Up Financial Inc.
Up Financial is a Calgary-based wealth management and financial planning firm offering comprehensive financial planning, investment management, tax planning, and estate planning services to Canadians. The firm is led by Certified Financial Planners with a fiduciary responsibility
- Emphasis on tax & financial planning
- 33 client reviews (4.8★ average)
Strong fit for tax & financial planning.
Up Financial is a Calgary-based wealth management and financial planning firm offering comprehensive financial planning, investment management, tax planning, and estate planning services to Canadians. The firm is led by Certified Financial Planners with a fiduciary responsibility to clients' best interests.
Ask about fee structures and disclosures upfront before committing
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 investment strategy
- Clients new to financial literacy or investing
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.
“Dylan is a complete rockstar! I'm so happy to have him, and the whole Up Financial team, on my side. 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 |
|---|---|---|---|
| Up Financial Inc. · this provider | 33 | 4.8 | 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.
What financial services does Up Financial Inc. specialize in? +
Based on client reviews, Up Financial Inc. focuses on retirement planning, investment strategies, budgeting, and tax planning. Advisors work with clients to build long-term financial plans tailored to individual goals.
How communicative and accessible are the advisors at Up Financial? +
Multiple reviewers highlight that advisors respond quickly to questions and maintain consistent, proactive communication. Clients frequently note feeling like a priority throughout the advisory relationship.
Is Up Financial suitable for someone with little financial knowledge? +
Several reviewers came to Up Financial with limited financial backgrounds and found that advisors explained complex concepts in clear, easy-to-understand terms. The team is described as patient and willing to answer all questions.
How long have some clients been with Up Financial? +
Some clients have been with Up Financial for many years — at least one reviewer mentioned a relationship dating back to 2013. Long-term client retention appears to be a positive pattern noted across reviews.
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