4 Best Gold IRA Investment Companies Near Me in Calgary, AB – Buy Gold Bars & Silver Coins in Your TFSA or RRSP
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Langford Financial Inc.
ADDRESS: 8 Varsity Estates Cir NW Suite 300, Calgary, AB T3A 2Z3, Canada
NUMBER: +1 587-755-0159
DESCRIPTION FROM BUSINESS: Our mission is to help our clients get their total financial house in order and retire confidently with purpose and peace of mind. We offer independent, objective fee-only retirement income, investment & tax planning to clients age 55+ who are preparing to retire soon…
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Our experience with Kenneth Doll of Langford Financial was excellent. Our financial plan was extensive and exceeded our expectations. Ken was responsive to all of our many questions and clearly laid out the path to our imminent retirement in a straightforward but detailed way in order for us to meet our goals over the next 30 years. We highly recommend him and Langford Financial and look forward to our continued relationship. – George Newman
REVIEW #2 – Contacting Langford Financial was a great decision. Although we were managing our money well, it was nice to meet Willis and have the reassurance that we needed to now retire with a plan in place and with peace of mind. There were so many things I didn’t understand about investing and Willis took the time to explain things clearly. I would highly recommend! – Nancy Moore
REVIEW #3 – Willis did a great job of putting my retirement plan together. He took time to learn about my short-term and long-term goals, interests, and concerns before starting the plan. He also explains finances in very simple terms, and there is no question too stupid to ask (believe me, I tried). By the end of our three sessions, I felt as if a long-time friend who knew me well had helped me put together a plan that I could understand, and was very happy with. Thank you! – Don Morgan
REVIEW #4 – My husband and I researched online first and then interviewed 3 different Retirement specialists to help us transition into retirement so we can live comfortably through our golden and olden years. It has been about a year now and we could not have made a better decision. We appreciate all the advice they have given us not only for our retirement but also on a personal level. Nancy and Willis truly care about our future. – Paul Ladouceur
REVIEW #4 – Nancy and Willis are an amazing couple who are very knowledgeable about worldwide finances and articulate in a way that is easy to understand. I started late in investing for my retirement and they created a plan to help me to have a monthly or yearly (whichever I prefer) until I die. I highly recommend them and their services. – Catherine Moon
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Aware Financial
ADDRESS: 909 17 Ave SW #432, Calgary, AB T2T 0A4, Canada
NUMBER: +1 587-316-2252
DESCRIPTION FROM BUSINESS: Together, we can craft a financial plan that puts you in control. I can help you with your retirement, investments and insurance.
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’m so grateful I found Harvin Pesa. He took the time to really listen, ask the right questions, and provide guidance that feels both smart and realistic. His expertise, integrity, and calm presence made a huge difference for me. I would recommend him, without hesitation to anyone seeking clarity and confidence around their finances and retirement needs. – Jacqueline Hersak
REVIEW #2 – I have been working with Hervin for a number of years now; starting off with a one-time financial planning and moved on to having him as my financial advisor.
He is personal, caring, knowledgable, supportive, responsive without interferring with my ultimate decisions. He is reachable and I know I do not have to chase him down for a response.
The operation set up is smooth, without hassles, I get the advice, the management of the assets and the accounting components all taken care of. – Yuk Sin Oriwol
REVIEW #3 – We recently met with Hervin and were extremely happy with the service he provided in completing our retirement plan. He has a broad knowledge of all things related to financial planning, and provided us with a comprehensive and detailed plan for our retirement finances. He was a pleasure to work with throughout the process and I highly recommend booking an initial consultation with him where he will go over in detail the services he provides. Thanks Hervin! – Dave T
REVIEW #4 – We met with Hervin initially in late June and were very impressed with his financial knowledge/skills. We purposely went with a “Fee For Service” advisor as we were not interested in being “sold” products, but rather receive a non-biased review of our finances and future plans. From our first meeting the advice that Hervin provided us, more then paid for the fees charged. Our only regret is that we waited until we were almost retired before consulting him. Hervin was a pleasure to work with and we look forward to managing our plans with him in the future. – Gerald Toews
REVIEW #5 – Being just two years from retirement, I needed confirmation that our retirement investments would meet our future income needs. Hervin demonstrated exceptional skill in analyzing our various investment streams in the most tax-efficient way possible and provided the reassurance I needed. His friendly personality and approachable manner put us at ease from our first meeting. He generously shares his wealth of knowledge and experience and his passion for his clients’ financial well-being is obvious as he explains various financial options. I highly recommend Hervin Pesa for retirement planning advice. – Karl F
REVIEW #6 – Hervin is extremely knowledgeable in his craft. I booked an hour of free consultation with him regarding my retirement plan and he raised some very critical and invaluable perspectives which never crossed my mind. Hervin is not stingy with his advice and I can feel his passion and the willingness to share his knowledge and help others. By the way, our meeting went way over an hour. Thanks Hervin for your time and advice! Greatly appreciated! – KUANTA THONGSACK
REVIEW #7 – We initially made contact with Hervin to help us make decisions about whether or not we could retire; we wondered, did we have enough money put away? Little did we know that Hervin would provide us with the answer to that question and much much more. He very skillfully listened to us and was able to create a realistic and understandable model for a successful retirement. Hervin has an exceptional ability to hone in on what your personal values are and can quickly translate that into viable economic solutions to support your values. I have recommended Hervin’s service to my friends and will continue to do so. – Dawn Granley
REVIEW #8 – Both my husband and I were at a crossroad and needed help. We are now both retired and were unsure of where we stood Financially and for our future. He was able to find out our needs, and present solutions that were customized to us. He has a great personality and is easy to talk to, and we felt at ease with him. He offers and presents a wealth of information, knowledge and experience that he shares openly and willingly. He is passionate with his clients and excited to guide and show you with examples as to why we should consider certain options. We both would highly recommend Hervin Pesa for all Financial advice. – Sonja Glyn-Williams
REVIEW #9 – My husband and I (both 60, retired for 6 years) are DIY investors and have always managed our own finances and retirement plan. We have met with fee-for-advice financial advisors in the past to see if we were on the right track, but never got much value out of any of those meetings.
