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
Technology + Advice
Pandemic proof advisors. We're available for phone, video and in-person meetings.
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.
Are You Interested
In Becoming A Client?
Wealth management is more than just managing your investments. Learn more about how we can help you.