Securing a comfortable and fulfilling future requires careful financial planning, and for many, that journey begins with the guidance of a skilled professional. Finding a reliable financial expert specializing in retirement is crucial for those looking to navigate the complexities of investment strategies, pension management, and long-term security in Calgary.
The process of choosing a qualified advisor to assist with retirement planning can be daunting, given the wide array of options available. Several factors contribute to a strong advisor, including experience, expertise, and a commitment to client-focused service. Recognizing these elements is essential for those seeking to build a solid foundation for their post-career years.
Discover 10 outstanding options for retirement planning advisors in Calgary
Here are 10 outstanding options for retirement planning advisors in Calgary based on value for money:
Address
2635 37 Ave NE Unit 108A, Calgary, AB T1Y 5Z6, Canada
Business Hours
Monday: 09:00–18:30
Tuesday: 09:00–18:30
Wednesday: 09:00–18:30
Thursday: 09:00–18:30
Friday: 10:30–18:30
Saturday: 10:00–17:00
Sunday: Closed
Rating
10.0 (+ 166 reviews)
Financial Planning & Insurance Solutions, guided by C.F.P Munish Mehan, provides a truly supportive experience. Their dedication to client understanding shines through in the comprehensive approach to financial planning. It’s clear that the team prioritizes clear communication and tailored solutions, ensuring clients feel empowered to make informed decisions regarding their financial security.
The emphasis on customer service and expertise creates a feeling of trust and confidence. Many clients have expressed gratitude for the personalized attention and the ability to easily reach out with questions. It’s apparent that the service delivers significant value and fosters long-term client relationships. Financial well-being and peace of mind are definite outcomes.
View Details
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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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Appointment required
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Appointments recommended
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Free of charge street parking
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Free parking lot
Customer Reviews
Great service! Professional services and great customer service. I got my parents’ super visa from Munish Mehan. It’s easy for me to contact them about any issues or queries and I always get contacted by the staff for any updates. I would definitely recommend them.
Simran Rai (☆ 5/5)
When it comes to insurance services, I have to say that they has been absolutely amazing. Their customer service is top-notch, Mr. Munish and staff always there to answer any questions and concerns. Whole process is super smooth and hassle-free. Overall, highly recommend for all your insurance needs. They’ve got you covered!
Maan Malkeet (☆ 5/5)
Munish went above and beyond, multiple options from different insurance companies were provided as well as explanations of what was included in each plan. Munish asked many questions so that the plan was tailored to my needs without needing to pay for options that were not needed. listened to all concerns and was very happy and warm in all conversations. I’ll definitely recommend his services to friends and family. I am satisfied with the service he has provided. Thank you, Munish for all your hard work and most of all, your patience!
Sudhir Pathak (☆ 5/5)
Great Experience with Munish . He got good knowledge about product and details which insurance company is good and beneficial for my parents’ supervisa insurance and he is always ready to help you with any concerns you have and he helped me with my refund from company. Great Man and Great Team . Highly recommended
Navdeep Sharma (☆ 5/5)
I am impressed with Mr Munish mehan professionalism. He handles his clients case with great expertise and guides you through with his many years of experience. Each time I have communicated with Mr Munish is quick in taking an action and helps through.service. I have booked more than 4-5 insurance in past 3 years. So i can Recommend for hassle free service, good man nice nature .
Vicky Toor (☆ 5/5)
Mr.Munish Mehan is a great individual who has helped me and my family with the complex world of finances and wealth management. We were treated with professionalism and felt at ease with the knowledge Mr.Munish provided us to make the best decision for us. Highly recommend him to everyone.
dhruv sharma (☆ 5/5)
One of my friend recommended Manish for visitor insurance for my parents. He explained all details and my doubts patiently and was very responsive throughout our communication. I never thought I have been pushed into buying an insurance coverage from him only. Nevertheless, the quote he gave was value for money whereas other agents almost quoted 1.5x or 2x. I recommend highly and no doubt will go back to him whenever I am in need of another insurance coverage. Honest, humble and truly professional person.
