Finovo | Financial Planning
Finovo is a fee-only financial planning firm in Calgary offering personalized, transparent financial advice to busy professional couples, with services including investment planning, tax planning, and lifecycle financial guidance. The firm is currently not accepting new clients b
- Emphasis on tax & financial planning
- Free initial consultation
- Remote / virtual meetings
- 36 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Finovo is a fee-only financial planning firm in Calgary offering personalized, transparent financial advice to busy professional couples, with services including investment planning, tax planning, and lifecycle financial guidance. The firm is currently not accepting new clients but offers complimentary introductory calls and operates on a commission-free, unbiased advisory model.
Come with your questions written out — Russ takes time to answer all of them
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and financial check-ups for self-directed savers
- Retirement income modelling with multiple scenarios
- DIY investors wanting an unbiased second opinion
- Couples planning retirement together
Ask first if
- Fee-for-service only — no product sales or securities recommendations
- Bank or commission-based advisor
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
Calgary, AB
In their own words.
“Excellent fee based planning advice. Very professional and no selling or recommendations of products. Highly recommend!”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Finovo | Financial Planning · this provider | 36 | 5.0 | Tax & Financial Planning |
| Property Law Firm CB LLP (MacKay Real Property Law) | 1229 | 4.9 | — |
| Property Law Firm CB LLP | Calgary South | 544 | 5.0 | — |
| Summit Legal Group | 525 | 4.9 | Wills & Estates |
| Kahane Law Office | 513 | 4.5 | Wills & Estates |
| Clark & Clark Lawyers | 504 | 4.9 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Calgary. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
Does Finovo sell financial products or earn commissions? +
Multiple reviewers specifically highlight that Finovo operates on a fee-for-service model with no product sales or commission-based recommendations. Clients consistently note the absence of any sales pitch during their consultations.
What does a typical retirement planning engagement look like? +
Russ typically builds detailed financial models showing multiple scenarios — realistic, conservative, and optimistic — so clients can see how much to save, when they can retire, and what they can safely spend. Clients receive a written plan and follow-up support to implement recommendations.
Is Finovo suitable for someone who is new to financial planning? +
Reviewers who describe themselves as beginners report that Russ takes extra time to explain concepts in plain language and answers all questions without pressure. The service appears well-suited to clients at any experience level.
Can Finovo help with investment account consolidation or registered accounts like RRSPs and RESPs? +
At least one reviewer describes receiving guidance on consolidating RRSPs and a LIRA, as well as direction on opening a RESP. Russ also assisted with answering questions during the account transfer process.
Does Finovo work with small business owners or entrepreneurs? +
At least two reviewers — including an entrepreneur and a business owner — mention receiving planning advice that addressed how their business fits into their overall financial picture. Finovo appears to have experience with self-employed and entrepreneurial clients.
Will Russ refer me to another professional if my needs are outside his scope? +
One reviewer notes that Russ transparently identified when another expert would better serve their needs and made a direct referral from his professional network. This client-first approach is highlighted as a standout quality.
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