Find A Fee-Based or Fee-Only Financial Planner In Calgary
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Elijah Kirchmaier
CFP®, CIM®, TEP, FCSI®, CLU®, CIWM, CEA
Up Financial
Up Financial has been taking care of me since 2013 and it's been a great experience.
I know some people who have invested through the bank and have since lost all their investment, but my advisor has navigated through the years, including this nonsense year (2020), with growth.
I would definitely recommend this company to take care of your future.
Matthew Giles
Russ Dyck
CFP®
Finovo
Offers FEE-ONLY Financial Planning
Russ is our go to person for any financial advice.
He is one of the few "fee-only" advisors not only crafted a personalized financial plan that perfectly aligned with our goals but also followed up with us to ensure timely implementation.
Our discussions around financial planning, investing, and insurance, helped us immensely to make the right financial decisions.
We strongly recommend him.
Devevrat nene
Hervin Pesa
CFP®, RRC
Aware Financial
Hervin is a great financial planner and really takes the time to understand each individual and their situation.
He gives honest and trustworthy advice and isn’t scared to tell you what you may not want to hear.
You can tell he really wants to help people and truly teaches you what we should’ve been learning in school.
Book a consultation and subscribe to his YouTube channel. He won’t disappoint!!!
Kevin Aguilar
Rob Townsend
CIM®, BCom
Camber Private Wealth
What a joy it was to work with the Camber team.
A dashboard, a phone call, and a personal explanation of how my finances could work for me was all it took to convince me this was a knowledgeable and dedicated group.
They really listened to my story and produced a personalized plan for what I could do in my retirement.
Go Team Camber.
Trent Watts
Ryan Gubic
CFP®, CIM®, CPA
MRG Wealth
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
Choosing Your Next Fee-Based Advisor or Fee-Only Financial Planner
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