Finance & Investment · Calgary, Canada

Finance & Investment Experts in Calgary, Canada

Browse 49 verified Finance & Investment professionals based in Calgary, Canada on Prezlo.

Finance & Investment📍 Calgary, Canada
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If you're looking for a verified and licensed Finance & Investment expert in Calgary, Canada, these trusted professionals are a strong starting point. Their specialties include Risk Assessment, Retirement Planning, Private Wealth Management and Tax Planning Strategies. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Rick Seutter

Rick Seutter

Risk Assessment with expertise in Retirement Planning

Finance & Investment 📍 Calgary, Canada
Risk AssessmentRetirement PlanningChild Education Planning
Terry Ritchie

Terry Ritchie

Finance & Investment leader in Private Wealth Management and Tax Planning Strategies

Finance & Investment 📍 Calgary, Canada
Private Wealth ManagementTax Planning StrategiesEstate Planning
Eddie Suen

Eddie Suen

Finance & Investment professional in Portfolio Management

Finance & Investment 📍 Calgary, Canada
Portfolio ManagementRisk AssessmentMarket Analysis
Mike Irwin

Mike Irwin

Retirement Planning authority | Investment Management

Finance & Investment 📍 Calgary, Canada
Retirement PlanningInvestment ManagementTax Optimization
Shela Luprypa

Shela Luprypa

Public Sector Investment Strategies authority | Urban Development Financing

Finance & Investment 📍 Calgary, Canada
Public Sector Investment StrategiesUrban Development FinancingEconomic Growth Initiatives
Bryce Jamieson

Bryce Jamieson

Finance specializing in Retirement Planning and Investment Strategy Development

Finance & Investment 📍 Calgary, Canada
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
Michael Brook

Michael Brook

Wealth Management: Portfolio Optimization

Finance & Investment 📍 Calgary, Canada
Wealth ManagementPortfolio OptimizationRisk Assessment
Greg Leavens

Greg Leavens

Strategic Financial Planning practitioner | Biotechnology Financing

Finance & Investment 📍 Calgary, Canada
Strategic Financial PlanningBiotechnology FinancingCorporate Governance
Jatinder Singh

Jatinder Singh

First-Time Home Buyers specialist in Calgary

Finance & Investment 📍 Calgary, Canada
First-Time Home BuyersInvestment Portfolio ManagementMarket Analysis
Kevin Baer

Kevin Baer

Retirement Planning, Investment Strategies, and Estate Planning

Finance & Investment 📍 Calgary, Canada
Retirement PlanningInvestment StrategiesEstate Planning
Stuart Lawson

Stuart Lawson

Retirement Planning — Wealth Management

Finance & Investment 📍 Calgary, Canada
Retirement PlanningWealth ManagementTax Optimization
Michael Wood

Michael Wood

Private Wealth Management | Finance based in Calgary

Finance & Investment 📍 Calgary, Canada
Private Wealth ManagementInvestment Strategy DevelopmentClient Relationship Management
Dan Beyaert

Dan Beyaert

Finance & Investment professional in Investment Strategy Development

Finance & Investment 📍 Calgary, Canada
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Dan Shields

Dan Shields

Finance & Investment specializing in Investment Consulting

Finance & Investment 📍 Calgary, Canada
Investment ConsultingWealth ManagementPortfolio Analysis
Alexandra Panich

Alexandra Panich

Wealth Management and Retirement Planning Finance

Finance & Investment 📍 Calgary, Canada
Wealth ManagementRetirement PlanningPortfolio Diversification
Dean Bradshaw

Dean Bradshaw

Wealth Management | Calgary

Finance & Investment 📍 Calgary, Canada
Wealth ManagementPortfolio DiversificationRetirement Planning
Ryan Gubic

Ryan Gubic

Investment Advisory and Retirement Planning Finance

Finance & Investment 📍 Calgary, Canada
Investment AdvisoryRetirement PlanningPortfolio Management
Ryan Heron

Ryan Heron

Personal Financial Planning | Calgary

Finance & Investment 📍 Calgary, Canada
Personal Financial PlanningInvestment Strategy DevelopmentWealth Management
Mike Franco

Mike Franco

Fractional Cfo Services authority | Accounting System Integration

Finance & Investment 📍 Calgary, Canada
Fractional CFO ServicesAccounting System IntegrationFinancial Consulting
Bruce Chong, CFA, CFP

Bruce Chong, CFA, CFP

Investment Consulting | Wealth Management

Finance & Investment 📍 Calgary, Canada
Investment ConsultingWealth ManagementPortfolio Optimization
Neil Bosch CIM FCSI®

Neil Bosch CIM FCSI®

Portfolio Management with expertise in Wealth Advisory

Finance & Investment 📍 Calgary, Canada
Portfolio ManagementWealth AdvisoryClient Relationship Management
Chad Larson

Chad Larson

Chad's practice: Investment Management and Wealth Preservation

Finance & Investment 📍 Calgary, Canada
Investment ManagementWealth PreservationTax Optimization
Steven Molina, CIM

Steven Molina, CIM

Portfolio Management and Wealth Planning expert

Finance & Investment 📍 Calgary, Canada
Portfolio ManagementWealth PlanningInvestment Strategy Development
Melanie Shaw

Melanie Shaw

Investment Strategy Development: Retirement Planning

Finance & Investment 📍 Calgary, Canada
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Andrew Gallagher

Andrew Gallagher

Tailored Investment Strategies for Calgary's Growing Wealth

Finance & Investment 📍 Calgary, Canada
Wealth ManagementRetirement PlanningTax Optimization
Connor Batting

Connor Batting

Finance & Investment leader in Investment Planning and Retirement Solutions

Finance & Investment 📍 Calgary, Canada
Investment PlanningRetirement SolutionsTax Optimization
Michael Champion

Michael Champion

Public Sector Funding | Investment Strategy Development | Financial Risk Assessment

Finance & Investment 📍 Calgary, Canada
Public Sector FundingInvestment Strategy DevelopmentFinancial Risk Assessment
Imran Lalani

Imran Lalani

Calgary-based Wealth Management specialist

Finance & Investment 📍 Calgary, Canada
Wealth ManagementRetirement PlanningPortfolio Diversification
David Friesen

David Friesen

Building Lasting Financial Relationships for Wealth Growth

Finance & Investment 📍 Calgary, Canada
Investment ManagementClient Relationship DevelopmentFinancial Planning
Thomas Gehlen

Thomas Gehlen

Wealth Management | Portfolio Optimization | Risk Assessment

Finance & Investment 📍 Calgary, Canada
Wealth ManagementPortfolio OptimizationRisk Assessment
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