Best Financial Advisors in Richmond, BC

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Richmond area.

Linda Sun Cpa, Accounting 孙世玲注册会计师

Linda Sun Cpa, Accounting 孙世玲注册会计师

(48)
  • Profession
  • Family
  • Known
“Since the first day I started my business, Linda has been there helping me with the most professional services, and giving advices whenever I need her!”
In Business Since 2009
12560 Bridgeport Rd #260, Richmond, BC V6V 2N5
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Mobius Financial Planning

Mobius Financial Planning

(30)
Financial Planning, Retirement Planning, Investments
“Financial planning has never been an area of interest for me; however, with a family and 2 young kids I understood that it was necessary to have a good plan in place.”
In Business Since 2019
OUR, OUR, OUR Certified
Free Initial Consultation
10271 Shellbridge Way #210, Richmond, BC V6X 2W8
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Guaranti Wealthplus Financial 温顶金融

Guaranti Wealthplus Financial 温顶金融

(31)
  • Profession
  • Service
  • Investment
“The business staff have high professional level, actively and efficiently complete the problems submitted by customers, and have a good service attitude.”
6011 Westminster Hwy #211, Richmond, BC V7C 4R9
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GT Wealth 安加財稅

GT Wealth 安加財稅

(40)
  • Information
  • Office
  • Lectures
“The new office is in a very good location, with gorgeous decoration and unique features, especially the airplane-shaped lights and a professional team👍👍 …”
6388 No. 3 Rd Suite 405, Richmond, BC V6Y 0L4
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Elite Wealth Management

Elite Wealth Management

(29)
  • Seminars
  • Team
  • Investment
“My impression for Angela Fok and her team is that they are all knowledgeable and intelligent financial plan advisors Their seminars demonstrate various choices of investment , estate plans and insurance for their clients.”
In Business Since 2020
7080 River Rd Unit 241, Richmond, BC V6X 1X5
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Plantax Pacific Financial

Plantax Pacific Financial

(4)
Tax Planning, Investment Planning, Financial Management
“Plantax pacific financial is considered as a great financial advisor, while I was searching for an executive for my business.”
10451 Shellbridge Way #140, Richmond, BC V6X 2W8
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Way Financial

Way Financial

(16)
  • Training
  • The Office
  • Knowledge
“There are staff members who always hold a "can-do" attitude, trainers who share knowledge and skills without reservation, and financial planners who are talented and people-oriented.”
In Business Since 2014
6388 No. 3 Rd #400, Richmond, BC V6Y 0L4
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Knowledge First Financial

Knowledge First Financial

“For many of us, paying for our children's education is a long-term financial goal. However, with school often so far away, education savings can typically take a back seat to more immediate needs. Take it from an expert though: whether you're saving ...”
Transparent Fees & Pricing
5811 Cooney Rd., Richmond, BC V6X 1B5
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Wealthsmart

Wealthsmart

(8)
“Richard Vetter and his team are acutely aware of the financial needs of the people they serve, are more than capable of helping their clients to determine an appropriate risk level, and disseminate investment needs because they continually upgrade th...”
Transparent Fees & Pricing
9351 Glenacres Dr, Richmond, BC V7A 1Y6
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Brightway Financial Group

Brightway Financial Group

(1)
“Our financial adviser Rosa Lin is very knowledgeable and accessible.”
In Business Since 2020
10271 Shellbridge Way Unit 218, Richmond, BC V6X 2W8
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Aristo Wealth Management

Aristo Wealth Management

(1)
“In addition to the great service that I have received, I have also been very happy with the results of the wealth management strategies that have been implemented.”
6388 No. 3 Rd #400, Richmond, BC V6Y 0L4
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Financial Horizons

Financial Horizons

“Our team is your team. We take the time to truly understand your business and goals. Then, we bring the highest level of expertise, local knowledge and individualized service to help you achieve your vision of success.”
In Business Since 1999
5811 Cooney Rd., Richmond, BC V6X 3M1
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Edward Jones - Financial Advisor: Christina Bauer