Sarvesh Karmarkar (☆ 5/5)
Address
Unit 350, 1918 Kensington Rd NW, Calgary, AB T2N 3R5, Canada
Business Hours
Monday: 08:30–16:30
Tuesday: 08:30–16:30
Wednesday: 08:30–16:30
Thursday: 08:30–16:30
Friday: 08:30–16:30
Saturday: Closed
Sunday: Closed
Griffith & Associates Wealth Management provides a truly reassuring experience for those seeking financial guidance. Their approach is clearly centered around client understanding, fostering a feeling of confidence and control over one’s financial future. Many appreciate the straightforward explanations and the personalized strategies tailored to individual circumstances, making even complex topics feel accessible and manageable. It appears they prioritize building strong, lasting relationships.
The firm is known for its professional demeanor and the evident expertise of its advisors. Clients often highlight the peace of mind that comes from knowing their finances are being carefully managed, particularly during periods of economic uncertainty. Their commitment to long-term planning and a proactive style regarding financial health demonstrates a dedication to wealth preservation and achieving individual financial goals. It is likely a place known for its trustworthy 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
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Wheelchair-accessible toilet
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LGBTQ+ friendly
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Transgender safe space
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Appointment required
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Appointments recommended
Customer Reviews
My dealings with Andrew at Griffith & Associates has been excellent. He is professional, knowledgeable and is always prepared for our meetings. He is quick to respond to emails and provides in-depth answers to my inquiries. Andrew is very easy to talk to and makes sure I am comfortable with his explanations on topics before moving on. Andrew has helped me with my financial planning for many years and has helped me achieve my financial goals. I would highly recommend Andrew as a Financial Advisor.
Mary Jane (☆ 5/5)
I feel like I won the lottery in having Andrew manage what little finances I have. I had several investments with Connect First that went neglected and literally experienced very very little growth over a ten year period. I know very little about investing and always felt because I work with a nominal amount, that I went neglected at Connect First.
Andrew from the start has been helpful, his explanations are easy for me to understand and he’s never made me feel like a valued client regardless of how much I have invested. He’s eased my worries, helped me make good decisions and has done incredibly well for me since 2022, particularly in such volatile times. I am so appreciative of what he does, and I hope he is valued at his firm as he’s an exceptional associate.
Erin (☆ 5/5)
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 explain everything thoroughly. I felt like he made an effort to understand my situation and to make suggestions tailored to my life. He is down-to-earth and engaging and I came away feeling more confident about finances. It was a good experience.
Colleen T (☆ 5/5)
My experience dealing with Andrew at Griffith & Associates has been excellent. He has been a pragmatic and trusted advisor for me, as I navigate early retirement and all of the associated investment choices and options, that come with that. Andrew has demonstrated a personalized people first approach in his dealings with me, coupled with excellent knowledge on investments, risk mitigation, taxation implications and both my long and short term planning for a comfortable retirement.
I recommend Griffith & Associates, and specifically Andrew, as a trusted and reliable adviser that is helping me achieve my financial goals.
A ROY (☆ 5/5)
Andrew was very professional and knowledgeable. He took the time to create a well organized and informational retirement plan for my wife and I . I would recommend anyone seeing Andrew to talk about current and future finance’s.
John Mabey (☆ 5/5)
We are delighted to share our positive experience with Griffith & Associates, who have proven to be a trusted partner on our retirement journey. Their expertise, dedication, and commitment to our financial well-being during retirement have exceeded all our expectations.
Their specialized knowledge, personalized approach, proactive communication, risk management expertise, and long-term retirement vision have been instrumental in securing our retirement future.
In addition to their financial expertise, Blake and his team have impressed us with their dedication to giving back to their community and the world at large with their Charitable Projects.
We recommend Griffith & Associates to individuals seeking a trusted and reliable team to achieve their financial goals.
