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.

Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(24)
  • Knowledge
  • Goals
  • Future
“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.”
In Business Since 2018
680-375 Water St, Vancouver, BC V6B 5C6
i
Balanced Financial Services

Balanced Financial Services

(22)
  • Knowledge
  • Market
  • Patient
“His love and knowledge of history, trading markets/trends and investing, along with the ability to explain things in a comprehensive way have helped me to understand and grow my portfolio over the years.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
i
Odlum Brown Limited

Odlum Brown Limited

(9)
  • Investment
  • Company
“Beautiful paintings and local artists on display.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
i
Portfolio Planning

Portfolio Planning

(30)
  • Family
  • Goals
  • Decisions
“My partner and I went to Vishal when we needed insurance to protect ourselves, each other, and our greatest asset which is our home, in the event if something were to happen to us.”
Free Initial Consultation
In Business Since 2019
1500 W Georgia St #1900, Vancouver, BC V6G 2Z6
i
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
i
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
i
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
i
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
i
LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(11)
Cross-Border, Lawyers
“Patrick provided me with clear, comprehensive guidance for the next steps in my financial planning journey as well as straightforward answers to my specific questions as a dual U.”
Transparent Fees & Pricing
In Business Since 2017
555 Burrard St #100, Vancouver, BC V7X 1M8
i
Saas Wealth Insurance

Saas Wealth Insurance

(12)
Estate Planning, Retirement Planning, Financial Security Planning For Business Owners
“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.”
In Business Since 2020
1111 W Georgia St Suite 1200, Vancouver, BC V6E 4G2
i
Niklife Financial Services

Niklife Financial Services

(15)
  • Company
  • Insurance
“She has helped me in finding the best insurance for the past couple of years and she has always advised me on the best option with more efficiency and less cost.”
In Business Since 2010
744 W Hastings St #120, Vancouver, BC V6C 1A5
i
Kassam & Associates, CPA

Kassam & Associates, CPA

(2)
CPP and EI, Personal Tax Amounts, Marginal Rates
“Iv been working with jamil and the rest of the team since 2003.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2015
145 15th St W #106, North Vancouver, BC V7M 1R9
i
Engrace Financial Solutions

Engrace Financial Solutions

(9)
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
i
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
In Business Since 2020
1111 W Georgia St #1200, Vancouver, BC V6E 4M3
i
Legacy Family Office Vancouver

Legacy Family Office Vancouver

(4)
Wealth Transfer, Wealth Management, Enterprise Oversight
“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
In Business Since 2014
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
i
Global Solutions

Global Solutions

(11)
  • Tax
  • Financial
  • Future
“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 2019
38 Fell Ave #100, North Vancouver, BC V7P 0A3
i
AU Financial Group

AU Financial Group

(11)
  • Understand
“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!”
In Business Since 2017
1050 W Pender St #2050, Vancouver, BC V6E 3S7
i
West Georgia Wealth, Investment Advisor, TD Wealth

West Georgia Wealth, Investment Advisor, TD Wealth

(3)
“Incredable staff.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1998
700 W Georgia St 10th Floor, Vancouver, BC V7Y 1A2
i
Danielson Group Wealth Management at Assante Capital Management

Danielson Group Wealth Management at Assante Capital Management

(10)
  • 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.”
In Business Since 2012
650 W Georgia St Suite 800, Vancouver, BC V6B 4N8
i
Virani Financial

Virani Financial

(29)
  • Insurance
  • Investment
  • 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
i
Clearwealth Advisors

Clearwealth Advisors

(5)
“Looking forward to helping you make the most of your sacrifices.”
Offers Financing Options
In Business Since 2015
1111 W Georgia St #1501, Vancouver, BC V6E 4M3
i
Lycos Asset Management

Lycos Asset Management

(5)
Financial Advisory, Alternative Investing and Canadian Hedge Funds, Financial Planning
“They are open and transparent about market conditions, and offer a professional level of guidance that I was not receiving from a big banking operation.”
In Business Since 2008
808 Nelson St Suite 1731, Vancouver, BC V6Z 2H2
i
Anchor Point Financial

Anchor Point Financial

(1)
Time Saving Virtual Platform, Services Provided
“It's reassuring to know that someone you trust is managing your investments … I highly recommend him.”
Remote Consultations Available
In Business Since 2010
1111 W Georgia St, Vancouver, BC V6E 4M3
i
Intel CPA

Intel CPA

Live CPA Services, Business Advisory Services, Bank Financing
“Aman has been an absolute pleasure to work with. From the moment we first met with him we knew that we had made the right choice. Going above and beyond is something that we all wish businesses would do but, that doesn't always happen. Aman has gone ...”
Offers Financing Options
In Business Since 2016
1285 W Broadway #600, Vancouver, BC V6H 3X8
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top