Finovo | Fee-Only Financial Planning | Certified Financial Planner Reviews

Shay 2025.03.28

     

I was looking for a fee-for-service advisor to review my finances and provide an unbiased, professional opinion to ensure I was on the right track. My meeting with Russ gave me the confidence I needed in my financial plan. He was transparent, knowledgeable, and truly client-focused. You can tell how passionate he is about what he does and that he genuinely wants to help you reach your financial goals. I highly recommend him to anyone seeking financial advice!

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2025.04.01

Thanks so much! It was great getting to know you and getting to hear about all your future plans, Shay! I look forward to getting updates along the way!

Patrick G 2025.03.18

     

Russ was awesome to deal with. I wanted to figure out if I was on the right track for retirement as I have been handling our finances on my own. He was able to take my questions and thoughts and put it into a plan that gave me an insight into how much more we needed to save and when we could retire. The important part was to figure out what we could spend in retirement and leading up to retirement. I would recommend Russ to anyone looking for a clear answer without a sales pitch on securities or additional products.

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2025.03.24

Thanks so much for the kind words, Patrick! I’m glad the process and talking through things helped bring some clarity around retirement planning. Really appreciate the recommendation and if you ever need financial advice in the future, I’m just a message away.

Hardik Thakore 2025.01.18

     

Excellent fee based planning advice. Very professional and no selling or recommendations of products. Highly recommend!

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2025.01.19

It was a pleasure working with you on your Financial Plan, Hardik!

Danica Bauer 2025.01.07

     

Russ is fantastic! I am a beginner in the finance space and he spent extra time walking me through the basics answering every question (there were many) I had in a simple and easy to underStand way. He focused on what is best for me and my current situation and we came up with several options for how to achieve my goals. I absolutely recommend Russ whether you are new to understanding your finances or experienced. I will continue to be working with Russ!

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2025.01.07

Thank you for such a thoughtful review, Danica! It’s our goal to help clients feel more confident about their finances, whether they’re starting from scratch or exploring new strategies. I’m so glad we could come up with options that fit your goals and make things feel clear and manageable.

I look forward to continuing our work together! If anyone reading this is feeling unsure about their finances, don’t hesitate to reach out—I’m here to help.

Mark J Feller 2024.11.21

     

Russ is a super nice guy, very knowledgeable, listened to what I had to say and my ideas, thoughts on a subject before trying to tell me something, and explained things to me that I didn’t have the best grasp on. All in all good experience for sure. 👍

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.11.21

Thanks so much, Mark! I really enjoyed working together and am glad I could give some targeted financial advice to help you clarify a few things. Don’t hesitate to reach out if you ever have more questions about financial planning—happy to help anytime!

Chad Moore 2024.11.15

     

I’ve known Russ, in the financial planning space for years. And time is what it takes to earn the experience to advise people with their finances. Feel comfortable connecting with Russ for financial advice only in Calgary!!

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.11.18

Thanks, Chad! It means a lot coming from someone who knows the industry. Appreciate the support and kind words!

Arfan Shahriyar 2024.10.19

     

My meeting with Russell was phenomenal. From the start, he proved to be an attentive listener, showing empathy that went far beyond the numbers. I appreciated his genuine commitment to doing what’s best for his clients. Russell dedicated more time than expected to our introductory session, addressing my concerns, answering all my questions, without any pressure to commit. What truly stood out was his transparency and honesty. He pointed out areas where my needs might be better served by another expert and even connected me with someone in his network. Although we didn’t move forward together, I was thoroughly impressed by his integrity and client-first approach!

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.10.21

Thanks so much for the kind words! I really do love chatting about finances and I’m glad you felt comfortable enough to be so open during our conversation. It’s so important to me that people get the right advice, even if that means sending them to someone else. If you ever need anything in the future, don’t hesitate to give me a shout. Take care!

Nancyhealthy 2024.09.05

     

I had a great initial consult with Russ, really insightful, he was very transparent and straight to the point, providing real value.

