Best Financial Advisors in Delta, BC

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Delta area.

Watershed Financial Solutions

Watershed Financial Solutions

(1)
Insurance Planning, Segregated Funds, Business
“He has been so helpful with all of my financial needs for myself and my family”
In Business Since 2017
Remote Consultations Available
11923 Briarwood Pl, Delta, BC V4E 2X3
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Walters Financial Forensics

Walters Financial Forensics

(4)
Forgery Identification, Mediation Services, Workplace Investigations
“Walters was professional, thorough, and a pleasure to work with.”
In Business Since 2019
5148 Ladner Trunk Rd Unit #353, Delta, BC V4K 5B6
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My Wealthy Quest

My Wealthy Quest

(8)
  • Life
  • Career
“I would recommend that anyone who wants to be happy not only in their finances, but also in life, career, business and making their dreams happen connect with her.”
In Business Since 2022
11674 84 Ave, Delta, BC V4C 2M3
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Ray Vedamani & Co.

Ray Vedamani & Co.

(8)
“I have complete faith that my finances and financial documents are in good order and firmly believe that anyone using this company's services will find the same to be true.”
In Business Since 2002
9527 120 St #202, Delta, BC V4C 6S3
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Sierra Young, Qafp - Financial Planner

Sierra Young, Qafp - Financial Planner

(3)
“Sierra has been great help to me and my partner as we figure out our life plans and financial goals.”
In Business Since 2022
1299B 56 St, Delta, BC V4L 2A6
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Online Accounting Taxation

Online Accounting Taxation

(3)
“I had an amazing experience with services I received from this company.”
In Business Since 2016
9527 120 St #201, Delta, BC V4C 6S3
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Mark Schoeffel, Bba, Cim, CFP

Mark Schoeffel, Bba, Cim, CFP

“Yes, you can have a profile if your business doesn't have a physical address as long as you make in-person contact with customers. You can also have a profile if you're a hybrid business that serves customers at your business address and visits or de...”
Free Initial Consultation
In Business Since 1997
Coupons & Offers
406-1777 56 St, Delta, BC V4L 0A6
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The Complete Wealth Management System

The Complete Wealth Management System

“I have had the pleasure of working with Bob Duncan and Sherman Friesen at Complete Wealth for many years! Back in 1984. I had a small pension at a company I left and had two options – take a monthly pension starting in May 2021 (which seemed like a l...”
In Business Since 2009
Free Initial Consultation
6165 BC-17A #320, Delta, BC V4K 5B8
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Young Family Financial Group

Young Family Financial Group

“Having been in the business since 1985, I'm committed to my clients' short & long-term goals. I help clients achieve their financial security goals by offering life, disability & retirement products.I have qualified for the MDRT every year since 1992...”
In Business Since 2022
1299B 56 St, Delta, BC V4L 2A6
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Silver Pacific EZ Pay

Silver Pacific EZ Pay

“"We originally signed up with Silver Pacific EZ Pay two years ago hoping to improve our business with all our document management needs, but left with vastly more [...]The structure of the program was very clear, logical and effective, and they have ...”
In Business Since 2016
7337 120 St #245, Delta, BC V4C 6P5
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(24)
  • Knowledge
  • Goals
  • Business
“I have been working with Ocean 6 for a couple years now, and after bouncing between a few financial advisors over the years, I can honestly say that Jay and his team have knocked it out of the park and made me feel at ease.”
In Business Since 2018
680-375 Water St, Vancouver, BC V6B 5C6
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Balanced Financial Services

Balanced Financial Services

(22)
  • Knowledge
  • Market
  • Managing
“His love and knowledge of history, trading markets/trends and investing, along with the ability to explain things in a comprehensive way have helped me to understand and grow my portfolio over the years.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(11)
Lawyers, Cross-Border
“Patrick provided me with clear, comprehensive guidance for the next steps in my financial planning journey as well as straightforward answers to my specific questions as a dual U.”
In Business Since 2017
Transparent Fees & Pricing
555 Burrard St #100, Vancouver, BC V7X 1M8
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Sarabia Wealth Solutions