Then we met with Hervin. Right off the bat I was impressed with his sincere interest in our financial concerns and goals, his direct and down-to-earth communication style, and the tangible results he promised.
We had a couple of lengthy meetings, both online and in person at his Calgary office (as we happen to live in Calgary). We talked about all our goals, from “must have” to “reach for the stars”, to see if and how we could accomplish them. Hervin asked on-point questions and had us thinking about things we hadn’t previously thought about. I think he was a life coach in a previous life!
Hervin took the time to review our very detailed retirement plan (a 10-sheet Excel workbook), pointing out things we could do differently to achieve our goals. He didn’t impose his ideas on us, simply pointed out options and let us decide what was best for us. There was no judgement, he just wanted to make sure we were making informed choices, and then he supported us 100%.
Hervin then took all our info and ran it through 100’s of models to come up with the best plan that fit our exact needs. The final result was a detailed plan, showing our income sources and expenses each year for the rest of our expected lives, including the best age at which we should take our CPP and OAS, one-off expenses like house renos next year and buying a new car in another few years, and moving into a retirement home in our later years. Obviously our goals and timelines will change with the reality of life as time goes by but it gave us an excellent understanding of where we are now, and confidence in our financial future.
I would highly recommend Hervin’s services to anyone looking for help with a financial plan. I would comment that, because Hervin is so busy, he did forget to get back to me about a few things that I had to remind him about. Not a big deal, but if you don’t get something when expected, don’t delay, just give him a gentle reminder. But I have already recommended him to a friend, and we plan to meet with Hervin again, maybe every 5 years, to review and update our retirement plan. Very happy clients 😊. – Rozalyn Allan
Up Financial Inc.
ADDRESS: 396 11 Ave SW, Calgary, AB T2R 0C5, Canada
NUMBER: +1 587-316-4070
DESCRIPTION FROM BUSINESS: Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning…
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with Dylan for the past year and I’m extremely pleased with the experience. I originally reached out for help with retirement planning and investment strategies and Dylan not only helped me build a solid plan for my future but also provided valuable guidance on other financial matters. He took the time to thoroughly research my options and explain them in a way that was easy to understand and he was always available to address any questions I had. Dylan is highly professional, incredibly knowledgeable, and genuinely dedicated to helping his clients make informed financial decisions. I greatly appreciate his expertise and the invaluable support he has provided. – Michelle Atkinson
REVIEW #2 – We have been with Dylan for a bit over a year now and have been blown away by his service and attention to detail. With his guidance around investing, budgeting, and tax planning we have managed to more than double our investment portfolio in a little over 12 months. We highly recommend reaching out and working with Dylan!!! – Amanda Miller
REVIEW #3 – Dylan was a huge help. Going into our first meeting I really did not know much when it came to financial literacy. He gave great insight into both the short term and long term risks of my investments and made a solid plan for going forward (both property and stock market). Since working with him, I feel more and more secure about my financial future. – Quintin Towert
REVIEW #4 – Great company! Dylan Reiberer has given me very valuable advice about starting my finance and investment journey! He gives insight that carefully considers my personal needs for my present situation and future goals. I highly recommend Up Financial. – Jennifer Leckie
REVIEW #5 – We have been working with Dylan for roughly 18 months and can only think of positive things to say. He is thorough, responsive, and communicative. Highly recommend. – Louise Elsey
REVIEW #6 – Dylan Rieberer has exceptional financial knowledge, and has been incredibly helpful. He clearly cares about his clients and isn’t afraid to tell you when you need to change what you’re doing, because he really cares and does his best to ensure that your goals are being met. – Dylan Gingrich-Hadley
REVIEW #7 – Dylan is a complete rockstar! I’m so happy to have him, and the whole Up Financial team, on my side. Highly recommend 👍 – Darren Schmidt
REVIEW #8 – Our experience with Up Financial has been a good one. Our initial assessment was in far greater detail then we received from any other firm we interviewed. They have kept up with us and answered our questions with factual information not a hard sell fast talking approach which we have found can be common in this industry. We would recommend Up Financial to our friends and family as our experience has been top notch. – Ageless Medi Aesthetics
REVIEW #9 – I’ve had an outstanding experience working with Dylan. From the very beginning, he took the time to thoroughly understand my goals, answer every question, and explain even the most complex financial concepts in a clear and relatable way. His guidance has been thoughtful, well-researched, and always aligned with my long-term interests.
