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conseillers financiers calgary ab

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1
Fier de servir Calgary et ses environs
403-617-6146
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there. Contact me today to get started.
2
920- 36th St NE suite # 202, Calgary, AB, T2A 6L8
403-229-1229
HBT Accounting* Chartered Professional Accountant provides financial services in Calgary to both individuals and small businesses. Our services include: - Personal Income Tax preparation and filing T1 - Corporate Tax Preparation and filing T2 - Non- for - profit Organizations / Trust returns / T3 - Bookkeeping/payrolls/quick books set-up and training - GST Returns
3
5113-333 96 Avenue NE, Calgary, AB, T3K 0S3
403-710-4183
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
4
Building 1000, 1129-3961 52 Ave NE, Calgary, AB, T3J 0J7
403-630-0075
We are serving Calgarians since 1992. Every year more then 100, 000 tax preparers and accountants made error in the tax payer tax return, like forgot to claim lots federal and provincial credit. Preparing your own income tax return can be a task that leaves you with more questions than answers. Most taxpayers believe they benefited from using a professional tax preparer. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional. We prepare personal Income Tax Returns for those who receive T4 slips, seniors, student self employed individuals, new immigrants and who own Rental properties. We double check your tax return all claim are accurate get you maximum tax refund and minimize you taxes, confidential and reliable services. Previously working experience with Canada Revenue Agency. Computerized year round service. Contact us today!
5
Suite 100 - 37 Richard Way SW, Calgary, AB, T3E 7M8
403-253-4840
As a financial planner, my focus is to get to know what your goals are so I can put a personalized financial plan together that works for you and your family. I am very passionate about what I do and I look forward to helping more people reach their financial goals! I concentrate on holistic financial planning and I focus on: - Investment Planning - Tax Planning - Retirement Planning - Insurance Planning - Mortgage Planning - Cash Management - Estate Planning If you have any questions please feel free to contact me. I look forward to hearing from you!
6
37 Richard Way S.W. Suite 100, Calgary, AB, T3E 7M8
403-253-4840
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there. - Retirement Planning - Investment Planning - Registered Education Savings Plans - Tax Free Savings Accounts - Life Insurance - Disability Insurance - Critical Illness Insurance - Health Care Insurance - Long Term Care - Mortgages & Home Equity Lines of Credit - Cash flow management - Wealth creation and preservation - Understanding your Pension Plan - Group Benefit Plans I will work with you to help you develop a plan to meet all of your financial objectives. Contact me today for more information!
7
Unit 5 4101 19th St. NE, Calgary, AB, T2E 6X8
587-349-0260
WITH OVER 100 YEARS OF COMBINED FINANCIAL EXPERIENCE, the company provides a one-stop solution for its clientele. The President, Rauf Kadri is a Chartered Accountant with 33 years of global experience in Accounting, Auditing, Banking, Fund Management, Insurance and Tax. Each member of our team is a devoted professional committed to the highest ethical standards and superior customer service. The company ensures that all members are engaged in ongoing financial education and training. At the start of our relationship an account executive will be assigned to you so that instead of dealing with number of people for your various financial needs, you have one contact point in our office. Your account executive will assess your goals and needs and using the collective knowledge and experience of our in-house experts, a customized report with our recommendations will be prepared. The report will be thoroughly discussed with you to help you decide, armed with all the facts. Our objective is not just to sell you a product or service, but also to give you the confidence that you have researched all the available options before making your decision. This is not a one-time process. As your financial situation changes, we will be there year-round to offer our continued advice and support to keep your finances in the best possible shape. Our specialization is Audit/Reviews & NTR, Tax Planning & Returns, SOC Audits and CRA & Tax Court of Canada representation. We have saved our clients significant amounts of money after CRA audits/reviews in the appeal stage. We are also registered with the IRS to prepare US Tax Returns.
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8
5980 Centre St SE, Calgary, AB, T2H 0C1
403-266-2061
With a decade of industry experience and some incredible life lessons, our focus is to create a community of empowered decision-makers who are clear on their financial goals, understand the necessary steps to attain them and are ready, willing and excited to apply dynamic solutions. Our team would be happy to serve you! Contact us today to gain insight on how to build and protect your wealth so that you and your family can retire with confidence.
