Best Wealth Management Companies in Vancouver

RGF Integrated Wealth Management focuses on creating personalized financial plans that consider your entire life, not just your money. Their advisors work closely with clients on investment strategies, retirement planning, and risk management while maintaining clear, ongoing communication. Customers appreciate their approachable team and consistent updates, though some note the process requires… more...

RGF Integrated Wealth Management focuses on creating personalized financial plans that consider your entire life, not just your money. Their advisors work closely with clients on investment strategies, retirement planning, and risk management while maintaining clear, ongoing communication. Customers appreciate their approachable team and consistent updates, though some note the process requires regular meetings.

LT Wealth Partners Raymond James Ltd. specializes in personalized financial planning and portfolio management for individuals and small groups across Canada and the US. The team offers guidance on investment strategies that align with long-term goals, including cross-border financial planning. Clients appreciate their approachable, knowledgeable advisors who maintain regular communication and… more...

LT Wealth Partners Raymond James Ltd. specializes in personalized financial planning and portfolio management for individuals and small groups across Canada and the US. The team offers guidance on investment strategies that align with long-term goals, including cross-border financial planning. Clients appreciate their approachable, knowledgeable advisors who maintain regular communication and focus on practical, clear advice.

Danielson Group Wealth Management specializes in guiding high-net-worth individuals, business owners, medical professionals, and retirees through complex financial decisions. Their team offers personalized wealth management and retirement preservation services, with clients appreciating their attentive, proactive approach and deep understanding of individual goals.

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… 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 Foundation fosters a… 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 circumstances. We strive to… 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, confidence, and growth so… 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. IG Wealth Management… 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 traditional financial… 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 complex financial… 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.

Mobius Planning focuses on retirement planning for Canadians aged 55 and older, helping clients navigate transitions into or through retirement. The team offers personalized financial and wealth management services, with clients appreciating their clear explanations, patient approach, and thoughtful guidance through complex decisions. Some find the process detailed but helpful for long-term peace… more...

Mobius Planning focuses on retirement planning for Canadians aged 55 and older, helping clients navigate transitions into or through retirement. The team offers personalized financial and wealth management services, with clients appreciating their clear explanations, patient approach, and thoughtful guidance through complex decisions. Some find the process detailed but helpful for long-term peace of mind.

Novella Wealth has been providing integrated wealth management and financial services across several Canadian provinces since 2013. Their licensed team offers retirement and legacy planning, tax-saving strategies, life and corporate insurance, and mortgage planning. Clients appreciate their patient, clear communication and thoughtful, personalized advice.

Specializing exclusively in representing debtors, 4 Pillars Consulting helps clients reduce their debts by up to 80%. The team offers debt relief services focused on long-term financial success, with many customers appreciating their clear guidance and supportive approach throughout the process. Some find the experience emotionally challenging but ultimately worthwhile.

Monic Financial Group focuses on helping Canadians from diverse backgrounds better manage their finances through personalized investment and financial planning. Their team offers guidance on portfolio diversification, tax shelters, and insurance, with clients appreciating their patient, clear communication and accessibility. Some find the process detailed but informative.

With over 40 years of experience, Sands & Associates specializes in guiding clients through debt relief options with a caring and nonjudgmental approach. Their team offers confidential consultations and support in multiple languages, including Cantonese and Mandarin. While some clients have had mixed experiences, many appreciate the professionalism and responsiveness of the management and staff.

Sarabia Wealth Solutions focuses on helping young individuals, families, and small businesses create worry-free financial plans tailored to goals like homeownership, tax-free retirement, and debt reduction. Their team offers personalized advice and a clear, organized approach, with clients appreciating their professionalism and responsive service.

Specializing in life and health insurance along with long-term investments like RESP and RRSP, Crius Financial Services Corp has supported Canadian clients since 2005. Their team of licensed advisors offers professional guidance and personalized financial planning, though some clients have noted challenges reaching support after advisor changes. Overall, customers appreciate knowledgeable advice… more...

Specializing in life and health insurance along with long-term investments like RESP and RRSP, Crius Financial Services Corp has supported Canadian clients since 2005. Their team of licensed advisors offers professional guidance and personalized financial planning, though some clients have noted challenges reaching support after advisor changes. Overall, customers appreciate knowledgeable advice and helpful service.

Licensed by the British Columbia Financial Services Authority, Gentai Capital Corporation specializes in mortgage investments tailored for builders, developers, and real estate owners across BC, Alberta, and Ontario. The team also offers loan servicing and asset management, with clients appreciating their steady performance and responsive customer service. Some note the company’s focus is more on… more...

