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Plan. Protect. Prosper. Call 403-214-7215

“The clients that choose us as their Trusted Advisor benefit from our unbiased and professional advice, our unrivaled customer service and our commitment to helping them achieve their financial goals and objectives. The clients we choose to work with appreciate the value of our advice, service and commitment to their goals and objectives.”

Kevin MacLeod, CFP
President - MoneyAdvisor.ca

Kevin MacLeod

“The clients that choose us as their Trusted Advisor benefit from our unbiased and professional advice, our unrivaled customer service and our commitment to helping them achieve their financial goals and objectives. The clients we choose to work with appreciate the value of our advice, service and commitment to their goals and objectives.” Close...

Financial & Insurance Planning Services

Whatever goal you’re trying to reach or financial problem you’re trying to solve, MoneyAdvisor.ca is here to help. With an array of Financial Services from investing to insurance products and our Certified Financial Planner professionals (CFP’s), we have the solution that’s right for you.

Financial Services

Whether you just want a good start to your financial future or you are seeking advice to achieve a prosperous retirement or even if your goal is to maximize your Estate for your heirs, your MoneyAdvisor.ca CFP professional is your best choice for advice. Your MoneyAdvisor.ca Certified Financial Planner professionals will work with you to create or enhance your wealth and security with a plan that takes into account your goals and needs as well as your tolerance for risk.

Insurance Services

Are you looking for insurance protection that not only fits your budget, but will be tailored to meet your individual needs?   An insurance supplier that not only arranges coverage, they are there to assist you through the claims process and advocate on your behalf.  Look no further,  your MoneyAdvisor.ca Insurance Brokers  are dedicated to you.  At MoneyAdvisor.ca we offer Life, Disablity, Critical Illness, Long Term Care, Health & Dental and Private Helath Care Insurance.

What about insuring your most precious assets?

You’ve insured your home, cars and personal belongings, but...

what about insuring your most precious assets?

your life and health

Learn More...

Group Benefits for Small Business

Your MoneyAdvisor.ca Insurance Brokers are based out of Calgary, Canada who specializes in plan design, negotiations and implementation of employee benefit plans and other value added services for small businesses and their employees. These programs have been designed specifically for your organization offering medical free insurance and critical illness coverage as well as group benefits among others.