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Finovo | Financial Planning
Your trusted partner for transparent, client-focused financial planning in Calgary.
5(5 reviews)
Business
$$$
Your trusted partner for transparent, client-focused financial planning in Calgary.
Finovo provides expert, fee-for-service financial planning tailored to your unique goals. Led by Russ, we offer unbiased advice with a focus on transparency and integrity, helping clients from beginners to retirees build confidence and secure their financial futures. Based in Calgary, we prioritize personalized strategies without sales pressure.
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Comprehensive analysis and personalized strategies to ensure you're on track for a secure retirement, including savings goals and spending projections.
In-depth assessment of your current finances with unbiased, transparent advice to optimize your financial plan and address concerns.
Tailored plans to help you achieve specific financial objectives, from savings to investments, with clear, easy-to-understand guidance.
Patient, step-by-step coaching for newcomers to finance, answering all questions and building foundational knowledge.
Dedicated, empathetic support with integrity, including referrals to other experts when needed for your best interests.
I was looking for a fee-for-service advisor to review my finances and provide an unbiased, professional opinion to ensure I was on the right track. My meeting with Russ gave me the confidence I needed in my financial plan. He was transparent, knowledgeable, and truly client-focused. You can tell how passionate he is about what he does and that he genuinely wants to help you reach your financial goals. I highly recommend him to anyone seeking financial advice!
Russ was awesome to deal with. I wanted to figure out if I was on the right track for retirement as I have been handling our finances on my own. He was able to take my questions and thoughts and put it into a plan that gave me an insight into how much more we needed to save and when we could retire. The important part was to figure out what we could spend in retirement and leading up to retirement. I would recommend Russ to anyone looking for a clear answer without a sales pitch on securities or additional products.
Russ is fantastic! I am a beginner in the finance space and he spent extra time walking me through the basics answering every question (there were many) I had in a simple and easy to underStand way. He focused on what is best for me and my current situation and we came up with several options for how to achieve my goals. I absolutely recommend Russ whether you are new to understanding your finances or experienced. I will continue to be working with Russ!
My meeting with Russell was phenomenal. From the start, he proved to be an attentive listener, showing empathy that went far beyond the numbers. I appreciated his genuine commitment to doing what’s best for his clients. Russell dedicated more time than expected to our introductory session, addressing my concerns, answering all my questions, without any pressure to commit. What truly stood out was his transparency and honesty. He pointed out areas where my needs might be better served by another expert and even connected me with someone in his network. Although we didn’t move forward together, I was thoroughly impressed by his integrity and client-first approach!
We are incredibly grateful to Russ for his outstanding help with our retirement planning. From the very first meeting, he demonstrated a deep understanding of our financial goals and tailored a plan that perfectly suits our needs. Russ's expertise, patience, and attention to detail made the entire process smooth and stress-free. He took the time to explain complex concepts in a way that was easy to understand, ensuring we felt confident in every decision. His personalized approach and genuine care for our financial well-being truly set him apart. Thanks to Russ, we now feel secure and optimistic about our financial future. We highly recommend Russ to anyone seeking a knowledgeable and trustworthy financial advisor. His dedication and professionalism are second to none!
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