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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.”

i

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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.”

i

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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.”

i

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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...”

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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.”

Featured

We've returned from our retreat in Mexico! 🌴☀️ This past week has allowed us to bond and get more aligned with our company vision. We're excited to step up as leaders and bring our innovative strategies and ideas to life. Our commitment to providing unique offerings that add value to your financial future is stronger than ever. We also made sure to do what we do best together—have fun! Now, we're recharged and ready to help you achieve your biggest goals.

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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.”

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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.”

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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.”

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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.”

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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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.”

i

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Invested Latin Financial

(2)

Mortgage

“I've worked with Aldo on several occasions, and he always gets mortgages even when they are extremely challenging.”

i

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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.”

i

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Danielson Group Wealth Management at Assante Capital Management

(11)

Family
Understanding
Team

“I have had several opportunities to work closely with the Danielson Group and can say that their approach to wealth management and personal service is rarely matched.”

i

Average Cost	$3750
Minimum cost	$1250
Maximum cost	$10623
Avg Per Hour Rates	$375

Best Financial Advisors in Vancouver, BC

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Vancouver area.

Thomas C. Chan Financial Service

Adventure Immigration Services

Portfolio Planning

Canadian Wiseinvest

Ocean 6 Wealth Advisory

Druckerpro International

Virani Financial

RGF Integrated Wealth Management

Balanced Financial Services

Steven Joe Financial | Assante Financial Management

Modernadvisor

Parichehr Royal Accounting - Certified Professional Accountants

DLD Financial Group

Skyward Financial

LT Wealth Management Partners, Raymond James

Abundance Wealth Community

Kassam & Associates, CPA

Global Solutions

Einarsson Financial

Odlum Brown Limited

Engrace Financial Solutions

Invested Latin Financial

Legacy Family Office Vancouver

Danielson Group Wealth Management at Assante Capital Management

Retirement Planning and Investment Management Services in Vancouver, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Vancouver

Popular in Vancouver