Licensed by the British Columbia Financial Services Authority, Gentai Capital Corporation specializes in mortgage investments tailored for builders, developers, and real estate owners across BC, Alberta, and Ontario. The team also offers loan servicing and asset management, with clients appreciating their steady performance and responsive customer service. Some note the company’s focus is more on investment stability than quick turnaround.

WealthSmart Incorporated specializes in a structured, goal-oriented financial planning process that adapts to life changes and market conditions. Their team offers services including investment guidance, retirement planning, and life insurance, with a focus on educating clients and maintaining ongoing communication. Customers appreciate their integrity and personalized approach, though some note… more...

WealthSmart Incorporated specializes in a structured, goal-oriented financial planning process that adapts to life changes and market conditions. Their team offers services including investment guidance, retirement planning, and life insurance, with a focus on educating clients and maintaining ongoing communication. Customers appreciate their integrity and personalized approach, though some note that detailed planning requires active involvement.

New Life Management Services Inc. specializes in tailored management solutions for housing cooperatives, adapting to each co-op’s unique goals and policies. Their team handles everything from fiscal oversight to governance support, with many clients appreciating their responsiveness and hands-on assistance, though some have noted concerns about professionalism in certain interactions.

Specializing in financial planning for professionals, retirees, and incorporated business owners, this team focuses on creating clear, long-term strategies that clients understand and trust. Services include investment advice, tax strategies, mortgages, and estate planning, with clients appreciating the thoughtful, responsive approach and creative ideas offered throughout the process.

Specializing in wealth management, this team offers financial planning, tax strategies, and investment management tailored to individual goals. Clients appreciate their clear communication and thorough approach, noting a strong focus on education and empowerment throughout the process. Some find the detailed analysis intensive but ultimately helpful for long-term planning.

Plantax Pacific Inc., a financial advisory firm that provides one-toone planning and advice to clients in order to help them discover their financial goals. Our clients are provided with investment and insurance options that have different features and protections. Our platform is solid and we represent many of Canada's largest insurance and investment carriers. We have built strong financial… more...

Plantax Pacific Inc., a financial advisory firm that provides one-toone planning and advice to clients in order to help them discover their financial goals. Our clients are provided with investment and insurance options that have different features and protections. Our platform is solid and we represent many of Canada's largest insurance and investment carriers. We have built strong financial foundations around our clients' day-to-day lives and become a unique firm.

Stratego Financial / Manulife Securities Incorporated offers professional financial services to Retirees and Pre-Retirees as well as Business Owners. Our clients are located in Vancouver, Victoria, Nanaimo, and Vancouver Island. Our sole purpose is not to compete with other Vancouver financial planning or financial service firms. We create strategies to increase wealth and protect clients'… more...

Stratego Financial / Manulife Securities Incorporated offers professional financial services to Retirees and Pre-Retirees as well as Business Owners. Our clients are located in Vancouver, Victoria, Nanaimo, and Vancouver Island. Our sole purpose is not to compete with other Vancouver financial planning or financial service firms. We create strategies to increase wealth and protect clients' wealth. Stratego Financial / Manulife Securities Incorporated does what it does because they care about its clients. We want to have a positive effect on the lives of people and would love to think that our existence is meaningful.

MGM Financial Group, an independent advisory firm, specializes in holistic financial planning. We focus on wealth management strategies that work for professionals as well as families. Our clients are more efficient and effective with their money, whether it's providing advice on how to transfer wealth via estate and legacy planning, or implementing tax-smart savings strategies that grow wealth.… more...

MGM Financial Group, an independent advisory firm, specializes in holistic financial planning. We focus on wealth management strategies that work for professionals as well as families. Our clients are more efficient and effective with their money, whether it's providing advice on how to transfer wealth via estate and legacy planning, or implementing tax-smart savings strategies that grow wealth. We are able to keep our eyes on the unique needs of each client and build long-lasting dynamic relationships. Since our beginning, our company was built upon the trust and confidence that clients have shown us. We help our clients become more effective and efficient with their resources whether its providing strategies to protect their family and business, implementing innovative tax smart savings plans to grow their wealth or guidance on transferring wealth through estate, legacy and business succession planning. Our unbiased approach allows us to focus on our clients unique goals and objectives while we continue to grow long lasting dynamic relationships. Our company has been built on the confidence and trust that our clients have placed in us since our inception.

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Polly was driven to create a wonderful life for her family when she moved to Canada. Although years of perseverance and hard work led to success, Polly had to restart her… more...

