Calgary Wealth
Management

Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning.

A Fiduciary
Standard Of Care

Transparent Wealth Management and Financial Planning. Our client’s best interests always come first.

Comprehensive Financial Planning

Creating efficiency between all the different parts of your financial life.

Investment Management

Developing an asset allocation and investment structure specific to you.

Corporate Financial Planning

Understanding the unique planning needs of business owners in Canada.

Tax Planning

Understanding the Tax Act and how plan according to your specific situation.

Risk Management

Insurance structuring to protect your income and assets.

Estate Planning

The preservation, management and distribution of your entire financial life.

We're Different.

Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning. We have significant experience advising senior executives, company founders, entrepreneurs, and multi-generational families about the multiple facets of their financial lives.

Complex Financial Needs?
Personal & Corporate Financial Planning
Calgary Wealth Managers | UP Financial
Technology + Advice

Pandemic proof advisors. We're available for phone, video and in-person meetings.

Nathan
Certified Financial Planners

This means your interests are always put first and you have access to the highest quality of advice available in Canada.

Don't Settle For Less.

We built this firm to provide clients with independent, customized advice without the conflicts associated with larger brokerage firms and banks. We use best-in-class investment options, customized asset allocations, and proactive tax management to achieve results for each of our clients and have been featured in a number of publications including the Globe and Mail.

Chartered Investment Managers
Transparent Reporting

What Our Clients Say.

5/5
Nathan has been wonderful to work with. We know he always has our families best interests in mind. He’s patient and thorough in his explanations and answers to our questions. Thank you Up Financial!
Becky P
5/5
Up Financial is simply outstanding. Great customer service, advice and a wonderful team to work with. We feel extremely confident placing our trust in Up Financial and have been very pleased with the services received to date from their team.
Morgan H
5/5
Anytime we have questions and need to make decisions quickly, Nathan gets back to us right away. He provides sound advice and guidance that we can trust.
Lisa B

Are You Interested
In Becoming A Client?

Wealth management is more than just managing your investments. Learn more about how we can help you.

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