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Powell River, BC
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Best Financial Advisors in Powell River, BC

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

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Elite Wealth Management

Elite Wealth Management

(28)
  • Patient
  • Investment
  • Family
“As I am approaching retirement years, I am very thankful that my investments have grown steadily and I can sleep soundly knowing that my investments are in good hands.”
In Business Since 2020
7080 River Rd Unit 241, Richmond, BC V6X 1X5
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Vidit Paruthi - Mortgage Professional

Vidit Paruthi - Mortgage Professional

(50)
New Home Purchase Mortgage, Mortgage Renewal, Mortgage Refinancing
“He takes the time to ensure that his clients understand the entire process of closing on a mortgage and is always willing to explain things until the client is comfortable.”
Offers Financing Options
2626 Croydon Dr #106, Surrey, BC V3Z 0S8
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(50)
  • Expertise
  • Presentation
  • Videos
“Thomas demonstrated an extensive knowledge of the insurance industry and provided us with a range of options that catered to our specific requirements.”
In Business Since 2018
Free Initial Consultation
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)
Super Visa Insurance, Travel Insurance, Insurance
“Yogesh stands out from the rest, whome I have been in touch with, in the way he empathises and supports me in taking the decisions that proved to be critical in my case.”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Portfolio Planning

Portfolio Planning

(50)
Mortgage Calculator, Mortgage Insurance, Flat-Fee Financial Planning
“In the end, he recommended that I hire an accountant as his main expertise was not with taxation but with financial planning topics such as budgeting and investing.”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Adventure Immigration Services

Adventure Immigration Services

(50)
Other Immigration Categories, Temporary Resident Visa, Business Immigration
“They were always available to assist me and provided a warm and welcoming experience, making me feel comfortable to discuss any questions or concerns I had throughout the process.”
In Business Since 2013
5118 Joyce St #300, Vancouver, BC V5R 4H1
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Sunny Kalsi - Kalsi Wealth Management

Sunny Kalsi - Kalsi Wealth Management

(42)
Advice & Planning, Insurance, 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.”
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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Livian Smith

Livian Smith

(50)
  • Opinion
  • Financing
  • Communication
“To achieve this, she had to put in an extra effort: the big banks were not interested in cutting deals for the relatively small mortgage I required ($200K).”
Offers Financing Options
In Business Since 2006
Transparent Fees & Pricing
Licensed
3430 Horizon Drive, Coquitlam, BC, V3E 3H2
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IPC Securities Corp - CEV Wealth

IPC Securities Corp - CEV Wealth

(8)
“He continually keeps in touch with me about how the markets are going, and has suggested, numerous times, when he thinks that I should transfer some of my funds to another company that is showing a positive outlook”
In Business Since 1999
Coupons & Offers
3388 Rosemary Heights Crescent Suite 217, Surrey, BC V3S 0X8
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Mode Money Managers

Mode Money Managers

(44)
  • Plan
  • Meeting
  • Information
“A big thanks to the entire team at Mode Money for helping me in my financial planning, travel insurance for my parents, immigration for my mother in law.”
In Business Since 2021
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Different Financial

Different Financial

(38)
  • Financial Advisor
  • Knowledge
  • Meetings
“Because of Melissa and her help I have created a healthy relationship with finances and am on the right track to achieving my all of my financial goals.”
Free Initial Consultation
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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Abhishek Grover - Mortgage Broker @ Sun Capitalists

Abhishek Grover - Mortgage Broker @ Sun Capitalists

(34)
First Time Buyers, Home Movers, Pre Approval Application
“It Can be considered as the symbol of trust, it has sure shot solution for your mortgage problems and answer to all sorts of queries related mortgage...”
Transparent Fees & Pricing
6678 152 St Unit 104 & 105, Surrey, BC V3S 3L4
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Canadian Wiseinvest

Canadian Wiseinvest

(37)
Corporate Services, Individual Services
“I worked with “Peyman” for some investments, he is very honest and responsible and always follow up in up and down of the market to invest in better product.”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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Aban Accounting

