About Us

We are a financial services firm that provides independent financial advice in the Calgary area.

Aaron West

President, Wealth Strategist

At The Financial Advocates, we are passionate about advocating for our clients, helping them to navigate the complicated world of personal finance and risk management.

It is our goal is to ensure that all key aspects of each client’s financial needs and goals are addressed thoroughly in a personalized manner specific to their situation.

Our team approach gives us wide bench strength to cover all needs while allowing for focused expertise to bring about the best possible result. This, combined with our dedication to our clients and our long-term experience in offering financial advice, allows us to provide unparalleled expertise when helping our client to build their wealth and meet their goals.

Sara Lawrence

Director, Operations & Client Service

We provide independent financial advice tailored to ensure each client benefits from an unbiased approach.

We are passionate about serving the client’s trust in us above everything else and once a client makes the decision to work with us, we continually work hard to reward that trust with the best service possible.

Combined with our dedication to serving our clients, our long-term experience in offering financial planning and advisory services allows us to provide an unparalleled experience when helping our client to build their wealth.