Brad and Donalda (☆ 5/5)
My husband and I met with Sam to set up a high interest savings account and to discuss other investment accounts. We were very impressed with his professionalism and knowledge and feel confident this company has the experience and expertise to properly manage all their clients accounts. We highly recommend their services.
Cathy Jancowski (☆ 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 appears to offer a service focused on client education and financial planning. The atmosphere seems genuinely supportive, with staff members consistently described as friendly, helpful, and knowledgeable. This suggests a commitment to making complex financial concepts accessible and understandable for everyone, fostering a sense of security and confidence for those seeking guidance.
The emphasis on financial literacy and personalized attention is commendable. Clients often express gratitude for the expert advice received, which contributes to a feeling of empowerment and a clearer path towards achieving their financial goals. It seems to provide an environment that prioritizes building trust and long-term client relationships through consistent support and education.
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
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
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 truly valuable service for those seeking clarity and confidence in their financial future. The expertise offered focuses on building a solid foundation and offering tailored advice, prioritizing a client’s individual goals and values. This approach fostered a sense of ease and understanding throughout the process, demonstrating a commitment beyond just numbers and calculations.
What distinguishes Aware Financial is the focus on personalized planning>. Rather than pushing products, the advice centers on creating a comprehensive and adaptable strategy. The delivery of guidance feels approachable and reassuring, providing clients with the knowledge and structure necessary to navigate their financial journey with greater peace of mind. The service is centered around fee-based consultations which helps the client to gain unbiased reviews of their finances.
View Details
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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 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
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 provides a truly reassuring experience for those seeking financial guidance. Their approach is characterized by a genuine commitment to personalized support, fostering a feeling of trust and understanding. Clients consistently report feeling heard and valued, rather than just another number. The emphasis on family well-being and forward-thinking strategies are key components of their service.
The team excels at simplifying complex financial matters, providing clear explanations and proactive solutions. This leads to increased confidence and peace of mind regarding their financial future. Retirement planning, investment management, and overall financial health are handled with expertise, making MRG a valuable resource for anyone prioritizing their long-term security. A focus on family values clearly distinguishes them from larger institutions.
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
37 Richard Way SW #100, Calgary, AB T3E 7M8, Canada
Business Hours
Monday: 09:00–21:00
Tuesday: 09:00–21:00
Wednesday: 09:00–21:00
Thursday: 09:00–21:00
Friday: 09:00–21:00
Saturday: Closed
Sunday: Closed
IG Wealth Management, specifically working with Brandon Bailey, CFP CLU RRC, provides a valuable service for individuals seeking to improve their financial standing. Their approach focuses on creating personalized plans, offering solutions tailored to individual needs and goals. The level of care and attention given to each client’s portfolio seems to be a key differentiator, resulting in increased financial stability and a clear path forward.
Many find comfort in knowing their finances are being handled with expertise and a genuine interest in their well-being. The combination of professional qualifications and practical experience fosters trust and confidence, which is essential when dealing with wealth management. It appears their collaborative spirit, working alongside other professionals like accountants, provides a holistic financial planning experience.
View Details
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Assistive hearing loop
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
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Wheelchair-accessible seating
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Wheelchair-accessible toilet
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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
Customer Reviews
Brandon and team did a great job managing my elderly aunts estate in her last years. They set up a risk appropriate strategy that not only paid for elevated care expenses but never decreased in value, and quite often gained in value. They were prompt to respond and reviewed the portfolio in a timely manner to remain balanced and provide sufficient income.
Dave Maginley (☆ 5/5)
Brandon is nothing short of a genius with helping with my finances! Before I was completely lost, limited in my options, and wasn’t where I wanted to be with my money. He provided great customer care, understood where I was, and figured out what was needed to get me where I wanted to be. I was finally able to achieve my goals one by one with his help. We have become good friends now, meeting on a regular basis, but was always professional and thorough on where I want to be with my income values when ever I asked. Im forever grateful for this individual, and whoever gets the chance to work with him will not be dissapointed. Thank you for everything Brandon!
