Vancouver, BC

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Vancouver, BC
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Best Financial Advisors in Vancouver, BC

Handpicked from 41 vetted & reviewed Financial Planning & Wealth Management firms in the Vancouver area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Portfolio Planning

Portfolio Planning

(50)
Insurance, Mortgage Calculator, Investments
“We feel Vishal takes a genuine interest in our well being, always taking time to ask about our interests and hobbies, while still maintaining a focus on the business at hand.”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Canadian Wiseinvest

Canadian Wiseinvest

(37)
Individual Services, Corporate Services
“Throughout my journey, I have been associated with Wiseinvest for an extended period of time, and I can confidently say that at every stage of my financial life, I have greatly benefited from the expert advice, guidance, and valuable references provi...”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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Adventure Immigration Services

Adventure Immigration Services

(50)
Permanent Residence, Business Immigration, Temporary Resident Visa
“Ramesh Nookala was extremely careful, considerate and perfectionist in entire procedure of applying LMIA , getting documents ready and obtaining work permit, applying for PNP , securing CEC in process.”
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)
  • Portfolio
  • Videos
  • Knowledge
“I have learned a lot from Thomas as Insurance Advisor and he is definitely recommended as your Advisor regarding Life Insurance and Investment Advisor.”
Free Initial Consultation
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(34)
Insurance Strategies, Partners, Investment Solutions
“I was impressed with Ocean 6's approach to financial planning, centred on achieving a vision for life that includes abundance, but in more ways than the single-minded pursuit of wealth for wealth's sake.”
240 E 2nd Ave, Vancouver, BC V5T 1B7
Featured

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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Druckerpro International

Druckerpro International

(33)
  • CEO
  • Financing
  • Business Plans
“The team is so supportive, especially CEO Mr Chalabi and Director Madanizadeh, they shared me a lot constructive and valuable information that is beneficial for personal and professional growth.”
Offers Financing Options
In Business Since 2020
1500 W Georgia St #1327, Vancouver, BC V6G 2Z6
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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(31)
  • Level of Service
  • People
  • Retirement
“Teresa Black Hughes has treated my family with the utmost respect and built trust over many, many years, first with my mother, and now for myself as well.”
Transparent Fees & Pricing
In Business Since 2017
1701 W Broadway, Vancouver, BC V6J 1Y3
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Virani Financial

Virani Financial

(35)
  • Understanding
  • Family
  • Financial Advisors
“You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings.”
1650 W 2nd Ave #340, Vancouver, BC V6J 1H4
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Balanced Financial Services

Balanced Financial Services

(30)
  • Financial Planning
  • Understanding
  • Knowledge
“Without the assistance of both Earle and Sia, navigating these complex financial decisions would have been significantly more challenging, and we are truly grateful for their expertise and assistance.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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Steven Joe Financial | Assante Financial Management

Steven Joe Financial | Assante Financial Management

(27)
  • Strategy
  • Wealth Management
  • Team
“Beyond his knowledge, Steve's extensive network is invaluable, providing introductions to specialists across various fields which have proven beneficial over time.”
In Business Since 2022
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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Modernadvisor

Modernadvisor

(27)
  • Platform
  • Goals
  • User
“It speaks volumes about their system that as a promotion, they offered to invest their own money on my behalf, free of charge so I get to play with the tool for three month.”
1075 W Georgia St #1880, Vancouver, BC V6E 3C9
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Parichehr Royal Accounting - Certified Professional Accountants

Parichehr Royal Accounting - Certified Professional Accountants

(16)
Corporate Tax and Accounting, Bookkeeping Vancouver, Payroll Services
“I had a great experience with this business and I highly recommend this business because of its professional staff and the fast service that they provided to me.”
Free Initial Consultation
2030 Marine Dr #213, North Vancouver, BC V7P 1V7
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DLD Financial Group

DLD Financial Group

(19)
Group Benefits, Second Opinion
“I especially appreciate it when I nod like I understand the technical details of what she is describing (but I don't) and she sees through it and provides a simpler explanation of we need to support our decision-making.”
VANCOUVER Certified
In Business Since 2004
320 Granville St #1180, Vancouver, BC V6C 1S9
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Skyward Financial

