Wealth For What Matters
Serving Calgary since 1977
Retirement Planning for Individuals 50+
How our Financial Advisors can Help You
What Makes Us Different?
Communication
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 a high 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.
Relationship
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 wealth management journey.
Expectation
Clients can expect to receive honest, trustworthy, and high-quality advice when they meet with an advisor. We require all financial advisors to have the industry's most recognized designation, Certified Financial Planner (CFP), and various other financial designations.
Our History
Wealth 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.
Instead of working with the “big banks”, Camaco Financial Group is different:
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We are a financial firm that has the independence to invest your money with top fund managers
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Our small size allows us to provide personalized service, yet our depth of experience allows us to manage complex financial issues
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As Certified Financial Planners (CFP), we are ready to help you navigate your finances in a way that is easy to understand
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We have many years of experience as a firm, and highly qualified advisors that are young enough to remain with you through the duration of your retirement
Learn more about why we are unique here.
“It is not how much we have, but how much we enjoy, that makes happiness.”
- Charles Spurgeon