2019 RANKING AND REVIEW
BEST FINANCIAL PLANNERS IN CALGARY, CANADA
Ranking the 2019 Top Financial Advisors & Financial Planners in Calgary, CA
Calgary, Alberta has been ranked among the most livable cities in the world and is the heart of the Canadian oil industry. Residents enjoy a western culture and several top financial planning firms that call the city home.
Choosing a top-rated financial advisory firm in Calgary can mean the difference between just hoping you can reach future dreams, like funding a child’s education or starting your own business and having a strategic financial plan to make it happen.
A Calgary wealth management firm can provide the expert guidance needed to manage your assets, invest wisely, and enjoy returns that can fuel your future dreams.
But you don’t want to just choose the first firm that comes up on a Google search, you want to ensure the shortlisted firms have a good reputation, can handle your particular financial planning needs, and work with your level of investable assets.
The time you put in upfront choosing the financial advisor in Calgary, AB that is a perfect fit for you, makes all the difference when it comes to a working relationship that will hopefully be for the long-term.
AdvisoryHQ has made that search a little easier by ranking financial planning and wealth management firms in Calgary and identifying the eight top-rated companies from which to begin your search.
We typically prefer fee-only, or advice only, firms, which means they do not accept any commissions or incentives from third parties that sell financial products. This fosters a relationship where the advisor has only the client’s best interest in mind.
However, we will also identify fee-based firms, who do accept outside commissions on financial products, and that deserves a top ranking due to the outstanding service they provide and commitment to clients. This is especially true if they’re fiduciaries, who are legally bound to put their client’s interests ahead of their own.
If you’ve been thinking of getting a financial plan in place for the future, there’s no better time than the present to start. One of the top-rated wealth management firms serving Calgary, Alberta residents can definitely help you with achieving your goals.
Award Emblem: Top 8 Best Financial Advisors in Calgary, Alberta
Ranking: Top 8 Best Financial Advisors in Calgary, Alberta | Brief Comparison & Ranking
Best Financial Advisors in Calgary | 2019 Ratings |
| Canaccord Genuity Wealth Management | 5 |
| Cumberland Private Wealth | 5 |
| Doherty & Bryant | 5 |
| Hemisphere Capital Management, Inc. | 5 |
| Integrated Wealth Management | 5 |
| Networth Management | 5 |
| Northland Wealth Management | 5 |
| RT Mosaic Wealth Management Ltd. | 5 |
Table: Top 8 Best Calgary Financial Advisors | Above list is sorted by rating
What Should I Look for in the Best Calgary Financial Advisor?
As you’re reading through the list of the best financial planning firms that Calgary has to offer, you’ll want to keep some factors in mind that will help you narrow your search.
Knowing what to look for upfront can make the search much more efficient and allow you to quickly identify top financial advisor contenders that you want to take the time to meet in person.
First, you want to see what type of clients the Calgary financial management firm works with. Some firms have a minimum investable asset level that can be in the millions of dollars. Other firms work with people of all wealth levels.
You should also look for the firm’s specialties. Is your main goal planning for retirement? Then you want to see retirement planning featured prominently on a Calgary financial advisor’s website.
Top-Rated Wealth Management Firms in Calgary
Are you a young entrepreneur that’s just starting out? Then look for programs an advisor may offer for young professionals.
You want to look at how a wealth management firm presents themselves on their site to try to match their personality to your preference. For instance, some advisors will be more “button-up” and polished, while others may take a more casual and down-to-earth approach.
Fees are of course another differentiator, and most firms will be transparent about fees, listing them on their websites. Review those to get an idea of what you would pay for their guidance. Some financial planning firms will charge a percentage of invested assets and others will charge an hourly rate.
