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Canada › Alberta

Financial advisors in Calgary

282 advisory teams and firms in Calgary, Alberta.

🏆 Top financial advisors in Calgary: the ranking

Calgary in figures

1,306,784residents in 2021 (+5.5% since 2016)
$98,000median total household income, 2020
68.8%of households own their home
$456,000median dwelling value
13.6%aged 65 and over
42.9%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Calgary

Working in energy in Calgary: stock options and early retirement?

4.6% of jobs in Calgary are in this sector, against 1.3% across Canada (2021 census). Stock options and employer shares concentrate risk in one sector; diversifying and planning the exit matters.

How to reduce capital gains tax in Calgary?

10.7% of tax filers in the Calgary area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

Where to invest your savings in Calgary: RRSP or TFSA?

Only 35.7% of tax filers in the Calgary area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

Savings and high incomes in the Calgary area

24.8%of tax filers contributed to an RRSP
$4,800median RRSP contribution
14.2%of tax filers in Canada's top 10% (over $116,500)
2.1%in Canada's top 1% (over $293,800)

Among people with income in the Calgary area, in 2023:

35.7%report dividend or interest income (median $1,140)
10.7%report capital gains (median $2,600)
11.6%receive a private pension (employer plan, RRIF, annuity)
20%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Rents in the Calgary area

$1,914average monthly rent, two-bedroom apartment (October 2025)
5%vacancy rate (4.8% a year earlier)

Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.

Frequently asked questions

How many financial advisory firms are there in Calgary?

Advisor Index lists 282 advisory teams and firms in Calgary, Alberta: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Calgary?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in Alberta

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

Are you an advisor? Your firm is missing, or its profile is incomplete: list it, free of charge and with no paid ranking.

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