Money Mart or Calforex, Prime FX doesn’t charge extra fees, and their rates are consistently the best I’ve found.
I even don’t mind driving half an hour from SE Calgary to their NE location because they’re just that good. Highly recommended to anyone—friends, family, or fellow travelers!
your karma (☆ 5/5)
I’ve been using PrimeFX whenever I travel abroad. They’ve always had the currency I have needed and are quick and efficient with service when in store. Staff has been knowledgeable and helpful every time. Rates seem more than fair compared to other places.
Jesse Mac (☆ 5/5)
I called a few places in town and I was quite surprised that these folks were the most competitive in terms of pricing. There were no fees when I exchanged (cad > jpy) and the folks working were patient with the questions I had. I will come back for all my forex exchanges.
Adam Sengsavang (☆ 5/5)
A great experience from start to finish! I needed some cash for our upcoming trip to Taiwan and Indonesia…I entered my order online for pickup and received confirmation that it was ready early the next morning. Picking up our order was seamless…they were organized, professional, and had us out the door in minutes.
Stacey Vandam (☆ 5/5)
We took rate from them yesterday, for that Please put Someone on phone who can understand and process what are we talking about .Visited today In-person ,service and quote given is good though .
Hijab Sahi (☆ 5/5)
Need some yen for the trip. The gentlemen behind the counter were super helpful, efficient and friendly. Gave them my ID, phone number, occupation, and of course the Canadian money, didn’t take very long and I got my Yen. The rate also better than most if not all the places out there. Highly recommend Prime FX and definitely will use them in the future again.
D DD (☆ 5/5)
Extremely disappointed. Called ahead of time to make sure they have enough cash to exchange currency only to find out twice in the row when arrived that they don’t have enough. Do not recommend at all.
Marek Pravlik (☆ 1/5)
Address
4838 Richard Rd SW Suite 300, Calgary, AB T3E 6L1, Canada
Business Hours
Monday: 08:00–17:00
Tuesday: 08:00–17:00
Wednesday: 08:00–17:00
Thursday: 08:00–17:00
Friday: 08:00–17:00
Saturday: Closed
Sunday: Closed
MRG Wealth Management offers a truly personalized approach to financial planning. The team demonstrates a genuine commitment to their clients’ long-term goals, fostering a strong sense of trust and security. Many appreciate the readily available support and responsiveness, making navigating complex financial decisions feel manageable and understandable. Client satisfaction appears to be a high priority.
What truly sets MRG Wealth Management apart is the focus on building relationships and aligning financial strategies with individual family values. It’s clear that they value more than just numbers; they care about understanding their clients’ life journeys and providing holistic financial guidance. The level of accessibility and personalized attention creates a supportive and reassuring experience.
View Details
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
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Wheelchair-accessible toilet
Customer Reviews
We previously had our investments with a large firm where we often felt like just another client. Working with Ryan has been an absolute breath of fresh air. The way he provides personalized guidance, makes us feel truly supported in our financial journey. Ryan operates with unwavering integrity and is always open to answering our questions. As a dedicated family man, it feels as though he genuinely cares about what’s best for our family’s financial future. With him, we know we are in good hands.
Diana Kinyua (☆ 5/5)
We have been working with Ryan for a year. He keeps us on track with everything financial. Ryan really goes above and beyond in every aspect of financial planning.
He is very personable and family oriented which aligns with our values
Ryan always accommodates and makes time for us. If you are looking for peace of mind when it comes to retirement planning and someone you can trust and help you achieve your financial goals, definitely reach out to Ryan!!
Jan Dyck (☆ 5/5)
We have been working with Ryan for over 2 years, and he has been a great help to ensure our retirement plan is on track. He is very attentive to our needs and helps us with all our concerns. We would and have recommended him to anybody that is looking for a financial advisor.
Todd Miltimore (☆ 5/5)
I wish I would have started working with Ryan years ago! He is knowledgeable, organized and always available to answer our questions. Highly recommend Ryan to anyone!
Theresa Larocque (☆ 5/5)
Ryan has been such a blessing to work with. He has made investing and finances enjoyable (which i never thought possible). He is extremely personable and shows that he cares not only about our future, but our day to day life as well. I am so grateful to be able to put my trust in him, and know that my future is in good hands. I would highly recommend Ryan and his team.
Kate Grinter (☆ 5/5)
My wife and myself recently transferred our portfolio to MRG Wealth and Ryan made this process very easy and comfortable for us. Throughout the process Ryan was extremely transparent, very patient with all of the questions we had, and developed a strategy that we are both excited to work towards. If you need to contact Ryan, his response time is excellent, and he has been great at sending follow up emails to recap the discussions/path forward.
