Are you looking for a financial planner in Calgary Alberta? Well look no further! We have you covered with our hand picked list of top 10 financial planners in-and-around the Calgary area.
Calgary is a vibrant, wealthy city and there are no shortages of successful, trustworthy financial planners to help you reach your goals, and achieve your dreams.
If you have comments or would like to suggests edits to this list, feel free to contact us here.
Kareen is proud to lead a diverse group of finance professionals at Zelos Capital. She oversees the firm’s strategic direction and is active in portfolio management decisions as well as serving Zelos clients. In addition, Kareen frequently serves on boards such as her recent appointment to the $13 billion Colleges of Applied Arts and Technology (CAAT) Pension Plan, as a member of the Board of Trustees and Investment Committee. She previously served the $18 billion Alberta Teachers Retirement Fund (ATRF) as Chair of the Audit & Finance Committee, member of the Investment Committee, and member of the Human Resources & Compensation Committee, among other Board roles. Kareen currently serves on the Canadian Advocacy Council of the CFA Society of Canada.
When people meet with Kareen they frequently remark that her passion for investing is palpable. She is a self-described, life-learner, and can frequently be found completely immersed in a new topic of interest. Outside the office, Kareen loves outdoor adventure and exploring new cultures around the world. She is a long-term Calgary Search and Rescue Association volunteer and teaches topics related to Search and Rescue. Kareen also coaches children’s sports and cherishes spending time with her young family.
Kareen is a Chartered Professional Accountant, a CFA® charterholder, a Certified Financial Planner, and holds an ICD.D designation from the Institute of Corporate Directors. She also has a bachelor’s degree in Accounting from the Haskayne School of Business at the University of Calgary.
Dave Nickle graduated from the University of Lethbridge in 1995 with a Bachelor’s degree in Psychology. In 1996 he started his career in financial planning as a representative of Investors Group.
While studying for his CFP (Certified Financial Planner) exams he felt strongly that he would be better able to serve his clients by becoming an independent financial planner. In early 2000, he made a big decision – to leave Investors Group and go out on his own, as an independent financial planner.
After spending a quarter century in this industry, Dave will tell you without any doubt, that the most important determinant of real-life, long-term investment outcomes is not investment performance. Rather, it is investor behaviour.
By keeping clients focused on a rational, well thought out financial plan, they have prospered for over two decades. During all this time, Dave has successfully navigated his clients through countless corrections, and more than a few nasty bear markets & recessions. Maintaining discipline through all of these challenging events was key to achieving very pleasing long term results.
Fortunately, in 2008 after 16 years in business I experienced a dramatic positive transformation both personally and professionally. I decided it was critical to integrate and align three key areas – your most deeply held values, your most important goals (financial and nonfinancial) and all your financial affairs, in order to help you live your ideal life.
It was inspiring to break away from the industry norm and follow a client centered methodology and process that provides a higher fiduciary standard than any related governing and/or regulatory body in Canada.
As a result you experience a one-of-a-kind process that gives you the highest probability of achieving what is most important to you, enhancing your quality of life and actualizing your ideal financial future.
As a Fee-for-Service Financial Planner Jane does not sell any products, she only provides advice.
Jane is compensated on an hourly basis similar to an accountant or a lawyer. She is not compensated in any other way. This is your assurance of unbiased, objective advice.
If and when products are required to fulfill your plan, Jane can make appropriate referrals to trusted individuals/firms. She receives no referral fees from these.
Jane has been providing trusted, comprehensive, financial planning advice for over 20 years. She is a Certified Financial Planner(CFP), the most widely recognized designation in Canada and internationally. CFP designates are required to complete rigorous and relevant education, pass two national certification exams, meet specific work requirements, adhere to standards of Professional responsibility and an ongoing commitment to continuous learning to retain certification.
Jane is a University of Saskatchewan graduate (B.Comm) and has lived in Calgary since 1987. In her spare time she enjoys spending time with her family(including her dog), being outdoors , reading, and is a dedicated runner and fitness enthusiast.
Alex Senkiw grew up just outside of Toronto and graduated from the University of Western Ontario. As a Chartered Professional Accounting designation (CPA), he spent the first decade of his career working in corporate finance with Unilever and SAP. Together, Alex and his wife moved to Calgary, where Alex began a career as a Financial Planner at Investors Group.
Alex focused his practice on delivering exceptional financial planning for his clients and quickly found success in connecting with clients through conversations about what matters most. A Certified Financial Planner (CFP), Alex has the skills to deliver robust financial plans incorporate retirement, tax, investments and estate planning, tailored to help each client achieve their goals.
