View Profile
Vocari Financial Solutions
- 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.”
Best Financial Advisors near Squamish, BC
1 of these firms is based in Squamish; the others serve Squamish from towns including Vancouver (50 km), Gibsons (43 km) and Burnaby (50 km).
4 open weekends · all 24 rated 4.5+ · 4 show a licence
Data verified October 18, 2026
View Profile
Macdev Financial Group
- 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.”
View Profile
The FFP Group, Financial Services
View Profile
Portfolio Planning
- Insurance
- Future
- Goals
“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.”
View Profile
Thomas C. Chan Financial Service
- 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.”
View Profile
Canadian Wiseinvest
- Advice
- Expertise
- Team
“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.”
The 24 firms listed for Squamish, 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: Squamish, BC
The 24 firms on this page are rated from 4.8 to 5.0 across 1,031 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (84%) and quality (70%). The topics that come up most in reviews of the firms on this page are "knowledge", "understanding" and "expertise". 4 are open on Saturdays and 2 on Sundays. 4 show a licence on their websites. 3 have ten or more years of experience, the longest 29 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 23 list a public email and 5 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 Squamish take financial planning bookings online?
5 of the 24 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.
View Profile
Rightfit Advisors
“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.”
View Profile
Athena Financial
- 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.”
View Profile
Ascendant Financial
- 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.”
View Profile
Ocean 6 Wealth Advisory
- Plan
- Business
- Team
“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.”
View Profile
RGF Integrated Wealth Management
- 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.”
View Profile
Virani Financial
- 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.”
View Profile
Balanced Financial Services
- 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.”
View Profile
Steven Joe Financial | Assante Financial Management
- 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.”
View Profile
Modernadvisor
- 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.”
View Profile
Mainland Wealth | Financial Advisor
- 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!”
View Profile
DLD Financial Group
- Expertise
- Family
- Goals
“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.”
View Profile
Skyward Financial
- Understanding
- Informative
- Knowledge
“Seeking financial advice can be very intimidating for many people, especially those new to the market, but Skyward Financial really transformed my anxiety into excitement when it came to understanding my portfolio.”
View Profile
LT Wealth Management Partners, Raymond James
- Team
- Future
“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.”
View Profile
Cloudiverse Cpas
- Team
“After struggling with my business taxes, I reached out to Amandeep who offered me a free consultation and completely exceeded my expectations with his level of professionalism and willingness to help - I am now working with him as a result of the val...”
View Profile
Abundance Wealth Community
- Future
- Tax-Free Savings Account
- Financial Advisor
“He has exceptional patience and enthusiasm while collaborating with his clients, and I value his diligent follow-ups and timely communication regarding significant updates pertaining to my accounts.”
View Profile
SY. Wealth 云财富
- Tax
- Team
- Partnership
“Have known Sophia and James for a long time -- the mother-son team is very professional, dedicated to customer service, and super nice to everyone around them.”
View Profile
Hu Brietkopf
“” Hu told us we we're approved, but I thought it was to good to be true and didn't believe it until we physically received the keys.”
View Profile
Global Solutions
- Financial
- Team
- Strategies
“Honest guidance to help amplify my hard-earned small business proceeds - and also great in helping you get set up for basics like disability/critical illness/life insurance policies for peace of mind.”
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
