West Vancouver, BC

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West Vancouver, BC
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Best Financial Advisors in West Vancouver, BC

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the West Vancouver area.

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Steven Joe Financial | Assante Financial Management

Steven Joe Financial | Assante Financial Management

(27)
  • Advice
  • Business
  • Collaborative
“I have recommended multiple friends of mine to attend his (rare, but very informative) client seminars in the past, and they've all been very thankful and impressed by his ability to teach.”
In Business Since 2022
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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Portfolio Planning

Portfolio Planning

(50)
Mortgage Insurance, Investments, 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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Canadian Wiseinvest

Canadian Wiseinvest

(31)
Individual Services, Corporate Services
“I worked with “Peyman” for some investments, he is very honest and responsible and always follow up in up and down of the market to invest in better product.”
850, 1185 W Georgia St w, Vancouver, BC V6E
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(31)
Partners, Insurance Strategies, Investment Solutions
“I have been working with Ocean 6 for a couple years now, and after bouncing between a few financial advisors over the years, I can honestly say that Jay and his team have knocked it out of the park and made me feel at ease.”
680-375 Water St, Vancouver, BC V6B 5C6
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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(29)
  • Financial Security
  • Financial Advisor
  • Knowledge
“They are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients' needs and interests always in mind.”
Transparent Fees & Pricing
In Business Since 2017
1701 W Broadway, Vancouver, BC V6J 1Y3
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Virani Financial

Virani Financial

(32)
  • Insurance
  • Needs
  • Options
“Even now, when our world is filled with so much uncertainty, I had no doubt that I could trust the Virani group to ensure my financial needs were taken care of.”
1650 W 2nd Ave #340, Vancouver, BC V6J 1H4
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The Shasta Consulting Group

The Shasta Consulting Group

(2)
“He has advised me with estate planning and wealth management as well as insurance and tax planning.”
Coupons & Offers
L-R Certified
In Business Since 1996
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)
  • Knowledge
  • Questions
  • Informative
“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)
  • Feel
  • Confident
  • Women
“After just 1 coaching session and attending her master class, I finally got a handle on my spending and better understood on to start and maintain my investments.”
In Business Since 2022
1200 W 73rd Ave, Vancouver, BC V6P 6G5
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Balanced Financial Services

Balanced Financial Services

(26)
  • Market
  • Knowledge
  • Strategies
“The knowledge both Earl and Sia had, the amount of work they put in to come up with my own portfolio and the trust they were able build not only made me bring everything to them but encouraged me to recommend them to my family.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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BBA Accounting Group

BBA Accounting Group

(19)
Business Tax Compliance, Bookkeeping & Payroll Services, Financial Statement Audit & Review
“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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Parichehr Royal Accounting - Certified Professional Accountants

Parichehr Royal Accounting - Certified Professional Accountants

(15)
Tax Credit, Payroll Services, Bookkeeping Vancouver
“There is so much you often don't know when you run your own small business and we had so many questions to set up my business for success in its early stages.”
Free Initial Consultation
Serving West Vancouver Area
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DLD Financial Group

DLD Financial Group

(19)
Group Benefits, Second Opinion
“Kelly is trustworthy and her caring, genuine and knowledgeable approach gives me the assurance to know that my money is in good hands and that we will reach the goals we have set.”
VANCOUVER Certified
In Business Since 2004
320 Granville St #1180, Vancouver, BC V6C 1S9
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Elementus Wealth Management

Elementus Wealth Management

(22)
  • Plan
  • Business
  • Pleasure
“We work with Jeff and the Elementus team for our corporate and personal financial planning and have since referred them to members of our family and our trusted clients.”
In Business Since 2010
1075 W Georgia St #1810, Vancouver, BC V6E 3C9
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Skyward Financial

Skyward Financial

(21)
  • The Future
  • Understanding
  • Information
“If you feel a bit lost or undereducated on financial literacy or you just want to better your understanding of how to save and be responsible with your finances Skyward is for you 100%!!”
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

(16)
  • Team
“Aside from the good returns on our investments, Terry has a sincere interest in our future plans when we can use that money and, more importantly, when we can work less and enjoy more family time.”
Transparent Fees & Pricing
555 Burrard St Suite 100, Vancouver, BC V7X 1M8
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Modernadvisor

Modernadvisor

(18)
  • Goals
  • Retirement
  • User
“I believe they've also introduced options with more hands on management and higher fees if that is more what you're interested in but the plain Jane option make sense to me.”
1075 W Georgia St #1880, Vancouver, BC V6E 3C9
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Abundance Wealth Community

Abundance Wealth Community

(15)
  • Saving
  • Future
  • Knowledge
“He's been incredibly helpful in answering all my questions, no matter how simple or complicated and provided ways for me to accumulate wealth that I was not privy to prior to working with him.”
Licensed
In Business Since 2022
1869 W 17th Ave, Vancouver, BC V6J 2M8
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Kassam & Associates, CPA

Kassam & Associates, CPA

(3)
CPP and EI, Personal Tax Amounts, Marginal Rates
“We are very happy with them and recommend them to anyone.”
Free Initial Consultation
Transparent Fees & Pricing
145 15th St W #106, North Vancouver, BC V7M 1R9
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Global Solutions

Global Solutions

(13)
  • The Future
  • Strategies
  • Tax
“The team at Global Solutions made efforts to serve me that went significantly above and beyond what I experienced with other financial firms I had previously worked with.”
In Business Since 2023
38 Fell Ave #100, North Vancouver, BC V7P 3S2
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Infinity & Beyond Business

Infinity & Beyond Business

(9)
Investments, Wealth Planning, Insurance
“Alex and entire staff put a LOT of emphasis on making sure their customers are happy and they have a genuine interest in the well-being of their clients...”
1680 Lloyd Ave Suite #1, North Vancouver, BC V7P 2N6
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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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Engrace Financial Solutions

Engrace Financial Solutions

(8)
Wealth Protection, Wealth Accumulation
“Taayla made my life convenient by emailing things whenever possible and with respect to signatures, she met me every time at my convenience and with a smile on her face.”
In Business Since 2015
1900-1500 West Georgia Street, Vancouver, BC V6G 2Z6
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Invested Latin Financial

Invested Latin Financial

(2)
“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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Retirement Planning and Investment Management Services in West Vancouver, BC Cost Estimates

Minimum cost
$1223
Maximum cost
$10392
National Average
$3668
Avg Per Hour Rates
$367
$2445
$6724
Typical price range is based on 320 cost profiles
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Average Cost $3668
Minimum cost $1223
Maximum cost $10392
Avg Per Hour Rates $367

Typical range $2445 to $6724 is based on 320 cost profiles.

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Wealth Management Advisors near West Vancouver

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