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Polly was driven to create a wonderful life for her family when she moved to Canada. Although years of perseverance and hard work led to success, Polly had to restart her life when she was faced with uncertainty. Learn how Polly managed to manage her financial future with the support of her TD Wealth advisor, and a customized financial plan. Justina and Nick are small-business owners and make an excellent team. They support each other in all phases of life. They worry that potential business challenges could have a negative impact on their children's lives. Justina and Nick partnered up with their TD Wealth advisor in order to create a customized financial plan. They realized that they could achieve their family's financial goals and still maintain the business. Learn how financial guidance helped them see a better way of living. Better than five-minute meetings or plans that aren't tailored to your needs. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

We have established physical distance guidelines to help protect our colleagues and customers. Your wait may be longer because we are restricting the number of people in our branches. The first hour is dedicated for seniors, and vulnerable groups with urgent needs to conduct in-person banking. We serve these clients in Quebec during our regular branch hours, with an enhanced level of support to… more...

We have established physical distance guidelines to help protect our colleagues and customers. Your wait may be longer because we are restricting the number of people in our branches. The first hour is dedicated for seniors, and vulnerable groups with urgent needs to conduct in-person banking. We serve these clients in Quebec during our regular branch hours, with an enhanced level of support to ensure physical distance. Please visit our branch only for issues that need in-person help. You should not come to the branch if you have symptoms of COVID-19, or if your doctor has advised that you isolate yourself due to COVID-19 exposure or travel.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Wealth management encompasses many aspects: wealth transfer, retirement planning, lifestyle… more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Wealth management encompasses many aspects: wealth transfer, retirement planning, lifestyle protection, and legacy creation. But most importantly, it is the assurance that with the right guidance and a complete plan, you will be able to achieve any financial goal. You will discover that managing your wealth can be a difficult task as you travel toward financial freedom. You will find that your wants, needs, and risk tolerance are constantly changing. Your wealth planning should also be adjusted to reflect these changes. Our goal is to assist you in navigating the complexities and details of wealth management so that you can enjoy it instead of managing it. Our team will help you create a plan to address all aspects of your financial life, and be with you every step.

My goal is to create something I will be able to value throughout my life with those I love and people I cherish. I am passionate about helping people in diverse financial situations. My goal is to create lifelong friendships by helping you understand what matters to you. I will help you identify your current and future goals and establish customized financial strategies for you and for your… more...

My goal is to create something I will be able to value throughout my life with those I love and people I cherish. I am passionate about helping people in diverse financial situations. My goal is to create lifelong friendships by helping you understand what matters to you. I will help you identify your current and future goals and establish customized financial strategies for you and for your family. Together we will become a partner and grow together. I'll help you keep on track and achieve your long-term financial goals. Before joining Edward Jones I was a manager for a large Canadian company. Also, I worked as an international investment manager. It was an amazing experience. However, it is something I have always wanted to do. Edward Jones is my financial advisor. I find that it's a great way to share my passion and vision with clients while helping them gain control over their lives and achieve the purpose they desire. Working with Catherine Wong, the Branch Office Administrator at Edward Jones is a privilege. Our goal is to offer the highest level of customer service. Our goal is to simplify your daily life and bring you convenience. When I have the time spare, I love listening to classical music. A local choir supports my community. My hobbies include skiing and golfing during winter. Personal goals include becoming a ski patrol officer and riding a Harley Davidson motorcycle across BC.

Zen Exits is an advisory and consulting team that specializes in selling, buying, and managing businesses. Our clients often have three main challenges before they work with us: They don't know how to start, it takes too much time and there is too little return on their investment. Your situation is unique and we will create a custom solution to help you reach your goals. We can assist you… more...

Zen Exits is an advisory and consulting team that specializes in selling, buying, and managing businesses. Our clients often have three main challenges before they work with us: They don't know how to start, it takes too much time and there is too little return on their investment. Your situation is unique and we will create a custom solution to help you reach your goals. We can assist you whether you are looking to sell or buy a company, expand your current one, or invest in another business to diversify you portfolio. Zen Exits is an advisory team, part-time psychologist, and consultant that specializes in selling, buying, and managing businesses in Vancouver. Our clients often have three main challenges before they work with us: They don't know how to start, it takes too much time and there is little return on their investment. Our team will create a custom solution for you that suits your needs and will assist you in achieving your goals. We can assist you whether you are looking to sell or buy a business or grow an existing business in preparation for sale, or if you want to make small investments to diversify your portfolio.