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Thomas C. Chan Financial Service
- 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.”
Best Financial Advisors near West Vancouver, BC
1 of these firms is based in West Vancouver; the others serve West Vancouver from Vancouver (14 km) and North Vancouver (12 km).
3 open weekends · all 24 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Portfolio Planning
- Questions
- Insurance
- Information
“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.”
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Canadian Wiseinvest
- Sound
- Advice
- Meetings
“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
- Goals
- Plan
- Workshop
“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.”
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Virani Financial
- 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.”
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RGF Integrated Wealth Management
- 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.”
The 24 firms listed for West Vancouver, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: West Vancouver, BC
The 24 firms on this page are rated from 4.6 to 5.0 across 695 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (73%) and value (66%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 3 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. 5 have ten or more years of experience, the longest 30 years. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 23 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for West Vancouver offer a free first meeting?
3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Balanced Financial Services
- 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.”
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Modernadvisor
- 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.”
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Steven Joe Financial | Assante Financial Management
- 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.”
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DLD Financial Group
- Financial Advice
- Expertise
- Strategic
“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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Skyward Financial
- 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%!!”
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LT Wealth Management Partners, Raymond James
- 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.”
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Abundance Wealth Community
- 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.”
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Kassam & Associates, CPA
“We are very happy with them and recommend them to anyone.”
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Global Solutions
- 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.”
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Odlum Brown Limited
- 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.”
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Einarsson Financial
- 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.”
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Legacy Family Office Vancouver
- Team
“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.”
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Engrace Financial Solutions
- Understand
- Life
- Insurance
“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.”
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AU Financial Group
- Strategies
- Results
- Insurance
“If you are looking for a person that you can easily get along with and feel comfortable opening up about your finance situation, this is the guy to contact!”
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BBA Accounting Group
- Financial
“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!”
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Danielson Group Wealth Management at Assante Capital Management
- 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.”
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Anchor Point Financial
“It's reassuring to know that someone you trust is managing your investments … I highly recommend him.”
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Saas Wealth Insurance
- Planning
- Investment
- Team
“Brandon is truly an advisor, he is someone you would go to before making big life decisions who can provide clear point of view on the financial and liability considerations of those actions.”
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
Why these companies made our list
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