Acorn/Donnelly Financial Group
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Alison Law Wealth Management
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Anisa Mulijani
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
ARC Wealth: Vancouver Wealth Management + Financial Planner
Vancouver
- Financial planning
- Mutual funds
- Investments
Assante Vancouver Centre
Vancouver
- Financial planning
- Mutual funds
- Assante
Balanced Financial Services
Vancouver
- Financial planning
- Investments
Beacon Wealth Partners
Vancouver
- Financial planning
- Investments
Brett Creed
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Danielson Group Wealth Management at CI Assante Wealth Management Ltd.
Vancouver
- Financial planning
- Investments
- Assante
Elevate Wealth Management
Vancouver
- Financial planning
- Investments
Glenn Ayrton
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
HD Partners Capital Management
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Hillside Wealth Management | iA Private Wealth
Vancouver
- Financial planning
- Investments
- iA
Holyk Doran Wealth Management Goup
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
IG Wealth Management
Vancouver
- Financial planning
- Insurance
- IG Wealth
Jeff Wiebe Treasury Advisory Team
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Jeffrey Rivett
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Joe Milic Wealth Management Group
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Johnny Cheung Wealth Management Group
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Lai Wealth Management Group
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Legacy Family Office Vancouver
Vancouver
- Financial planning
Lim Wealth Management
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
LT Wealth Management Partners Inc.
Vancouver
- Financial planning
- Investments
Mabee Wealth Management Group
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
ModernAdvisor
Vancouver
- Financial planning
- Investments
Olesia Chystiakova
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Pascal J Thompson, CFA
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
PermaWealth Group | CI Assante Wealth Management Ltd.
Vancouver
- Financial planning
- Assante
Ralph Muth
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Ronnie Zhang
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Sheldon Gray
Vancouver
- Financial planning
- Investments
- Wellington-Altus
Shufelt Advisory Group
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Steven Joe Financial | CI Assante Wealth Management Ltd.
Vancouver
- Financial planning
- Assante
Stockdill Wealth Management
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
SWAN Wealth Management, Cross-Border Financial Advisors
Vancouver
- Financial planning
- Investments
- Insurance
Takasaki Wealth Management Team
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Ternion Wealth Management
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
The Pennington Group
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Tony Osachoff
Vancouver
- Financial planning
- Investments
- Wellington-Altus
Verus Financial
Vancouver
- Financial planning
- Investments
- Financière Banque Nationale
Wealth Preservation Management
Vancouver
- Financial planning
- Investments
WealthPoint - Canaccord Genuity Wealth Management
Vancouver
- Financial planning
- Investments
Frequently asked questions
How many firms offer financial planning in Vancouver?
42 of the 258 firms in Vancouver show it in the official register or on their website.
How to choose?
Check the official register, ask for an engagement letter describing the service and the fees, and compare two or three firms on your precise situation.
Alphabetical list. No firm pays to be listed. Our sources