10 Best Wealth Management Companies in Vancouver

RGF Integrated Wealth Management is a top-rated financial advisor because of its wealth management strategy and excellent customer service. The company’s unique service strategy and tailored financial solutions also separate it from its competitors. The company's approach is to learn everything about the clients, including their financial goals and personal circumstances. That w more...

RGF Integrated Wealth Management is a top-rated financial advisor because of its wealth management strategy and excellent customer service. The company’s unique service strategy and tailored financial solutions also separate it from its competitors. The company's approach is to learn everything about the clients, including their financial goals and personal circumstances. That way, the firm can develop custom financial plans that assist in achieving their goals. Customer reviews consistently show that clients trust the firm's advisors, especially Bryn Hamilton and Tara Ennevor, for their professional and personal approach to delivering comprehensive financial advice and updates.

LT Wealth Partners Raymond James Ltd. is a top financial advisor to individuals and small groups in Canada and the U.S. because it serves as a personal CFO for clients, providing financial planning and portfolio management. Terry and his team build investments with a long-term focus and accommodate the varying needs of clients. Moreover, clients lauded their financial acumen, wi more...

LT Wealth Partners Raymond James Ltd. is a top financial advisor to individuals and small groups in Canada and the U.S. because it serves as a personal CFO for clients, providing financial planning and portfolio management. Terry and his team build investments with a long-term focus and accommodate the varying needs of clients. Moreover, clients lauded their financial acumen, with some specifically highlighting how Terry made complex concepts comprehensible and sought to suggest strategies tailored to their unique investment needs. Moreover, clients praised the team for their communication and responsiveness when clients have questions. Consequently, LT Wealth Partners is a top financial advisor on investorfeedback.com.

Danielson Group Wealth Management is recognized in the top 10 for its personalized, high-quality financial management for affluent individuals. Many positive customer reviews highlight the Daniels Group's client-first philosophy and capacity for understanding each person's unique financial situation. Clients admire the firm for its attentive and all-encompassing approach, with a more...

Danielson Group Wealth Management is recognized in the top 10 for its personalized, high-quality financial management for affluent individuals. Many positive customer reviews highlight the Daniels Group's client-first philosophy and capacity for understanding each person's unique financial situation. Clients admire the firm for its attentive and all-encompassing approach, with a focus on their immediate and future needs. Frank and David Woo consistently deliver top-quality advice and guidance. The Daniels Group's personalized service, proactive advice, and dedication to the financial health of their clients help them bear success in wealth management.

Nicola Wealth, a Wealth Management company that offers full services to clients across Canada has four locations. We offer more than just financial planning. Our wealth management services help professionals, business owners and others with high net worth achieve their financial goals. We have built Wealth Preservation and Wealth Management businesses that are continually impro more...

Nicola Wealth, a Wealth Management company that offers full services to clients across Canada has four locations. We offer more than just financial planning. Our wealth management services help professionals, business owners and others with high net worth achieve their financial goals. We have built Wealth Preservation and Wealth Management businesses that are continually improving to give you the best possible choice and people who care about your success. Our goal is to create lasting relationships with our clients and provide superior service. Financial professionals are able to provide independent advice and always put the client's interests first. With more than $8B in assets under management, and 85 Investment Advisors as well as Portfolio Managers, we are a rapidly growing company. Our offices are located in Toronto, Oakville, and Ottawa as well as Calgary, Montreal, and Calgary. Vancouver, Victoria, London, Edmonton, Vancouver, and Victoria.

Our Wealth Management, Wealth Preservation, and Capital Markets businesses were built, and are continuously improved, to provide you with the widest possible set of choices, with people who are invested in your success guiding you forward. With the intention of providing support for those who are in greatest need by collaborating, the Echelon Foundation was created. This Founda more...

Our Wealth Management, Wealth Preservation, and Capital Markets businesses were built, and are continuously improved, to provide you with the widest possible set of choices, with people who are invested in your success guiding you forward. With the intention of providing support for those who are in greatest need by collaborating, the Echelon Foundation was created. This Foundation fosters a culture of support for our people's efforts to contribute to their communities in a better tomorrow and today. We have the ability to match funds for national, regional, and local fundraising efforts. Canadian-owned and operated, Echelon is a leader in wealth management and capital market services. We are known for being client-focused and entrepreneurial. Echelon offers investors a unique option for unbiased investment options, exceptional management, and unsurpassed service. Our goal is to create lasting relationships with our clients and provide superior service. Financial professionals are able to give independent advice on investment and always put the client's needs first. With approximately $6 billion of assets under management and administration, we are a rapidly growing company. Our 10 branches serve clients throughout Canada.

With over 20 years of experience, we are wealth management advisors. We have a solid track record. Our fee-only advice is not influenced or motivated by any parent companies. For the long term, we invest in companies that have strong management teams and an established track record of steady earnings growth. Our financial plans are customized to each client's unique circumst more...

