Financial Advisors in Calgary, Canada

If you and your partner work average jobs for T-4's, own a home, doing the typical Canadian dream thing, etc, you don't need to pay anyone for financial advice. Read this, invest using one of their model portfolios http://canadiancouchpotato.com/ Any questions you have beyond that can be answered here: https://www.reddit.com/r/PersonalFinanceCanada/ If you're looking for some kind of emotional validation and the feeling that, "good ol' 'Steve' is taking care of my money, and he's just such a stand-up guy, and whiz with the markets. Really, it's a miracle he's in Calgary, he really should be managing a hedge fund in New York. We're really blessed he works for us." By all means, do so.

The TD e-series funds get recommend a lot. The service is entirely online so you don't have to worry about salesmen.

Jim yee, retirehappy.ca, fee only planner based in Edmonton

Tim Faunt. One of the few truly fee-only advisors in Canada. http://calgaryfinancialplanner.ca

I've done a lot of research, and I have a good grasp of managing finances through reading /r/PersonalFinanceCanada and /r/investing. The big banks have incentives to push their own products which involve high MER % and don't necessarily represent your best interest. Note high MER % is not always bad. Anyway, if you're not willing to do the research and learn on your own, that is fine. I did meet someone who I thought was really honest and generally interested in helping people: http://www.bordenfinancial.ca/contact-us If you do contact him let me know.

My brother is a longtime advisor in the Calgary scene, having worked for BMO, RBC, and is now somewhere else less prominent to the average consumer. I won't list his name but will relay a few things. He has little confidence in Investors Group because he's seen too many people that have had your experience. Also, the Calgary investment scene is well networked among themselves... it's not an old boys club but they kniw of those flash in the pan types that circle around due to the oil and gas schemes. My brother asked me these questions when I was choosing where to direct my employer managed RRSP funds. How old are you? When I was younger, my choices were equity funds because I was young enough to ride out the boom bust cycles. Am I looking to buy a house, go back to school, set up a business? How much risk are you willing to take? That was related if I wanted GICs (slow, guaranteed return) vs equities. Long term goals: do you have kids that need an RESP? Do you want to retire eventually to another place that woukd make certain types of investments more prudent? What's going on with your family? This is not a nosy question or a grab for more business. It helps your advisor plan contingencies. Eg. Your spouse is going back to school, a family cottage under parents name needs to be transferred to kids, your parents are needing more care as they get older, etc. I left my last job with the company that had third party administration of pension and RRSP funds. My brother now manages my portfolio for me and the value has gone up 12% in the past year. While market correction is a large reason, his diligence and active management is the greater cause. I told him that I don't want to be involved in daily management so do as he wants with my portfolio... there is a trust factor there but I also realize I know nothing about investing nor do I care to learn. I get to monitor my portfolio online and I get immediate email notification of any changes he has made. My brother once told me he tells his clients they won't get rich quick off of him but he will get their portfolio sorted to weather the long term. If you're looking to day trade, do it yourself. If you want good long range advice, find an ethical, trusted advisor that is accessible and listens. Also, my brother is not a smooth talker but an earnest geek. Go for competence rather than the flashiest advisor. And if you're not liking the advisor's responsiveness in the first year, find someone else.

Most advisors are sales people. Are you looking for investment ideas or money strategy? Sometimes you might need more than 1 person. Also depends on how many zeros were talking about. If you have > 10M $ to deal with, send me a PM and ill refer you to someone who ONLY deals with advanced cases and is definitely not a sales man.

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Are you a member of any professional associations ? I'm not a financial consultant but in many fields professional associations that grant designations or professional certifications have agreements with brokers to give good discounts.

let me know if you find it:)

MHK Insurance. Ask for Garnett!

I'm a Commercial insurance broker in the city, PM me and we can talk if you'd like. The other comment above about your professional association having a program through Hub or Marsh for your professional liability is likely correct. A broker in the city can do the property portion easily enough. The retroactive date on your E & O policy will be likely the most important part of anything you buy outside of policy limits and legal expense cover.

Gil Goudreau at Challenge Insurance, all of our business insurance is with them and we've been very pleased so far

I recommend Bob with A-win, 587-773-9500 He is super knowledgable and a good guy to work with.

I recommend Bob with A-win, 587-773-9500 He is super knowledgable and a good guy to work with.

My Dad works for All Weather Windows. I can give you his number

Tony Church is a great house inspector!

Hi Amanda, we have a home inspection company. Give me a call. 403 -481-8800

Amenda..for windows... A A A WINDOWS AND DOORS in Calgary. They are excellent and 25 year warranty on their products.

Patricia Mary is a financial advisor. She's brilliant.

You don't have to be in debt, they help everyone and anyone! Also my buddy Daniel sultanian got me into investing 7802332004

Money Mentors!!!! They helped me get on me feet and get out of debt! Best phone call I have ever made

Read CEO of Everything by https://www.twitter.com/gailvazoxlade it will change your life. This book is all about financial independence.

Correen Hosack its in March 2015