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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.”

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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.”

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Success Business Coach

(4)

“We have renewed with Allison 4 times and will continue to do so.”

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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.”

i

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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.”

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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.”

i

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The Shasta Consulting Group

(2)

“He has advised me with estate planning and wealth management as well as insurance and tax planning.”

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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.”

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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.”

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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!!!”

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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.”

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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.”

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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...”

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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.”

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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.”

i

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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%!!”

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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.”

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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.”

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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.”

i

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Kassam & Associates, CPA

(3)

CPP and EI, Personal Tax Amounts, Marginal Rates

“We are very happy with them and recommend them to anyone.”

i

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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...”

i

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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.”

i

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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 .”

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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.”

i

Average Cost	$3668
Minimum cost	$1223
Maximum cost	$10392
Avg Per Hour Rates	$367

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.

RGF Integrated Wealth Management

Steven Joe Financial | Assante Financial Management

Success Business Coach

Portfolio Planning

Canadian Wiseinvest

Ocean 6 Wealth Advisory

The Shasta Consulting Group

Virani Financial

Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

Thomas C. Chan Financial Service

Balanced Financial Services

DLD Financial Group

BBA Accounting Group

Parichehr Royal Accounting - Certified Professional Accountants

Elementus Wealth Management

Skyward Financial

LT Wealth Management Partners, Raymond James

Modernadvisor

Abundance Wealth Community

Kassam & Associates, CPA

Infinity & Beyond Business

Global Solutions

Odlum Brown Limited

Engrace Financial Solutions

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

Why these companies made our list

Wealth Management Advisors near West Vancouver

Popular in West Vancouver