Best Financial Advisors in North Vancouver, BC

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the North Vancouver area.

Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(31)
Insurance Strategies, Investment Solutions, Partners
“If you have that little voice in your head that is saying things like "you are working so hard but spending very little time on planning", or "am I setup right now the best way possible for my financial objectives", you need to go see Ocean 6.”
680-375 Water St, Vancouver, BC V6B 5C6
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Balanced Financial Services

Balanced Financial Services

(26)
  • Team
  • Managing
  • Goals
“Earle is always available for face-to-face consultations, where he is more than willing to share his expansive knowledge of market behaviour and to take as much time as needed to make sure that the client understands, and is comfortable with, his inv...”
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

(16)
  • Team
“I have no hesitation in recommending Terry Wright to anyone seeking an investment advisor of integrity and a leader who is dedicated to delivering outstanding results with a genuine concern for the well-being of his clients.”
Transparent Fees & Pricing
555 Burrard St Suite 100, Vancouver, BC V7X 1M8
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Odlum Brown Limited

Odlum Brown Limited

(12)
  • Investment
“I can only say, based on my experience with Mr Davidson, that the service and wise advice that I have received over the years, has been both personal and exemplary .”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Portfolio Planning

Portfolio Planning

(50)
Insurance, Flat-Fee Financial Planning, Investments
“What is truly remarkable about his process was that Vishal not only helped me achieve my financial goals, but he also took the time to understand what was important to me in life and helped me create a plan that aligned with my personal values and as...”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Canadian Wiseinvest

Canadian Wiseinvest

(31)
Individual Services, Corporate Services
“Throughout my journey, I have been associated with Wiseinvest for an extended period of time, and I can confidently say that at every stage of my financial life, I have greatly benefited from the expert advice, guidance, and valuable references provi...”
850, 1185 W Georgia St w, Vancouver, BC V6E
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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(29)
  • Retirement
  • Questions
  • People
“I know some people are fine going it alone when it comes to investing, but with Bryn's guidance I have saved much more than I would have done on my own and am better off and more confident for the long term.”
Transparent Fees & Pricing
In Business Since 2017
1701 W Broadway, Vancouver, BC V6J 1Y3
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The Shasta Consulting Group

The Shasta Consulting Group

(2)
“He has advised me with estate planning and wealth management as well as insurance and tax planning.”
L-R Certified
In Business Since 1996
Coupons & Offers
100 Esplanade E Suite 304, North Vancouver, BC V7L 4V1
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Virani Financial

Virani Financial

(32)
  • Financial Advisors
  • Economic Growth
  • Team
“They did not hurry us through the process but helped us with a solution that suited our needs the best after scanning the various products available in the market.”
1650 W 2nd Ave #340, Vancouver, BC V6J 1H4
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Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

(30)
  • Informative
  • Podcast
  • Financial Literacy
“Investing in the stock market felt so intimidating for me, especially as someone with no prior knowledge of it but after having taking Gina's class, I have a much better understanding!”
In Business Since 2022
1200 W 73rd Ave, Vancouver, BC V6P 6G5
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(30)
  • Financial Advisor
  • Videos
  • Goals
“Not only he would attend to my inquiries in a prompt and professional manner, but he would also set up meetings from time to time to provide updates on my portfolio and recommendations.”
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Steven Joe Financial | Assante Financial Management

Steven Joe Financial | Assante Financial Management

(27)
  • Team
  • Strategy
  • Knowledge
“His contact and referral network for other professionals is also unparalled; whether it be a lawyer, accountant or business consultant, being his client gets you access to one of the best networks in the city.”
In Business Since 2022
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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BBA Accounting Group

BBA Accounting Group

(19)
Advisory & Management Consulting, US Personal Taxes, Estate & Succession Planning
“After years of trial and error working with different accountants who gave me so much stress and uncertainty, I stepped in BBA's office and they changed my life!”
In Business Since 2009
650 W Georgia St #1760, Vancouver, BC V6B 4N8
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DLD Financial Group