Davi (☆ 5/5)
I have been a client with Brandon for 10 years. I can say that Brandon and his associates offer superb financial advice and I trust them in all aspects of my investments and wealth management. I have recommended Brandon and his team to friends and family and will continue to do so. I’m also very pleased that my son is now Brandon’s client. I am confident that we are in the very best hands! Thank you Brandon and Chris for all of your support and hard work, it is greatly appreciated!
Tiffany Lennox (☆ 5/5)
I never thought that I would need a stranger to help me with my finances. A friend strongly recommended that I contact Brandon Bailey and just run my finances by him. I am forever grateful to that friend. While Brandon confirmed that I am on the right track, he rearranged and added SO MUCH to my portfolio! I could have never known that so much could be done to better my present and future situation.
I STRONGLY recommend Brandon to all my friends now. Thank you Brandon!!
laura ezekiel (☆ 5/5)
Brandon Bailey, What an amazing professional and knowledgeable personal and corporate financial planner. Not only does he have the alphabet of education after his name, he also has over a decade of industry experience that gives him the insight, wisdom and design capacity to build great financial plans. His attention to detail leaves you knowing he’s always remaining current with the the constantly changing rules and your financial plan will include all your details. On top of all this he genuinely cares about everyone he works with – a rare quality.
It will be worth your time to talk to Brandon.
Colin Innes (☆ 5/5)
Brandon provides solid financial advice and is equipped with resources where needed and is very personable. More importantly, he takes the time to ensure I have a foundation of understanding and helps make my financial goal setting more attainable. Grateful to have Brandon help in areas I wasn’t confident with today’s economic hurdles.
Jill Cody (☆ 5/5)
My husband and I have been working with Brandon for just over a year now. He keeps us on track with everything financial. He really goes above and beyond in every aspect of financial planning. He does quarterly reviews to update and always has great tips on saving money-especially come tax season. He even collaborated with our accountant to make sure everything was good to go- which made our lives even easier.
Brandon always accommodates and makes extra time out of his usual working hours for us. If you’re looking for peace of mind when it comes to your money and someone to help you achieve your financial goals-definitely reach out to him!
Jessica S (☆ 5/5)
Address
Brookfield Place, 225 6 Ave SW #900, Calgary, AB T2P 1N2, Canada
Business Hours
Monday: 08:30–16:30
Tuesday: 08:30–16:30
Wednesday: 10:00–18:00
Thursday: 08:30–16:30
Friday: 08:30–16:30
Saturday: Closed
Sunday: Closed
Working with John Bender at IG Wealth Management has been a truly positive experience. He provides a level of care and attention often missing in financial services, consistently demonstrating a commitment to his clients’ best interests. His expertise shines through, leading to a heightened sense of security and informed decision-making regarding our financial future. It’s evident he prioritizes understanding individual goals, going beyond mere transactions to foster genuine trust.
The process is straightforward and accessible, even for those unfamiliar with complex financial concepts. John’s ability to explain things clearly and proactively addresses potential challenges creates a supportive environment. This results in greater confidence and allows for a more relaxed approach to planning for retirement and other long-term goals. It’s a valuable partnership for anyone seeking expert guidance.
View Details
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Wheelchair-accessible car park
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Wheelchair-accessible entrance
Customer Reviews
John is efficient, reliable, and always finds a solution to meet our goals. He truly cares about his clients and makes the effort to understand us on a personal level. Even our kids know John! We’ve been working with him for several years now and plan to continue for many more to come.
Lindsey Zook (☆ 5/5)
We have had the pleasure of working with John as our financial planner for several years now, and we couldn’t be more satisfied with his services. John’s knowledge and attention to detail are truly exceptional. He has a remarkable ability to explain complex financial concepts in a clear and understandable manner, which has been invaluable to us in planning for our future.
John’s guidance and expertise have been instrumental in helping us navigate various financial decisions over the years. He takes the time to thoroughly understand our goals and objectives, and then develops a comprehensive financial plan tailored to our specific needs. We have complete confidence in John’s recommendations, knowing that they are always well-researched.
