The 10 best financial advisors in Calgary in 2026

1. 1

   IG PRIVATE Wealth Management - Markus Covaneiro, CFP RRC

   financial planning, investments, insurance · yes · yes · CFP, CIM, CHS, ChFP, RRC, TEP, QAFP, PFP · 5 ★, 22 reviews

   62/100
2. 2

   Shafik Hirani's Private Wealth Management Practice at Aligned Capital Partners Inc.

   financial planning · yes · yes · since 1987 · CLU, RRC, QAFP · 4.7 ★, 13 reviews

   59/100
3. 3

   David Alexander & Associates Private Wealth Management

   financial planning, investments · yes · yes · CFP, CIM · 5 ★, 4 reviews

   55/100
4. 4

   Assad Wealth Management - Hash Assad

   financial planning · yes · yes · CFP, EPC, RRC, CPA · 5 ★, 40 reviews

   54/100
5. 5

   Wealthco Group of Companies

   financial planning, investments · yes · yes · CFP, TEP, CHS, CLU, CIM, CIWM, FCSI, FMA · 5 ★, 1 reviews

   53/100
6. 6

   Daumler, Mertz & Associates IG Private Wealth Management

   financial planning · yes · yes · CFP, CIM, RRC, PFP, TEP, QAFP, FCSI, CHS · 5 ★, 4 reviews

   49/100
7. 7

   Acumen Capital Partners

   investments · yes · yes · CFA, CEA · 4.6 ★, 27 reviews

   48/100
8. 8

   Penni Johnston Wealth Advisory

   financial planning · yes · yes · CIM, PFP, CFA, CFP, TEP, CLU, FMA · 5 ★, 1 reviews

   47/100
9. 9

   Bailey Team IG Wealth Management - Brandon Bailey, CFP CLU RRC MFA-P™

   financial planning · yes · CFP, CLU, RRC, TEP, CIM, QAFP, PFP, FCSI · 5 ★, 47 reviews

   45/100
10. 10

    Clark Lowry

    financial planning, investments · team website · 1 advisors · CFP, CIM

    42/100

The criteria

Frequently asked questions

Who is the best financial advisor in Calgary?

On our public criteria, IG PRIVATE Wealth Management - Markus Covaneiro, CFP RRC ranks first in Calgary, ahead of Shafik Hirani's Private Wealth Management Practice at Aligned Capital Partners Inc. and David Alexander & Associates Private Wealth Management. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method