Navigating the world of investments and financial planning can be a complex task. To help you find a trusted partner, we’ve compiled a list of the top 13 financial and investment services in Calgary. This guide showcases firms recognised for their client-centric approach, expert advice, and commitment to helping you achieve your financial goals, from wealth management to securing a mortgage.
Our Selection Process
We evaluated numerous financial services providers across Calgary to create this list. Our selection was based on a comprehensive set of criteria, focusing on client satisfaction, professional expertise, and a proven track record. Each firm included here has demonstrated a strong commitment to delivering exceptional financial guidance and support to their clients.
🏆 Reputation & Trust — Assessing client feedback, online reviews, and overall industry standing to ensure a history of reliability.
💡 Expertise & Specialisation — Reviewing the range of financial products, advisory services, and specific areas of wealth management offered.
💬 Client Communication — Evaluating the clarity, frequency, and quality of client interactions and reporting.
📈 Performance & Strategy — Looking at the firm’s approach to portfolio management, retirement planning, and long-term growth.
⭐ Customer Service — Analysing reviews for mentions of professionalism, support, and personalised financial care.
Top 13 Best Online Stock Brokers in Calgary
All ratings and review counts are accurate as of Google Maps data collection.
| # | Business Name | Rating | Reviews | Location |
|---|---|---|---|---|
| 1 | Alpha Bull Canada Private Wealth | 5.0 | 46 | 18 Ave SE |
| 2 | IG Wealth Management – Brandon Bailey, CFP CLU RRC | 5.0 | 46 | Richard Way SW |
| 3 | Up Financial Inc. | 4.9 | 32 | 11 Ave SW |
| 4 | Kinsted Wealth | 5.0 | 4 | 5 Ave SW |
| 5 | Sidhu Investment Group | 4.8 | 19 | 6 Ave SW |
| 6 | TraderLion | 4.7 | 24 | 6 St SW |
| 7 | BOSI Financial Inc | 5.0 | 114 | 19 St NW |
| 8 | InvestorDNA Wealth Management | 5.0 | 31 | 8 St NE |
| 9 | Camaco Capital Management | 5.0 | 21 | Eversyde Blvd SW |
| 10 | PR Wealth Management Inc. | 4.9 | 13 | 12 St NE |
| 11 | Moraine Wealth Advisory | 5.0 | 27 | 2 St SW |
| 12 | Alberta Business Exchange | 4.9 | 41 | 59 Ave SE |
| 13 | Calvert Home Mortgage Investment Corporation | 4.9 | 86 | 42 Ave SE |
#1 Alpha Bull Canada Private Wealth
Alpha Bull Canada Private Wealth is celebrated for its personable, efficient, and professional team. Clients consistently praise the firm for its honesty and transparency, making complex financial concepts understandable. The team fosters a welcoming environment where clients feel valued and confident in their investment decisions and financial future.
Investment Specialisms
Advisors Matt and Chris are frequently commended for their diligent approach to wealth management. They specialise in designing personalised portfolios that align with individual goals and helping clients navigate market changes. Their attention to detail ensures that investment recommendations are thoroughly explained and understood.
“Working with Matt & Chris has been a great experience for myself and my family.”
#2 IG Wealth Management – Brandon Bailey, CFP CLU RRC
Brandon Bailey and his team at IG Wealth Management offer superb financial advice and trusted wealth management services. With over a decade of experience, clients feel confident in all aspects of their investment strategies. The team provides comprehensive support that extends from long-term planning to managing complex estate matters.
Investment Specialisms
Brandon provides exceptional financial planning guidance that covers investment solutions, insurance, and even advice for first-time homebuyers. Being licensed in both Alberta and British Columbia offers added flexibility for clients with interests in both provinces. The team has also been praised for its adept management of estate finances.
“Brandon provided excellent financial planning guidance in Calgary. He helped me with investment solutions, insurance, and even buying my first house.”
#3 Up Financial Inc.
Up Financial Inc. delivers outstanding customer service and expert financial advice. The team, particularly advisor Dylan, is recognised for taking the time to thoroughly understand client goals and answer every question. They excel at explaining complex financial concepts in a clear, relatable manner, empowering clients to make informed decisions.
Investment Specialisms
The firm offers a diverse set of services, including retirement planning, investment strategies, budgeting, and tax planning. Clients have reported significant portfolio growth under their guidance. Dylan is specifically praised for building solid plans that help clients feel secure about their financial future.
“With his guidance around investing, budgeting, and tax planning we have managed to more than double our investment portfolio in a little over 12 months.”
#4 Kinsted Wealth
Kinsted Wealth is a first-class wealth management organisation known for its integrity and wise financial decisions. The firm stands out for its low and completely transparent fees, ensuring clients face no surprises. With over two decades of experience, the skilled team provides a reliable service for those concerned about retirement and market volatility.
Investment Specialisms
The team at Kinsted, including Mike and Greg, is dedicated to providing attentive and detailed financial management. They focus on building strong client relationships and are highly recommended for anyone seeking to place their finances in trustworthy hands. Their corporate culture is praised as going above and beyond expectations.
“Kinsted Wealth is a first class organization, the fees are low and totally transparent throughout , there are no surprises.”
#5 Sidhu Investment Group
Sidhu Investment Group provides an exceptional and supportive experience for its clients. The team is described as incredibly responsive and professional, making complex financial processes feel manageable. They are particularly commended for their work with business owners and property investors, delivering outstanding results and earning high recommendations.
