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  1. CA
  2. BC
  3. Vancouver
  4. Best Financial Consultants in Ca
  5. Best Financial Consultants in Bc
  6. 10 Best Financial Consultants in Vancouver

10 Best Financial Consultants in Vancouver

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1

Edward Jones - Financial Advisor: Scarlett Pan, CFP®

The Top Ten list features Scarlett Pan, an Edward Jones Financial Advisor, due to her exceptional personalized client care, expertise, and a solid commitment to financial planning. Since 2005, Scarlett Pan, who is a Certified Financial Planner (CFP®), has been helping clients with tailored investment strategies. Her clients describe her as empathic, patient, and always in their more...

The Top Ten list features Scarlett Pan, an Edward Jones Financial Advisor, due to her exceptional personalized client care, expertise, and a solid commitment to financial planning. Since 2005, Scarlett Pan, who is a Certified Financial Planner (CFP®), has been helping clients with tailored investment strategies. Her clients describe her as empathic, patient, and always in their best interest, making her a reliable advice source. Dedicated to the community, Scarlett Pan is also a proven leader in compliance and diversity and works to mentor younger advisors. In summary, her ability and client satisfaction are essential for her top-10 ranking.

Pros & Cons
recommended (2)
very knowledgeab ... (1)
excellent custom ... (1)
very helpful (1)
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+16047381272
Closed Now
8268 Granville St Suite 202, Vancouver, BC V6P 4Z4, Canada
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2

Lycos Asset Management Inc. - Financial Advisors & Planners

Lycos Asset Management Inc. makes top ten list due to their dedication to fiduciary standards and committed client care. The company's independence in providing clients help prioritize individuals, families, and businesses serves as a significant cornerstone. Positive reviews indicate that the company is known for its straightforward, personalized financial advice that aligns wi more...

Lycos Asset Management Inc. makes top ten list due to their dedication to fiduciary standards and committed client care. The company's independence in providing clients help prioritize individuals, families, and businesses serves as a significant cornerstone. Positive reviews indicate that the company is known for its straightforward, personalized financial advice that aligns with each client's objectives and risk appetite. Lycos Asset Management Inc. clients also appreciate the company's renegotiated advice on only the appropriate product for them, which has made their relationship with the company even more professional and personal. Many other clients also appreciate the availability and speed of their advisors. Clients appreciate the company's SEC-based investment approach, which increases the company's concern for social and environmental issues that the company's clients also support. The company's commitment to making clients' investment experiences transparent, suitable, and easy cannot be overstated, which justifies its inclusion in the top 10 list.

Pros & Cons
very quickly (1)
recommend (1)
easy to work wit ... (1)
highly recommend ... (1)
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+16042882083
Closed Now
808 Nelson St Suite 1731, Vancouver, BC V6Z 2H2, Canada
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3

Mobius Financial Planning

Mobius Planning serves customers across Canada with comprehensive financial planning and asset management. We deal with people who want to give back and make a difference in the world, and we help them steward and optimize their money so they may live well and contribute freely. more...

Mobius Planning serves customers across Canada with comprehensive financial planning and asset management. We deal with people who want to give back and make a difference in the world, and we help them steward and optimize their money so they may live well and contribute freely.

Pros & Cons
recommend (1)
highly recommend ... (1)
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+16042493572
Closed Now
595 Burrard St 16th Floor, Vancouver, BC V7X 1L4, Canada
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4

Chalten Fee-Only Advisors Ltd.

Chalten Fee-Only Advisors Ltd. specializes in fee-only financial planning and investment management. Vancouver-based management business. Alexa and Graham Bodel, a married pair with substantial global expertise and understanding of the financial and investing business, are the founders. more...

Chalten Fee-Only Advisors Ltd. specializes in fee-only financial planning and investment management. Vancouver-based management business. Alexa and Graham Bodel, a married pair with substantial global expertise and understanding of the financial and investing business, are the founders.

Pros & Cons
recommend (1)
highly recommend ... (1)
great results (1)
incredibly helpf ... (1)
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+16049227880
Open 5:00 AM - 11:00 PM
1500 W Georgia St, Vancouver, BC V6G 2Z6, Canada
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5

Cura Financial Planning Inc.

Jason Wong is a Vancouver financial planning company that was founded and now manages the firm. Jason has been a financial planner since 1998 and has extensive investment and planning experience. INVESTMENT & WEALTH MANAGEMENT Cura Financial Planning Inc. services clients in Vancouver, North Vancouver and West Vancouver. CONTACT CURA FINANCIAL PLANNING INC. - Vancouver W more...

