5 Best Financial Advisors in Calgary That Will 100% Save You from Money Blunders
I have two friends (who are brothers) who inherited the same amount of money when their uncle passed away a couple of years ago. One hired a financial advisor and one didn’t—guess which one has a house now?
Yep, my friend who hired a financial advisor helped him create a custom savings plan, improved his credit score, and found smart ways for him to invest his savings. That’s why we need financial advisors—to save us from ourselves!
So, if you want your very own money coach, here are the best financial advisors in Calgary that’ll help fatten up your wallet.
How much do financial advisors charge in Calgary?
Financial advisors in Calgary typically charge around 1% of the assets they manage for you each year. Some also offer flat fees ($1500 to $7500) or hourly rates ($100 to $400).
The exact cost depends on the advisor’s experience, your financial needs, and how complex your situation is.
1. Bilyk Financial
Address: 4769 50 Ave, Vegreville
Phone: (780) 632-6770
Business hours:
- Mon – Fri: 9 AM – 5 PM
For over 55 years, Bilyk Financial has been helping individuals, families, business owners, and professionals figure out their money goals and how to reach them.
If you need investment advice, they’ll help you build a portfolio that makes sense for your life. For instance, they’ll mix things like stocks, bonds, and real estate.
They’re also good at helping you manage risk. This means they’ll help you figure out how much risk you’re comfortable with and build a plan to protect what matters most.
Plus, if you’re part of a high-net-worth family, they offer exclusive Family Office services. Basically, they’ll act like your personal CFO, handling everything from investment strategy to estate planning—even philanthropy!
A small heads up, though—their hands-on style might feel a little old school if you prefer managing everything through automated platforms.
Taken the best care of us for over 30 years
“Joe, Adam, and Maureen have taken the best care of us for over 30 years.”
— Brian Baron, Google Review
Have been a client of Adam and Joe for over 12 years
“I have been a client of Adam and Joe for over 12 years. It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!”
— darryl vinet, Google Review
2. Griffith & Associates Wealth Management
Address: Unit 350, 1918 Kensington Rd NW
Phone: (403) 270-7767
Business hours:
- Mon – Fri: 8:30 AM – 4:30 PM
Griffith & Associates has been helping local families and businesses build smart, long-term financial plans since 2007.
One of the things they do well is estate and financial planning. They’ll help you leave a legacy, lower your estate taxes, or make sure everything’s handled when you’re gone.
Their retirement planning services are also worth mentioning. Ever wondered if you were saving enough? They’ll explore different scenarios and help build a realistic plan.
And if you need help with strategic tax planning, they’re the ones to call. The team will work closely with your accountant or lawyer (or both) to make sure your investments and insurance are structured in a tax-smart way.
Note that if you’re younger or not yet thinking about estate planning, you might need to look elsewhere.
Helped me achieve my financial goals
“My dealings with Andrew at Griffith & Associates have been excellent. He is professional, knowledgeable, and 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, Google Review
Best care and guidance we have ever received
“We could never say enough great things about Griffith & Associates. By far and away the best care, guidance, and respect we have ever received from any advisors or institution. We highly recommend Griffith & Associates.”
— Joseph Pozzobon, Google Review
3. Aware Financial
Address: 909 17 Ave SW #432
Phone: (587) 316-2252
Business hours:
- Mon – Fri: 9:30 AM – 5 PM
Opened in 2012, Aware Financial has been helping families make smarter money decisions with a down-to-earth approach, via their advisors called “Wealth Sidekicks.”
A popular service they offer is Sustainable Income for Life, designed to help you plan for retirement. With their help, you’ll be able to tackle debts and review pension options.
Of course, nobody likes paying taxes, and they get that. That’s why they offer a Tax Reduction Strategies service, where they’ll help you structure your finances to legally reduce your tax bill and make use of income splitting.
What’s unique about them is their 5-Point Guarantee. This includes a promise to deliver at least twice the value of their planning fees, unlimited plan revisions, and even a money-back guarantee.
Note that in terms of investment fees, they might not be the cheapest option.
Has earned 100% of my trust
“Hervin Pesa took the time to come to my house on a Saturday morning. He had an amazing attitude and showed me nothing but kindness. As an eighteen year old who is trying to prepare himself for the world Hervin did an amazing job and made it very clear as to what life insurance is, does and what it entails Hervin is an amazing guy and knows what he is doing and has earned 100% of my trust when it comes to financial planning and life insurance.”
— chris bez30, Google Review
Responsive, transparent, and trustworthy
“Herv has been great to work with! He listens, is responsive, transparent and trustworthy. Working with Herv and his team, while it is still early in our process, has been great! I would recommend him to friends and family.”
— D. McMillan, Google Review
4. MRG Wealth Management
Address: 4838 Richard Rd SW Suite 300
Phone: (587) 330-6397
Business hours:
- Mon – Fri: 8 AM – 5 PM
MRG Wealth Management is led by Ryan Gubic, who is seriously qualified. He’s not only a Chartered Professional Accountant and Chartered Investment Manager, but he’s also a Certified Financial Planner and Licensed Insurance Advisor.
First, Ryan or someone from his team will meet with you to know your values, goals, and challenges. In a nutshell, they’ll try to understand what matters most to you.
Then, they identify your risks and opportunities and craft a personalized strategy, based on the six key areas of your financial life.
Afterward, you’ll review your full, holistic financial plan—a clear roadmap of what to do and when. Finally, it’s all about ongoing support; they’ll adjust your plan along the way, through life changes, market shifts, and new challenges.
Note that their services are comprehensive, so this might not suit those with simple financial situations.
Ryan has been such a blessing to work with
“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, Google Review
He is personable, approachable, and informative
“Ryan makes investments a positive experience! He is personable, approachable, and informative. He puts me at ease, there when needed to answer questions and offer solutions. Thank you, Ryan!”
— Wanda Berg, Google Review
5. Finovo
Address: 330 5 Ave SW Suite 1800
Phone: (587) 333-3280
Business hours:
- Mon – Thurs: 9 AM – 5 PM
Finovo focuses on financing planning for professional couples who want clarity and smart advice. It’s owned by Russ, who got into financial planning after being scammed by an investment salesperson.
What sets his firm apart is that they don’t sell products or earn commissions. They’re advice- and fee-only—you’ll get unbiased financial guidance (no hidden agendas).
You’ll begin with a no-obligation, introductory call to explore what you’re hoping to achieve. From there, you’ll move through a process that includes discovery, strategy formation, and implementation.
Another unique offering is their One-Time Planning Service—a two-month engagement where they’ll deliver a personalized, in-depth financial plan based on your goals.
Just keep in mind that they primarily cater to couples or dual-income households. Solo earners or young professionals might not find the same level of fit.
Russ is our go-to person for any financial advice
“Russ is our go-to person for any financial advice. He is one of the few “fee-only” advisors who not only crafted a personalised 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.”
— devavrat nene, Google Review
Kevin and Russ are both amazing at what they do!
“Kevin and Russ are both amazing at what they do! I have had a number of meetings with Kevin, and his knowledge, skill, and advice are second to none. I would recommend Kevin and Russ to both business owners and individuals!”
— Michael Montgomery, Google Review