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Looking for the best financial planners in Calgary, Alberta? We compared local options on public reviews, experience, pricing transparency and service area. Rank 1 is our top recommendation.
Updated September 2026 · Ranked 1 (best) to 5
#1
Located in Calgary
Helping clients make their money matter. We develop financial strategies that help you accomplish your life goals.
#2
Located in Calgary
Calgary financial planning firm at 700-1333 8 St SW.
#3
Located in Calgary
Calgary financial planning firm at 3060-205 5 Ave SW.
#4
Located in Calgary
Calgary financial planning firm at 605-999 8 St SW.
#5
Located in Calgary
Calgary financial planning firm at 310-611 Meredith Road NE.
Free rankings are our editorial opinion, based on public review ratings and volume, years in business, credentials and awards, pricing transparency and local service area. Some positions may be sponsored; those are labelled "Sponsored". Sponsorship never changes what we write about a business. A maple leaf marks businesses that are Canadian-owned.
Our 2026 Top 5 financial planners in Calgary, Alberta are: #1 IFC Wealth Management, #2 Investors Group Financial Services, #3 Sorrell Financial, #4 Tom Sorge, #5 MD Financial Management. IFC Wealth Management is ranked #1.
We compared public review ratings and review volume, years in business, licensing and credentials, pricing transparency and service area. Every listing shows honest pros and cons, plus the address, phone number and website so you can compare quickly.
Yes. All 5 are based in Calgary.
If IFC Wealth Management is booked up, Investors Group Financial Services and Sorrell Financial are the next highest-ranked financial planners in Calgary.