What sets John apart is not only his expertise in financial planning but also his genuine care for his clients. He goes above and beyond to ensure that we feel informed, supported, and empowered to make sound financial choices.
In summary, we highly recommend John to anyone seeking expert financial guidance.»
Rilan Zook (☆ 5/5)
I first met John outside of the context of looking to acquire financial services. Through casual discussion I discovered what he did for a living which quickly led to me asking questions about options for myself. It didn’t take long for him to impress me enough with his knowledge to hand over control of half of my retirement savings to him to manage. Since then, about 3 years, I have been very satisfied with John’s level of service, his concise, efficient communication, and his performance in the management of my money. John understands the sensitivities in the IG tools he uses and keeps me well informed on what the possible outcomes of my current path are, and any opportunities to adjust course.
Shane Van Buskirk (☆ 5/5)
We’ve been working with John for about 5 years and could not imagine finding a better fit for our financial planning and management needs. John has always been proactive and taken an educational approach with us, so that we make informed decisions. He takes his time and understands our family needs to recommend the best solutions for us and had been very flexible with working around our busy schedules, making things convenient for us. We trust John and feel confident that he has helped us minimize risk and optimize our future potential.
Terri-Lynn Duque (☆ 5/5)
We have been working with John for 3 years and can not be happier. He did a complete evaluation of our investments and has successfully put us on track to meet our retirement goals. The new software he has gives you an easy way to visualize your expected retirement savings and then see how long it will last over those post work years at the lifestyle you want. I always used to worry about saving enough for retirement but no longer. I am extremely happy with John and would highly recommend him for your investment needs.
Kevin Lange (☆ 5/5)
John has been a great resource for all things financial. He has helped both myself and my dad invest better, get life insurance and help us with overall financial peace of mind. He took the time to explain things for my retired father and he feels confident and secure in the financial planning process. If you are looking for a financial guru, I would highly recommend John.
Yori Bender (☆ 5/5)
I am fortunate to have found a trusted advisor in John. I have been working with John for over five years now. Each time we meet, he provides me with insights into the market, trends and adds value to my financial decisions. John’s proactive approach to financial planning helps me think differently on my journey to where I need to be. I couldn’t think of a better fit for my financial planning needs.
Katyryna Gaudet (☆ 5/5)
Address
229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada
Business Hours
Monday: 08:30–16:30
Tuesday: 08:30–16:30
Wednesday: 08:30–16:30
Thursday: 08:30–16:30
Friday: 08:30–16:30
Saturday: Closed
Sunday: Closed
Qopia Financial consistently demonstrates a commitment to client well-being. The focus is clearly on building relationships and understanding individual financial landscapes. Personalized financial planning seems to be a cornerstone of their approach, ensuring recommendations are tailored to specific goals and circumstances, fostering trust and confidence in their expertise.
Their ability to simplify complex financial matters is truly valuable. Many find the team approachable and willing to explain concepts in an easy-to-understand manner. It’s evident that building long-term relationships and providing honest, unbiased advice is a priority, making them a trusted resource for financial guidance.
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
Dealing with Arif and Ben has been a great experience so far. My first meeting with them was strictly a discussion around financial goals and current financial situation, so no recommendations were made until they had evaluated these first. I always felt that my interests came first and the financial strategies they recommended were clearly based on the goals we had discussed. Unlike other advisers I had spoken with in the past, I never felt like unwanted products were being pushed on me. I look forward to working with KL Advisory in the future and would recommend them to anyone I know.
Leigh Kirnbauer (☆ 5/5)
We recently used Arif for our life insurance policy and would highly recommend his services. He was very professional, knowledgeable and personable. Arif explain every step and all of our options so we felt comfortable making our final decision. We will definitely be using KL Advisory Group for our future investment and insurance needs.
Ashly (☆ 5/5)
KL advisory group is fantastic and amazing.
