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Financial Planners in Calgary, AB: 2026 rankings

83 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Calgary: Financial Planning, Insurance & Investment Services, RFA Score 79/100; 5.0★ from 171 Google reviews; open Saturdays until 5 PM.

  2. 44

    Most-reviewed: Elevation Mortgage (Andy & Julie Jeffery), 126 Google reviews at 5.0★, the most of 83 ranked after Financial Planning, Insurance & Investment Services; ranked #44.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

83 Calgary financial planners are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 83 rated firms.

Top 10 financial planners in Calgary at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Calgary at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Financial Planning, Insurance & Investment Services795.0★ (171)CalgarySat · EveningsTop score
2Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015775.0★ (107)Calgary——
3Searchlight Financial Services Inc.765.0★ (67)Calgary——
4Aware Financial755.0★ (58)Calgary——
5Alpha Bull Canada Private Wealth755.0★ (53)Calgary——
6Bailey Team IG Wealth Management - Brandon Bailey, CFP CLU RRC MFA-P™755.0★ (47)CalgaryEvenings—
7Langford Financial Inc.744.9★ (48)Calgary——
8Assad Wealth Management - Hash Assad745.0★ (40)Calgary——
9Finovo | Independent Financial Planning745.0★ (36)Calgary——
10Qopia Financial734.9★ (37)Calgary——

All 83 financial planners in Calgary, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015

    Based in Calgary

    77/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 107 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    Bldg 200, Suite #218, 4000 4 St SE, Calgary, AB T2G 2W3
    View profile for Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015(403) 690-8622

  4. #4 Aware Financial

    Based in Calgary

    75/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 58 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    909 17 Ave SW #432, Calgary, AB T2T 0A4
    View profile for Aware Financial(587) 316-2252

  7. #7 Langford Financial Inc.

    Based in Calgary

    74/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 48 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    8 Varsity Estates Cir NW Ste 300, Calgary, AB T3A 2Z3
    View profile for Langford Financial Inc.(587) 755-0159

  10. #10 Qopia Financial

    Based in Calgary

    73/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 37 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    909 11 Ave SW #1020, Calgary, AB T2R 0E7
    View profile for Qopia Financial(403) 910-5964

  13. #13 Up Financial Inc.

    Based in Calgary

    73/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 33 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    396 11 Ave SW, Calgary, AB T2R 0C5
    View profile for Up Financial Inc.(587) 316-4070

  24. #24 New Wynn Financial Solution - Jimmy Nguyen - Financial Planner, Sun Life

    Based in Calgary

    71/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    6700 Macleod Trl SE, Calgary, AB T2H 0L3
    View profile for New Wynn Financial Solution - Jimmy Nguyen - Financial Planner, Sun Life(403) 266-2061

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 83 ranked financial planners here; the rest are on their profiles.

financial planners in Calgary, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BDO Canada LLP - Calgary704.7★ (15)In Calgary
27Zelos Investment Counsel705.0★ (12)In Calgary
28Thomas Carrozzier - Financial Planner, Sun Life705.0★ (12)In Calgary
29Shafik Hirani's Private Wealth Management Practice at Aligned Capital Partners Inc.704.7★ (13)In Calgary
30Rafael Esteves - Investment Advisor695.0★ (10)In Calgary
31MLD Wealth694.5★ (13)In Calgary
32Griffiths Insurance and Financial Services695.0★ (9)In Calgary
33HARSTIN FINANCIAL CORPORATION695.0★ (9)In Calgary
34Mawer Investment Management Ltd.694.6★ (10)In Calgary
35Reynolds Financial Solutions - Sun Life Certified Financial Planner695.0★ (51)In Calgary
36Kinley Financial Professionals Ltd.695.0★ (8)In Calgary
37Kindle Financial Ltd685.0★ (7)In Calgary
38Three60 Wealth685.0★ (7)In Calgary
39Rodgers Financial Services685.0★ (7)In Calgary
40IG WEALTH MANAGEMENT- SHAJANI AND SHAJANI685.0★ (7)In Calgary
41D. Botha - Life Insurance, Estate Planner, Financial Planning, Financial Advisor684.5★ (8)In Calgary
42Harbourfront Wealth Management Inc.684.5★ (8)In Calgary
43Unbiased Financial Services Inc.684.5★ (8)In Calgary
44Elevation Mortgage (Andy & Julie Jeffery)685.0★ (126)In Calgary
45Sheldon Niemiec, MBA685.0★ (5)In Calgary
46BMO Bank of Montreal683.2★ (40)In Calgary
47First & Main Financial Services Inc : Kate Norris [Advisor]- Sun Life Financial675.0★ (22)28 km
48National Bank Financial673.6★ (8)In Calgary
49First Avenue Financial Okotoks674.9★ (36)37 km
50Portfolio Strategies673.1★ (13)In Calgary

