Financial Consultants in Calgary, AB
Find accurate info on the best financial consultants in Calgary. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 121 - 140 out of 394
Showing results: 121 - 140 out of 394
Other results from the 'Financial Consultants' category in Calgary
Closed now
1122 4 St SW, BELTLINE, Calgary, T2R 1M1
(403) 299-2299
Insurance, Banques et Services Financiers, Finances et Légal, Personal credit institutions, Finance, Real Estate, Financement, Nondepository Credit Institutions 
Closed now
6001 1 A Street S.W., Calgary, T2H 0G5
(403) 273-7200
life insurance company, Financial Service, Insurance agency, wealth manager, segregated fund, Lender Paid Mortgage Insurance, High Ratio Mortgage, Travellers Insurance, financial planners, Mortgage Insurance, super visa insurance agent, Registered Retirement Savings Planning, Insurance broker, Annuity, Critical Illness Insurance 
Closed now
585 8th Ave SW, Calgary, T2P 1G1
(403) 974-3336
ATB Wealth is the wealth management arm of ATB Financial, including investment services and private banking. We can help you design, manage and optimize your financial plan. 
Closed now
707 – 7 Ave SW, Calgary, T2P 3H6
(403) 802-6020
Financial Planner, Investment Management Company 
Closed now
Calgary
+1 403-238-0238
As a well seasoned CPA (CMA) and a licensed financial advisor for Alberta, Roy provides small and medium businesses and individuals with customized services that meet their specific financial and security needs. Over the past 30 years Roy has had the following roles: • Director of Finance and Administration for the Alberta Vocational College (now called Bow Valley College) • Financial officer for a federal government department representing 43 indigenous nations located in Alberta • Instructor in the Business Administration department of the North Alberta Institute of Technology • A joint venture accountant for Home Oil • Controller of IQ Desk Incorporation an office furniture distributor 
Closed now
4101 19 Street Northeast, Calgary, T2E 6X8
+1 587-349-0260
WITH OVER 100 YEARS OF COLLECTIVE FINANCIAL EXPERIENCE, the company provides a one-stop solution for its clientele. The Company is affiliated with Rauf B. Kadri, Chartered Accountant and in addition to 2 CPA's, each member of our team is a devoted professional committed to the highest ethical standards and superior customer service. Our specializations are: Audit/Reviews/Compilations, Insurance Audits, Fund Management/Investments, Small Business Financing, Tax Planning & Returns, SOC Audits and CRA & Tax Court of Canada representation. In December 2017, the Company expanded to the education sector by launching its' BUSINESS TRAINING CENTRE. The 5 course program leads prepares you to be a Franchisee of the Company. You can open your tax preparation business after Course 1 and expand it after taking Courses 2 to 4 in Electronic Bookkeeping, Advanced Personal Taxes and Corporate Taxes. At the end of 4 courses you can enrol for Course 5, which prepares you for the FRAN 
Open now
202 6 Ave SW, Suite 1110, Calgary, T2P 2R9
(587) 352-5071
Financial Planner, Financial Service, Business Consultant 
Closed now
10333 Southport Road SW, Calgary, T2W 3X6
(403) 232-8378
Financial consultants 
Closed now
225 6th Avenue Southwest, Calgary, T2P 1N2
(403) 298-4043
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
441 5 Ave SW, Suite 550, Calgary, T2P 2V1
(403) 775-2290
Closed now
520 3 Ave SW #1200, Calgary, T2P 0R3
(403) 930-1010
Surge Energy Inc. has the highest standards of honesty, business ethics and integrity. Managements' stated goal is to be the best positioned junior/intermediate oil and gas company in Canada. Surge has a high quality crude oil reserve, production and cash flow base, focused in just three areas. The Company has elite, operated properties characterized by large OOIP crude oil reservoirs with low recovery factors. Surge has an extensive 14 year inventory of more than 700 net low risk development drilling locations, several high quality waterflood projects, and an excellent balance sheet. Management has initiated an orderly, on-going risk management/hedging program designed to protect cash flows, fund capital expenditures, and to pay dividends. 
Open now
5980 Centre Street South, Calgary, T2H 0C1
(403) 266-2061
financial services, insurance agents Closed now
1121 Centre Street Nw Suite 101, Calgary, T2E 7K6
(403) 663-6336
financial services, Financial consultant, insurance agents 
Closed now
900 - 744 4 Ave SW, Calgary, T2P 3T4
(403) 819-0647
Insight Planning Group is a Calgary based financial planning firm committed to the belief that any meaningful life plans must be built on a solid foundation. In our model, that means risk management (insurance). By creating such a foundation under the structure you build (your financial plan), you help to insure stability and peace of mind during challenging times. We walk through the financial planning process with our clients, presenting multiple alternatives and educating them on various issues, from relevant changes in the tax code to various types of risk. 
Closed now
1212 58 Avenue SE, Calgary, T2H 2C9
(403) 214-7215
Your Money Advisor Wealth Management Certified Financial Planner will work with you to create a financial plan that takes into account your goals and needs as well as your tolerance for risk. When it comes to personal financial management, perhaps no topic is more essential — or more neglected — than estate planning. Estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues. 
Closed now
340 12 Ave SW, Calgary, T2R 1L5
403.777.4050
We evaluate your current circumstances and identify your goals and objectives. We review your current situation and assist you in setting priorities when it comes to choosing a proper risk management strategy. We live and work with our clients every day. Because of this, we must do the right thing for our clients the first time. We believe that clients must be given the tools and the time to make the important decisions about the things that impact their lives and the lives of their loved ones. Therefore, no selling pressure is used when making recommendations on any insurance, financial service or products. Many of our clients say that this lack of sales pressure is what draws them to our office. We believe in long term, trusting relationships with our clients, and these cannot be rushed. 
Open now
40 Wentworth Square Sw, Calgary, T3H 0E3
(403) 228-0901
Our valued clients have life experiences and individuality. A financial plan is custom to each of the individual needs and goals our clients and referrals set out to achieve. Our services mandate years of experience in an ever changing economic environment. Our commitment in providing higher levels of service and long term relationships is fundamental to our client’s success. We follow a protocol of fact finding mediation and coaching to help ascertain financial goals, strategic development and a plan of action that maintains service standards necessary to move through this ever changing life experience. 
Closed now
1000 Veterans Place NW, DOWNTOWN, Calgary, T3B 4M1
(403) 831-8619
Financial Planner