Who we Are
Welcome to Finovo, your trusted partner in achieving financial clarity and building a solid foundation for your future.
At Finovo, we specialize in providing collaborative financial planning tailored to the needs of couples between the ages of 25 and 45. We understand the unique challenges and aspirations of this demographic, whether they are married or unmarried, with or without children.
Our approach is centered around offering Financial Clarity Sessions, coupled with email support and a detailed financial report/action plan. We focus on clarifying the immediate steps needed to improve your financial situation and reduce your stress. Our aim is to guide you through the complexities of personal finance, empowering you to make informed decisions that align with your goals.
One of the things that sets us apart is our commitment to being a fee-only and advice-only financial planner. We do not sell investment or insurance products, ensuring that our recommendations are unbiased and solely focused on your best interests. Our Certified Financial Planner designation reflects our expertise and dedication to delivering high-quality financial guidance.
We understand that you may have been receiving mixed messages about financial actions from various sources such as family, coworkers, and the internet. At Finovo, we strive to simplify your household finances and provide clear, actionable steps. Whether you’re looking to invest for the future, purchase a house, save for competing financial goals, or navigate windfalls or inheritances, we are here to help.
While our services are primarily focused on couples between the ages of 25 and 45 in the province of Alberta, our platform and expertise are available to anyone in Canada* seeking financial clarity and guidance.
Join us today and experience our innovative financial planning platform with a free 7-day trial. Start your journey towards financial peace of mind and take control of your future.
At Finovo, we are committed to your success. Together, let’s build your financial foundation and unlock the possibilities of a less stressful and secure future.
*Excluding the Province of Quebec.
Meet Russ, a knowledgeable and independent Certified Financial Planner based in Calgary. He is passionate about helping individuals and families navigate the complexities of personal finance, and achieve their financial goals, and, most importantly, reduce their stress around money.
With a deep understanding of the challenges and fluctuations that come with managing personal finances, Russ brings a unique perspective to his clients. Having faced the same decisions regarding buying a new home, work benefits, the cost of raising children, retirement plans, investments, and loans, Russ knows firsthand how overwhelming it can be to navigate the financial landscape.
Driven by a desire to simplify personal finance for others, Russ embarked on a journey to become a trusted guide in the field. As a Founding Member of the Financial Planning Association of Canada, he is at the forefront of promoting and supporting the evolution of the financial services industry into a recognized, trusted, high-quality profession. He adheres to the highest ethical and fiduciary standards, focusing on bettering the lives of all Canadians.
Beyond his professional expertise, Russ values the importance of work-life balance he preaches to his clients and cherishes quality time with his wife Kristen and their two children. This commitment to personal fulfillment underscores his belief that financial success should go hand in hand with creating meaningful memories and nurturing relationships.
When you partner with Russ, you can expect a personalized and comprehensive approach to financial planning. Whether you’re looking to navigate cash flow planning, organizing the household’s finances, investments, retirement planning, or debt payoff strategies, he will guide you every step of the way, helping you build a solid financial foundation and unlock the possibilities of a secure and prosperous future.
With Russ as your trusted advisor, you can be confident in receiving expert guidance and support tailored to your unique needs. Take the first step toward financial clarity and security today by starting with a Free 14-Day Trial with Finovo’s financial planning platform.