How our Financial Advisors Help You
How our Advisors Add Value
Our financial advisors want to be on the same side of the table as you. That’s why we believe it's an advisor's role to educate clients so they feel empowered to make the best financial decisions for their current situation. We place an emphasis on regular communication so we can best serve you in the wealth management process.
Peace of Mind
Managing your finances can be complex and stressful. Our financial advisors strive to work with each of our clients so they have confidence in knowing that every area of their financial situation is being managed correctly.
We believe in establishing long-term relationships with each of our clients. It's important to us that we know you and have a clear understanding of your situation so we can help you through every step of your financial journey.
Clients can expect to receive honest, trustworthy, and high-quality advice when they meet with a financial advisor. We require all financial advisors to have the industry's most recognized designation, Certified Financial Planner (CFP), and various other financial designations.
What Makes Us Different?
Instead of working with the “big banks”, Camaco Financial Group Inc. is different:
We are a financial firm that has the independence to invest your money with top fund managers
Our small size allows us to provide personalized service, yet our depth of experience allows us to manage complex financial issues
We have many years of experience as a firm, and highly qualified financial advisors that are young enough to remain with you through the duration of your retirement
Learn more about why we are unique here.
Our advisors are ready to help you navigate your finances in a way that is easy to understand
We don't recommend investments based on commission. Instead, our compensation is based on a fee-only structure
Our financial advisors adhere to the most recognized and strict ethical standards in the industry. Learn more here
Financial Advice for What Matters
Serving Albertans since 1977, Camaco Financial Group Inc. is a Calgary-based firm that strives to provide lifelong, honest, trustworthy and high-quality advice. As a third-generation family business, we understand the challenges and anxieties that many Canadians encounter when planning for retirement.
Our commitment is always to be there for you; it’s our passion to come alongside and guide individuals who are seeking to make prudent financial decisions. Rather than emphasizing investment strategies or insurance products, we aim to first understand your retirement goals. Once we have established a common understanding, we then develop a financial plan and investment strategy that is customized to your needs.
What People Say
Small Business Owner
"We have always found Camaco to be knowledgeable and trustworthy in the financial advice they provide. Camaco has worked closely with us to articulate and develop financial goals and objectives in our retirement, giving us peace of mind that we have a plan for the future. Our regular meetings give us confidence that our portfolio is structured to suit our risk tolerance and ever-changing market conditions."
"I could not be happier with the professional and personalized service I've received from Camaco. They have gone above and beyond to help me get my finances in order and goes the extra mile every time to ensure all of my questions are answered. You won't find more honest hardworking professionals in Calgary to help you meet your financial goals. This is a company you can TRUST which is hard to find in the financial advising world. I've sat down with reps from numerous other "mainstream" financial organizations and always felt a bit uneasy. Not with these guys. Camaco is a great resource for any healthcare professionals who have unique needs."
"Camaco has been a valuable resource for financial planning both personally and corporately. From assisting with our corporate re-structure to our personal investment accounts, they have provided a thorough analysis of our risk management and retirement planning needs. We appreciate the customized approach that is specifically tailored for our financial situation."
Calgary Office: Camaco Financial Group Inc.
4105, 230 Eversyde Blvd SW
Calgary, Alberta, T2Y 0J4