We highly recommend using Ryan and MRG Wealth.
Terry Stephens (☆ 5/5)
We absolutely love Ryan’s knowledge and enthusiasm, he is SO great at following up and coming alongside us to make sure we are on track financially. I also appreciate how much effort he puts in at staying updated on how our family is doing, milestones reached, or personal successes. We always feel like he truly cares about our family and is working hard to see us be successful and prepared financially. We highly recommend Ryan!
Amanda Friedel (☆ 5/5)
Address
4838 Richard Rd SW Suite 300, Calgary, AB T3E 6L1, Canada
Business Hours
Monday: 08:30–17:00
Tuesday: 08:30–17:00
Wednesday: 08:30–17:00
Thursday: 08:30–17:00
Friday: 08:30–17:00
Saturday: Closed
Sunday: Closed
Rating
9.4 (+ 118 reviews)
Paul Zober Professional Corporation provides a consistently reliable and supportive experience for clients managing their tax obligations. Many individuals and businesses have found them to be exceptionally helpful, particularly when navigating complex financial situations or needing guidance on optimizing their tax strategies. The team demonstrates a clear commitment to understanding each client’s unique needs and offering personalized solutions.
What truly sets Paul Zober apart is their emphasis on clear communication and proactive advice. Clients appreciate the patience and willingness to explain intricate details in an accessible way, fostering a sense of trust and confidence. Choosing Paul Zober offers a secure path towards fulfilling your accounting and financial planning needs, with a focus on providing a reassuring and well-informed service.
View Details
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Wheelchair-accessible car park
Customer Reviews
I’m extremely pleased with the service I received from Micaiah and the rest of the team. They helped me get caught up on my taxes, even though I was a few years behind, and were incredibly patient with me throughout the process. I had a lot of questions and not much prior knowledge, but they never made me feel rushed or overwhelmed. I’ve already recommended them to others—if you need a trustworthy and knowledgeable tax accountant, I’d absolutely suggest giving them a call.
Ryan T (☆ 5/5)
We have been very happy using Paul for many years for our personal taxes, but only the last couple years have we needed to use him for our corporate taxes. His whole team are extremely helpful and patient. They take the time to explain all the options available to you and which would be the most beneficial. They have helped us utilize many tax savings benefits, that we otherwise would not know about. Thanks for all the great help and advice!
Beth Fitzmorris (☆ 5/5)
This was my first year using this accounting company for my taxes and received really great service. My taxes we done quickly, and were very affordable. I’m on disability so things can get a bit tricky and I had no issues at all with the filing. Super happy with my experience and will definitely use them again! I highly recommend Paul and his team!
MIV VIAL (☆ 5/5)
We’ve been using Paul for a number of years now to prepare Corporate tax returns. Paul does a great job in timely manner and at a reasonable price. He has also proven to be a great source of tax information. Would highly recommend him.
Gordon James (☆ 5/5)
Paul has been doing my taxes for me for a few years now and I am very happy with the service he and his partners provide. I receive clear communication from them, as well as timely responses to any questions I have. They are organized and I have not had any issues with my tax filing. I highly recommend Paul Zober to anyone looking for a trustworthy, personable and professional accountant.
Jackie B (☆ 5/5)
Normally I do my own taxes, but it was a bad year of tax procrastination and I when I finally sat down I realized I was ill prepared for some unique transactions this year. Contacted Paul Zober and within a couple of days, the online accounts were setup, documents uploaded and they responded with a couple of clarifying questions. Communication was excellent, process was straightforward and the entire experience was as easy as one could hope for. It will be difficult to convince myself to do my own taxes next year when this was so easy.
Steve Biswanger (☆ 5/5)
I’ve been working with Paul for less than a year but right away felt very confident in his guidance and competence with my finances. His advice led me to really change how I operate my business in a very positive way and I would definitely recommend working with him!
Anna Stegink (☆ 5/5)
Address
202, 4656 Westwinds Dr NE, Calgary, AB T3J 3Z5, Canada
Business Hours
Monday: 10:00–13:00, 14:00–17:00
Tuesday: 10:00–13:00, 14:00–17:00
Wednesday: 10:00–13:00, 14:00–17:00
Thursday: 10:00–13:00, 14:00–17:00
Friday: 10:00–13:00, 14:00–17:00
Saturday: 10:00–13:00, 14:00–16:00
Sunday: Closed
Rating
9.4 (+ 505 reviews)
Sidhu Accounting offers a truly reassuring experience. Their commitment to providing clear and helpful explanations sets them apart. The staff creates a welcoming environment and demonstrates a genuine interest in ensuring clients understand their financial matters. They excel in offering practical and tailored solutions.
