Squamish, BC

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Squamish, BC
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Best Financial Advisors in Squamish, BC

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Squamish area.

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Vocari Financial Solutions

Vocari Financial Solutions

(9)
  • Success
  • Management
  • Questions
“Jamie at Vocari was great , he was very informative with many options and helped us choose a perfect life insurance policy that really catered to our lifestyle.”
40775 Tantalus Rd #105, Squamish, BC V8B 0N2
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Macdev Financial Group

Macdev Financial Group

(8)
  • Policy
  • Cash Flow
  • Team
“After a bit of research, he made contact with Stephen, who made the process so easy, clear, and took lots of time explaining how the processed worked, and how it would benefit us.”
In Business Since 2010
Offers Financing Options
Serving Squamish Area
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The FFP Group, Financial Services

The FFP Group, Financial Services

“Welcome to The FFP Group Financial Services Ltd. We are l ocated on the Sunshine Coast, BC, Canada. We look for ward to meeting you and assisting you with all your financial needs!”
Serving Squamish Area
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Canadian Wiseinvest

Canadian Wiseinvest

(37)
Corporate Services, Individual Services
“They not only managed my pension transfer efficiently but also took the time to address my concerns and provide thorough explanations, which I greatly appreciated.”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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JPS Accounting Services

JPS Accounting Services

(1)
“A must for cross border accounting, Pat is way more helpful than my 2 previous accountants, so glad I found her”
Transparent Fees & Pricing
In Business Since 2005
Licensed
2248 Elgin Ave, Port Coquitlam, BC V3C 2B2
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Adventure Immigration Services

Adventure Immigration Services

(50)
Business Immigration, Temporary Resident Visa, Permanent Residence
“I am very pleased with this service, not only due to the timely manner with which we got everything done but also because of the reassuring manner of the consultants who made this whole process much easier than we could have done ourselves.”
In Business Since 2013
5118 Joyce St #300, Vancouver, BC V5R 4H1
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(50)
  • Informative
  • Videos
  • Financial Advisor
“They took the time to understand my specific requirements and provided clear explanations of the available options, ensuring that I was well-informed throughout the process.”
In Business Since 2018
Free Initial Consultation
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Portfolio Planning

Portfolio Planning

(50)
Investments, Flat-Fee Financial Planning, 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.”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Livian Smith

Livian Smith

(50)
  • Questions
  • Communication
  • Professional
“Throughout the process, I felt that Livian worked hard and in our best interests, she came out to meet us on our schedule, and I really appreciate the help she gave me and my family in securing a loan for our home.”
Transparent Fees & Pricing
In Business Since 2006
Licensed
Offers Financing Options
3430 Horizon Drive, Coquitlam, BC, V3E 3H2
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Aban Accounting

Aban Accounting

(37)
Accounting Consulting, Tax, Bookkeeping
“Kazem Ibn Al-Reza is expert and proficient in his specialized work, so that the service required by our transportation company was performed online as soon as possible without wasting time and energy.”
In Business Since 2018
211-3030 Lincoln Ave, Coquitlam, BC V3B 6B4
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Rightfit Advisors

Rightfit Advisors

(50)
“They take the time to understand the risk-tolerant / financial goals and customize a suitable plan; they also explain every step along the way in detail.”
In Business Since 2022
Serving Squamish Area
Featured

Meet with a financial advisor to get personalized insight and make the most of this opportunity. Don't miss out on securing your future and those of your loved ones. Act now and talk to a financial advisor today. 🏷️Financial Consulting, Financial Advisor, Financial Planner, Vancouver...

