Canada › British Columbia
Financial advisors in West Vancouver
19 advisory teams and firms in West Vancouver, British Columbia.
- Clark Strang Wealth ManagementWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- De Vincenzi Private Wealth ManagementWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Derek LeeWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Dyer Family Wealth ManagementWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Fay MirminachiWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Frank MauroWest VancouverTeam at Wellington-Altus
- Portfolio management and investment advice
- Ilana SchonwetterWest VancouverTeam at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
- Jeffrey BalenWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Jim Ferrier, BA, FMAWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Kate KaramychevaWest VancouverTeam at Edward Jones
- Portfolio management and investment advice
- Kelsch Wealth PartnersWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Khoddami WealthWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Lagasse Wealth ManagementWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Marziyeh NazarianWest VancouverTeam at Edward Jones
- Portfolio management and investment advice
- Paul KnightWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Radcliffe & Associates Wealth ManagementWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Scott ArmstrongWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Sieffert Wealth ManagementWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- The North Shore Wealth Management GroupWest VancouverTeam at RBC Dominion Securities
- Portfolio management and investment advice
West Vancouver in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in West Vancouver
Self-employed in West Vancouver: RRSP, incorporation and retirement?
36.9% of workers in West Vancouver are self-employed, against 14.4% across Canada. Without an employer plan, retirement is built alone.
Calculate your savings goal →How to pass on a home in West Vancouver and limit probate?
The median dwelling value is $2,500,000 in West Vancouver (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 West Vancouver?
28.5% of West Vancouver 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 West Vancouver
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 West Vancouver?
Advisor Index lists 19 advisory teams and firms in West Vancouver, 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 West Vancouver?
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
- North Vancouver · 17
- Coquitlam · 16
- Penticton · 15
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.