The focus on detail and accuracy is palpable. Professionalism and a strong dedication to client well-being are hallmarks of their service. It’s evident that they prioritize building lasting relationships based on trust, leading to a smoothly navigated financial journey for those seeking reliable accounting services.
View Details
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Wheelchair-accessible car park
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Wheelchair-accessible seating
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LGBTQ+ friendly
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Transgender safe space
Customer Reviews
Recently had the pleasure of working with Sidhu Accounting, and I must say, the experience was exceptional. The team, particularly those at the reception, were incredibly helpful and welcoming. They made sure all my queries were addressed promptly and efficiently.
Special mention to Neetu, the accountant, who provided outstanding service. Her expertise and professionalism were truly impressive. She took the time to understand my needs and offered tailored solutions that exceeded my expectations.
Overall, Sidhu Accounting offers a seamless blend of professionalism and personal touch, making them a standout in their field. Highly recommended!
RajKaran Singh (☆ 5/5)
I had a really good experience getting my taxes done with Sidhu Accounting. They were professional but also very easy to talk to, and they made the whole process a lot less stressful. They took the time to explain things clearly and double-checked everything to make sure nothing was missed. I felt like they genuinely cared about getting me the best result. I’ll definitely be coming back next year and would recommend them to anyone who wants their taxes done properly without all the hassle.
Meena Amuthakkannan (☆ 5/5)
I highly recommend Sidhu Accounting for their professionalism, expertise, and outstanding customer service. Their team is knowledgeable, efficient, and always ready to assist with any financial or tax-related questions. They’ve helped me streamline my bookkeeping, maximize my tax returns, and ensure my finances are in order.
The staff is friendly, responsive, and truly cares about their clients. Whether you need personal or business accounting services, you can trust them to handle everything with accuracy and integrity. I’m extremely satisfied with their work and will continue using their services for years to come!
If you’re looking for reliable accountants who go above and beyond, this is the place to go!
shxz (☆ 5/5)
I had a great experience with Sidhu Accounting in Calgary. The team is very professional and helpful. They made everything easy to understand and provided excellent service. They answered all my questions and made sure I understood everything clearly. I would highly recommend Sidhu Accounting to anyone looking for reliable and trustworthy accounting services.
HAR INDER (☆ 5/5)
I visited Sidhu Accounting for my tax return today, and I had a great experience. The staff were very welcoming, and after I wrote my name down at the reception, I was asked to come back in an hour due to the high number of clients. When I returned, I was promptly attended to.
Special thanks to Simin, who was my accountant. She was very friendly, thorough, and organized throughout the entire process. She spent 45 minutes carefully reviewing all the details of my tax return. I’m very pleased with the professional service I received. Highly recommend this place! They offered the service for only $35 per person.
Alireza (☆ 5/5)
I have been filing my personal and business taxes with Sidhu Accounting for several years, and I am consistently impressed by their professionalism and courtesy. The team is always polite, attentive, and highly knowledgeable. Whether it’s personal or business tax matters, they provide clear guidance and ensure everything is handled efficiently. They have grown big from my early years but their service has not dropped at all. Highly recommend their services for anyone seeking reliable and respectful accounting assistance.
Andy Sidhu (☆ 5/5)
We’ve been working with Sidhu Accounting for over half a decade now, and their service has been nothing short of exceptional. They’re thoughtful, attentive, and incredibly detail-oriented—always going the extra mile to ensure nothing is missed.
What sets them apart is how much they truly care. It never feels transactional—it feels personal. Our entire family has leaned on their expertise for years, and the trust we have in them is second to none. Whether it’s tax planning, filings, or financial advice, they bring a level of professionalism and heart that’s rare to find.
If you’re looking for accountants who treat you like more than just a number and actually take the time to understand your situation, look no further. Sidhu Accounting is the way to go.
Brian Dhami (☆ 5/5)
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Catalog of services offered by Finance in Calgary
Budgeting and Financial Planning
A cornerstone of sound financial health is meticulous budgeting and financial planning. Finance departments offer assistance in creating detailed budgets, analyzing income and expenses, and developing long-term financial goals.
Investment Management
Responsible financial stewardship includes investment management. Finance professionals provide guidance on diversifying portfolios, assessing risk tolerance, and making informed decisions to optimize investment returns.