Edward Jones - Financial Advisor: Christina Bauer

(1)
Privacy, Accessibility, Aoda
“After meeting with Christina, my wife and I have a better understanding of where we are in relation to our retirement goals and what we need to do to reach them.”
11331 Coppersmith Way #130, Richmond, BC V7A 5J9
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Clearday Financial

Clearday Financial

In Business Since 2004
5371 McColl Crescent, Richmond, BC V6V 2L6
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Royal Rock Wealth

Royal Rock Wealth

Financial Planning, Wealth Transfers, Corp-Owned Critical Illness Insurance (“cii”)
“Service-focused and client-centric, Royal Rock Wealth provides bespoke financial advice and strategies according to your needs. Whether you are looking for help in investments or planning your retirement or tax structuring, we have you covered. Royal...”
Offers Financing Options
6388 No. 3 Rd #730, Richmond, BC V6Y 2B3
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Family Insurance Plans.com

Family Insurance Plans.com

Insurance Planning, Retirement Planning, Financial Advice
“Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits a...”
In Business Since 1997
Licensed
Family Business
Airport Executive Park, Corner B #118 - 3751 Shell Road,, Airport Executive Park, B, Richmond, BC V6X 2W2
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Meraki Financial Services

Meraki Financial Services

Strategies, Appointment
“Established in 2014, Meraki Financial Services has offered holistic financial management services to every Canadian resident, citizen, and corporation by utilizing our experience and professionalism. With access to our highly technical investment pla...”
In Business Since 2020
Free Initial Consultation
10271 Shellbridge Way Unit 218, Richmond, BC V6X 2W8
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Panasia Financial Services

Panasia Financial Services

“We evaluate what you currently have in assets and liabilities to determine what your financial needs are and will be in the future. We factor in what your future endeavours hold. We try to predict your financial needs as you journey through life. A s...”
In Business Since 2002
Free Initial Consultation
6388 No. 3 Rd Suite 1105, Richmond, BC V6Y 0L4
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Evertrust Financial Services

Evertrust Financial Services

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
5900 No. 3 Rd, Richmond, BC V6X 2P7
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Enyoung Financial Services

Enyoung Financial Services

(1)
“Great spot for applying ITIN.”
11951 Hammersmith Way #203, Richmond, BC V7A 5H9
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Aimity Financial Group - Aimity Financial

Aimity Financial Group - Aimity Financial

“For the 9th year in a row, Sun Life Financial was chosen as the “Most Trusted Life Insurance Company,” according to the 2018 Reader's Digest Trusted BrandTM Survey. Since the inception of the Reader's Digest Most Trusted BrandTM award, Canadians vote...”
In Business Since 2000
3771 Jacombs Rd, Richmond, BC V6V 1X4
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Genesis Wealth Management Corp

Genesis Wealth Management Corp

“Genesis Wealth Management is a registered Exempt Market Dealer with the Securities Commissions of British Columbia, Ontario, and Alberta, Canada (NRD: 64570). We strive to bring positive value and influence to the clients and communities we serve. We...”
In Business Since 2022
5811 Cooney Rd. S207, Richmond, BC V6X 3M1
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Planning With Andrew

Planning With Andrew

“​ ​ TRUSTWORTHY Understanding, Appreciative  PERSONABLE Friendly, Approachable DEDICATED   Diligent, Committed, Detailed ​ INDEPENDENT Customized, Unique Offerings ​ EDUCATED Experienced,...”
In Business Since 2012
10271 Shellbridge Way Suite 210, Richmond, BC V6X 2W8
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Beavis Wealth Management

Beavis Wealth Management

“Join the most powerful platform for Financial Advisors to create, manage and archive beautifully tailored websites.”
In Business Since 2016
247-8680 Cambie Rd., Richmond, BC V6X 4K1
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Retirement Planning and Investment Management Services in Richmond, BC Cost Estimates

Minimum cost
$1244
Maximum cost
$10570
National Average
$3731
Avg Per Hour Rates
$374
$2487
$6840
Fair price range is based on 352 cost profiles
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Average Cost $3731
Minimum cost $1244
Maximum cost $10570
Avg Per Hour Rates $374

Fair range $2487 to $6840 is based on 352 cost profiles.

Why these companies made our list

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