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Athena Financial

Athena Financial

(50)
  • Information
  • Strategy
  • Investing
“His deep knowledge of the financial world, paired with a superb ability to convey this understanding, has made my learning process incredibly comfortable.”
Serving Squamish Area
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Ascendant Financial

Ascendant Financial

(50)
  • Questions
  • Education
  • Team
“From our very first interaction he has been completely client focussed and has worked diligently to understand my unique situation and provide me with exactly what I need to solve my problem.”
Licensed
Serving Squamish Area
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(34)
Partners, Investment Solutions, Insurance Strategies
“From advice on corporate structure right through to retirement planning, Dave has been there to lay everything out and help with questions along the way.”
240 E 2nd Ave, Vancouver, BC V5T 1B7
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Druckerpro International

Druckerpro International

(33)
  • Learning
  • Financing
  • Team
“Under his leadership and alongside a great team of professional consultants, we have developed projects that spanned from the minimum viable product to comprehensive solutions and business plans, including operations, marketing, human resources, and ...”
In Business Since 2020
Offers Financing Options
1500 W Georgia St #1327, Vancouver, BC V6G 2Z6
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(23)
Bookkeeping Services, Estate and Trust Tax Returns, Corporate Taxes and Assurance
“Nafees and his professional team have provided me with a broad range of services to help manage my small business for the last ten years including recent support through the sale of the business to new owners.”
Family Business
In Business Since 2015
Transparent Fees & Pricing
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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Virani Financial

Virani Financial

(35)
  • Needs
  • Family
  • Questions
“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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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(31)
  • Financial Advisor
  • People
  • Team
“He and his team have helped us navigate our investments through so many of life's milestones; from setting up our first RRSPs, buying our first condo, to financial security for our new baby.”
In Business Since 2017
Transparent Fees & Pricing
1701 W Broadway, Vancouver, BC V6J 1Y3
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Balanced Financial Services

Balanced Financial Services

(30)
  • Market
  • Understanding
  • Team
“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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Modernadvisor

Modernadvisor

(27)
  • Website
  • Goals
  • Fees
“I've used many platforms over the years and the thing I like about ModernAdvisor is they are super responsive, very transparent and the portfolio options are diverse, which enables any type of investor to use them.”
1075 W Georgia St #1880, Vancouver, BC V6E 3C9
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Steven Joe Financial | Assante Financial Management

Steven Joe Financial | Assante Financial Management

(27)
  • Business
  • Wealth Management
  • Tax
“As a sell-side M&A advisor handling high-net-worth business owner clients, I've entrusted Steven with some of my top clients, and the feedback from them is that he has consistently exceeded expectations.”
In Business Since 2022
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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Mainland Wealth | Financial Advisor

Mainland Wealth | Financial Advisor

(35)
  • Goals
  • Mind
  • Honesty
“If you are looking for someone who is looking out for your families best interest, who is knowledgeable, reliable, honest, easy to talk to and professional, I highly recommend Dallas for all of your financial needs!”
In Business Since 2023
Surrey, BC
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Parichehr Royal Accounting - Certified Professional Accountants

Parichehr Royal Accounting - Certified Professional Accountants

(16)
Payroll Services, Personal Tax Returns, Corporate Tax and Accounting
“Looking after my books is the last thing I want to be on my mind as a business owner, and parichehr makes it so easy to keep everything on track and up to date.”
Free Initial Consultation
Serving Squamish Area
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DLD Financial Group

DLD Financial Group

(19)
Second Opinion, Group Benefits
“We've been working with Kelly and her team for several years and have always appreciated her relevant and timely advice and support as we navigate life changes, career moves and our financial goals.”
In Business Since 2004
VANCOUVER Certified
320 Granville St #1180, Vancouver, BC V6C 1S9
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Retirement Planning and Investment Management Services in Squamish, BC Cost Estimates

Minimum cost
$1199
Maximum cost
$10192
National Average
$3597
Avg Per Hour Rates
$360
$2398
$6595
Typical price range is based on 284 cost profiles
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Average Cost $3597
Minimum cost $1199
Maximum cost $10192
Avg Per Hour Rates $360

Typical range $2398 to $6595 is based on 284 cost profiles.

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