Thomas C. Chan Financial Service
“Thomas and Rachel are knowledgeable and did an excellent job explaining the life insurance coverages that worked for me and my husband.”
Best Financial Advisors near North Vancouver, BC
1 of these firms is based in North Vancouver; the others serve North Vancouver from Vancouver (14 km).
2 open weekends · all 15 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Canadian Wiseinvest
“I highly recommend WiseInvest to all my friends and who is looking to do investment.”
Ocean 6 Wealth Advisory
“Ocean 6 have been so knowledgeable and helpful, kind and professional helping us set up our financial future.”
Modernadvisor
“We're very pleased with their low fees, fantastic website UI, and excellent service provided by the staff.”
Steven Joe Financial | Assante Financial Management
“It's easy to see why Steve has such an extensive network - I've seen him regularly go out of his way to be helpful to people.”
DLD Financial Group
“I would recommend DLD to anyone looking for financial advice or insurance options, specifically if you are new to investment and wanting help from a professional as we were.”
The 15 firms listed for North Vancouver, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: North Vancouver, BC
The 15 firms on this page are rated from 4.6 to 5.0 across 428 reviews; 2 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 2 are open on Saturdays. 1 shows a licence on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; all 15 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for North Vancouver take financial planning bookings online?
4 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
LT Wealth Management Partners, Raymond James
“Terry makes me feel confident and comfortable with his knowledge and communication!!”
Global Solutions
“They educated me and came up with a wealth management strategy that not only benefits me and my company in the short run, but also ensures that I'm structured well to succeed in the long run.”
Odlum Brown Limited
“I have been a client of Odlum Brown since 1996, They have always been very responsive with trades and questions I might have regarding an investment.”
Legacy Family Office Vancouver
“Great advice, very knowledgeable always available with prompt responses and follow up.”
AU Financial Group
“If you are looking for a person that you can easily get along with and feel comfortable opening up about your finance situation, this is the guy to contact!”
Danielson Group Wealth Management at Assante Capital Management
“I have had several opportunities to work closely with the Danielson Group and can say that their approach to wealth management and personal service is rarely matched.”
Cross Border Wealth Management
“We trust Chris with our finances and his team has been very helpful and knowledgeable.”
Anchor Point Financial
“It's reassuring to know that someone you trust is managing your investments … I highly recommend him.”
Lugen Family Office
Why these companies made our list
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