9
708 11th Avenue S.W., Suite 250, Calgary, AB, T2R 0E4
403-292-0705
Over time, deciphering information provided by the four financial pillars; the banks, trust companies, investment houses and insurance companies has become exceedingly complex and often contradictory. Add in the government, particularly federal and provincial tax legislation, and staying abreast of all the intricate, interconnected details translates into a full time endeavour, never mind sorting through ever expanding product offerings required during implementation. What we do is ... decipher the complicated. Our Wealth Management strategy, effective coordination of all aspects associated with building, managing and preserving your family's wealth, allows our clientele more time to enjoy the finer things life has to offer - confident that no matter what happens in the market, the economy, or for that fact the world - we will be devoted to achieving your financial goals and aspirations in a disciplined time frame. Live your dream !
10
333 96 Ave NE Unit 5113, Calgary, AB, T3K 0S3
403-613-6177
A well thought-out plan for your financial future is an integral part of building the life you want for yourself and your family. Services include: - Life Insurance - Disability Insurance - Critical Illness Insurance - Health Insurance - Long Term Care Insurance - Retirement Planning - Investments - Savings Plans - Education Funds - Debt Reduction Services Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
11
404-6th Ave SW Suite 225, Calgary, AB, T2P 0R9
403-648-3462
12
5723-10th St NE suite 311, Calgary, AB, T2E 8W7
403-457-4142
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
13
Unit 1B, 16 MacEwan Drive NW, Calgary, AB, T3K 2P2
403-275-4920
Stocks, RRSPs, Bonds, RESPs, Mutual Funds, GICs
14
51 Sunpark Dr. SE #201, Calgary, AB, T2X 3V4
403-542-1756
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
15
144 4 Ave SW, Calgary, AB, T2P 3N4
403-269-1375
Index Wealth Management Inc. is an independent portfolio manager with offices in Vancouver, Calgary and Winnipeg. Our firm provides discretionary investment management services and structures equity protection and monetization strategies for a prestigious group of individuals and foundations.
16
10201 southport rd sw suite 590, Calgary, AB, T2W 4X9
403-650-7494
17
5113-333 96 Avenue NE, Calgary, AB, T3K 0S3
403-615-5057
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
18
333 7 Ave SW Suite 800, Calgary, AB, T2P 2Z1
403-479-2788
I am a consultant with the Investors Group looking to help people build their financial dreams with a unique, individual and professional approach. At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
19
5723 10St NE Site 311, Calgary, AB, T2E 8W7
403-231-8631
Ardent Wealth we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
20
Suite 800, Dome Tower 333 7th Ave SW, Calgary, AB
403-512-9631
Like every successful business has a business plan, every successful person has a financial plan. The work I do with my clients, allows them to worry less about their finances and more about the ones they love, the activities they love doing and presents opportunities for future growth.
21
1333 8 St SW, Calgary, AB, T2R 1M6
403-229-0555
I commit my time and expertise to developing a personalized plan for you and your family. A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track. As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term. With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments. Contact me today to get started.
22
340 50 Ave SE, Calgary, AB, T2G 2B1
403-863-2152
23
38 New Brighton Point SE, Calgary, AB, T2Z 1B8
403-615-3566
Are you interested in making more money or wanting to save money! even possibly reduce your tax's.. and pay your mortgage off faster, save for retirement & to increase your income? I will help you to improve your financial situation. My services include: -Mutual Funds -Tax-Free Savings Account (TFSA) -Registered Education Savings Program (RESP) -Registered Retirement Savings Plan (RRSP) -Loans -Mortgage -Mortgage insurance -Budgeting -Solutions banking all-in-one™ -Guaranteed investment certificates (GIS) -Life insurance -Group insurance plan -Tax planning -Health and dental insurance -Investments -Solutions banking TM (chequing, saving, credit cards) Give me a call today to learn more!
24
37 Richard Way S.W. Suite 100, Calgary, AB, T3E 7M8
403-253-4840
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there. If both are purchased, a new CI and DI insurance policy gives you a 5% off premium discount. If you already have group policy you receive an additional 10% off.
25
6455 Macleod Trail Sw, Calgary, AB, T2H 0K8
403-292-2747
Whether you're at home, school, work or on the go, we're here to provide you with advice, tools, customer service, and promotions to help make this one of the best times of your life…without breaking the bank. You’ll meet people like you and share ideas about managing your money – we’re also here to answer any questions you might have!
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