In 2015, based on the need to deliver a more personalized and flexible approach to address the complex needs of his clients, Alex joined Richardson Wealth. At the same time, he formed a partnership with Mike Pickard which has been a key driver for their continued success and client loyalty. Alex also holds the Chartered Investment Manager (CIM®) and the Family Enterprise Advisor (FEA) designations. His extensive educational background is related to his ambitious goal of having enough knowledge and skills to help families with the complexity of their dynamic situations.
Korina’s calm demeanor can be misleading, as she can hold her own with the ‘get’er done’ attitude she inherited along with her small town Alberta roots. This certainly stems in part from being raised by a single mother who emphasized the importance of independence, integrity and perseverance from a young age. That said, the paper route started at age 7, she bought her first vehicle well in advance of receiving her Driver’s License, and finished high school early to work full-time prior to post-secondary.
Korina began her investment industry career in 2000, and has made Milestone her permanent home since 2006. She holds both her Certified Financial Planner™ designation and insurance licenses, with a specialization in financial planning. She also holds the Certified Divorce Financial Analyst™ and Chartered Investment Manager™ designations.
The rationale for specializing in financial planning speaks to the reason why she chose this field in the first place; she thrives on building and nurturing relationships. She takes great pride in the fact that she gets to assist clients in all areas of their financial world, acting as their personal CFO, allowing them to live life in keeping with their own family, professional and recreational goals. She certainly practices what she preaches in this regard, as these goals are very top of mind for her, and have led to her tenacious pursuit of keeping herself healthy and balanced inside and out.
Born in Calgary and moving shortly thereafter to Northern Alberta, Korina was raised in a small farming community with one older brother. Having returned to Calgary at age 12, she’s now spent the majority of her life in Calgary and the surrounding area, although her country roots remain and have definitely grounded her. With this blended exposure she’s built an appreciation for the finer things in life, especially from a culinary perspective, as well as an appetite for adventure in both travel and sport. Mentoring is another passion, having been a Big Sister for several years before moving onto a more informal role with University students.
In a recent survey only 21% of customers trusted their bank to tell them if there was a better product for their needs / situation, even if it meant less money for their bank.
Financial Advisors are often compensated for selling a product – and some products pay more than others. This means you may not get the product or advice that’s truly in your best interests. To learn more about how your financial advisor could be getting paid read more here.
As the founder of Conscious Wealth, Naheed Gilani took over a decade of experience in the financial services industry and put together an offering based on what people asked for – a conflict-free, no sales approach to taking care of their money. By understanding what people care about, Conscious Wealth can empower you to achieve your goals faster.
Philip Blake is a Branch Manager / Associate Portfolio Manager who draws on his education and experience to help clients of all ages meet their long-term financial objectives.
He has close to 20 years of investment industry experience joining Rothenberg Capital Management in 2006. He holds a Bachelor of Arts degree and a Master of Arts degree in Economics from the University of British Columbia. He holds the prestigious Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
Philip has extensive knowledge and experience providing households with holistic and transparent advice in the areas of retirement planning, wealth management, and estate planning.
Stu has always had a very strong interest in finance, for as long as he can remember. Ever since his Mom explained to him as a child that his name means “The keeper of the money”.
After completing his commerce degree at the University of Calgary, he immediately started in the financial advisory business with a large national firm at the tender age of 21 . The timing didn’t prove to be right at that point in his life however, and he decided to take advantage of a career opportunity in the search industry, always with the intent to return to financial planning eventually.
He spent the next 17 years in the recruiting field helping to match businesses with strong employees and consultants. This culminated with his last role as a Partner with a global Executive search firm. Stu enjoyed those years immensely and always found it extremely rewarding each time he helped a great candidate with their ideal career move or while helping companies to find the perfect candidate for a position that required exceptional skills.
With over eight years of experience in the financial planning field, Tom has broad experience in financial planning, retirement planning, money coaching and all kinds of unique personal money situations. His client base consists of pre-retirement clients, business owners and professionals, consultants, and retirees. Tom is Certified as a Financial Planner by the Financial Planning Standards Council.
“I’m proud of the fact that I’ve never ever been in the business of selling financial products. I’m a pure coach and planner and that’s the way it’s going to stay.”, says Tom.
Away from the business, he enjoys family time, home projects, snowboarding and especially the outdoors and around a campfire. Tom is a proud father of two adult children, has a symbiotic relationship with his loving wife and enjoys a large extended family. His previous career was a Technologist and Team Visualization leader in the Earth Sciences.
Tom is a regular contributor to several Canadian money magazines. He also does workshops and speaking engagements in the Calgary area.