Best Financial Advisors in Calgary
Calgary's highest-rated financial advisors, wealth managers, retirement planners, and mortgage brokers — helping Calgarians build and protect their financial future.
Calgary's strong economy and high average household income make financial planning especially important — and especially rewarding. Whether you're planning for retirement, managing an investment portfolio, or navigating a mortgage, these advisors have earned strong reputations for expertise, transparency, and genuine client focus.
Our Top Financial Advisors in Calgary
Five Calgary businesses selected based on customer reviews, reputation, services and local experience.
Assante Wealth Management — Calgary
Best for comprehensive wealth management and long-term financial planning.
One of Canada's leading wealth management firms with a strong Calgary presence. Assante advisors provide comprehensive financial planning, investment management, and estate planning services. Known for a holistic approach and long-term client relationships.
Raymond James — Calgary
Best for independent investment advice and portfolio management.
A leading independent investment dealer with a strong Calgary office. Raymond James advisors are known for independent, client-first advice and access to a wide range of investment products.
Mortgage Alliance — Calgary
Best for mortgage brokerage — first-time buyers, renewals, and investment properties.
One of Canada's largest mortgage broker networks with strong Calgary representation. Mortgage Alliance brokers shop dozens of lenders to find the best mortgage rates and terms for Calgary home buyers and refinancers.
Sun Life Financial — Calgary
Best for life insurance, group benefits, and retirement savings planning.
A leading Canadian financial services company with a strong Calgary advisor network. Sun Life advisors specialize in life insurance, group benefits, retirement savings, and financial planning for individuals and businesses.
Canaccord Genuity Wealth Management
Best for high-net-worth individuals needing discretionary portfolio management.
A leading independent wealth management firm with a Calgary office. Canaccord Genuity serves high-net-worth individuals and families with discretionary portfolio management and financial planning.
Edward Jones — Calgary
Best for individuals and families focused on long-term retirement and education savings.
A leading North American investment firm with numerous Calgary advisors. Edward Jones takes a long-term, relationship-based approach to investing, focusing on retirement savings, RRSPs, TFSAs, and education savings for individuals and families.
Investors Group — Calgary
Best for comprehensive financial planning with a large local advisor network.
One of Canada's largest financial planning firms with a strong Calgary advisor network. IG Wealth Management provides comprehensive financial planning, investment management, and insurance solutions for individuals and families.
National Bank Financial — Calgary
Best for affluent clients needing portfolio management and fixed income expertise.
A leading Canadian investment dealer with a Calgary wealth management team. National Bank Financial advisors specialize in portfolio management, fixed income, and estate planning for affluent Calgarians.
Dominion Lending Centres — Calgary
Best for mortgage brokerage — access to 90+ lenders for the best Calgary rates.
Canada's largest mortgage brokerage network with strong Calgary representation. DLC brokers shop over 90 lenders to find the best mortgage rates for Calgary home buyers, refinancers, and investors.
Manulife Securities — Calgary
Best for retirement income planning with segregated funds and independent advice.
A Canadian investment dealer backed by Manulife with a Calgary advisor team. Manulife Securities offers independent investment advice, mutual funds, segregated funds, and retirement income planning.
Disclosure: Sponsored listings are paid placements. They do not influence our selection criteria or rankings, which are based solely on community reviews and local reputation.
Other Calgary Financial Advisors to Consider
Additional options worth exploring in your area.
How to Choose the Right Financial Advisors
Financial advisors in Canada are compensated through fees, commissions, or a combination. Fee-only advisors charge directly for advice and have no incentive to recommend specific products. Always ask upfront.
Verify your advisor is registered with the appropriate regulator — the Alberta Securities Commission (ASC) or CIRO (formerly IIROC/MFDA). Registration is searchable online at checkbeforeyouinvest.ca.
Alberta has no provincial income tax on the first $21,003 of income and no provincial sales tax. A good Calgary financial advisor will factor these advantages into your overall tax and retirement strategy.
Life changes — income, family, goals, and market conditions all shift. A good financial advisor proactively reviews your plan at least annually and adjusts recommendations accordingly.