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Canada › British Columbia

Financial advisors in Richmond

12 advisory teams and firms in Richmond, British Columbia.

🏆 Top financial advisors in Richmond: the ranking

Richmond in figures

209,937residents in 2021 (+5.9% since 2016)
$79,000median total household income, 2020
71.3%of households own their home
$990,000median dwelling value
20%aged 65 and over
46%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 Richmond

Working in finance in Richmond: employer shares, bonuses and RRSP?

6.1% of jobs in Richmond are in this sector, against 4.3% across Canada (2021 census). Variable bonuses and employer shares: when to sell, and how to split between RRSP, TFSA and non-registered accounts.

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

The median dwelling value is $990,000 in Richmond (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 Richmond?

20% of Richmond 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 Richmond

$9,010property taxes and charges on a representative house, 2026
$1,910,200assessed 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 Richmond?

Advisor Index lists 12 advisory teams and firms in Richmond, 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 Richmond?

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

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

Are you an advisor? Your firm is missing, or its profile is incomplete: list it, free of charge and with no paid ranking.

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