Guiding your financial journey

At Unbiased Financial Services, we prioritize building long-term client relationships based on competence, transparency, and integrity. We take the time to fully understand your unique circumstances and aspirations so that we can provide the support and guidance you need to thrive.
WHAT MAKES US DIFFERENT
At the heart of our firm is a simple but powerful vision: empowering families to build lasting legacies through early financial literacy and multigenerational planning. This commitment shapes not just what we do, but how we do it. We are actively engaged in serving our clients’ children and grandchildren, helping to pass along those core money values to the next generation, ensuring they are well prepared in advance of any material wealth transfer.
We are a family business. With over 25 years of service, our firm has grown from its founding roots into a vibrant, second-generation Financial Planning & Investment Management practice.
Through Unbiased Portfolio Management Inc., we offer both discretionary investment management and proprietary model portfolios that are designed to help you build, manage, and preserve your total asset base. You get clear direction, comprehensive Net Worth Reporting, and complete control over your financial affairs.
We also offer specialized guidance on alternative investments, including Bitcoin, helping clients navigate emerging asset classes with confidence. Our services include secure asset custody solutions, strategic portfolio integration, and insights into the tax implications and digital asset inheritance planning.
As fiduciaries, we have a legal obligation to act in the best interests of our clients. That fundamental principle, combined with a sound investment philosophy, and good savings habits demonstrated by our clients, has enabled us to steadily grow our business over time.
25
Years delivering sound advice
50
Households across Canada
3
Generations of client families served
98%
Client retention rate
UNBIASED FINANCIAL SERVICES
OUR SERVICES
Your wealth and the complexities of your situation, determine our focus.
Risk Management
Safeguard your financial future with Unbiased Financial Services Inc., where proactive risk management strategies help protect and grow your wealth confidently.
Investment Management
Optimize your financial potential with Unbiased Portfolio Management Inc., offering tailored investment management solutions to secure and grow your wealth effectively.
Retirement Planning
Prepare for a comfortable future with Unbiased Financial Services Inc., offering personalized retirement planning to help you achieve lifelong financial security.
Tax Planning
Maximize your financial efficiency with Unbiased Financial Services Inc., providing strategic tax planning solutions to help minimize liabilities and enhance savings.
estate planning
Ensure a seamless wealth transition with Unbiased Financial Services Inc., guiding you through effective strategies for preserving and passing on your legacy.
cash flow management
Achieve financial growth with Unbiased Financial Services Inc., where customized strategies empower you to build, protect, and sustain your wealth effectively.
What our clients are saying
"Unbiased Financial Services is exceptional. Taylor, John, and team are thorough, creative, and results-driven. Their collaborative approach helped us create a clear, sustainable plan for our financial goals with detailed communication, regular updates, and personalized service. We feel fully informed about our finances and future path."
Tom M.
Psychologist
“Excellent team at Unbiased Financial Services! Organized, knowledgeable, and easy to work with.”
Andrew B.
Engineer
“My service is based on my specific needs at that specific time. (It’s) always based on my overall financial goals which are reviewed on a regular basis. Overall, I’m very satisfied with the service. I especially liked having someone accompany me to important meetings at banks and other financial meetings. I anticipate a long and successful relationship with Unbiased Financial Services.”
Dr. Orest P.
Dentist
"At 50, with retirement nearing, Anne and I chose Unbiased Financial Services. Their thorough, professional approach and broad expertise in estate planning, wealth management, and insurance put us at ease. Now, 15 years later, we enjoy financial security, peace of mind, and a lifestyle of choice. We're grateful to have found them."
Dr. Bill & Anne C.
Retired
“Sincere, thoughtful, selfless and personal service with the goal of not only providing expert financial (planning), but of educating the client so that he/she is fully aware of where his/her portfolio is at any given time. How fortunate I am to be associated with such a dedicated team of brilliant financial advisors. (We trust) their professional experience and personal loyalties in guiding me and my family’s financial future. Well done!”
Debbie B.
Philanthropist
"My experience with Unbiased has been like no other. The whole team is exceptionally professional, flexible, and prompt with communication. They have taken my financial planning goals and tailored an investment and retirement strategy that meets my families needs without pressure, while incorporating their vast knowledge and experience. I would highly recommend them to friends and family."
Dr. Kalen G.
Physician
“I have valued the competency, patience, diligence, incredible efficiency and strong sense of caring about my finances. It’s as if they were your own, which has resulted in (me) trusting completely your recommendations… I have never dealt with a more competent, knowledgeable, caring company.”
Dr. Adele W.
Retired Physician
I was totally over weighted in oil and gas equities, as many Calgarians are. I pretty well had everything in one basket. If I still had that proportion of equities when oil and gas (prices) dropped, I would have had a massive reduction in my net worth. As it turned out…I have been much better suited to weather the present storm. At first, I was nervous…(but) as I became more confident in the process and the ability of John, I became more relaxed. I knew I had a game plan and I had not lost control. In fact, I actually had control now. They were able to truly offer unbiased advice – not a sales pitch for products. Organization of my assets, planning, advice, education, insurance review, asset protection and a plan/strategy for the future is what I get. They looked at my estate planning and gave me a complete overview of my finances and developed a plan to get me to my next financial goal. I needed help and I got exactly what was required. I would highly recommend Unbiased Financial.
Bill F.
Entrepreneur
"Taylor and his team are absolutely top notch in everything that they do. Sharp minds, steady hands, and great customer service."
Craig & Jenna T.
Lawyers
CONTACT US FOR A no-obligation, introductory meeting
We're Here to Help You Achieve Your Goals
Speak to Taylor directly
+1 (403)-671-1707
Our address
#5, 1204 3rd Street SE
Calgary, Alberta
T2G 2S9
Opening hours
- Mon - Fri
- -
- Sat - Sun
- Closed