The Calgary office of Financial Management has been serving independent advisors since 1982.  From our location at 340-50th Avenue SE, we have provided our advisors over the decades with stability and service to better help them serve their clients' financial needs.

The Calgary office has a staff of 24 and specializes in back-office administration utilizing all technologies that help provide top level service.

From the Napoleon back-office Life Tracking System, WinFund Investment Product Trading System, to the state-of-the-art Web-Enabled Illustration System (W.E.I.S), Financial Management is continually striving to provide advisors the tools to run a successful business.

At FM, we believe that a consumer is better served by a more knowledgeable advisor and therefore, we work very hard to provide ongoing education and training through our FM 'University' and for those in outlying areas, we try to provide assistance with online training and education.

Financial Management is one organization that truly does offer the most in training, support, technology and concepts to help the independent advisor give their clients the edge in today's ever competitive economy.

The Calgary office is located at:
340 - 50th Avenue SE
Calgary, AB T2G 2B1

Tel: (403) 243-6163
Toll-Free (800) 661-1497
Fax: (403) 287-3412

Hours of Operation: Monday - Friday 8:30am - 4:30pm