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.

Canadian Wiseinvest

Canadian Wiseinvest

(37)
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.”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(50)
  • Goals
  • Informative
  • Financial Planning
“They found the perfect coverage for me and my husband, educated us along the way, and regularly review our policies to ensure I'm getting the best value.”
Free Initial Consultation
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Portfolio Planning

Portfolio Planning

(50)
Mortgage Insurance, Investments, Mortgage Calculator
“I often have questions about my investments and if I don't have time for a call I can just shoot Tyson a quick message and he will look into my question and get back to me promptly.”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Adventure Immigration Services

Adventure Immigration Services

(50)
Other Immigration Categories, Business Immigration, Permanent Residence
“We thank God our Lord and Saviour Jesus Christ for enabling Adventure Immigration to help us and guide us through out the processing until we have received our Work permit, Spouse Visa and children's visas as well !”
In Business Since 2013
5118 Joyce St #300, Vancouver, BC V5R 4H1
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(34)
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.”
240 E 2nd Ave, Vancouver, BC V5T 1B7
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Druckerpro International

Druckerpro International

(33)
  • Mentorship
  • Learning
  • Founder Ceo
“Joining DruckerPro International equates to becoming a part of a network of professionals committed to enhancing the success of businesses, and broader communities, thereby contributing significantly to the prosperity of the Canadian economy.”
Offers Financing Options
In Business Since 2020
1500 W Georgia St #1327, Vancouver, BC V6G 2Z6
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Virani Financial

Virani Financial

(35)
  • Insurance
  • Needs
  • Options
“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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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(31)
  • Financial Security
  • Financial Advisor
  • Talk
“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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Balanced Financial Services

Balanced Financial Services

(30)
  • Portfolio
  • Market
  • Risk
“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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Modernadvisor

Modernadvisor

(27)
  • Retirement
  • Website
  • Options
“I have had a few different accounts with Modern Advisor throughout the years, and I have always been impressed with both the level of service I have received as well as the performance of my investments.”
1075 W Georgia St #1880, Vancouver, BC V6E 3C9
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Steven Joe Financial | Assante Financial Management

Steven Joe Financial | Assante Financial Management

(27)
  • Advice
  • Business
  • Subject Matter Expert
“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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Parichehr Royal Accounting - Certified Professional Accountants

Parichehr Royal Accounting - Certified Professional Accountants

(16)
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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Skyward Financial

Skyward Financial

(22)
  • The Future
  • Understanding
  • Passion
“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

(17)
  • Future
  • 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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Abundance Wealth Community

Abundance Wealth Community

(18)
  • Learning
  • Future
  • Collaboration
“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
2628 Granville St #213, Vancouver, BC V6H 4B4
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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

(14)
  • Tax
  • Financial
  • The Future
“They educated me and came up with a wealth management strategy that not only benefits me and my company in the short run, but also ensures that I'm structured well to succeed in the long run.”
In Business Since 2023
38 Fell Ave #100, North Vancouver, BC V7P 3S2
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Einarsson Financial

Einarsson Financial

(9)
  • Future
  • Life Insurance
  • Industry
“He has wide range of relationships with lenders which ensures he will locate the perfect policy for your situation, I could not recommend Einarsson Financial more.”
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
“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)
  • 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)
Wealth transfer, Wealth management, Philanthropic Planning
“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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Danielson Group Wealth Management at Assante Capital Management

Danielson Group Wealth Management at Assante Capital Management

(11)
  • Understanding
  • Family
  • Team
“We have recommended Tony and his team to several of our friends, colleagues and business associates and they, like us, are extremely grateful for the guidance and support they receive.”
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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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.

Why these companies made our list

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