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Calgary
I’m Lorne Osborne, a CFP® professional and retirement-focused financial advisor serving clients across Airdrie, Calgary, and Alberta. My work is simple: I help people feel confident, prepared, and genuinely excited about their financial future. Clients choose me because I build real financial plans — not generic templates or quick calculators. I take the time to understand your goals, your family, your worries, and the life you want to build.
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
At Edward Jones, everything begins with your story. I start by listening — truly listening — because clarity only comes from understanding what matters most to you. That clarity allows us to define your goals, understand your needs, and build a strategy that leads to real accomplishment. To deliver beyond expectations, I use a structured and repeatable planning process called the Compass Framework.
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
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
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
I offer a free, no-obligation consultation to discuss your financial situation and provide an honest, personalized review—at no cost to you. I am a financial advisor with Edward Jones, focused on collaborating closely with clients as individuals. I specialize in retirement income planning, financial planning, and wealth management, including investments, insurance, and estate planning.
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
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
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.
Calgary
We partner with our clients to achieve financial well-being and deliver the confidence to enjoy today, secure tomorrow and own the future. We approach advice and offer solutions that align with personal goals, protect against the unexpected, and acknowledge the realities of evolving personal and professional lives. Who we Serve: 1. Disability Supports. We provide guidance to families supporting dependents with a disability and family stewards to ensure access to all financial programs and to implement strategies to protect future government supports through periods of transition and at all life stages.
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
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!
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.
I like to help people and to enlighten them to the basic strategies for them to be successful. It is reassuring that I can discuss common misconceptions about the industry and products based on the facts that the company work for does not recommend speculative or risky investments.
I offer comprehensive solutions, with simplistic descriptions which help any investor understand the why and how of investing. I will take the time to help someone understand the now and how we will get to the future through solid fundamentals of investing. We follow a proven methodology which helps us understand your risk tolerance, your objectives and timelines so that we can recommend the best products and/or programs to help you reach your goals.
Yes, we have always been on line ready. We have secure on line messaging, both with text, and email for our clients, we do zoom calls and webex demonstrations for any user, and have docusign to do paperwork quickly and remotely. In Calgary we can do face to face meetings following protocols and sanitary activities. Our offices are limited to common daily traffic and are thoroughly disinfected daily. Our clients comfort and safety are number one priority. I do travel when able to areas where my clients live in order that they can receive face to face service annually.
as mentioned above, we encourage remote video or telephone conversations as we are set up to accommodate anyone. As restrictions ease up and people's comfort level with face to face meetings occur we accommodate and follow strict sanitary protocols, there is hand sanitizer on every desktop, facemasks are worn when in presence of other people. Distances are marked off for proper spacing and the office is disinfected daily. We strive to be safe and covid compliant even in post pandemic times. We strive to provide a safe and comfortable environment for everyone.
4.88/5.00
based on 689 reviews
The average rating for Bark Financial Advisors in Calgary is 4.88, based on 689 reviews.
