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Financial Planning, Insurance & Investment ServicesFinancial advisor in Calgary, AB

Financial Planning, Insurance & Investment Services is a financial advisor at 2635 37 Ave NE Unit 108A, Calgary, AB T1Y 5Z6, ranked #1 of 160 financial advisors in Calgary and rated 5.0 from 171 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Calgary, ABUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Financial Planning, Insurance & Investment Services
Address2635 37 Ave NE Unit 108A, Calgary, AB T1Y 5Z6Get directions
Phone(587) 718-8001
Websitefinancialadvise.ca
HoursMonday to Thursday: 9 AM – 6:30 PM; Friday: 9:30 AM – 6:30 PM; Saturday: 11 AM – 5 PM
Google rating5.0 from 171 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Calgary and 3 towns within 40 km: Airdrie, Cochrane and Okotoks.

Based in Calgary, ABView on map

Opening hours

Opening hours for Financial Planning, Insurance & Investment Services
DayHours
Monday9 AM – 6:30 PMevening
Tuesday9 AM – 6:30 PMevening
Wednesday9 AM – 6:30 PMevening
Thursday9 AM – 6:30 PMevening
Friday9:30 AM – 6:30 PMevening
Saturday11 AM – 5 PM
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays — no

Questions about Financial Planning, Insurance & Investment Services

How is Financial Planning, Insurance & Investment Services ranked in Calgary?

Financial Planning, Insurance & Investment Services is ranked #1 of 160 financial advisors in Calgary by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Financial Planning, Insurance & Investment Services’ hours?

Financial Planning, Insurance & Investment Services is open Monday to Saturday. Its listed hours are Monday to Thursday, 9 AM – 6:30 PM; Friday, 9:30 AM – 6:30 PM; Saturday, 11 AM – 5 PM. On Saturdays it is open 11 AM to 5 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Financial Planning, Insurance & Investment Services serve?

Serves Calgary and 3 towns within 40 km: Airdrie, Cochrane and Okotoks. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Financial Planning, Insurance & Investment Services?

Financial Planning, Insurance & Investment Services has a rating of 5.0 from 171 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Financial Planning, Insurance & Investment Services?

Call Financial Planning, Insurance & Investment Services on (587) 718-8001. The business is at 2635 37 Ave NE Unit 108A, Calgary, AB T1Y 5Z6. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Financial Planning, Insurance & Investment Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Financial Planning, Insurance & Investment Services (this business)—735.0 (171)YesNo
Ascendant Financial Inc.#2734.9 (161)YesNo9.0 km
Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015#3725.0 (107)NoNo8.3 km

See all 160 ranked financial advisors in Calgary