Skyward Financial

(22)
  • Patient
  • Informative
  • Learned
“I personally worked with Curtis for the past year as he helped me set up some finances, he is an excellent individual that is well educated, kind, and patient.”
In Business Since 2021
3587 W 35th Ave, Vancouver, BC V6N 2N4
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LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(17)
  • Future
  • Team
“We sit down for coffee every few months for a catch up and he shows a genuine interest in my business, while providing me updates on the progress of my investments.”
Transparent Fees & Pricing
555 Burrard St Suite 100, Vancouver, BC V7X 1M8
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Abundance Wealth Community

Abundance Wealth Community

(18)
  • Registered Retirement Savings Plan
  • Tax-Free Savings Account
  • Goals
“As my personal TFSA, RRSP and Mutual Fund advisor Max has been incredibly helpful, knowledgeable and facilitating in guiding me with my savings and investments.”
Licensed
In Business Since 2022
2628 Granville St #213, Vancouver, BC V6H 4B4
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Kassam & Associates, CPA

Kassam & Associates, CPA

(3)
Personal Tax Amounts, CPP and EI, Marginal Rates
“Iv been working with jamil and the rest of the team since 2003.”
Free Initial Consultation
Transparent Fees & Pricing
145 15th St W #106, North Vancouver, BC V7M 1R9
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Global Solutions

Global Solutions

(14)
  • Strategies
  • The Future
  • Financial
“They were incredibly knowledgable about a variety of strategies for financial planning, and I appreciated their patience as I explored different options.”
In Business Since 2023
38 Fell Ave #100, North Vancouver, BC V7P 3S2
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Einarsson Financial

Einarsson Financial

(9)
  • Industry
  • Life Insurance
  • Expertise
“What truly set Greg apart in my eyes is his integrity—he never pushed unnecessary products or services and even advised against certain options that were previously pushed on me by other advisors.”
Free Initial Consultation
In Business Since 2023
2250 W 3rd Ave, Vancouver, BC V6K 1L4
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Odlum Brown Limited

Odlum Brown Limited

(13)
  • Financial
  • Investment
“I have had my share of bad luck with financial advisors and firms that sit on their rumps and do little to maximize my returns once they have my money.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Engrace Financial Solutions

Engrace Financial Solutions

(8)
Wealth Protection, Wealth Accumulation
“Me & my Father have know Taayla for sometime now, & every-time we turn to Taalya, whether it's for Employee Benefits for our Employees or Life insurance for me, my father, mother, family etc.”
In Business Since 2015
1900-1500 West Georgia Street, Vancouver, BC V6G 2Z6
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Invested Latin Financial

Invested Latin Financial

(2)
  • Mortgage
“I've worked with Aldo on several occasions, and he always gets mortgages even when they are extremely challenging.”
Emergency Services
1111 W Georgia St #1200, Vancouver, BC V6E 4M3
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Legacy Family Office Vancouver

Legacy Family Office Vancouver

(4)
Enterprise oversight, Philanthropic Planning, Wealth management
“When a company is dealing with your financial resources, there is a huge risk that their sole focus will be on acquiring your funds, providing advice, and investing wisely.”
Family Business
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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BBA Accounting Group

BBA Accounting Group

(7)
Financial Statement Audit & Review, Estate & Succession Planning, Advisory & Management Consulting
“The professionalism, very personalized service with their high level knowledge is a hard combo to come by and we are grateful that I have found the BBA!”
2464 Haywood Ave, West Vancouver, BC V7V 1Y1
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Retirement Planning and Investment Management Services in Vancouver, BC Cost Estimates

Minimum cost
$1250
Maximum cost
$10623
National Average
$3750
Avg Per Hour Rates
$375
$2500
$6874
Average price range is based on 470 cost profiles
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Average Cost $3750
Minimum cost $1250
Maximum cost $10623
Avg Per Hour Rates $375

Average range $2500 to $6874 is based on 470 cost profiles.

Why these companies made our list

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