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Finovo | Financial Planning

Empowering Calgarians with transparent, client-focused financial planning for a secure future.

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

Finovo | Financial Planning is a fee-for-service financial advisory firm based in Calgary, dedicated to providing unbiased, personalized financial guidance. The team, led by Russ, offers transparent and knowledgeable advice tailored to individual goals, whether for retirement planning, investment strategies, or general financial wellness. With a client-first approach, Finovo focuses on education and integrity, helping clients gain confidence and clarity in their financial decisions without sales pressure.

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Location

330 5 Ave SW Suite 1800, Calgary, AB T2P 0L4, Canada

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Services

Retirement Planning

Comprehensive analysis and personalized strategies to ensure you're on track for a secure retirement, including savings goals and spending projections.

Financial Review and Consultation

In-depth assessment of your current finances with unbiased, transparent advice to optimize your financial plan and address concerns.

Goal-Based Financial Planning

Tailored plans to help you achieve specific financial objectives, from savings to investments, with clear, easy-to-understand guidance.

Beginner Financial Education

Patient, step-by-step coaching for newcomers to finance, answering all questions and building foundational knowledge.

Client-Focused Advisory Services

Dedicated, empathetic support with integrity, including referrals to other experts when needed for your best interests.

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