DLD Financial Group

(19)
Group Benefits, Second Opinion
“I especially appreciate it when I nod like I understand the technical details of what she is describing (but I don't) and she sees through it and provides a simpler explanation of we need to support our decision-making.”
VANCOUVER Certified
In Business Since 2004
320 Granville St #1180, Vancouver, BC V6C 1S9
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Parichehr Royal Accounting - Certified Professional Accountants

Parichehr Royal Accounting - Certified Professional Accountants

(15)
Corporate Tax and Accounting, Personal Tax Returns, Payroll Services
“I had a great experience with this business and I highly recommend this business because of its professional staff and the fast service that they provided to me.”
Free Initial Consultation
2030 Marine Dr #213, North Vancouver, BC V7P 1V7
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Elementus Wealth Management

Elementus Wealth Management

(22)
  • Company
  • Understand
  • Team
“We have entrusted Jeff and his team to look after our company health benefits plan -- and it has been a sincere pleasure to be placed under the watchful care of Emily from Elementus Wealth from Day 1.”
In Business Since 2010
1075 W Georgia St #1810, Vancouver, BC V6E 3C9
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Skyward Financial

Skyward Financial

(21)
  • Learned
  • Team
  • Patient
“Cutis was recommended to me by a friend and i decided to go talk to him back in november 2021since that time he's helped me buy a motorcycle , came up with plans for me to pay back my loans and even made a plan for me to purchase a house in the futur...”
In Business Since 2021
3587 W 35th Ave, Vancouver, BC V6N 2N4
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Modernadvisor

Modernadvisor

(18)
  • User
  • Fees
  • Retirement
“Because of their low fees, wise selection of funds from established companies, and investment in the entire stock market, Modern Advisor has far surpassed our original goal of keeping up with inflation–at a level of risk that doesn't cause us to lose...”
1075 W Georgia St #1880, Vancouver, BC V6E 3C9
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Kassam & Associates, CPA

Kassam & Associates, CPA

(3)
Personal Tax Amounts, Marginal Rates, CPP and EI
“Iv been working with jamil and the rest of the team since 2003.”
Free Initial Consultation
Transparent Fees & Pricing
145 15th St W #106, North Vancouver, BC V7M 1R9
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Abundance Wealth Community

Abundance Wealth Community

(15)
  • Financial Advisor
  • Understanding
  • Goals
“He found the positives in everything I'd done so far rather than the negatives I saw - he encouraged me and created the perfect plan for me that now has me less stressed about my future but still getting to do all the things I love today.”
Licensed
In Business Since 2022
1869 W 17th Ave, Vancouver, BC V6J 2M8
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Infinity & Beyond Business

Infinity & Beyond Business

(9)
Wealth Planning, Insurance, Investments
“Alex and entire staff put a LOT of emphasis on making sure their customers are happy and they have a genuine interest in the well-being of their clients...”
1680 Lloyd Ave Suite #1, North Vancouver, BC V7P 2N6
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Global Solutions

Global Solutions

(13)
  • Financial
  • Team
  • Strategies
“When my wife and I just started our financial journey after buying our first home and the birth of our first child, we were a little lost on how to structure our finances and insurance in a meaningful and strategic way.”
In Business Since 2023
38 Fell Ave #100, North Vancouver, BC V7P 3S2
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Legacy Family Office Vancouver

Legacy Family Office Vancouver

(4)
Enterprise oversight, Family Office, Wealth management
“When a company is dealing with your financial resources, there is a huge risk that their sole focus will be on acquiring your funds, providing advice, and investing wisely.”
Family Business
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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Invested Latin Financial

Invested Latin Financial

(2)
“I've worked with Aldo on several occasions, and he always gets mortgages even when they are extremely challenging.”
Emergency Services
1111 W Georgia St #1200, Vancouver, BC V6E 4M3
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Retirement Planning and Investment Management Services in North Vancouver, BC Cost Estimates

Minimum cost
$1234
Maximum cost
$10489
National Average
$3702
Avg Per Hour Rates
$371
$2468
$6787
Average price range is based on 433 cost profiles
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Average Cost $3702
Minimum cost $1234
Maximum cost $10489
Avg Per Hour Rates $371

Average range $2468 to $6787 is based on 433 cost profiles.

Why these companies made our list

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