Debt Management and Reduction
Many individuals and organizations grapple with debt management and reduction. Finance experts offer strategies for prioritizing debts, negotiating payment plans, and creating a pathway to becoming debt-free.
Tax Compliance and Optimization
Navigating the complexities of taxes requires specialized knowledge. Finance departments ensure tax compliance and optimization by accurately preparing and filing tax returns, identifying deductions, and minimizing tax liabilities.
Risk Management and Insurance
Protecting financial assets involves prudent risk management and insurance. Finance professionals assess potential risks, recommend appropriate insurance coverage, and implement strategies to mitigate financial losses.
Financial Reporting and Analysis
Understanding financial performance requires accurate financial reporting and analysis. Finance teams generate comprehensive financial statements, analyze trends, and provide insights to inform decision-making.
Cash Flow Management
Maintaining healthy cash flow is critical for financial stability. Finance departments assist in cash flow management by forecasting cash inflows and outflows, optimizing working capital, and ensuring sufficient liquidity.
Pension and Retirement Planning
Securing a comfortable retirement involves careful pension and retirement planning. Finance professionals provide guidance on maximizing retirement savings, selecting appropriate investment vehicles, and estimating retirement income needs.
Frequently Asked Questions about Finance in Calgary
What is the average cost of living in Calgary?
The average cost of living in Calgary is generally considered lower than many other major Canadian cities, but it still requires careful budgeting. Housing costs, including rent and homeownership, represent a significant portion of expenses. Utilities, transportation, food, and entertainment all contribute to the overall financial picture. Researching current statistics is crucial for accurate planning.
How does Alberta’s tax system differ from other provinces?
Alberta boasts a provincial tax system that is notably different. It has no provincial sales tax (PST), which can be a significant financial advantage. However, Alberta’s income tax rates can vary depending on income brackets, so understanding these rates is important for proper financial planning. It's important to note the interplay with federal taxes.
What are some common investment opportunities in Calgary?
Calgary’s economy is heavily influenced by the energy sector, creating opportunities in related investments. Real estate remains a popular option, although market conditions are subject to change. Diversifying investments across different asset classes, such as stocks, bonds, and mutual funds, is generally recommended to manage risk effectively. Consulting with a financial advisor is crucial for personalized guidance.
How does the Calgary real estate market work?
The Calgary real estate market is complex and influenced by factors like oil prices, interest rates, and population growth. Understanding the difference between the buyer’s market and the seller’s market is important. Factors such as location, property type, and condition significantly impact property values. Seeking advice from a real estate professional can be beneficial when buying or selling property.
What resources are available for financial literacy in Calgary?
Calgary offers a variety of financial literacy resources for individuals of all ages and income levels. Several non-profit organizations provide free workshops, seminars, and online materials covering topics like budgeting, saving, investing, and debt management. Local credit unions and financial institutions also often provide educational programs. Check the city’s website for listings.
What are the common challenges faced by Calgarians regarding personal finance?
Many Calgarians face challenges related to debt management, especially with rising housing costs and economic fluctuations. The volatility of the oil and gas industry can lead to periods of job insecurity and financial strain. Building an emergency fund and developing a comprehensive financial plan are essential for navigating these challenges.
How can I budget effectively in Calgary?
Effective budgeting involves tracking income and expenses, differentiating between needs and wants, and setting realistic financial goals. Utilizing budgeting apps or spreadsheets can simplify the process. Prioritizing essential expenses like housing, food, and transportation is crucial. Regularly reviewing and adjusting your budget is key to staying on track.
What is the best way to save for retirement in Calgary?
Saving for retirement requires a long-term strategy and consistent contributions. Taking advantage of employer-sponsored retirement plans, such as Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs), is highly recommended. Determining your retirement goals and projecting your future income needs will help guide your saving efforts.
How does the Alberta Child Benefit program work?
The Alberta Child Benefit (ACB) is a monthly payment designed to help families with the cost of raising children. Eligibility is based on income and the number of children in the family. The payment is intended to support families and alleviate some of the financial burden associated with childcare. Detailed information and application procedures are available on the government website.
What are some strategies for dealing with debt in Calgary?
Dealing with debt requires a proactive and disciplined approach. Creating a debt repayment plan prioritizing high-interest debts is essential. Exploring options such as debt consolidation or credit counseling may provide relief. Avoiding further debt and creating a sustainable budget are key to long-term financial stability. Seeking professional advice is a valuable resource.
