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Financial advisors in Delta

4 advisory teams and firms in Delta, British Columbia.

Carman HolmesDelta
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Hyndhavi TirunagariDelta
Team at Edward Jones
- Portfolio management and investment advice
See profile →
John StephenDelta
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Rica VinluanDelta
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Delta in figures

108,455residents in 2021 (+6.1% since 2016)

$108,000median total household income, 2020

75.6%of households own their home

$1,190,000median dwelling value

20.5%aged 65 and over

32.8%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Delta

How to pass on a home in Delta and limit probate?

The median dwelling value is $1,190,000 in Delta (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.

When to take CPP and how to draw down a RRIF in Delta?

20.5% of Delta residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.

How long will your savings last? →

Property taxes in Delta

$7,449property taxes and charges on a representative house, 2026

$1,433,759assessed value of that representative house

Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.

Frequently asked questions

How many financial advisory firms are there in Delta?

Advisor Index lists 4 advisory teams and firms in Delta, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Delta?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in British Columbia

Vancouver · 258
Victoria · 102
Kelowna · 81
Surrey · 53
Burnaby · 44
Nanaimo · 38
Kamloops · 28
Abbotsford · 26
Vernon · 21
West Vancouver · 19
North Vancouver · 17
Coquitlam · 16

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.