Not only are they a one stop location for all you financial and insurance needs, but they’re personable and will always do what is in your best interest. They’re always happy to give professional advice and they’re not afraid to share and give you the «hard truth» when it’s what you need.
They have been really great when it come to changes with our growing family.
Ben and Arif, you guys are truly the rockstars of the finance and insurance world!!!!
Richard M (Richard420) (☆ 5/5)
I started using KL Advisory Group because I was constantly dealing with new people at the large financial institutions that didn’t understand my personal and business needs. KL has been amazing! I use several of their services and they have always provided great service at good value. They are way better than going to a big financial institution, because you get hands on service and you don’t have to deal with a new person each year. I look forward to our long business and personal relationship.
Daniel Hershcovis (☆ 5/5)
KLAG is definitely your one stop shop, and now their snazzy new location even has free parking!
I use their services for investing and for critical illness and disability insurance. They even did a free assessment on my vehicle insurance and told me to stay with my current company as it was working the best for my needs – I value their honesty. As I know very little about the financial industry, it is broken down to very simple terminology and they really take the time to understand my goals. I feel empowered and confident and am excited for a future of continued support. I would highly recommend KL Advisory Group for all your needs!
Erica (☆ 5/5)
Arif and the team at KL Advisory Group have been a huge help over the years with setting up our insurance policies, RESP’s, various investments, and retirement planning. I would highly recommend KL Advisory Group to anyone looking for professional advice in growing their investments.
Jameel Charania (☆ 5/5)
Dealing with Ben and Arif has been a great experience for me. The level of professionalism and quality of work is amazing to see. I am glad to be connected to them for the services I need.
Raj Sisodiya (☆ 5/5)
Address
330 5 Ave SW Suite 1800, Calgary, AB T2P 0L4, Canada
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
Finovo | Financial Planning appears to offer a genuinely client-focused approach. Several individuals have highlighted the advisor’s ability to explain complex financial topics in an accessible way, fostering a sense of confidence and understanding. The emphasis seems to be on personalized advice, tailoring plans to individual needs and goals, rather than pushing particular products.
The service is described as providing transparent and unbiased guidance, with a commitment to doing what’s ultimately best for the client. This dedication extends to offering resources and referrals even when it falls outside the immediate scope of financial services. It seems a reliable option for anyone seeking retirement planning or general investment advice.
View Details
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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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Wheelchair-accessible seating
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Wheelchair-accessible toilet
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LGBTQ+ friendly
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Transgender safe space
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Appointment required
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Appointments recommended
Customer Reviews
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
324 Marlborough Way NE, Calgary, AB T2A 6R9, Canada
Business Hours
Monday: 11:00–17:00
Tuesday: 11:00–17:00
Wednesday: 11:00–17:00
Thursday: 11:00–17:00
Friday: 11:00–17:00
Saturday: Closed
Sunday: Closed
Exceedia Consulting consistently delivers exceptional support with complex financial matters. Their team demonstrates a genuine commitment to understanding individual client needs and crafting personalized strategies. Many clients have found that the process of navigating finances and tax preparation is made considerably easier, eliminating stress and providing a clear path toward achieving their goals.
The depth of their expertise, spanning everything from disability tax credit applications to long-term financial planning, is truly impressive. Clients appreciate the proactive approach and the feeling of being truly valued, with support available when needed. Choosing Exceedia means gaining access to reliable guidance and a partnership focused on financial wellbeing.
View Details
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Online appointments
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On-site services
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Wheelchair-accessible toilet
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Gender-neutral toilets
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Toilet
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Appointment required
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Appointments recommended
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Free of charge street parking
Customer Reviews
Jesse was very helpful to me in my preparation of a disability tax credit application. She made the process very straightforward, and I was very impressed with her suggestions for what could and could not be applied for. Her knowledge of the process was excellent! I highly recommend her to anyone contemplating initiating this process.
