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Calgary
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.
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
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
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
I work for Scotia Wealth Management as a Wealth Advisor. My team and I provide investment, financial planning and taxation advice to assist those entering or in retirement, business owners and executives. Our introductory conversation will cover your current situation, your financial goals and what you expect from working with an advisory team. Once we decide to work together, we will build a financial plan together, design a portfolio to help you achieve your goals and monitor our recommendations going forward.
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 that we believe will help you achieve your goals, while leaving the ultimate decision with you and your family. We are a small team, when you dial the phone or send an e-mail, you will only get a reply from two people.
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
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.
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. My clients have peace of mind, knowing that their families and businesses will be financially sound not only in short term, but as we work together throughout their lives. There is no charge for an initial consultation and nothing to buy at this point so why not meet today?
Here’s what I love most about what I do.
1) No two clients are alike, no two days are alike, no two tasks are alike– Sure there are similarities but every day is a new journey with. Being a financial advisor is a wonderful combination of meeting new people, learning what they need (listening to their story), figuring out how to help them, creating plans or recommendations, crunching data or making sense of it. Tasks can be simple like reviewing mortgages and portfolios or more complex like preparing for retirement, estate planning, or savings projections. For me, variety is the spice of my professional life!
2) The better you know your clients, the more you can help them– For most people, money is a key. A key to opening the door to the lifestyle they want to live. Financial advice is useless unless it’s personalized to meet a person’s goals. Coming up with money strategies that work as advertised for clients is critical. Whether it's how to save more; how to budget better; how to reduce debt or taxes; or build a portfolio that honors your values and beliefs my challenge is to figure out what will work best for my clients.
3) Helping people learn how to get their money to work for them is my passion – Money skills and knowledge are not taught in school yet they are critical to reaching your financial goals and to opening the door to many lifestyle choices. Most people learned their money skills over time from their families, friends or through trial and error. As an educator of more than 25 years I believe that personal finance education is a life long learning goal. People change, plans change, life evolves and we can always learn better money skills to achieve our goals.
4) Using my training, skills and experience matters to me – During my journey from educator to financial advisor, I learned a lot about people, learning, and money. I started a DIY investor and later became a day trader for a few years before deciding to become a financial advisor. I learned a lot during those days about investing. As an educator I learned a lot about sharing experiences and learning. Being a financial advisor, in my opinion, is the best place to bring my passions for investing, teaching and learning together to help people I care about.
5) My job doesn’t feel like like work – When I’m doing this work, I get lost in the people, their stories and their goals. There is no better feeling. Helping people understand their personal finances is what I was born to do.
I started my own business to combine my passion for people, learning and investing together. I probably should have been running my own business from day one, but like many of us I found myself coming up with reasons why I wasn't ready. I let others talk me out of my goal with words like "its risky" or "you'll end up broke." Growing into the mindset that it was something I could do and absolutely wanted to do took time. Today I've reached my goal of running a successful business. Knowing that I did it has shown me that I have an obligation to help others reach their goals. Though most of the goals I work on with clients are financial ones they always tied to other more personal goals. Those goals matter to us more than we like to think.
I think member of Bark.com should choose me as their financial advisor because its not about the money it's about you and your goals. I guess if your only goal is to amass a mountain of money I'm really not your guy. However,
-if your goal is to live the lifestyle you want;
-if you want to work with someone that will listen to your goals and your story;
-if you want to use an established and understandable planning process;
-if you want to partner with someone to help keep you on track for the rest of your life
then there is a very good chance I'm your guy. It's at least worth a conversation I'd say.
4.83/5.00
based on 347 reviews
The average rating for Bark Financial Advisors in Calgary is 4.83, based on 347 reviews.
