Griffith & Associates Wealth Management
A legal & financial in Calgary — personalized and approachable rather than corporate or transactional.
Care that adapts as needs change.
Retirement planning and early retirement transitions. Responsive communication with timely answers to emails and questions.
Advisors explain complex topics patiently until you're comfortable before moving forward
personalized and approachable rather than corporate or transactional
What families look for first.
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
- Switching from larger banks or credit unions where clients felt neglected
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
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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