Aban Accounting

(37)
Tax, Accounting Consulting, Bookkeeping
“They are very excellent and very precise and very honorable people, and during these years I realized that they have a lot of that kind of special respect.”
In Business Since 2018
211-3030 Lincoln Ave, Coquitlam, BC V3B 6B4
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Ascendant Financial

Ascendant Financial

(50)
  • Whole Life Insurance
  • Information
  • Education
“Additionally, I highly recommend their YouTube channels, WealthWithoutBayStreet and BankersVault, for anyone interested in learning more about the Infinite Banking Concept.”
Licensed
Serving Powell River Area
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Athena Financial

Athena Financial

(50)
  • Financial Literacy
  • Questions
  • Strategy
“He has gotten me through hard times and on to a bright future and recommend him to anyone who can spare 5 mins of your time you will not regret it look forward to working with you more.”
Serving Powell River Area
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AG Accounting Services

AG Accounting Services

(50)
  • Nature
  • Financial
  • Benefits
“I have been doing my taxes with Arpit and his team for a very long time and he and his team have always given me great service and extremely beneficial advice to save on my taxes.”
In Business Since 2005
6366 126 St Unit 16, Surrey, BC V3X 1T9
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Rightfit Advisors

Rightfit Advisors

(50)
“Transitioning from a corporate job to self employed , I was very lost in terms of managing and understanding my finances and he's taught me everything I need to know.”
In Business Since 2022
West Vancouver, BC
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Richard Kosick & Co. Chartered Professional Accountant

Richard Kosick & Co. Chartered Professional Accountant

(34)
International Taxation, Business Consulting, Estates & Trusts
“Went to Richard for over 30 years does great job ,excellent service, very carimg, honest and reasonable price i'ce recommeneded him hany time to family and friends Positive Responsiveness, Quality, Professionalism, Value”
10090 152 St #308, Surrey, BC V3R 8X8
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(34)
Investment Solutions, Partners, Insurance Strategies
“Jasmine Marichic, one of the Financial Planners at Ocean 6, is someone I have had the opportunity to chat and work with and am impressed by her knowledge, professionalism, and empathetic mindset.”
240 E 2nd Ave, Vancouver, BC V5T 1B7
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Druckerpro International

Druckerpro International

(33)
  • Professional Development
  • Expertise
  • Financing
“Their team consists of skilled and professional business consultants who will thoroughly comprehend the issues and maintained transparent communication throughout the entire process.”
In Business Since 2020
Offers Financing Options
1500 W Georgia St #1327, Vancouver, BC V6G 2Z6
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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(31)
  • Sound
  • Decisions
  • People
“I had very basic financial management knowledge and the team was very helpful in guiding me and setting up services that make my hard earned money work for me.”
In Business Since 2017
Transparent Fees & Pricing
1701 W Broadway, Vancouver, BC V6J 1Y3
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Virani Financial

Virani Financial

(35)
  • Doubt
  • Team
  • Family
“Even now, when our world is filled with so much uncertainty, I had no doubt that I could trust the Virani group to ensure my financial needs were taken care of.”
1650 W 2nd Ave #340, Vancouver, BC V6J 1H4
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(23)
Non Profit Accounting Services, US Income Tax Returns, Estate and Trust Tax Returns
“Like all lawyers who open their own firm, I was audited three years in a row, twice by an independent accounting firm and the third time by the Law Society.”
In Business Since 2015
Family Business
Transparent Fees & Pricing
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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Retirement Planning and Investment Management Services in Powell River, BC Cost Estimates

Minimum cost
$1178
Maximum cost
$10011
National Average
$3534
Avg Per Hour Rates
$354
$2356
$6478
Fair price range is based on 516 cost profiles
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Average Cost $3534
Minimum cost $1178
Maximum cost $10011
Avg Per Hour Rates $354

Fair range $2356 to $6478 is based on 516 cost profiles.

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Wealth Management Advisors near Powell River

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