Jason Wong is a Vancouver financial planning company that was founded and now manages the firm. Jason has been a financial planner since 1998 and has extensive investment and planning experience. INVESTMENT & WEALTH MANAGEMENT Cura Financial Planning Inc. services clients in Vancouver, North Vancouver and West Vancouver. CONTACT CURA FINANCIAL PLANNING INC. - Vancouver Wealth Management Firm

Pros & Cons
very happy (1)
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+17783859029
Closed Now
450 SW Marine Dr 18th Floor, Vancouver, BC V5X 0C3, Canada
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6

ABC Financial Advisor

ABC Financial Advisor strongly advises our clients to obtain expert financial assistance while making financial decisions, since it demands objective judgment. We provide a comprehensive range of financial services as recognized financial advisers in Canada, whether you need financial services in Toronto or financial services in Vancouver. These decisions might cost you a lot if more...

ABC Financial Advisor strongly advises our clients to obtain expert financial assistance while making financial decisions, since it demands objective judgment. We provide a comprehensive range of financial services as recognized financial advisers in Canada, whether you need financial services in Toronto or financial services in Vancouver. These decisions might cost you a lot if you do not have the financial experience of a reputable financial counselor. We can provide customised financial services depending on your needs if you are a Canadian resident residing in Toronto or Vancouver.

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+16478308080
Open 9:00 AM - 7:00 PM
885 W Georgia St #1500, Vancouver, BC V6C 3E8, Canada
7

Vancouver Financial Planning

Vancouver Financial Planning is dedicated to providing comprehensive, personalized financial planning services for our clients. The staff and planners at Vancouver Financial Planning strive to improve the lives of their clients by simplifying and organizing their finances. We aim to build long-lasting relationships with clients and their families, friends, and associates. Our go more...

Vancouver Financial Planning is dedicated to providing comprehensive, personalized financial planning services for our clients. The staff and planners at Vancouver Financial Planning strive to improve the lives of their clients by simplifying and organizing their finances. We aim to build long-lasting relationships with clients and their families, friends, and associates. Our goal is to uphold the highest professional and ethical standards within the industry. Many of our financial planners are active members of ADVOCIS (The Institute of Advanced Financial Planners) and its predecessors CAFP and CAIFA, which set standards in ethics and practice for the financial planning profession.

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+16046851938
Closed Now
800 W Pender St, Vancouver, BC V6C 2V6, Canada
8

CIBC Financial Advisor: Job Wong

You require financial counsel that changes with you as you progress through the phases of your life. I'll be your single point of contact to discuss your financial planning and banking requirements. I like playing basketball and guitar in my leisure time, spending time with family and friends, and volunteering for a local community cause. I've worked in the Canadian fina more...

You require financial counsel that changes with you as you progress through the phases of your life. I'll be your single point of contact to discuss your financial planning and banking requirements. I like playing basketball and guitar in my leisure time, spending time with family and friends, and volunteering for a local community cause. I've worked in the Canadian financial services business since 2005.

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+16046652071341
Closed Now
501 Main St, Vancouver, BC V6A 2V2, Canada
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9

Hiromi Kubas - TD Financial Planner

As a top ten North American bank, TD strives to define itself through a unique brand that is grounded in our established business model and built in a commitment to provide our clients, communities, and colleagues the confidence to prosper in a changing world. more...

As a top ten North American bank, TD strives to define itself through a unique brand that is grounded in our established business model and built in a commitment to provide our clients, communities, and colleagues the confidence to prosper in a changing world.

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+16046781847
Closed Now
Pacific Centre, 700 W Georgia St, Vancouver, BC V7Y 1A2, Canada
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10

Rhonda Sherwood - Raymond James Ltd.

Many elements about your money and your life goals must be addressed while preparing your financial future. With so much at risk, why not go to someone who adheres to the industry's highest ethical and professional standards, someone in whom you can have confidence has the knowledge and expertise to assist you with the complicated financial demands to prepare for your future more...

Many elements about your money and your life goals must be addressed while preparing your financial future. With so much at risk, why not go to someone who adheres to the industry's highest ethical and professional standards, someone in whom you can have confidence has the knowledge and expertise to assist you with the complicated financial demands to prepare for your future? When you engage with Rhonda Sherwood, you and your requirements are at the center of the financial planning relationship, and the suggestions for your total wealth management strategy are driven by you. Rhonda will be there for you every step of the way as you work toward your financial objectives.

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+16046398600
Closed Now
333 Seymour St #1450, Vancouver, BC V6B 5A6, Canada
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Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for vancouver is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

The Process

TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

1

Business Verification

Verified financial consultant listings in vancouver are based on robust online activity and Google reviews, ensuring credibility.

2

Business Details

Comprehensive financial consultant profiles offer vital details for informed decisions in vancouver .

3

Reviews And Ratings

Real-time customer ratings guide our financial consultant rankings in vancouver, reflecting genuine reputation.

4

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Our SEO strategy elevates the visibility of top financial consultant providers in vancouver .

5

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