Customer Reviews
★★★★★
Finovo | Financial Planning has a rating of 5.0
out of 5 based on over 37
reviews on Google
I was looking for a fee-for-service advisor to review my finances and provide an unbiased, professional opinion to ensure I was on the right track. My meeting with Russ gave me the confidence I needed in my financial plan. He was transparent, knowledgeable, and truly client-focused. You can tell how passionate he is about what he does and that he genuinely wants to help you reach your financial goals. I highly recommend him to anyone seeking financial advice!
Shay (☆ 5/5)
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 take my questions and thoughts and put it into a plan that gave me an insight into how much more we needed to save and when we could retire. The important part was to figure out what we could spend in retirement and leading up to retirement. I would recommend Russ to anyone looking for a clear answer without a sales pitch on securities or additional products.
Patrick G (☆ 5/5)
Russ is fantastic! I am a beginner in the finance space and he spent extra time walking me through the basics answering every question (there were many) I had in a simple and easy to underStand way. He focused on what is best for me and my current situation and we came up with several options for how to achieve my goals. I absolutely recommend Russ whether you are new to understanding your finances or experienced.
I will continue to be working with Russ!
Danica Bauer (☆ 5/5)
My meeting with Russell was phenomenal. From the start, he proved to be an attentive listener, showing empathy that went far beyond the numbers.
I appreciated his genuine commitment to doing what’s best for his clients. Russell dedicated more time than expected to our introductory session, addressing my concerns, answering all my questions, without any pressure to commit.
What truly stood out was his transparency and honesty. He pointed out areas where my needs might be better served by another expert and even connected me with someone in his network. Although we didn’t move forward together, I was thoroughly impressed by his integrity and client-first approach!
Arfan Shahriyar (☆ 5/5)
We are incredibly grateful to Russ for his outstanding help with our retirement planning. From the very first meeting, he demonstrated a deep understanding of our financial goals and tailored a plan that perfectly suits our needs. Russ's expertise, patience, and attention to detail made the entire process smooth and stress-free.
He took the time to explain complex concepts in a way that was easy to understand, ensuring we felt confident in every decision. His personalized approach and genuine care for our financial well-being truly set him apart. Thanks to Russ, we now feel secure and optimistic about our financial future.
We highly recommend Russ to anyone seeking a knowledgeable and trustworthy financial advisor. His dedication and professionalism are second to none!
Keith Kwong (☆ 5/5)
I’ve known Russ, in the financial planning space for years. And time is what it takes to earn the experience to advise people with their finances. Feel comfortable connecting with Russ for financial advice only in Calgary!!
Chad Moore (☆ 5/5)
We received advice only retirement planning services from Russ and are very satisfied with the thorough and thoughtful models he provided to us. If you save $xx each year, you can retire at age xx with $XXX, with several different scenarios (realistic, conservative, and optimistic) of what is possible. I’m really glad we went through this exercise and grateful for the education.
Therese Cormier (☆ 5/5)
Address
Finovo | Financial Planning is located at 330 5 Ave SW Suite 1800, Calgary, AB T2P 0L4, Canada
Phone
The phone number of Finovo | Financial Planning is +1 587-333-3280
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed