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2019 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review – Ranking of the Best Financial Advisors in Calgary, Alberta
Below, please find the detailed review of each firm on our list of 2019 top advisors and financial planners in Calgary. We have highlighted some of the factors that allowed these Calgary financial advisory firms to score so highly in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- Canaccord Genuity Wealth Management
- Cumberland Private Wealth
- Doherty & Bryant
- Hemisphere Capital Management
- Integrated Wealth Management
- Networth Management
- Northland Wealth Management
- RT Mosaic Wealth Management Ltd.
Click below for previous years’ rankings:
- 2018 Review: Top 9 Best Financial Advisors in Calgary, Alberta, CA
- 2017 Review: Top 8 Best Financial Advisors in Calgary
- 2016 Review: Top 8 Financial Advisors in Calgary
Canaccord Genuity Wealth Management Review
Founded in 1950, Canaccord Genuity Wealth Management is a top financial advisory firm in Calgary with a goal to help clients build their wealth and secure their legacy. The firm has six offices throughout Canada in addition to five in other countries.
Canaccord is a fee-based financial service provider in Calgary that also upholds a fiduciary standard, meaning the firm is legally required to be completely transparent about all compensation and to put its clients’ best interest first.
This global boutique investment firm in Canada focuses on forming deep client relationships and providing a full range of services and personalized solutions.
Key Factors That Enabled Canaccord Genuity Wealth Management to Rank as a Top Financial Advisor in Calgary
Comprehensive, Focused Solutions
Financial goals and needs are subject to change and evolve over time, stressing the importance of finding a Calgary financial advisor that offers a wide range of services.
The financial professionals at Canaccord Genuity can help you successfully handle any number of financial challenges, such as:
- Growing my investments: Includes a CC Wealth Strategy, Registered Plans Program, Investment Counselling Program, and a variety of equity, fixed income, or mutual fund investments
- Planning for my future: Includes a CC Wealth Strategy, CC Wealth Assessment, Registered Plans Program, Fee-Based Account, and a variety of equity, fixed income, and mutual fund investments
- Saving for my loved ones: Includes a CC Wealth Strategy, CC Wealth Assessment, Registered Plans Program, Fee-Based Account, and a variety of equity, fixed income, and mutual fund investments
- Giving back to my community: CC Philanthropic Solution covers a wide range of financial, estate, and tax planning strategies
Personalized Investment Options
Each investor is unique, bringing their own individual needs and goals to the table. As such, Canaccord Genuity tailors investment options that are both comprehensive and customizable, including:
Fixed Income Securities
When partnering with a Calgary financial advisor from Canaccord Genuity, investors can potentially invest with federal, provincial, municipal, or corporate bonds. Additional fixed securities include structured and floating-rate loans, money markets, and guaranteed investment certificates.
This top Calgary wealth management firm believes these make good investment options because they are more predictable than equities and are often paid out first in the event of company insolvency.
Equities
Shares of a publicly-traded company can make wise investments because they often pay dividends and are easily bought and sold. Your Calgary financial advisor will recommend equities based upon your needs, including:
- Metals and mining
- Energy
- Agriculture
- Technology
- Media and telecommunications
- Paper and forestry
- Infrastructure
- Healthcare
- Defense
Mutual Funds
As a top-rated Canadian wealth management firm, Canaccord recognizes that mutual funds are liquid and diversified in nature, and often offer low minimum investment options.
Because a mutual fund is a professionally run grouping of varied investments, it offers diversity and helps limit risk in a volatile market.
Investment Pools
A Calgary financial advisor at Canaccord may potentially suggest an investment pool or structured product.
These include a mix of equities and fixed-income investments or other investments such as derivatives or hedging strategies. Canaccord notes that these offer further diversification and personalization of your portfolio.
Public Venture Capital
Small business and new company investments offered through this top Calgary wealth management firm have the potential to offer higher growth, but this benefit also comes with a higher risk as these companies are less stable in the markets.
Rating Summary
For clients that are looking for a good deal of diversification from a company that understands global markets, Canaccord Genuity will be a good fit as a Calgary financial advisor.
The firm employs multiple investment strategies, all personalized to each client’s particular needs and objectives to give them the perfect balance of growth versus risk.
With a fiduciary commitment to the client’s best interest and a wide range of available financial services, Canaccord Genuity earns 5-stars as one of the best financial advisors in Calgary to consider partnering with in 2019.
See Also: Top Financial Advisors in Toronto, Canada
Cumberland Private Wealth Review
In May of 2018, Cumberland Private Wealth joined forces with Perron & Partners Wealth Management to offer their clients in Calgary, Toronto, and Kingston more resources, opportunities, and investment talent.
This top Calgary wealth management firm is among the top 10 fastest-growing private investment firms in Canada. It helps families, individuals, and foundations to achieve financial success.
Cumberland Private Wealth is a fiduciary but doesn’t specifically state whether it operates under a fee-only or fee-based structure. As always, we recommend verifying compensation structure before partnering with any Calgary, AB financial advisor.
Key Factors That Enabled Cumberland Private Wealth to Rank as One of the Top Wealth Management Firms in Calgary
The Cumberland Difference
Cumberland uses thoughtful research and expertise to ensure client portfolios are created with a mix of high-quality assets that deliver superior long-term risk-adjusted returns.
The Cumberland Difference includes key value-added benefits that clients of this top-rated Calgary financial advisor can expect. These include:
Sophisticated Solution & Proven Results: Clients receive customized solutions that minimize risk and maximize returns
Wealth Planning & Innovation: These top Calgary financial advisors look for new ways to make the most of your wealth
Employee-Owned & Independent: Independence helps to ensure unbiased advice that’s not corporate policy or product-driven
Invested Together: The Calgary financial advisors at Cumberland prosper when you prosper, so their emphasis is on seeing their clients succeed
Unique Client Experience: You receive your own dedicated portfolio manager to help you plan, strategize, and invest wisely
Experience Team
The Calgary team of top-financial advisors at Cumberland comes from the former Perron & Partners Wealth Management, so they have a deep history in the area backed by even more resources due to the partnership.
These advisors hold multiple industry certifications that ensure both regularly updated knowledge of industry trends and regulations.
The team’s designations include
- CFA® – Chartered Financial Analyst
- CIM® – Chartered Investment Manager
- FEA – Family Enterprise Advisor
- PFP® – Personal Financial Planner
Rating Summary
Cumberland Private Wealth has been investing its capital alongside its clients for over two decades. The firm believes in aligning its goals and tying its achievements to those of its clients for a fully supportive relationship.
In addition to a dedicated portfolio manager, clients also meet senior partners and have a team of professionals helping manage their money. This team-based approach adds exceptional value to the relationship.
With a wide range of services, a growing team, and a client-centric philosophy, Cumberland Private Wealth earns a 5-star rating one of the best wealth management firms in Calgary to consider partnering with this year.
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Doherty & Bryant Review
With a mission to remove any sales pressure from financial planning, Doherty & Bryant is a top wealth management firm in Calgary that works with executives, entrepreneurs, and beneficiaries.
For nearly 30-years, these highly-rated financial advisors have helped their clients with proactive and responsible financial guidance designed to help them reach their goals in life.
Doherty & Bryant does not specifically state whether it is a fee-only or fee-based Calgary financial firm. As always, we recommend verifying fee structure before partnering with any Alberta wealth management firm.
Key Factors That Enabled Doherty & Bryant to Rank as a Top Financial Planner in Calgary
Range of Clients Served
Doherty & Bryant caters to a specific group of clients which helps them stand among other top Calgary financial advisors. This firm’s clientele can be assured that they’ll be receiving tailored advice that’s pertinent to their particular financial needs.
Clients served include:
- Executives
- Entrepreneurs
- Beneficiaries
Not only can the Calgary financial advisors at Doherty & Bryant provide personalized services to fit the unique requirements of these client groups, but they also begin the advisory process with a complimentary, no-cost meeting, making it easy for potential clients to evaluate whether the firm will be a good fit for them.
2019’s Top Wealth Management Firms in Calgary, Alberta
Talented Team
The team of Calgary financial planners at Doherty & Bryant includes senior and junior advisors, planning and administrative support staff, and contractual tax experts all working together to offer services that are effective over the long-term.
Each advisor carries—or is currently working towards—multiple certifications, making Doherty & Bryant a competitive force in terms of industry expertise and staff qualifications. The team’s certifications include:
- CA – Chartered Accountant
- CFP® – Certified Financial Planner
- RFP – Registered Financial Planner
- CPA – Certified Public Accountant
These designations come with strict requirements for fiduciary duties and ongoing education, ensuring that clients receive advice that is both current and truly in their best interest.
Rating Summary
Doherty & Bryant offers comprehensive financial guidance to a targeted segment of clientele. This ensures a personalized touch and the ability to fulfill the many complex needs of these clients.
These advisors believe in having their clients back in all financial areas of their lives. This attitude fosters long-term relationships and the ability to integrate different facets of your financial life into one robust strategy.
With an experienced team and a commitment to work in their clients’ best interest, Doherty & Bryant solidifies a 5-star rating as one of the best Calgary financial advisors to consider partnering with this year.
Hemisphere Capital Management Review
Hemisphere Capital Management has been providing top-notch financial management since 1993. This Calgary, AB financial advisory firm has a passion for investing that comes across in everything these advisors do.
The firm believes in acting solely in their clients’ best interests and serving with integrity and accountability, which allows them to build and maintain long-term relationships.
The firm is a fee-based Calgary financial advisor that works with affluent individuals, family trusts, and foundations and is completely independent and employee-owned.
Key Factors That Enabled Hemisphere Capital Management to Rank as One of the Best Calgary Investment Firms
The Hemisphere™ Difference
As a Calgary wealth management firm that is wholly owned and operated by investment management professionals, Hemisphere Capital Management offers its clients a unique core set of advantages. These include:
- Recognized Expertise: The Calgary financial advisors at Hemisphere offer over 100 years of collective financial experience
- Independence: Hemisphere is not affiliated with any bank, investment dealer, or insurance firm, ensuring that clients receive unbiased advice with no hidden agendas
- Flexible and Opportunistic: The Calgary financial advisors at Hemisphere are committed to timely, effective, and focused decision-making
- Stability and Sustainability: Investing has always been Hemisphere’s passion, and the firm has experienced stable, consistent growth for more than two decades
- Trust: This Calgary wealth management firm is in compliance with both the Code of Ethics and Standards of Professional Conduct and the Asset Manager Code of Professional Conduct of the CFA Institute.
Five-Stage Investment Approach
Clients looking for measured and strategic investment advice will appreciate the comprehensive approach of the Hemisphere. This leading wealth management firm in Calgary has a unique five-step investment process that includes:
- Macro Factor Analysis: During this time, the team at this Calgary wealth management firm looks at broad issues impacting investors including global political, economic and social developments.
- Theme Identification: This step of the investment approach undertaken by this financial advisor in Calgary includes looking at investment themes, trends, interest rates, capital flows, yields between asset classes and more.
- Sector/Industry Considerations: Here, the advisors at Hemisphere look at specific sectors of the economy or individual industries that have favorable outlooks, and they additionally identify options with what they call a more “challenging” outlook.
- Security Selection: This involves analysis at both qualitative and quantitative levels.
- Buy/Sell Decision: When the team of this financial advisor firm in Calgary estimates intrinsic value, they then create what they call a range of fair value.
Rating Summary
Hemisphere Capital Management offers a refreshing level of transparency, listing their performance summaries on their website for prospective and current clients to evaluate.
This firm believes in building all relationships in a foundation of trust and invest alongside their clients to ensure their principles and values are aligned with their clients’ needs and objectives.
With a comprehensive investment approach, a strong commitment to trust and transparency, and an experienced team, Hemisphere Capital Management scores a 5-star rating as one of the best financial advisors in Calgary to consider partnering with this year.
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Integrated Wealth Management Review
Focused on delivering effective, reliable, and consistent financial guidance, Integrated Wealth Management is a Calgary wealth management firm that is 100% independent and committed to their clients’ financial health.
Their investment advice is focused on optimizing client outcomes and they believe in constantly challenging their approach and making proactive changes as needed.
We could not verify whether this financial advisor in Calgary is a fee-based or fee-only firm, though the firm states that there is “no bank ownership or investment banking relationships that create inherent conflicts of interest.”
As always, we recommend verifying fee structure before partnering with any financial advisor in Calgary.
Key Factors That Enabled Integrated Wealth Management to Rank as One of the Best Calgary Investment Firms
Mindful Wealth Management
Integrated Wealth understands that your finances are an important part of your life that isn’t just about money, but rather about helping you enjoy life to its fullest.
As such, the Calgary financial advisors at Integrated Wealth will take the time to learn about your overall life goals and customize your financial plan to achieve your desired objectives. This allows you to focus on what really matters—purpose, happiness, and family.
The firm works with outside experts, like lawyers and CPAs, to offer a fully holistic and stress-free approach to wealth management.
Integrated Wealth Management Planning Approach
Integrated Wealth goes through a careful, customized step-by-step planning process with clients, which involves:
Discovery Process
In this meeting, you’ll sit down with a Calgary financial advisor who will evaluate your overall “Life Goals” and come to understand your lifestyle, personality, and values.
Information Gathering
Next, an advisor will get into details about the state of your financials. They will review:
- Net worth
- Household cash flow and debt management
- Pensions and investment portfolios
- Tax planning strategies
- Business structure
- Risk management tools
- Estate planning documents
Construction of the Comprehensive Assessment
An advisor will then put together a report of your financial health and determine where you’re headed based on your current lifestyle.
Integrated believes this offers you a clear picture of your habits and financial routines so that you can more accurately determine the best balance between the status quo and reaching your future goals.
Creation and Review of the Master Plan
Armed with the knowledge gained in previous meetings, your Calgary financial advisor then establishes a “Master Plan.” This report will establish a link between your financial lifestyle and your financial objectives.
Implementation of the Master Plan
Once you decide you’re ready to move forward, your Calgary financial advisor will put the plan into motion. The appropriate outside managers will be hired, investments made, and complimentary connections such as accountants and lawyers established.
Ongoing Monitoring and Updating
Integrated provides ongoing communication and customer service with clients. The firm offers scheduled face-to-face meetings, additional meetings in the event of unexpected financial changes, yearly reports, exceptional customer service, and on-going education in financial matters.
Calgary’s Best Financial Planning Firms
Rating Summary
Integrated Wealth Management uses sophisticated analytical tools and customization to ensure its clients have financial strategies tailor-made for their life goals.
For clients looking for a disciplined approach to investing, Integrated is a great choice due to their clearly defined ethical standards and dedication to working only with outside professionals whose approach aligns with theirs.
With a focus on long-term relationships and multiple financial resources in the form of videos and webinars, Integrated Wealth Management solidifies a 5-star rating as one of the top Calgary financial advisors to consider partnering with in 2019.
Networth Management Review
Networth Management is a privately held boutique financial management firm in Calgary founded in 1995. Their mission is to provide financial clarity and peace of mind for successful people.
It’s a purposely a small, highly regarded firm that limits its number of clients in order to provide the personalized service it has been known for.
Networth does not specifically state whether this is a fee-only or fee-based Calgary financial advisory firm. As always, we recommend verifying compensation structure before partnering with any Calgary, Alberta or Canadian financial planner.
Key Factors That Enabled Networth Management to Rank as One of the Best Calgary Investment Firms
Values-Based Financial Planning™
As a top-rated financial planner in Calgary, Networth provides values-based financial planning that’s focused on your personal values and goals. The firm strives to offer financial peace of mind by helping clients to both achieve and sustain their dreams and objectives.
To Networth, values-based financial planning means:
- Honest and independent advising
- Complete independence and total accountability
- Easy access to information and your Calgary financial advisor
- Full disclosure
- Tailoring services to each client’s unique needs
- Putting detailed recommendations in writing
- Fostering an environment of respect, honor, dignity, and pride
Understanding Women’s Unique Financial Needs
Networth stands out among other top Calgary financial advisory firms due to its recognition of the unique financial needs of women. This firm offers services filtered through a female-focused lens that addresses areas of financial life that women typically experience.
Advisors recognize these differences and serve clients accordingly, when appropriate. Such services often include:
- Divorce
- Ensuring settlement payments
- Tax issues
- Child rearing
- Death of spouse
- Preserving wealth
- Special needs children
- Unexpected family illness
- Aging parents
For women looking for tailored financial guidance, Networth is an excellent match.
Rating Summary
Individuals looking to get multiple financial needs handled under one roof will appreciate the depth of services that Networth provides, which range from multi-generational wealth to business strategies to family security.
This top-rated Calgary financial planning firm prides themselves on providing exceptional support and empowering their clients to live life intentionally in order to achieve their goals.
With a boutique approach that allows for personal services and a unique focus on the financial needs of women, Networth Management earns a 5-star rating as one of the best financial advisory firms in Calgary, AB to consider partnering with this year.
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Northland Wealth Management Review
Offering holistic advice and counsel since 2011, Northland Wealth is a top financial advisor and multi-family office with offices in Calgary, AB and Markham, ON.
The firm works with affluent clients to help them preserve and grow their wealth, and these advisors use the same risk management principals used by university endowments and pension plans.
We could not confirm whether Northland Wealth Management is a fee-only or fee-based Calgary financial planner, although the firm does state that “Northland does not earn any incremental revenue as a result of the advice we give or the solutions we utilize.”
As always, we recommend verifying fee structure before partnering with any Calgary wealth management firm.
Key Factors That Enabled Northland Wealth Management to Rank as a Top Financial Advisor in Calgary
Benefits of Both a Boutique Firm and a Large Firm
Clients that want the best of both worlds… the personal touch of a boutique firm and the resources of a large firm will find Northland a great candidate. Northland highlights the fact that it offers the benefits people expect by working with a boutique financial advisor while also offering large wealth management firm benefits.
Benefits of a boutique Calgary financial advisor you will get as a client of Northland include:
- Personal knowledge of your family
- A detailed understanding of your assets and planning needs
- Meetings can be arranged at your home or office
- Coordination of other advisors
- This Calgary financial advisor firm can serve as a stabilizing force through big life events
- The utmost in confidentiality
Some of the “big firm” benefits Northland can bring to the table include:
- Deep, stable talent
- Shared best practices
- Secure custody of assets and investments
- Advanced risk controls and systems
- Specialized investment mandates
- Access to top financial institutions throughout the world
Team-Based Approach
With over 150 years of combined experience, clients know they’re being served by a unified, team-based approach.
As a top Calgary financial planner, Northland seeks to integrate this approach in everything they do. Clients receive personalized attention from a primary relationship team, which consists of a Portfolio Manager and a Relationship Manager.
This allows clients to benefit from strong relationship-building and deep financial expertise simultaneously, creating a strong foundation for long-term wealth management.
2019 Top Financial Advisors in Calgary, Canada
Rating Summary
Northland Wealth Management operates under a strong set of core values that include ethics, accountability, adherence to beliefs, critical evaluation, and responsibility. Their goal is to give clients the peace of mind that comes from knowing their financial strategy is in good hands.
This top-rated Calgary investment management firm offers client families access to world-class investment opportunities through an open-architecture platform, offering exceptional value.
With industry-leading reporting tools, a team-based approach, and focus on proactive client communication, Northland Wealth Management solidifies its 5-star rating as one of the best financial advisors for Calgary residents to consider partnering with this year.
RT Mosaic Wealth Management Ltd. Review
Focusing on personal client service, RT Mosaic Wealth Management Ltd. is an independent, Calgary financial planning firm that helps its clients achieve complete financial control over their net worth.
This top-rated firm combines the services of a portfolio manager and the expertise of a financial planner to give clients a unique approach to financial management.
Our review could not confirm whether RT Mosaic is a fee-only or fee-based financial advisory firm in Calgary. It’s a fiduciary that’s is obligated to act in its clients’ best interest.
We always recommend you confirm fee structure with any Canadian financial advisory firm prior to contracting their services.
Key Factors That Enabled RT Mosaic Wealth Management Ltd. to Rank as a Top Calgary Financial Planner
Wide Range of Financial Services
For many clients, identifying the best Calgary financial advisor means finding a firm that had the depth of services to meet their changing financial needs over the long-term.
The financial advisors at RT Mosaic can assist clients with a variety of challenges as their financial goals change over time, including:
- Retirement Planning
- Risk Management
- Estate Planning
- Financial Education
- Cash & Debt Management
- Education Planning
- Trust Planning
- Tax Planning
- Corporate Planning
This top-rated Calgary wealth management firm also provides portfolio management that keeps balancing risk and reward, market timing, and diversification as crucial components of success.
Top Wealth Management Firms in Calgary
Small, Talented Team
Although the team of Calgary financial advisors at RT Mosaic may be smaller than that of many competing firms, this boutique structure gives clients the unique benefit of one-on-one advisement and relationship-building that larger firms often cannot provide in the same way.
Along with a focus on providing personalized service, the financial advisors at RT Mosaic bring an impressive listing of industry certifications and designations:
- Chris Rawles – CFP®, R.FP., CIM®
- Spencer Tilley – CFP®, R.F.P., CFA
- David Miller – CFP®, R.F.P., CIM®
These designations come with strict requirements for fiduciary duties and ongoing education, ensuring that clients receive advice that is both current with industry trends and standards – and truly in their best interest.
Rating Summary
Those clients looking for a personalized touch with a boutique financial advisor in Calgary will find RT Mosaic Wealth Management a great option. Their small, select client base ensures truly personal service.
The firm notes that it does not sell any proprietary investment products, which allows them to remove potential conflicts of interest that come with selling certain products for a higher commission.
With a wide range of services, a client-centered team, and a fiduciary focus, RT Mosaic Wealth Management Ltd. earns 5-stars as one of the best financial planners in Calgary to consider partnering with this year.
Conclusion – 2019 Best Financial Advisors in Calgary, Alberta
When it comes to your financial well-being, your money is more than just dollars and cents, it represents your ability to live the life you want and achieve your future dreams for you and your family.
With the help of a top Calgary financial advisory firm, you can be guided on the right path to improving your net worth while protecting your assets. Each of these firms is 5-star rated, making Calgary one of the best towns for top quality financial management.
Your next step in the financial planning process would be to use the tips we provided for choosing the best Calgary, Alberta financial advisor for your needs and narrow down the list to a few you consider your top choices.
Next, schedule an initial call or meeting to feel them out and see if they’re a good fit for you. You can make that initial meeting as successful as possible by having on hand the following information:
- Total of your income and assets
- Total of your debts and expenses
- Your financial goals for the future
After your meetings, you should hopefully land on the top wealth management firm that Calgary offers to meet your needs the best, and can then begin on a positive path to financial freedom and success.
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Image sources
- https://pixabay.com/photos/calgary-city-canada-alberta-1278089/
- http://dohertybryant.com/about-us/
- https://pixabay.com/photos/skyline-calgary-cityscape-night-866032/
- https://www.rtmosaic.com/services
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