Best Financial Advisors in Squamish, BC

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

Macdev Financial Group

Macdev Financial Group

(6)
  • Life
  • Team
  • Policy
“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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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(31)
Partners, Investment Solutions, Insurance Strategies
“Looking back, I am starting to feel a lot more confident in our financial plan and future goals, whereas before taking the program I would get overwhelmed just thinking about our future finances and how to actually get to where we want to be.”
680-375 Water St, Vancouver, BC V6B 5C6
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Balanced Financial Services

Balanced Financial Services

(26)
  • Knowledge
  • Goals
  • Investments
“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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LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(16)
  • Team
“I had a call with Patrick Caffrey for advice on US-Canada cross border financial planning -- he was friendly, professional, and extremely knowledgeable, giving me excellent advice that I learned so much from.”
Transparent Fees & Pricing
555 Burrard St Suite 100, Vancouver, BC V7X 1M8
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Carlo Sarabia - Financial Advisor

Carlo Sarabia - Financial Advisor

(11)
Added Value Services, Building Your Wealth, Protecting Your Wealth
“He explained everything very clearly and in an organized manner, what is the present state, what is my goal, what it will take to reach there, timelines and prioritizing my financial goals.”
In Business Since 2020
4710 Kingsway, Burnaby, BC V5H 4J5
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Odlum Brown Limited

Odlum Brown Limited

(12)
  • Investment
“I can only say, based on my experience with Mr Davidson, that the service and wise advice that I have received over the years, has been both personal and exemplary .”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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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.”
Offers Financing Options
Licensed
Transparent Fees & Pricing
2558 Parkview Ln, Port Coquitlam, BC V3C 6L8
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Portfolio Planning

Portfolio Planning

(50)
Investments, Flat-Fee Financial Planning, Insurance
“After stressing for MONTHS about our business loans - Vishal helped us formulate a plan in place to tackle debt, consolidate with the resources available and make a problem that seemed like mountains to us into something solvable.”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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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.”
Serving Squamish Area
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Aban Accounting

Aban Accounting

(36)
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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Ascendant Financial

Ascendant Financial

(50)
  • Future
  • Understand
  • 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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Athena Financial

Athena Financial

(49)
  • Understand
  • Information
  • Investing
“In every meeting we've had, he has instilled confidence in my financial decisions by thoroughly explaining all the details and ensuring I have a solid understanding.”
Serving Squamish Area
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Canadian Wiseinvest

Canadian Wiseinvest

(31)
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.”
850, 1185 W Georgia St w, Vancouver, BC V6E
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(22)
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.”
Transparent Fees & Pricing
Family Business
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(29)
  • 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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Virani Financial

Virani Financial

(32)
  • Needs
  • Team
  • Questions
“Both of them are extremely knowledgeable, they discussed matters with me that I was not made aware of before, they are caring and treated me as if I was family.”
1650 W 2nd Ave #340, Vancouver, BC V6J 1H4
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The Shasta Consulting Group

The Shasta Consulting Group

(2)
“We feel lucky to have found David at the beginning of our "financial adulthood" and have learned so much from him.”
Coupons & Offers
In Business Since 1996
L-R Certified
100 Esplanade E Suite 304, North Vancouver, BC V7L 4V1
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(30)
  • Questions
  • Goals
  • Professional
“Very eager to provide service beyond expectations, easy to talk to, breaks down the financial info well and trustworthy, which is obviously very important in this field!!!”
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

(30)
  • Confident
  • Financial Literacy
  • Investing
“As a mortgage broker and consultant, Gina is totally professional, efficient and works to get an understanding of what is going to be in the best interest of each client.”
In Business Since 2022
1200 W 73rd Ave, Vancouver, BC V6P 6G5
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Steven Joe Financial | Assante Financial Management

Steven Joe Financial | Assante Financial Management

(27)
  • Business
  • Knowledge
  • 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

(36)
  • Goals
  • Mind
  • Future
“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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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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BBA Accounting Group

BBA Accounting Group

(19)
Bookkeeping & Payroll Services, Estate & Succession Planning, Accounting System Design
“Patrick, Carrie and the BBA team help me navigate the complicated nature of effective tax planning for personal, business, real estate investments, etc...”
In Business Since 2009
650 W Georgia St #1760, Vancouver, BC V6B 4N8
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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.

Why these companies made our list

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