Clearpoint Wealth
“Whether you are new to investing, or already have an established portfolio, Joe's knowledge and experience of various markets will help you ensure that your money goes further.”
Best Financial Advisors near West Vancouver, BC
These firms serve West Vancouver from nearby bases in Vancouver and North Vancouver.
15 firms listed · 3 open weekends · all 15 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Thomas C. Chan Financial Service
“Thomas and his colleague is very responsive and honest in their suggestions.”
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Portfolio Planning
“He took the time to understand my financial goals and needs and helped me create a plan that was attainable.”
Modernadvisor
“ModernAdvisor is an excellent platform whether you are a newbie to investing or you are a seasoned investor looking for a platform that is easy to use and profitable.”
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Canadian Wiseinvest
“I have been their client since they have established and have always found them to be reachable, proactive, professional, and yet humble.”
LT Wealth Management Partners
“I have no hesitation in recommending Terry Wright to anyone seeking an investment advisor of integrity and a leader who is dedicated to delivering outstanding results with a genuine concern for the well-being of his clients”
The 15 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 15 firms on this page are rated from 4.6 to 5.0 across 579 reviews; 5 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 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. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for West Vancouver take financial planning bookings online?
6 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
DLD Financial Group
“She is very professional and knowledgeable in determining your goals for family planning and retirement goals.”
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Alpen Investment Advisors
“If you're looking for a financial advisor who is knowledgeable, attentive, and genuinely cares about your financial well-being, we highly recommend Jon Alpen”
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Saas Wealth Insurance
“Brandon goes above and beyond to help his clients, get to know them, and provides expert advice on all things investment, insurance, and general wealth building strategies.”
Odlum Brown
“I am clueless when it comes to investing, so having Odlum Brown dealing with my investments is the best decision I have made.”
AU Financial Group
“He has a great way of breaking concepts/strategies down so that they are easy to understand, and the results have been amazing!”
Engrace Financial Solutions
“Her expert knowleadge meant that she was able to get me one of the best policies for my critical illness insurance.”
Vitality Wealth Management
“I met with Meagan to work on our financial plan and to get an understanding of where we are and where we want to be when we retire.”
Cross Border Wealth
“He def knows what he's doing and he is able to tell me what to do step by step which makes things 10000% easier for me!”
Lugen Family Office
Why these companies made our list
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