What has stood out most to me is the consistent communication and genuine commitment to helping me make informed, confident decisions. He checks in regularly, proactively suggests adjustments when needed, and always makes me feel like a priority.
Thanks to his expertise, I feel more secure and optimistic about my financial future than ever before. I highly recommend Dylan to anyone looking for a knowledgeable, trustworthy, and client-focused advisor. – Kristen fox
Griffith & Associates Wealth Management
ADDRESS: 1918 Kensington Rd NW, Calgary, AB T2N 3R5, Canada
NUMBER: +1 403-270-7767
DESCRIPTION FROM BUSINESS: Over the past 16 years, Griffith & Associates Estate & Financial Planning Services Ltd (Griffith & Associates) has specialized in meeting the unique needs of families & businesses in the Calgary Area…
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My dealings with Andrew at Griffith & Associates has been excellent. He is professional, knowledgeable and is always prepared for our meetings. He is quick to respond to emails and provides in-depth answers to my inquiries. Andrew is very easy to talk to and makes sure I am comfortable with his explanations on topics before moving on. Andrew has helped me with my financial planning for many years and has helped me achieve my financial goals. I would highly recommend Andrew as a Financial Advisor. – Mary Jane
REVIEW #2 – I had this vague idea that financial planning was for people much more wealthy than me. I found anything to do with finances intimidating. Andrew took care to explain everything thoroughly. I felt like he made an effort to understand my situation and to make suggestions tailored to my life. He is down-to-earth and engaging and I came away feeling more confident about finances. It was a good experience. – Colleen T
REVIEW #3 – We are delighted to share our positive experience with Griffith & Associates, who have proven to be a trusted partner on our retirement journey. Their expertise, dedication, and commitment to our financial well-being during retirement have exceeded all our expectations.
Their specialized knowledge, personalized approach, proactive communication, risk management expertise, and long-term retirement vision have been instrumental in securing our retirement future.
In addition to their financial expertise, Blake and his team have impressed us with their dedication to giving back to their community and the world at large with their Charitable Projects.
We recommend Griffith & Associates to individuals seeking a trusted and reliable team to achieve their financial goals. – Brad and Donalda
REVIEW #4 – Andrew was very professional and knowledgeable. He took the time to create a well organized and informational retirement plan for my wife and I . I would recommend anyone seeing Andrew to talk about current and future finance’s. – John Mabey
REVIEW #5 – Andrew Maxwell of Griffith & Associates has been an absolute pleasure to work with. He helped us understand complicated matters in a clear and concise manner. He helped us make the best decisions for us and our family. He was never pushy and was extremely patient and helpful. We are grateful for his professionalism and kindness. – Kimberley Folkins
REVIEW #6 – I have worked with Blake Griffith & Associates for several years. When selecting a financial advisor my chief concerns were goal planning and ensuring that my needs were well understood. Blake and his team are excellent at helping me develop a financial plan that lines up with other aspects of my life. Their staff is always insightful and courteous: I’ve never experienced any “hard salesmanship” of any investment product at any time. As a result, I’m confident that my financial plan is truly tailored for my needs and my acceptable risk level. – Jamie Clark
REVIEW #7 – My husband and I met with Sam to set up a high interest savings account and to discuss other investment accounts. We were very impressed with his professionalism and knowledge and feel confident this company has the experience and expertise to properly manage all their clients accounts. We highly recommend their services. – Cathy Jancowski
REVIEW #8 – I met with Blake for a financial planning consultation and I had an excellent experience. He is very professional and knowledgeable. He listened patiently and answer all my questions and explained the different alternatives that applied to my particular situation. I certainly recommend Blake to anyone looking for financial planning advise. – Wise Guy
REVIEW #9 – I feel like I won the lottery in having Andrew manage what little finances I have. I had several investments with Connect First that went neglected and literally experienced very very little growth over a ten year period. I know very little about investing and always felt because I work with a nominal amount, that I went neglected at Connect First.
Andrew from the start has been helpful, his explanations are easy for me to understand and he’s never made me feel like a valued client regardless of how much I have invested. He’s eased my worries, helped me make good decisions and has done incredibly well for me since 2022, particularly in such volatile times. I am so appreciative of what he does, and I hope he is valued at his firm as he’s an exceptional associate. – ED
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