Also serving Calgary

20 more financial planners within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Calgary
BusinessGoogle ratingDistance
Acumen Capital Partners4.6★ (27)In Calgary
Ascendant Financial Inc.4.9★ (161)In Calgary
ATB Wealth Private Banking Centre4.0★ (4)In Calgary
Bircher Financial Group4.4★ (7)In Calgary
Griffith & Associates Wealth Management5.0★ (62)In Calgary
Hemisphere Capital Management Inc5.0★ (19)In Calgary
Holden + Taylor Advisory Group4.9★ (39)In Calgary
IG PRIVATE Wealth Management - Markus Covaneiro, CFP RRC5.0★ (22)In Calgary
IG Wealth Management - John Bender, BSC CFP5.0★ (45)In Calgary
Kinsted Wealth5.0★ (5)In Calgary
Loud and Clear Financial Services Inc.5.0★ (4)In Calgary
MacMillan Estate Planning3.7★ (6)In Calgary
Maple Groove Financial5.0★ (7)In Calgary
Matco Financial Inc.5.0★ (28)In Calgary
NOW Wealth Management Solutions | Wellington-Altus Private Wealth5.0★ (14)In Calgary
PR Wealth Management Inc.4.9★ (13)In Calgary
Rothenberg Wealth Management5.0★ (85)In Calgary
Shouldice Wealth5.0★ (9)In Calgary
Sun Life Financial Calgary Central2.1★ (18)In Calgary
Well Bean Coaching Incorporated4.9★ (66)In Calgary

How we ranked Calgary financial planners

We scored 83 Calgary financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Calgary data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Calgary: frequently asked questions

Which financial planner has the highest RFA Score in Calgary?

By RFA Score, the highest-ranked financial planner in Calgary, AB is Financial Planning, Insurance & Investment Services with an RFA Score of 79/100. It has 5.0★ from 171 Google reviews. It is open Saturdays until 5 PM. Artem Financial Ltd-Life/Disability/Super Visa insurance broker, Health Spending Account provider, Since 2015 (#2) and Searchlight Financial Services Inc. (#3) follow. We ranked 83 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Calgary?

RankedFinancialAdvisors ranks 83 financial planners serving Calgary, AB. 47 of them are based in Calgary; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Calgary work on weekends?

12 of 83 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Financial Planning, Insurance & Investment Services (#1), IG Wealth Management | Matthew Sheppard-Brown CFP®, RRC (#21) and Balraj Mahil - Financial Planning & Wealth Management (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Calgary financial planners have?

The median Google rating among 83 rated financial planners in Calgary is 5.0★, with a median of 15 reviews. Financial Planning, Insurance & Investment Services has the most, 171 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Calgary count in this ranking?

Yes, if they are within 40 km of the Calgary city centre, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Calgary ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial planners in Calgary?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Calgary

  1. November 2026: RFA Scores recalculated for 83 financial planners serving Calgary.

More financial planners and Calgary pages