Unlocking Financial Well-Being for Busy Professional Couples

Advice-Only, Fee-Only Financial Planning to Guide Your Journey

Unlocking Financial Well-Being for Busy Professional Couples

Advice-Only, Fee-Only Financial Planning to Guide Your Journey

Welcome to Finovo Financial Planning, where we take the financial burden off your shoulders so you can focus on what truly matters: your family and your well-being.

Take the first step and Book a Complimentary Call with us today.

Are You Nearing or Enjoying Retirement? Explore Our Retirement Solutions...

Are You Nearing or Enjoying Retirement?
Explore Our Retirement Solutions...

Are You Nearing or Enjoying Retirement? Explore Our Retirement Solutions...

Financial planning should be personalized, transparent, understandable & Easy

Welcome to Finovo Financial Planning, where we take the financial burden off your shoulders so you can focus on what truly matters: your family and your well-being.

From handling complex financial decisions to helping you achieve peace of mind, we’re here to guide your financial journey.

Streamline Your Finances

Eliminate financial stress with our expert guidance and simplified strategies tailored to your household's needs.

Judgment-Free Guidance

Explore your financial history and make informed decisions in a supportive and non-judgmental environment.

Transparent Pricing

Experience transparency with our advice-only, fee-only approach, ensuring no hidden fees or commissions.

Goal-Oriented Strategies

Transform your household's financial aspirations into fulfilled achievements with effective, goal-centric strategies.

Investment Clarity

Enhance your investment understanding and confidence with our personalized insights and guidance.

Personalized Advice

Collaborate with us to craft a financial plan uniquely designed to align with your objectives and circumstances.

Core Values

The Heart of Finovo

If it matters to you, it matters to us. We're all about providing a judgement-free zone for you to explore your financial future, always in a confidential and respectful way.
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Integrity

More than just a word, it's our commitment to always put your best interests first.
30-something caucasian heterosexual couple holding each other in their new home

Expertise

Continuous learning to ensure we're always ahead of the curve, so you don't have to be.

Client-Centric

Your life, your goals, your dreams. We're here to make them financially achievable.

Independence

No commissions, no hidden fees, just unbiased advice tailored for you.
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How We Can Work Together?

Simplify Your Life with Finovo

.01

Initial Comprehensive Financial Plan

Our Comprehensive Financial Plan provides a clear financial roadmap tailored to your unique circumstances and long-term goals.

We Can Work On:

How We Can Work Moving Forward?

.02

Ongoing Financial Planning

Benefit from continuous support, proactive strategy adjustments, and peace of mind as we diligently manage your financial growth.

Just Needing A Little Bit of Financial Clarity?

.03

One-Off Meetings

Have straightforward financial questions? Get valuable insights and professional advice to address your immediate financial concerns in a focused session.

Answering Your Most Important Financial Questions

You’re faced with a myriad of financial choices that influence your future well-being. This is why we’re here, to shed some light through advice.

How can I optimize a financial plan to suit both my and my partner's needs?

Is following financial advice from social media (i.e. reddit) a wise decision for our family?

What financial preparations are needed for life's biggest moments, like buying a home or expanding our family?

How do we navigate windfalls or inheritances to benefit our entire family?

What should we consider when planning for eventual retirement while still enjoying life now?

How can we make the most out of our investments without sacrificing short-term needs?

How can we ensure that our financial plans are tax-efficient?

How can I ensure a smooth transition when switching financial advisors?

TESTIMONIALS

What Our Clients Say: Real Stories, Real Results

Trust is something we’ve earned with our current and past clients, but as the great Levar Burton once said, ‘You don’t have to take our word for it!’

Russ was fantastic! Having a professional to lean on for financial advice that isn't trying to sell us something was exactly what we were looking for. He's personable, and knowledgeable and politely points out a lack of knowledge/understanding.
black and white picture of Will Wearing of Calgary, Alberta
Will Wearing
Software Engineer
My husband and I came to Russ to help us make a financial plan to meet our retirement goals, and what we got out of our meeting was that and much, much more. We were so pleased with the service we received, his attention to detail and general care towards us was a breath of fresh air. Thank you for your help Russ, we are so appreciative!
colour photo of Julianne Young, wedding planner from Calgary Alberta
Julianne Wieclawek
Wedding Planner
My wife and I have been to several financial advisers in the past but we both tend to glaze over as they ramble off a bunch of financial jargon and we leave more confused than when we went in. Russ has been amazing at helping us understand easy ways we can save money and pay down debt.
colour photo of Sean Young from Calgary, Alberta
Sean Young
Multi-Media Designer

Ready to make a change? Start your journey towards financial well-being today.
Book your complimentary introductory call with us now.

Ready to make a change? Start your journey towards financial well-being today.

Save 20% On Your Next Order

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Save 20% On Your Next Order

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