Best Financial Advisors in North Vancouver, BC

“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.”

“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...”

“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...”

“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.”

“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.”

“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.”

“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!”

“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.”

“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...”

“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.”

“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!”

“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.”

“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...”

“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.”

“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...”

“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.”

“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...”

“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.”

“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.”

“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.”