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.09.10

Thanks so much! I’m glad you found our initial consult insightful—I always enjoy chatting about finances. While we weren’t the right fit this time, I always strive to ensure people find the best advisor for their unique situation. Wishing you all the best!

Therese Cormier 2024.07.02

     

We received advice only retirement planning services from Russ and are very satisfied with the thorough and thoughtful models he provided to us. If you save $xx each year, you can retire at age xx with $XXX, with several different scenarios (realistic, conservative, and optimistic) of what is possible. I’m really glad we went through this exercise and grateful for the education.

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.07.03

Thank you, Therese! I'm glad to hear that the retirement planning models helped you visualize the best path for your family. As a Calgary-based financial advisor, I really enjoy delivering custom retirement plans and comprehensive financial advice to help families like yours achieve their goals.

It was a joy assisting you with your retirement planning. Should you have further questions or need additional guidance, feel free to reach out at any time. For anyone in Calgary (or Alberta) looking for reliable financial planning services, including retirement strategies and investment planning, I'm here to help you navigate your financial future with confidence and clarity.

Russ

Rob Paradis 2024.07.02

     

We came into this unsure of where we stood, but now we feel much more confident about retirement and motivated to save (and spend today guilt-free). Thanks for all the work and advice. We really appreciate the clarity and direction you've provided and look forward to checking in with you again in the future to make sure we're on track or to adjust our plan as needed. We'll definitely recommend you to any friends and family looking for a financial advisor.

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.07.02

Thank you for your thoughtful review! I'm thrilled to hear that you're feeling more confident about your retirement and motivated to save after getting some answers for your specific financial situation and questions. It's been a pleasure working with you both as your financial advisor, and look forward to our future check-ins to ensure you stay on track. I appreciate your recommendation and ongoing support!

Best regards,
Russ

Keith Kwong 2024.06.24

     

We are incredibly grateful to Russ for his outstanding help with our retirement planning. From the very first meeting, he demonstrated a deep understanding of our financial goals and tailored a plan that perfectly suits our needs. Russ's expertise, patience, and attention to detail made the entire process smooth and stress-free. He took the time to explain complex concepts in a way that was easy to understand, ensuring we felt confident in every decision. His personalized approach and genuine care for our financial well-being truly set him apart. Thanks to Russ, we now feel secure and optimistic about our financial future. We highly recommend Russ to anyone seeking a knowledgeable and trustworthy financial advisor. His dedication and professionalism are second to none!

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.06.24

Thank you for your heartfelt review, Keith. It's nice to hear your perspective on the experience after the past months of working together.

From our first meeting, it was clear you were already very organized and had a clear understanding of your financial goals, but just needed someone to run through the projections to make sure it all aligned. I'm glad the plan and process gave you that extra clarity! I enjoyed running scenarios and discussing all the "what-if" possibilities.

Thank you for your endorsement and for recommending me as a knowledgeable and trustworthy financial advisor. As always, feel free to reach out if you have any questions or need further assistance. Personal financial well-being is my top concern, and I'm dedicated to providing personalized care.

Best regards,
Russ

Matt Wyse 2024.05.22

     

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.05.22

Hi Matt,

Thank you so much for your 5-star rating! We're thrilled to hear that you had a positive experience with our financial planning services at Finovo Financial Planning. Your satisfaction is our top priority, and it's great to know that we met your expectations.

If you ever need assistance with financial planning, household financial management, or general financial advice, please don't hesitate to reach out. We’re here to serve the Calgary community and help you achieve your financial goals.

Thanks again for choosing Finovo Financial Planning. We look forward to serving you again in the future.

Russ Dyck,
Certified Financial Planner® professional

James PC 2024.04.15

     

It was a relief finding unbiased financial advice that allowed me to set up a solid plan.

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.04.15

Hi James,

Thank you for your kind words! We're thrilled to hear that you felt supported in setting up a solid financial plan. At Finovo Financial Planning, we're committed to providing unbiased and clear financial advice to help our clients achieve their financial goals. Your success is our priority.

