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Our story

Griffith & Associates Financial & Estate Planning Services Ltd. has specialized in meeting the unique needs of families and businesses in the Calgary Area since 2007. We work with a team of professionals that have the acumen, financial experience and in-depth understanding of both personal and corporate planning to help ensure clients benefit from effective and efficient financial strategies.

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Our philosophy

Client relationships are the top priority at Griffith & Associates. Through our arrangement with Sun Life Financial, we ensure client information and investments are well protected and have the most up-to-date financial planning tools, technology, and support. We help you choose the right solutions that align with your financial goals and risk tolerance so you have peace of mind knowing that your financial future is in capable hands.

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Our process

Our multidisciplinary team will help you create a customized financial strategy to help you make informed choices for building and protecting your estate based on your goals and plans for the future. Our network of professionals will support you, your business and your family as we help you put a plan in place and review it regularly with you. We can guide you through our proven process to protect your loved ones and grow your wealth.