Investment Specialisms
The group excels in securing financing for new businesses and managing residential refinancing for rental properties. Team members like Nav, Bakul, and Japneet are praised for their commitment and expertise in real estate finance, guiding clients smoothly through what can often be an overwhelming process.
“My experience with Sidhu Investment Group has been nothing short of outstanding.”
#6 TraderLion
TraderLion offers a one-stop shop for active traders seeking to improve their knowledge, skills, and financial success. It operates as a community where knowledgeable traders share ideas and insights. Members praise the excellent customer service and the supportive environment focused on teaching a deep understanding of the markets.
Investment Specialisms
Led by Richard and his team, TraderLion provides valuable training and resources that feel like a “market wizards deep dive.” The platform is designed to help members learn the secrets of successful trading from experienced professionals, making it an excellent place for continuous learning and growth in the trading world.
“Richard and his team have put something amazing and special together, the training and traders that have shared their secrets, this is market wizards deep dive.”
#7 BOSI Financial Inc
BOSI Financial Inc is highly recommended for its great service and fantastic people. The team is known for making financial processes seamless and stress-free for their clients. With consistently positive feedback, they have built a strong reputation for professionalism, knowledge, and outstanding customer support, earning an A+ service rating.
Investment Specialisms
While a broad financial institution, BOSI Financial stands out for its expertise in mortgages. Team members Tori and Aime are frequently praised for their ability to secure the lowest possible rates without hassle. They are commended for being on top of everything, ensuring home purchases go as smoothly as possible.
“Working with Tori on our mortgage was a truly great experience. She was on top of absolutely everything, gave us exactly what we needed when we needed it, and couldn’t have done any more to make sure our house purchase went as smooth as possible.”
#8 InvestorDNA Wealth Management
InvestorDNA Wealth Management offers an extremely positive and valuable client experience. The firm is recognised for its insightful and high-quality work, providing comprehensive answers and solid advice. They are praised for demystifying financial planning and helping clients feel confident about their financial decisions and future security.
Investment Specialisms
The team, including planner Riley, excels at retirement planning. A key strength is their ability to model a client’s financial future across various real-life scenarios, not just a single static projection. This approach gives clients a clear understanding of how to keep their money safe while still achieving growth.
“Really good explanations of how we can keep our money safe, and still grow it.”
#9 Camaco Capital Management
Camaco Capital Management is staffed by great people who provide great service. The team is described as professional, informative, and genuinely invested in their clients’ best interests. They are a trusted source of financial advice, leaving clients feeling well taken care of and confident in their financial plans after every meeting.
Investment Specialisms
Advisor Ben is highlighted as being extremely knowledgeable across a wide range of financial areas, including investments, insurance, stocks, and bonds. The team is known for giving honest advice they would take themselves, ensuring clients receive trustworthy and down-to-earth guidance for their financial needs.
“He’s extremely knowledgeable about investments, insurance, stocks, bonds, etc.”
#10 PR Wealth Management Inc.
PR Wealth Management Inc. delivers excellent service that truly nails the financial needs of its clients. The firm is known for its knowledgeable advice and polite, easy-to-deal-with staff. Clients are very satisfied with the services received, highlighting the team’s commitment to proactive communication and ongoing support.
Investment Specialisms
Led by Parminder, the team is praised for being extremely helpful and keeping in regular contact with clients. They are particularly adept at updating and changing financial arrangements as clients’ needs evolve. This attentive and responsive approach ensures that financial plans remain relevant and effective.
“We are very satisfied with the services we received from Parminder and his team.”
#11 Moraine Wealth Advisory
Working with Moraine Wealth Advisory is an absolute pleasure, according to its clients. The team is recognised for its outstanding professionalism and expertise in wealth management. They create a supportive, pressure-free environment, allowing clients to feel well-advised and confident that their financial future is in reliable hands.
Investment Specialisms
Sean Wilson is highly commended for his deep knowledge and informative approach. The firm specialises in retirement planning, offering professional assessments of long-term needs and creating tax-efficient strategies for asset transition. Clients appreciate the team’s reliability and dedication to caring for their portfolios.
“I never feel rushed or pressured—just supported and well-advised.”
#12 Alberta Business Exchange
Alberta Business Exchange provides an outstanding experience for those looking to buy or sell a business. The team is praised for being helpful, professional, and great to work with from start to finish. They demonstrate exceptional service and a willingness to offer valuable advice, even when there’s nothing in it for them.
Investment Specialisms
As business brokers, Randy and Hammad offer deep expertise in managing complex transactions. They are skilled at navigating the frustrations of selling a business, helping clients transition into retirement. Their process ensures all aspects, including protecting employees and locations, are handled with care.
“It was a good experience from start to finish.”
#13 Calvert Home Mortgage Investment Corporation
Calvert Home Mortgage Investment Corporation is regarded as an amazing partner and one of the best lenders to deal with. The team is described as extremely knowledgeable, responsive, and a pleasure to work with. They provide exceptional service and clear communication, making them a top choice for mortgage brokers and their clients.
Investment Specialisms
The team, including Logan, Garrett, and Spenser, excels at providing super-fast and effective solutions. They are known for offering creative financing options for investment projects, particularly when funds are required quickly. Their collaborative and supportive approach ensures a smooth and positive funding experience.
“The staff is extremely knowledgeable and responsive.”
Final Thoughts
Choosing the right financial partner in Calgary is a crucial step towards securing your financial well-being. The firms listed here have been consistently praised by clients for their expertise, professionalism, and dedication. We encourage you to explore their services further and schedule consultations to find the best fit for your unique investment and wealth management needs. Each one has been selected based on a strong track record of positive customer feedback and proven financial acumen.
