3 Best Financial Services in Calgary, AB

Expert-recommended Top 3 Financial Services in Calgary, AB. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

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LANGFORD FINANCIAL INC.

8 Varsity Estates Circle Northwest, Suite 300,
Calgary, AB T3A 2Z3 Directions

Since 2014

Specialty:

✓Fee-only Retirement Income Planning ✓Investment Management ✓Income Planning ✓Tax Planning ✓Estate Planning ✓Retirement Planning ✓Retirement Income Strategies ✓Financial Education and Seminars

"Langford Financial Inc. is an independent retirement income planning firm, serving clients aged 55 and above. Specializing in fee-only income, investment, and tax planning, they are dedicated to assisting clients in achieving their financial objectives and retiring with confidence. With Langford Financial Inc., you can benefit from comprehensive fee-only retirement planning accompanied by flat-fee investment management. Their philosophy extends beyond mere financial transactions, as they deeply value living life with purpose and believe that money should serve a greater meaning than just acquiring material possessions. Passionate about prudent money management and attaining financial security, Langford Financial Inc. caters to both individuals and couples looking to establish a solid financial foundation. Whether you are single or in a partnership, Langford Financial Inc. is committed to helping you get your financial affairs in order. With their expertise and commitment to your financial success, you can rest assured that you are in capable hands.

2026 Highlights: Langford Financial Inc. offers a full-service which includes ongoing Income, Investment Management, and Tax Planning. Their curated planning process will tell you exactly how much income you will have in retirement, when and where to take it from in the most tax-efficient manner, and the kind of investment structure you should have now that you are entering the decumulation phase."

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License #796138097

Price:

Retirement Readiness Assessment $300

Contact:

(587) 755-0159

Mon-Tue: 9am - 5pm
Wed: 9am - 5pm|7pm - 8pm
Thu: 9am - 5pm
Fri: 9am - 2pm
Sat & Sun: Closed

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MRG WEALTH MANAGEMENT

4838 Richard Road Southwest, Suite 300,
Calgary, AB T3E 6L1 Directions

Since 2008

Specialty:

✓Financial Planning ✓Investment Management ✓Retirement Planning ✓Tax Planning ✓Estate Planning ✓Personal Insurance ✓Wealth Management ✓Retirement Income Planning

"MRG Wealth Management is led by founder Ryan Gubic. His core principles guide him and lead him to live his values of health, family, and relationships. Committed to continuous learning, he is a recognized chartered professional accountant, chartered investment manager, and certified financial planner. The team at MRG Wealth's mission is to guide clients in aligning their financial resources with their values and vision by providing a Personal CFO service, addressing the challenge of achieving their aspirations with limited financial resources, and making their journey easier. By being truly invested, they aim to evoke clarity, control, and confidence in their clients. They envision a future where Canadians, their families, and future generations achieve their aspirations beyond wealth and live the life they want. Ryan Gubic is also a registered portfolio manager and licensed insurance advisor in Calgary.

2026 Highlights: MRG Wealth Management provides wealth management that Calgary families trust by incorporating many asset classes, modelled on how high-net-worth individuals and institutions invest."

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License #A0114111

Contact:

(587) 330-6397 (403) 999-4500

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

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GRIFFITH & ASSOCIATES WEALTH MANAGEMENT

1918 Kensington Road Northwest, Unit 350,
Calgary, AB T2N 3R5 Directions

Since 2007

Specialty:

✓Investment Advice ✓Estate and Financial Planning Services ✓Business Succession Planning ✓Risk Management and Insurance ✓Retirement Planning ✓Strategic Tax Planning

"Griffith & Associates Wealth Management's president and financial planner is Blake Griffith. He is a dedicated professional who meets the unique needs of executives and owner-managers in Calgary. He is well-equipped to provide knowledgeable advice with his CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor of Financial Services degree. Various publications nationwide, including the Globe & Mail and Investment Executive, have recognized his professionalism. The Griffith & Associates Financial & Estate Planning Services Ltd. team has the insight, financial experience, and in-depth understanding of both personal and corporate planning to help ensure clients benefit from effective and efficient financial strategies. They help you create a customized financial strategy to help you make informed choices for building and protecting your estate based on your goals and plans for the future. Their network of professionals supports you, your business, and your family as they help you put a plan in place and review it regularly with you. They can guide you through their proven process to protect your loved ones and grow wealth. Over the past 16 years, Griffith & Associates Wealth Management has specialized in meeting the unique needs of families and businesses in the Calgary Area.

2026 Highlights: Griffith & Associates Wealth Management helps you find the most efficient way to bestow gifts and help ensure your donations are handled appropriately."

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License #1000021763

Contact:

(403) 270-7767

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

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