Sarabia Wealth Solutions

(11)
Added Value Services, Building Your Wealth, Protecting Your Wealth
“He explained everything very clearly and in an organized manner, what is the present state, what is my goal, what it will take to reach there, timelines and prioritizing my financial goals.”
In Business Since 2020
610 6th St #255, New Westminster, BC V3L 3C2
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Odlum Brown Limited

Odlum Brown Limited

(9)
  • Company
  • Investment
“Beautiful paintings and local artists on display.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Mobius Financial Planning

Mobius Financial Planning

(30)
Investments, Financial Planning, Retirement Planning
“I think it's hard to establish a bond of trust when financial matters are involved, but Bily was quick to reassure me and made me feel comfortable with every decision we've made throughout this path.”
Free Initial Consultation
In Business Since 2019
OUR, OUR, OUR Certified
10271 Shellbridge Way #210, Richmond, BC V6X 2W8
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Sunny Kalsi - Advice & Planning

Sunny Kalsi - Advice & Planning

(30)
Insurance, Investments, Leasing & Financing
“His flexibility and the fact that he will come to your house made it very easy for us to get all the information we needed to make RESP decisions with a newborn.”
In Business Since 2012
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(19)
Non-Resident Taxes, Bookkeeping Services, Estate and Trust Tax Returns
“He also discusses matters outside of the accounting scope to make my business profitable which shows Nafees' knowledge about the business and the industry as a whole.”
Family Business
Free Initial Consultation
In Business Since 2015
Transparent Fees & Pricing
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(30)
Travel Insurance, Disability Savings (Rdsp), Insurance
“If anyone is looking for a health insurance for their family members visiting Canada temporarily of if someone is looking for a certified financial planner to make their future wonderful and stress free, I would highly recommend Mr”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Portfolio Planning

Portfolio Planning

(30)
  • Family
  • Goals
  • Insurance
“My partner and I went to Vishal when we needed insurance to protect ourselves, each other, and our greatest asset which is our home, in the event if something were to happen to us.”
In Business Since 2019
Free Initial Consultation
1500 W Georgia St #1900, Vancouver, BC V6G 2Z6
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Complete Accounting Solutions

Complete Accounting Solutions

(24)
Bookkeeping, Corporate Accounting, Domestic and International Business
“As an extremely satisfied client since 2004, I can say that Solomon and his team always have my best interests in mind and I would not hesitate to recommend them to anyone.”
In Business Since 2007
Transparent Fees & Pricing
17619 96 Ave #100, Surrey, BC V4N 4A9
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(30)
  • Knowledge
  • Questions
  • Goals
“Very eager to provide service beyond expectations, easy to talk to, breaks down the financial info well and trustworthy, which is obviously very important in this field!!!”
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Visionvest Financial Planning & Services

Visionvest Financial Planning & Services

(30)
  • Retirement
  • Feel
  • Understand
“We have been investing with Arnold Machel for the last 6 years and have found him and his staff to have a vast knowledge of investments and being very honest and up front with us.”
In Business Since 2006
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

(30)
  • Feel
  • Confident
  • Financial Literacy
“After just 1 coaching session and attending her master class, I finally got a handle on my spending and better understood on to start and maintain my investments.”
In Business Since 2022
1200 W 73rd Ave, Vancouver, BC V6P 6G5
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Retirement Planning and Investment Management Services in Delta, BC Cost Estimates

Minimum cost
$1237
Maximum cost
$10513
National Average
$3711
Avg Per Hour Rates
$372
$2474
$6803
Typical price range is based on 460 cost profiles
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Average Cost $3711
Minimum cost $1237
Maximum cost $10513
Avg Per Hour Rates $372

Typical range $2474 to $6803 is based on 460 cost profiles.

Why these companies made our list

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