Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and successful families across Canada.
Our firm was founded by experienced ex-major financial institution advisors on the belief that advice should be objective, transparent, and customized. We are a team of Certified Financial Planners® who strive to provide unparalleled service, care and professionalism to our clients and their families. With an in depth understanding of the unique challenges and opportunities clients face, we work with you to develop effective, tailored strategies designed to help you pursue your short and long term goals.
Investment management is provided by Up Investment Management of Aligned Capital Partners.
Today, Up Financial is 100% employee owned and upholds a fiduciary standard of care, ensuring that our client’s best interest are always put first.
We are committed to excellence and are grateful for the opportunity to help our clients and their families.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 396 11 Ave Sw, Calgary,alberta T2r 0c5,canada
- Phone
- (587) 316-4070
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.upfinancial.ca
- Keywords
- Calgary.
- HQ
- Calgary, Alberta
Up Financial Questions
Up Financial's helpline number is (587) 316-4070
Up Financial's website is http://www.upfinancial.ca
Up Financial's LinkedIn profile is https://ca.linkedin.com/company/up-financial
Up Financial has
8 employees.
View email and phone details for 8
employees at Up Financial.
Up Financial's industry is
Financial Services
Up Financial's top competitors are
Well Built Wealth,
Alcedio Capital Inc.,
Cardinal Point Wealth Management, Ulc,
Moraine Wealth Advisory,
Wealthsimple,
Mrg Wealth,
Mld Wealth,
Philippine Financial,
Sandstone Asset Management Inc,
Aware Financial.
Up Financial's categories are Financial Services
Up Financial's founding year is 2015
