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  • The Expatriate Group Inc. Website Contacts
    (403) 232-8561
    1820, 33rd Ave SW, Calgary, AB T2T 1Y9

    The Expatriate Group Inc. offers Mobility Transition Coaching for individuals undergoing domicile changes, reviewing digital footprints, and ensuring compliance with global financial regulations. They provide strategic guidance on asset relocation, intergenerational planning, and legacy alignment, …

  • Foresight Financial Inc. Website
    403.239.2821
    6025 11 St. SE admin@foresightfinancial.com # 125, Calgary, AB T2H 2Z2

    Foresight Financial Inc. is a boutique financial planning firm based in Calgary, Alberta. They offer personalized financial planning services for business owners and individuals/families, focusing on wealth accumulation, protection, insurance, and investment strategies. Their mission is to ensure l…

  • Todd and Associates -
    403.547.0328
    4625 Varsity Dr NW, Calgary, AB T3A 0Z9

    Todd & Associates is an independent, unbiased fee-for-service financial planning firm specializing in wealth management services for clients. Our primary responsibility is to protect and enhance our client's Net Worth, by taking care of all aspects of their financial lives. We focus on all the key …

  • Diverse Benefits Website
    403.730.7711
    1204 Sandpiper Rd NW, Calgary, AB T3K 3C6

    Diverse Benefits provides personalized financial planning, group benefits, insurance, and retirement solutions for businesses, families, and executives in Calgary. Their boutique approach emphasizes education, independence, and hands-on support, helping clients manage wealth, protect assets, and ac…

  • Hamilton + Partners Website
    403.262.2080
    736 6 Ave SW, Calgary, AB T2P 3T7

    Hamilton + Partners designs, implements and manages employee benefit programs for employers, helping them attract and retain staff through innovative financial arrangements. They provide employee benefits, disability and critical illness coverage, and personal financial, insurance and investment pl…

  • Mawer Investment Management Ltd Website
    403.262.4673
    517 10th Avenue SW Suite 600, Calgary, AB T2R 0A8

    Mawer Investment Management Ltd is a privately owned investment firm offering portfolio management, mutual fund and private equity services to individual and institutional investors across Canada, the United States and Singapore. The firm emphasizes long‑term investment excellence, wealth planning,…