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Financial advisors in Squamish

3 advisory teams and firms in Squamish, British Columbia.

David SweeneySquamish
Team at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
See profile →
Janet BrideSquamish
Team at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
See profile →
Steven PraetSquamish
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Squamish in figures

23,819residents in 2021 (+22.2% since 2016)

$111,000median total household income, 2020

70.1%of households own their home

$1,000,000median dwelling value

11.8%aged 65 and over

40.9%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 Squamish

Self-employed in Squamish: RRSP, incorporation and retirement?

20.9% of workers in Squamish are self-employed, against 14.4% across Canada. Without an employer plan, retirement is built alone.

Calculate your savings goal →

How to reduce capital gains tax in Squamish?

10.2% of tax filers in the Squamish area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

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

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

Property taxes in Squamish

$8,130property taxes and charges on a representative house, 2026

$1,553,742assessed 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.

Savings and high incomes in the Squamish area

29.4%of tax filers contributed to an RRSP

$5,000median RRSP contribution

Among people with income in the Squamish area, in 2023:

38.1%report dividend or interest income (median $880)

10.2%report capital gains (median $2,410)

10.5%receive a private pension (employer plan, RRIF, annuity)

23%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Squamish?

Advisor Index lists 3 advisory teams and firms in Squamish, 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 Squamish?

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.