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.

Balanced Financial Services

Balanced Financial Services

(22)
  • Team
  • Meeting
  • Managing
“I have always been totally satisfied and impressed by his professionalism, his absolute passion for his work, fantastic results, his ability to explain the world of financial planning in accessible and clear terms, and his honesty and transparency.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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Odlum Brown Limited

Odlum Brown Limited

(9)
  • Investment
  • Company
“If attention to detail and expertise honed over 90 years mean anything then look no further.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Portfolio Planning

Portfolio Planning

(30)
  • Questions
  • Future
  • Insurance
“Not only he is a great resource for nearly all financial decisions you face but also has access to some of the best professionals you would need such as Realtors, Accountants, RESP specialists etc.”
Free Initial Consultation
In Business Since 2019
1500 W Georgia St #1900, Vancouver, BC V6G 2Z6
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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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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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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(24)
  • Planning
  • Tools
  • Business
“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.”
In Business Since 2018
680-375 Water St, Vancouver, BC V6B 5C6
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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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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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LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(11)
Cross-Border, Lawyers
“I had a call with Patrick Caffrey for advice on US-Canada cross border financial planning -- he was friendly, professional, and extremely knowledgeable, giving me excellent advice that I learned so much from.”
Transparent Fees & Pricing
In Business Since 2017
555 Burrard St #100, Vancouver, BC V7X 1M8
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Saas Wealth Insurance

Saas Wealth Insurance

(12)
Group Benefits, Insurance Planning, Wealth Management
“I appreciate that Brandon has excellent knowledge across all areas of financial planning, carries out his work with great professionalism, always acts as a fiduciary to provide unbiased professional advice, and has developed a strong network of profe...”
In Business Since 2020
1111 W Georgia St Suite 1200, Vancouver, BC V6E 4G2
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Niklife Financial Services

Niklife Financial Services

(15)
  • Company
  • Insurance
“Mahshid delivers truly professional financial planning and insurance services and puts her clients' interests first – I'd happily recommend her to anyone wanting an unexceptionable personalized service.”
In Business Since 2010
744 W Hastings St #120, Vancouver, BC V6C 1A5
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Kassam & Associates, CPA

Kassam & Associates, CPA

(2)
Personal Tax Amounts, Marginal Rates, CPP and EI
“Iv been working with jamil and the rest of the team since 2003.”
Transparent Fees & Pricing
In Business Since 2015
Free Initial Consultation
145 15th St W #106, North Vancouver, BC V7M 1R9
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Engrace Financial Solutions

Engrace Financial Solutions

(9)
Wealth Protection, Wealth Accumulation
“Me & my Father have know Taayla for sometime now, & every-time we turn to Taalya, whether it's for Employee Benefits for our Employees or Life insurance for me, my father, mother, family etc.”
In Business Since 2015
1900-1500 West Georgia Street, Vancouver, BC V6G 2Z6
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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
In Business Since 2014
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
In Business Since 2020
1111 W Georgia St #1200, Vancouver, BC V6E 4M3
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AU Financial Group

AU Financial Group

(11)
  • Understand
“Tad and Aaron have a way of making money easy to understand, (as it was a bit intimidating because, I was so new to it all) made this experience such a pleasurable one.”
In Business Since 2017
1050 W Pender St #2050, Vancouver, BC V6E 3S7
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West Georgia Wealth, Investment Advisor, TD Wealth

West Georgia Wealth, Investment Advisor, TD Wealth

(3)
“We do build e-commerce and website in vancouver.”
Transparent Fees & Pricing
In Business Since 1998
Offers Financing Options
700 W Georgia St 10th Floor, Vancouver, BC V7Y 1A2
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Global Solutions

Global Solutions

(11)
  • Strategies
  • Team
  • Financial
“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 2019
38 Fell Ave #100, North Vancouver, BC V7P 0A3
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Danielson Group Wealth Management at Assante Capital Management

Danielson Group Wealth Management at Assante Capital Management

(10)
  • Family
  • Team
  • Understanding
“If you want to work with the best, an outstanding team of individuals who's expertise is beyond question and who's commitment to making sure that you are truly heard and understood, you must engage the amazing team at Danielson Group Wealth Managemen...”
In Business Since 2012
650 W Georgia St Suite 800, Vancouver, BC V6B 4N8
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Virani Financial

Virani Financial

(29)
  • Needs
  • 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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Anchor Point Financial

Anchor Point Financial

(1)
Time Saving Virtual Platform, Services Provided
“It's reassuring to know that someone you trust is managing your investments … I highly recommend him.”
Remote Consultations Available
In Business Since 2010
1111 W Georgia St, Vancouver, BC V6E 4M3
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Clearwealth Advisors

Clearwealth Advisors

(5)
“Its been great working with ClearWealth, the team has been extremely nice and supportive since day 1!”
Offers Financing Options
In Business Since 2015
1111 W Georgia St #1501, Vancouver, BC V6E 4M3
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Lycos Asset Management

Lycos Asset Management

(5)
Wealth Management, Investment Management, Alternative Investing and Canadian Hedge Funds
“After listening carefully, Constantine and Adrian were able to create a comprehensive plan for our financial future that suited both our goals and risk tolerance.”
In Business Since 2008
808 Nelson St Suite 1731, Vancouver, BC V6Z 2H2
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Intel CPA

Intel CPA

Bookkeeping, Internal Controls, Audits, Reviews & Compilations
“Aman has been an absolute pleasure to work with. From the moment we first met with him we knew that we had made the right choice. Going above and beyond is something that we all wish businesses would do but, that doesn't always happen. Aman has gone ...”
Offers Financing Options
In Business Since 2016
1285 W Broadway #600, Vancouver, BC V6H 3X8
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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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