Looking forward to continuing to support your financial journey.

Best regards,
Russ Dyck, CFP®

Laina Hynes 2024.01.13

     

I was looking to consolidate all of my RRSPs and my LIRA with one institution and I didn’t know where to start. I was also unhappy with how my investments were performing. In addition, I was wanting to open a RESP for my son and wanted some direction on what institution would work best for me. Russ reviewed my current investments, listened to what I was looking for, and he gave me several potential options. Russ was also excellent in answering my questions when I started the process of opening accounts and completing the transfers. It’s been several months since I’ve made the changes and I’m extremely happy with the changes I’ve made.

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.01.13

Thank you so much for your review, Laina! I'm glad to have been able to provide you some clarity and direction for your finances. It's wonderful to hear you're pleased after going through the financial planning process. In most cases, I find it eases stress having the majority of investment accounts all in one place. If you have any more questions or need further assistance, I'm here to help.

Best, Russ at Finovo

Adam McAllister 2023.09.10

     

Great experience working with Russ. I'm happy with the results and the recommendations. He was very helpful in answering questions. The process and the portal and how it all fit together in the package was a bit unclear to me at first, and the final report left me with a number of questions. He answered them all in the end, so for that I'm very grateful! Thanks Russ!

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2023.09.11

Hi Adam,

Thank you for sharing your positive experience working together. I'm delighted to hear that you're happy with the results and recommendations.

Your feedback about the process and the final report is appreciated. Clarity is crucial when it comes to financial plans, and I'm committed to improving. It's good to know that all of your questions were addressed in the end, and your gratitude means a lot.

If you have any more questions or need further assistance in the future, please feel free to reach out. Finovo is here to help you on your financial journey.

Warm regards,
Russ

devavrat nene 2023.09.04

     

Russ is our go to person for any financial advice. He is one of the few "fee-only" advisors not only crafted a personalised financial plan that perfectly aligned with our goals but also followed up with us to ensure timely implementation. Our discussions around financial planning, investing, and insurance, helped us immensely to make the right financial decisions. We strongly recommend him.

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2023.09.04

Hi Devavrat,

Thank you for taking the time to leave such thoughtful and kind words! It has truly been a pleasure serving as you and your family's financial advisor, and I greatly value the trust you've placed in Finovo.

I'm thrilled to hear that our ongoing financial guidance and personalized plans have been beneficial and really appreciate your recommendation of Finovo. If you ever have more questions, need assistance, or know of anyone else who could benefit from our services, please don't hesitate to reach out. I'm here to help you navigate your financial path.

Warm regards,
Russ

Kathy Wallace 2023.07.21

     

Russ was extremely personable and worked hard to create attainable solutions to reach our goals. He was very accommodating, professional, and detailed orientated, and ensured we understood all our options. He goes above and beyond for his clients, and we greatly appreciated his help. Thank you Russ!

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Octopus and Son 2023.06.30

     

Finovo has been an incredible important part of our success. Their guidance and understanding of how our business fits into our lives has helped steady our ship in ways we didn't think possible. We are beyond impressed and grateful for their patience, willingness, and knowledge.

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Reply from Finovo | Fee-Only Financial Planning | Certified Financial Planner 2024.01.13

Thank you for your kind words and for sharing your experience! Remember, I'm always here if you need any further advice or support. Wishing you continued financial prosperity!

Nicole Vrátná 2023.06.09

     

I’m beyond impressed with how Russ at Finovo financial planning has helped me get my investments on track when I wasn’t getting the support I required from my former investment accounts. He offered advice and a solution that I could understand and that made sense for my investment goals. He was extremely helpful and easy to reach every step of the way. I cannot thank or recommend him enough!

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Will Wearing 2023.03.03

     

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, knowledgeable and politely points out a lack of knowledge/understanding which was EXACTLY what we needed. 10/10 recommend

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