Lester Stehmeier (☆ 5/5)
Exceedia Consulting made the whole Disability Tax Credit process so much easier for me. I honestly had no idea where to start, but their team walked me through the process, step by step and made sure my mom’s application was spot on.
Thanks to their help, my mother’s DTC application was APPROVED, and I couldn’t be more grateful.
I appreciated their team’s attention to detail and clear communication, which helped eliminate the stress and confusion of such a complex process. I highly recommend Exceedia for anyone looking to maximize their chances of success with the DTC application.
Lisa N (☆ 5/5)
I’ve known Jesse for over a decade and have been retaining her services for personal finance planning and tax preparation for just as long. She’s been essential in planning for our family’s future. I would highly recommend working with her and Exceedia.
Elliot Mah (☆ 5/5)
I have been utilizing Exceedia Consulting for over 10 years. Throughout all my life stages: purchasing of my first home, investment properties, marriage, kids and of course saving for retirement, Jesse has been there for me and assisted me. I would highly recommend her as she’s very well versed in financial literacy.
Catherine Gulinao (☆ 5/5)
I have been working with Jesse for 7+ years. She always explains every step to me and works at my pace. I began with just life insurance and over the years I have added other products when I was ready.
Jesse has been an integral part in helping me plan for retirement as well as yearly goals. When I needed a mortgage specialist, she referred me to one who was wonderful. She did not receive any monetary reward for this.
Jesse meets with me regularly to ensure my goals are met and to review upcoming needs.
I would highly recommend Exceedia Consulting!
Ma'am To you (☆ 5/5)
My husband and I have been seeing Jesse Vu at Exceedia Consulting for just over a year. Jesse is very informative and always keeps us involved and up-to-date with the plan she has helped create for us. Her approach always makes us feel comfortable and we love that she is always there to answer our questions (no matter how naive) almost any hour of the day. We can’t express enough how refreshing it is to have such a personalized financial experience. We went with Exceedia because we didn’t want to just be a number and Jesse and her company have not disappointed.
Natalie Grenier (☆ 5/5)
I have been working with Exceedia for the last 2 years and I’m beyond happy with everything Jesse has done for me. From tax filing, to financial planning, to ensuring that I have the proper insurance, Jesse’s services have helped minimize any money related stress in my life. By helping me save for my long and short term goals and by altering my spending habits, Exceedia has helped me become financially independent. I would highly recommend Exceedia to anyone who has just graduated University, is starting their career, and would like to start on the right path with money management.
sandra khouri (☆ 5/5)
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Catalog of services offered by retirement planning advisors in Calgary
Financial Needs Assessment
A critical first step in retirement planning is a comprehensive financial needs assessment. Retirement planning advisors conduct detailed evaluations of current assets, income, expenses, and future goals to determine the resources needed for a comfortable retirement.
Retirement Savings Projections
Understanding how your savings will grow over time is essential. Retirement planning advisors create retirement savings projections using various scenarios and assumptions to estimate the likelihood of achieving retirement goals and identify potential shortfalls.
Investment Portfolio Management
Developing and managing an appropriate investment portfolio is a key component of retirement planning. Advisors provide investment portfolio management services, selecting and allocating assets to balance risk and return based on individual client profiles and time horizons.
Pension and RRSP Planning
For those with pension plans or RRSPs (Registered Retirement Savings Plans), specialized planning is crucial. Retirement planning advisors provide pension and RRSP planning assistance, ensuring optimal contribution strategies and tax-efficient withdrawal plans.
Tax Optimization Strategies
Minimizing taxes during retirement is a significant goal. Advisors offer tax optimization strategies, including planning for withdrawals, utilizing tax-sheltered accounts, and considering charitable giving to reduce tax liabilities.
Estate Planning Coordination
Retirement planning often intersects with estate planning. Advisors can coordinate estate planning with other professionals, such as lawyers and accountants, to ensure that retirement assets are distributed according to the client’s wishes and in a tax-efficient manner.
