Best Financial Advisors In Calgary Near Me

4worldlovers:

We work exclusively with those age 55+ who want to retire soon and have a tax-efficient decumulation plan. You worked hard to build your nest egg so you should be the one to enjoy it - not the CRA.


Are you a financially successful individual over age 55 and planning to retire within the next 12 months? Are you ready to enjoy what your hard work has created and send less to the CRA? Want to know how much you can spend in retirement and not run out later? Would you like to ensure your entire financial affairs are in perfect order? Are you frustrated with the lack of advice & planning you are getting from your current advisor or bank? Your successful retirement transition is built on the foundation of an unbiased…


Our Full Service Model for Clients 55+ This is our full-service offering which includes ongoing Income, Investment Management, and Tax Planning. This is for you if you prefer to delegate the implementation of your plan to a professional to: simplify your finances stay organized follow a properly laid out plan that is recalibrated annually and as life changes occur enjoy your retirement savings always knowing what your income will be each year so you don't overspend or underspend delegate the implementation of your retirement plan, investment management, and tax…

If you are nearing retirement, newly retired, or well into that stage of life and need some honest, reliable financial advice and tax planning services, I highly recommend Willis and Nancy Langford at Langford Financial. I have been working with them since the fall of 2020 and am really happy I… Read More

April is the perfect month for a road trip to Arizona. The desert is in bloom and the colours are incredible. We set out from Calgary on Friday, April 14th and spent our first night in Butte, MT - just in time for supper at the most popular…

4worldlovers: Transparent Wealth Management and Financial Planning. Our client’s best interests always come first.

Creating efficiency between all the different parts of your financial life.

Understanding the Tax Act and how plan according to your specific situation.

Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning. We have significant experience advising senior executives, company founders, entrepreneurs, and multi-generational families about the multiple facets of their financial lives.

Not all investment advisors are the same. Get the investment advice that you deserve.

This means your interests are always put first and you have access to the highest quality of advice available in Canada.

We built this firm to provide clients with independent, customized advice without the conflicts associated with larger brokerage firms and banks. We use best-in-class investment options, customized asset allocations, and proactive tax management to achieve results for each of our clients and have been featured in a number of publications including the Globe and Mail.

4worldlovers: So that you can spend with confidence knowing that you can thrive even in uncertainty, you’ve earned it.

You've worked hard and saved well, but you're still unsure about retirement.

Too many Canadians struggle to get clarity with their retirement picture…

Because they incorrectly assume that the investment strategies which allowed them to accumulate wealth, also apply when it’s time to live off their savings.

The next 30 years of your life won’t look like the previous 30.

I help hardworking, everyday Canadians design and live their dream retirement.

You Need a Fee Only Retirement Plan If You're Looking For:

Your situation is unique to you, your family and your ideal retirement. However, every single plan we create covers the following:

Retirement Income Planning: We calculate what lifetime income you can expect to receive without running out of money

Investment Planning: Investing while drawing down your assets can get complicated, we help you avoid mistakes.

Tax Minimization Strategies: Reduce taxes while staying compliant. We help you keep more of your money so you can live the life you want.

Risk Management: Life is full of uncertainties, we will help you retire without being crippled by fear.

Estate Simplification: We create a plan that streamlines your estate so your kin maximize the gifts you leave behind.

Hervin is our business and personal financial planner. Since we started working with him, Hervin had proved us that he has a lot of knowledge when it comes to his field and helped us achieving our financial goals. Money is always a tough topic to talk about - Hervin made us comfortable talking about it, planning for the future and understanding the complex financial market we are living in. Hervin has always been present to answer our questions, to reassure us when the economy is not doing as well and has always been correct on his predictions! We strongly recommend Hervin's services.

Hervin has been an amazing mentor, support and financial planner. The services he offers is invaluable especially for someone who approached finances with caution and fear. He really took the time to understand my priorities and helped me create a realistic plan to work towards creating my dream life. He knows the questions to ask to help you think deeply about what you truly might want and how you want your money to work for you. I have already recommended his services to those looking for financial planning support and have shared their positive experiences. I highly recommend Hervin for your financial planning needs!

Hervin has been extremely helpful in setting up a financial plan for our family. He was very patient with us as we honed in on what our greatest financial goals were and we enjoyed many lively and honest conversations about all sorts of financial topics. The result of all those deep discussions, and a lot of Hervin’s data crunching (and re-crunching) was a financial plan that we feel very comfortable executing and a much clearer vision of the future. Hervin only charges a one time fee and is very generous with the time he offers. He’s always open to answering questions whenever you need and doesn’t push his own agenda on his his clients. We highly recommend Hervin for your financial planning needs!

4worldlovers: Finance West is a full service finance company located in Calgary, Alberta. Since 2010 we have been offering finance programs throughout western Canada. We offer our own Automotive Finance Programs, Consumer Financing, Commercial Leasing and CreditCare.ca, our credit building program, which is available coast-to-coast except PQ.


Our programs and partnerships are focused on offering industry leading financial services in the markets we service and all our programs are focused on quality, integrity and value. We are confident they will exceed your expectations.


Vehicle Finance program is an equity based automotive loan and lease program available to approved dealers.


Buying a used car privately or selling a car? Finance West can facilitate a car loan for private sale.


Collector car financing to licenced approved dealers or individuals looking to finance their dream vehicle.


Our Title Loans program allows a client to access equity in their vehicle.


Repair financing options for Automotive, Heavy Truck, Autobody and Accessory shops.


Powersport finance program for dealers who want to offer financing options to their customers.


Rebuild, Repair and Establish New Credit. For as little as $15.00/mth

4worldlovers: We believe that financial planning should be accessible and transparent for everyone. Our values reflect our commitment to providing fee-only and advice-only financial planning, empowering our clients to make informed decisions, and focusing on their short-term and long-term goals. We are committed to our four main values; Validation, Ideation, Trusted Partner, Fiduciary