Up Financial Inc.
31 Reviews
- Thursday8 AM–6 PM
- Friday8 AM–6 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–6 PM
- Tuesday8 AM–6 PM
- Wednesday8 AM–6 PM
About the Business
Canadian Wealth Management | Up Financial | Certified Financial Planners Calgary | Calgary Investment Firm | Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning.
Contacts
Website
Call Us
+15873164070
396 11 Ave SW, Calgary, AB T2R 0C5
Hours
- Thursday8 AM–6 PM
- Friday8 AM–6 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–6 PM
- Tuesday8 AM–6 PM
- Wednesday8 AM–6 PM
Features
- Wheelchair-accessible parking lot
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Duane Gillissie
18.10.2023
Up Financial Inc.
I've been working with Elijah and Nathan at Up for a few years and can't say enough good things about them. They really go out of their way to offer a personalized and relationship focused service.Thanks guys, for always being there and always striving to make the process as straight forward as it can be.
Morgan H
10.10.2023
Up Financial Inc.
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.
Lisa Barnett
27.09.2023
Up Financial Inc.
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.
Becky Plucer
22.09.2023
Up Financial Inc.
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!
Catherine BEAL
22.09.2023
Up Financial Inc.
The advisors are knowledgeable, independent and are committed to meeting their clients’ investment needs. The products are well diversified. The service is outstanding. We have confidently referred family and friends to Up Financial.
Colin Morgan
07.09.2023
Up Financial Inc.
Great people. Great advice. I recommend UP to anyone who asks me.
Zoe B
03.09.2023
Up Financial Inc.
As someone with not a lot of financial background or knowledge it's extremely comforting knowing Brent and the Up Financial team are looking out for my future/best interests at all times. Questions are met with understanding and kindness. I would highly recommend them to anyone.
erin mcquitty
25.08.2023
Up Financial Inc.
Up Financial treats all of their clients with the utmost respect and integrity no matter what type of investor you are! They are always quick to respond and have advice no matter what stage of life you are in!
Matthew Giles
08.08.2023
Up Financial Inc.
Up Financial has been taking care of me since 2013 and it's been a great experience. I know some people who have invested through the bank and have since lost all their investment, but my advisor has navigate through the years, including this nonsense year (2020), with growth. I would definitely recommend this company to take care of your future.
Ageless Medi Aesthetics
12.07.2023
Up Financial Inc.
Our experience with Up Financial has been a good one. Our initial assessment was in far greater detail then we received from any other firm we interviewed. They have kept up with us and answered our questions with factual information not a hard sell fast talking approach which we have found can be common in this industry. We would recommend Up Financial to our friends and family as our experience has been top notch.
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396 11 Ave SW, Calgary, AB T2R 0C5
Up Financial Inc.