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Calgary
Everyone has a story, and my work begins with listening. I firmly believe that by listening to your story I find clarity. Clarity is necessary to understand your goals and needs. And clarity leads to accomplishment. I make it my priority to deliver beyond my client's expectations and do so by using an established process with them to develop personalized financial strategies that work as advertised.
Jodie Chakowski
It was a very great experience to deal with Todd. From our very first meeting, it was clear that he not only possesses exceptional knowledge in his field but also a remarkable ability to connect with clients on a personal level. Todd took the time to truly understand my financial goals and concerns and made the whole process much easier to understand. My knowledge base prior to my interactions with Todd was minimal and he patiently and efficiently educated me enough to feel confident and informed about my financial future. I highly recommend him!
Calgary
I offer a free no cost and no obligation to talk to me. I will give you a honest review of your financial situation. No cost, no fee, no commitment. I am a financial advisor with Edward Jones, my focus is working with my clients as individuals. I specialize in Retirement Income Planning, Focusing on Advice and Financial Planning, Wealth Management inI am a financial advisor with Edward Jones, my focus is working with my clients as individuals.
Calgary
At Edward Jones, we want to understand what’s important to you. Using an established process and dedicated resources, I will help you build a personalized strategy to help you achieve your goals. By offering financial solutions specifically designed to help you meet your goals and by meeting regularly, I will partner with you throughout your life to keep you on track.
Calgary
You have a dedicated branch team committed to fully understanding your financial picture before you make any decisions. We’re thoughtful about our approach and how to align your goals with a custom financial strategy, so you can be confident you’re on track for the future you see for yourself.
Calgary
Been working with families and individuals for the last 6 years, helping them create a better Financial future for themselves and generations to come. I am able to take the non traditional approach by not having to charge my clients anything to have access to my advise and services. I work with many companies in the financial industry to be able to provide the best products available.
Calgary
No family left behind. That is our motto at World Financial Group. Everyone has financial stress. I help reduce that stress by providing financial education. For some Understanding finances is as clear as muddy water at best. For others, its so overwelming that you can make a sandcastle with that mud. First and foremost I try to educate individuals and families about finances so that its clear again.
Calgary
Our team puts you at the center of your own wealth building journey. Our job is to listen to you and what your retirement looks like. We then build a path forward focused on your goals. We will bring advice regarding products, planning and investment advice that we believe will help you achieve your goals.
Calgary
I am excited to help!! With nearly 25 years of investing experience I am excited to help you achieve your goals. I have won top advisor in Airdrie back to back years and I would love to show you why. I like to make investing simple and easy to understand. My goal is to make every meeting comfortable and straight forward. Check out some reviews online and come see how I can help in any way :)
Laura Tillack
Bryce Laveck really takes the time to explain all your options before getting you to invest your money. He cares about your money as if it were his own and would never invest in anything that he thinks would not be successful. I would highly recommend Bryce for all of your investing needs! He even helped get my kids investing and met with my kids to explain it all out. Such a great guy!
Calgary
We are a financial consulting and insurance brokerage agency focusing on financial planning, risk management, wealth management, retirement planning and financial consulting for corporate and individuals. Our financial needs-based approach ensures that the proposed solutions match our clients' financial needs closely.
Calgary
I provide non-biased financial education and coaching to professional women for them to be more confident with their finances. I have helped my clients with debt repayment plans, budgeting, and investment options. I have a business degree and my CPA, CMA designation and 20 years working in entrepreneurial finance roles, in addition to a Financial Coaching certificate. Message me for a complimentary consultation to get started!
Calgary
Mitch McAllister is an Associate on a team of professionals with nearly 30 years of industry experience. Their team works with a limited number of focused professionals, land & business owners and retired clients. The practice provides expertise in a wide variety of areas including investment planning, retirement planning, tax minimalization, risk management and estate/succession planning.
Serving all Canadians. As an independent broker, we do not own any of our own products. That is what makes us different. We shop the Canadian Market for the best financial products and partner with about 50+ financial firms like Blue Cross, Manulife, Fidelity, etc. Our mission is to educate Canadians in finance & help one family at a time. Since many of us did not receive financial education in school, we are helping families save money on taxes, get properly protected with insurance, and will prepare them to avoid any unforeseen financial burden. We can help families get financially on track helping them potentially get better rates on their mortgage, insurance, and investments. We can offer a complimentary financial review and leave it with you to decide if you want to move forward with any of our recommendations. No obligation snd our services are complimentary.
My name is Chris Petitclerc and I am a licensed insurance and investment advisor from Calgary Canada. As an independent broker, I can shop the financial market for mortgages insurance and investments. We are partners with about 100 financial firms across Canada.
I love helping families get better rates and are financially on track. When we see them getting a low rate at the banks, paying more for a mortgage or setting up their child's RESP or planning for their retirement, it is just so rewarding to know we are making a difference and giving back. We don't feel like were are selling anything. We are educating people on what is available for them in the Canadian market and then letting them decide what they want to do given our recommendations.
I have lived in Calgary for over 30 years, worked for the City of Calgary as a trainer, and website developer. Finance and Real Estate were always on my radar. I found the city I was just putting in the time, wasn’t very rewarding, and just wanted more out of life. I used to look at the old-timers that had been there 25-30 years and how bitter they were and knew I eventually would become bitter too if I stayed. I really wanted to be more impactful with my career and do more for people and still have the freedom to travel, set my own hours, and basically wanted to be financially independent.
I quit the city and started my own company Oakmont Investment and do RE in the USA, offer Airbnb property management in Calgary, and do renovations & Flipping. We partnered with Experior Financial a year ago and help families with mortgages, insurance, and investments.
I can now work from anywhere I have internet, I control my own hours and live and travel where I want to. I scuba dive in tropical places and travel to many different countries (15 in total to date). I also love what we do to help the masses get financially on track. It just never gets old hearing all the stories all our agents have doing what we love.
As independent brokers, we can shop the Canadian market for mortgages, Insurance, and investments. We do not have our own products so we don't have to convince people that our products are the best. With so many companies out there and over 7000 funds in Canada it can be time consuming to shop around. Let is do that for you. We also get a better rate going in the back door as the client going in the front door because we bring the companies we are partnered with so much business. We have revolutionized the Financial Industry at Experior Financial Group.
Yes, please book a meeting on Zoom
https://calendly.com/chrispetitclerc
Most meetings are over Zoom, however we have offices all across Canada in all larger cities and towns if a person wants to meet an office in person with a licensed advisor. If located in Calgary, Red Deer, Lethbridge, Medicine Hat or Edmonton and sometimes in BC, I can meet with a client in person from time to time. Most people like the convenience of meeting on the computer no-a-days.
4.84/5.00
based on 431 reviews
The average rating for Bark Financial Advisors in Calgary is 4.84, based on 431 reviews.
