About Up Financial
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Calgary, Alberta
- Founded
- 2015
- Company type
- Privately Held
Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and successful families across Canada.
Our firm was founded by experienced ex-major financial institution advisors on the belief that advice should be objective, transparent, and customized. We are a team of Certified Financial Planners® who strive to provide unparalleled service, care and professionalism to our clients and their families. With an in depth understanding of the unique challenges and opportunities clients face, we work with you to develop effective, tailored strategies designed to help you pursue your short and long term goals.
Investment management is provided by Up Investment Management of Aligned Capital Partners.
Today, Up Financial is 100% employee owned and upholds a fiduciary standard of care, ensuring that our client’s best interest are always put first.
We are committed to excellence and are grateful for the opportunity to help our clients and their families.
Company locations
396 11 Ave SW, Calgary, Alberta T2R 0C5, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 1,319
- People linked to this company
- 13
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
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