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Aware Financial

Expert financial planning for clarity and confidence in your future.

5(20 reviews)
financial-advising
$$$
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About

Aware Financial, led by Harvin Pesa, provides personalized fee-for-service financial planning and advisory services in Calgary. Specializing in retirement planning, investment management, and tax optimization, the firm offers comprehensive, unbiased guidance tailored to individual goals. With a focus on integrity and client education, Aware Financial helps clients navigate financial complexities to achieve long-term security and peace of mind.

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Location

909 17 Ave SW #432, Calgary, AB T2T 0A4, Canada

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Services

Retirement Planning

Customized retirement plans detailing income sources, expenses, and strategies for CPP/OAS optimization to ensure a secure financial future.

Financial Advisory

Personalized financial advice and analysis, including investment management, tax minimization, and goal-setting for individuals and families.

Comprehensive Financial Planning

In-depth financial plans covering all aspects of your finances, with modeling and reviews to adapt to life changes and goals.

Fee-for-Service Consultations

One-time or ongoing consultations without product sales, providing unbiased guidance tailored to your specific needs and concerns.

Network Referrals

Access to a trusted network of professionals, including tax accountants and insurance agents, for specialized financial support.

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