Long-Term Care Planning
Planning for potential long-term care needs is a vital consideration. Retirement planning advisors assist in long-term care planning, exploring options such as insurance policies, government programs, and in-home care services to prepare for future healthcare expenses.
Social Security Maximization
Understanding how to maximize Social Security benefits is important. Advisors provide guidance on Social Security maximization, helping clients determine the optimal timing for claiming benefits to increase their lifetime income.
Risk Management Strategies
Protecting retirement savings from unforeseen circumstances is key. Advisors develop risk management strategies, including insurance planning and contingency planning, to mitigate potential financial risks during retirement.
Frequently Asked Questions about Retirement Planning Advisors in Calgary
What exactly does a retirement planning advisor do?
A retirement planning advisor provides guidance and strategies to help individuals prepare for financial security during retirement. They assess your current financial situation, forecast future needs, and develop a customized plan that considers factors such as investments, pensions, and government benefits. They don’t just manage investments; they help build a comprehensive roadmap for your retirement years.
Why would I need a retirement planning advisor? Can't I do it myself?
While it’s certainly possible to manage your retirement planning yourself, a retirement planning advisor brings specialized knowledge and experience to the process. They can help you avoid common pitfalls, optimize your investment strategy, and navigate complex tax regulations. Their objective perspective can be invaluable in making informed financial decisions and staying on track to reach your goals. Even experienced investors may benefit from an advisor’s expertise.
How are retirement planning advisors compensated?
Retirement planning advisors can be compensated in several ways. Some charge a flat fee for their services, while others work on an hourly basis. A common compensation model is a percentage of the assets they manage, known as an assets under management (AUM) fee. Understanding the fee structure is crucial to ensure transparency and align incentives.
What credentials and qualifications should I look for in a retirement planning advisor in Calgary?
It’s important to verify the credentials and qualifications of a retirement planning advisor. Look for designations like Certified Financial Planner (CFP), which indicates a high level of education and ethical standards. Check their registration with regulatory bodies like the Alberta Securities Commission (ASC). Background checks and disciplinary history are also important considerations.
How do I find a reputable retirement planning advisor in Calgary?
Finding a reputable retirement planning advisor requires research. Start by seeking referrals from friends, family, or colleagues. Online directories and professional associations can also provide lists of advisors. It's important to interview several advisors and compare their services, fees, and approach before making a decision. Checking online reviews can also be helpful.
What is the difference between a financial advisor and a retirement planning advisor?
While the terms are sometimes used interchangeably, there's a subtle difference. A financial advisor typically offers a broader range of financial services, including investment management, insurance planning, and estate planning. A retirement planning advisor specializes in retirement-specific strategies and focuses solely on helping clients prepare for their retirement years. It’s about a specialized focus.
How does a retirement planning advisor help me determine how much I need to save for retirement?
A retirement planning advisor uses various tools and techniques to estimate your retirement needs. They're considering your current income, spending habits, anticipated expenses, inflation, and life expectancy. This involves analyzing your income sources, projecting future expenses, and calculating how much you'll need to accumulate to maintain your desired lifestyle during retirement.
What role does tax planning play in retirement planning?
Tax planning is a critical component of retirement planning. Advisors help clients minimize their tax liabilities during retirement by strategically managing their investment income, utilizing tax-advantaged accounts, and planning for withdrawals. Understanding the tax implications of different retirement income sources, such as RRSPs and TFSAs, is essential.
What happens to my retirement plan if I experience an unexpected financial setback?
A good retirement planning advisor will incorporate contingency planning into your overall strategy. This means considering scenarios like job loss, medical expenses, or other unexpected financial setbacks. They can help you adjust your plan as needed and explore options for protecting your retirement savings. Regular plan reviews are vital to adapting to changes.
How often should I review my retirement plan with my advisor?
It's recommended to review your retirement plan with your advisor at least annually. Significant life changes, such as marriage, divorce, or a change in employment, warrant more frequent reviews. Regular meetings allow for adjustments to your strategy, ensuring you remain on track to achieve your retirement goals and respond to market fluctuations.
