Wealth for What Matters
Specializing in Retirement Investing and Planning
* In light of the COVID-19 pandemic, we are now conducting video conferencing. In-office appointments are still welcome.
Helping Our Client's Solve the Financial Problems that Matter to Them:
Who We Are
Camaco Financial is a 3rd generation, family-owned, and Calgary based independent financial group. Camaco was established in 1979 by Anne Campbell who transitioned the company to her son, Ross, in 1989. Camaco has since grown in size and services while maintaining Anne’s initial passion to provide practical, helpful, and meaningful advice to their clients.
At Camaco we specialize in:
Corporate Wealth Planning
Tax & Estate Planning
At Camaco we aim to glorify the Lord in all we do by operating the company in a manner consistent with the Scriptures. We strive to develop life long relationships with our clients by acting in their best interest. We work hard to educate and inform our clients to be equipped to make wise financial decisions that meet their needs and goals.
Since taking over the family business, Ross has been striving to develop meaningful and committed relationships with each of his clients and their families to help them achieve realistic and attainable financial goals. He aims to empower clients to take control of their financial decisions by providing insight, knowledge, and informative advice that help them accomplish their goals
Ross obtained his Bachelor of Commerce degree from the University of Calgary. He has worked in the financial industry for over 30 years, in banking, insurance, and investments. He holds the Chartered Life Underwriter designation (CLU) and Certified Financial Planner (CFP) designations.Ross is a member of the Conference for Life Underwriting (CALU). CALU's mandate is to advance financial planning issues which include the range of advisory and marketing activities relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning. Ross is also a member of Advocis, whose members adhere to an established professional Code of Conduct to uphold standards of best practice, participate in ongoing continuing education programs, and are committed to putting their client interests first.
Ross and his wife, Nancy, live in Calgary, Alberta. They enjoy spending time with their five children and their families. Ross is pleased to have Ben and Tyler join him in the business as this represents helping clients achieve their financial goals and objectives for a third generation.
For over 20 years Ross has served on the board of TWR Canada and also the international board of TWR, a multinational evangelical Christian media distributor. TWR is the largest media organization in the world, and currently their programs can be heard in 160 countries in more than 230 languages and dialects.
As a third-generation advisor of Camaco Financial Group, it is Ben's desire to continue to build upon the foundation that has helped clients financially prosper over the last 50 years. With the heart of a teacher, Ben strives to help educate and equip his clients to make the financial decisions that are best for them. With an emphasis on comprehensive financial planning and investing for retirement, Ben helps each of his clients navigate through the important financial questions that matter to them.
Ben obtained his Bachelor of Business degree from Dallas Baptist University. He holds the Certified Financial Planner (CFP), the Registered Financial Planner (R.F.P.), and the Certified Health Specialist (CHS) designations.
Ben is member of the Institute of Advanced Financial Planners (IAFP). IAFP's mandate is to promote the profession of financial planning in Canada by setting a standard of excellence in the competency and practice of personal financial planning, for those financial planners who aspire to achieve such excellence. He is also a member of Advocis, whose members adhere to an established professional Code of Conduct to uphold standards of best practice, participate in ongoing continuing education programs, and are committed to putting their client interests first.
In his spare time, Ben enjoys spending time with family, friends, and church community. Ben and his wife, Marissa, have been blessed with three daughters.
Tyler has been assisting advisors in providing their clients with wealth management solutions, since 2015. In 2017, he joined Camaco Financial Group.
Tyler obtained his Bachelor of Business Administration from Ambrose University. Tyler holds the Life and Accident & Sickness insurance license.
Tyler and his wife, Pam, have two children. He enjoys soccer, squash and spending time with his family and faith community.
Is my portfolio structured in a way that manages volatility?
How much do I need to save for retirement or to buy a house?
How should I invest my savings?
What are the most tax-efficient ways to invest?
Do I have the independence to make the best investment choices, or am I in a prepackaged investment from the bank?
Are my fees transparent and do I receive value?
Should I invest in mutual funds, ETFs, or both?
Is the risk I am taking in my investments allowing me to meet my financial goals?
Am I taking more risk with my investments than I need to in order to reach my retirement goals?
Which of my assets should I spend first?
When should I take my CPP and OAS benefits?
customized financial plan
How long will my money last - will I be okay?
How much can I spend so I don't run of money?
How much can I pass to my children if I die?
Am I maximizing my charitable donations at death?
Investments, Financial Planning & Retirement
Finance can be complicated and investing should not require taking more risk than you need to accomplish your goals and objectives. At Camaco, we provide tailored investment solutions, not pre-packaged investment options. From a Christian perspective on wealth, we present financial advice that is customized to meeting your financial goals while optimizing your investment choices.
Insurance & Risk Management
What is the financial impact on your family if you:
are unable to work?
are diagnosed with a life-threatening illness,
pass away pre-maturely?
How much coverage is necessary and how should this be managed when integrating other financial goals, such as reducing debt or saving for retirement? We strive to help and advise our clients find the right amount of coverage that is best for their budget.
What Our Clients Say About Our Financial Advisory Service
" I could not be happier with the professional and personalized service I've received from Camaco. They have gone above and beyond to help me get my finances in order and goes the extra mile every time to ensure all of my questions are answered. You won't find more honest hardworking professionals in Calgary to help you meet your financial goals. This is a company you can TRUST which is hard to find in the financial advising world. I've sat down with reps from numerous other "mainstream" financial organizations and always felt a bit uneasy. Not with these guys. Camaco is a great resource for any healthcare professionals who have unique needs."
"We have always found Camaco to be knowledgeable and trustworthy in the financial advice they provide. Camaco has worked closely with us to articulate and develop financial goals and objectives in our retirement, giving us peace of mind that we have a plan for the future. Our regular meetings give us confidence that our portfolio is structured to suit our risk tolerance and ever-changing market conditions."
Small Business Owner
"Camaco has been a valuable resource for financial planning both personally and corporately. From assisting with our corporate re-structure to our personal investment accounts, they have provided a thorough analysis of our risk management and retirement planning needs. We appreciate the customized approach that is specifically tailored for our financial situation."
“It is not how much we have, but how much we enjoy, that makes happiness.”
- Charles Spurgeon