Griffith & Associates Wealth Management
Griffith & Associates is a wealth management firm in Calgary offering financial planning and investment advisory services through Sun Life Canada. The firm focuses on developing personalized financial strategies for individuals, families, and business owners.
- Emphasis on tax & financial planning
- 55 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Griffith & Associates is a wealth management firm in Calgary offering financial planning and investment advisory services through Sun Life Canada. The firm focuses on developing personalized financial strategies for individuals, families, and business owners.
Advisors explain complex topics patiently until you're comfortable before moving forward
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 early retirement transitions
- Clients new to investing or intimidated by financial planning
- Smaller portfolios and clients who felt overlooked at larger institutions
Ask first if
- Team handles both investment planning and insurance renewals, including life insurance for seniors
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.
“Andrew was very professional and knowledgeable. He took the time to create a well organized and informational retirement plan for my wife and I . I would recommend anyone seeing Andrew to talk about current and future finance’s.”
“My advisor Andrew has been incredibly helpful and knowledgable. He made it easy to understand my financial needs and what steps to take. I would highly recommend Andrew.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Griffith & Associates Wealth Management · this provider | 55 | 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.
Is Griffith & Associates suitable for people who don't have a lot of money to invest? +
Multiple reviewers mention coming in with modest portfolios or limited investing knowledge and feeling welcomed rather than overlooked. The advisors are noted for tailoring advice to each client's individual situation regardless of account size.
What types of services does Griffith & Associates offer? +
Reviewers mention services including retirement planning, investment accounts, high-interest savings accounts, and life insurance renewals. The team includes multiple advisors who each appear to specialize in different areas.
How do advisors at Griffith & Associates communicate with clients? +
Reviewers consistently note that advisors respond quickly to emails, answer questions thoroughly, and keep clients informed proactively. Several clients highlight that advisors check in and provide reminders about next steps.
Is Griffith & Associates a good fit for couples planning retirement together? +
Several reviews are from couples who worked jointly with advisors on retirement plans, investment strategies, and insurance renewals. Advisors are described as taking time to understand both partners' needs and goals.
Who are the main advisors mentioned at Griffith & Associates? +
Reviewers frequently mention Andrew Maxwell, Blake Griffith, Genna, and Sam as advisors at the firm. Each is praised for their knowledge, patience, and clear communication style.
Can Griffith & Associates help with life insurance for seniors? +
At least two reviewers describe working with advisor Genna to renew life insurance policies, including for a husband who had just turned 65. She is described as knowledgeable, responsive, and supportive through the process.
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