With over 20 years of experience, we are wealth management advisors. We have a solid track record. Our fee-only advice is not influenced or motivated by any parent companies. For the long term, we invest in companies that have strong management teams and an established track record of steady earnings growth. Our financial plans are customized to each client's unique circumstances. We strive to make sure that clients don't outlive their money. Instead, we help them reach their financial goals. Pacific Spirit believes in strong partnerships and giving back. The company supports several non-profit organizations, including the North Vancouver Wolf Pack Hockey Team (North Shore Triathlon Club) and the North Vancouver Wolf Pack Hockey Team (North Vancouver Wolf Pack Hockey Team). The Portfolio Management Association of Canada is also proud to be a member. Our company is innovative, and our concern for the environment drives us to be more responsible. We are taking on the climate challenge. This is what it means. This means that we are calculating carbon emissions from fuels, energy, and waste, and developing plans to decrease them. To reduce our carbon footprint, we invested this year in carbon offsets. Our company values align with being environmentally conscious.

Vitality is a term that demonstrates the strength of continuity through the legacy and a growth mindset. It also reflects the richest life experience. The future can be secure, so living in the present is easier. Meagan founded Vitality, then Darren & Brian merged their multi-generational practices under a common vision and purpose. The goal was to give you security, confide more...

Vitality is a term that demonstrates the strength of continuity through the legacy and a growth mindset. It also reflects the richest life experience. The future can be secure, so living in the present is easier. Meagan founded Vitality, then Darren & Brian merged their multi-generational practices under a common vision and purpose. The goal was to give you security, confidence, and growth so that you can live in the present without worrying about tomorrow. Vitality Wealth, a professional corporation that offers multidisciplinary services, is committed to providing the best service possible. We offer the most comprehensive service, including industry-leading benefits and insurance, as well as wealth management strategies, for corporations and business owners. We aim to be the destination of choice for owners of incorporated businesses for all their benefits, wealth management, and insurance needs. This is possible by "doing the right thing" and collaborating with a wide range of life and business professionals.

Your earnings potential at IG Wealth Management is a result of the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Our culture is built on the idea of helping each other grow their careers. We have the tools and people to assist you and your clients. more...

Your earnings potential at IG Wealth Management is a result of the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Our culture is built on the idea of helping each other grow their careers. We have the tools and people to assist you and your clients. IG Wealth Management will provide support and assistance for your community participation. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Management can help with taxes strategies, mortgages, and estate planning. You can grow your career while being in complete control. Entrepreneurs have the opportunity to use their skills, and experience, and to access specialized assistance. You also have the ability to devote your time to clients, which allows you to succeed.

Sarah Cassidy was born in Cloverdale (BC) and moved to Okanagan with her family for high school. While raising Hailey, Sarah went to Okanagan University College. Her education was primarily in business and law administration. Sarah returned to Canada after graduation and started her financial career working for one of Canada's largest banks. Sarah made the decision to leave more...

Sarah Cassidy was born in Cloverdale (BC) and moved to Okanagan with her family for high school. While raising Hailey, Sarah went to Okanagan University College. Her education was primarily in business and law administration. Sarah returned to Canada after graduation and started her financial career working for one of Canada's largest banks. Sarah made the decision to leave traditional financial institutions after 15 years. Sarah is a firm believer in putting the client's needs first and offering personalized services. Sarah joined Rochdale Pacific Wealth Management because of her passion for investing. Sarah has 17 years of financial advising experience. She is a licensed Investment Advisor with the Investment Industry Regulatory Organization of Canada, (IIROC), and a licensed mortgage professional through the BC Financial Services Authority. Sarah lives in North Vancouver, with Ken, her husband, and two of their children, William and Tessa. Sarah enjoys being active and enjoying time with her family.

Langlois Brown Wealth Management is a boutique advisory firm that focuses on investment. Lyle Langlois, James Brown, and others founded the company in 2004. The firm now has a team of talented professionals who are committed to providing the best service to clients. Lyle and James have combined over 50 years of experience in the financial industry. They are able to manage compl more...

Langlois Brown Wealth Management is a boutique advisory firm that focuses on investment. Lyle Langlois, James Brown, and others founded the company in 2004. The firm now has a team of talented professionals who are committed to providing the best service to clients. Lyle and James have combined over 50 years of experience in the financial industry. They are able to manage complex financial situations. Langlois Brown Wealth Management is equipped to handle every client's individual needs, from retirement planning to investment strategies to tax minimization and estate planning. We have a diverse clientele of busy professionals and business owners who value our holistic planning approach. Langlois Brown Wealth Management, independent from major financial institutions is in a position to provide objective and impartial investment advice which always safeguards the client's best interest.