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Financial Advisors in Vancouver

financial advisor vancouver

Experts in financial advisory services can go by many titles. They are referred to as investment advisors, financial planners, financial consultants, or a dozen other job descriptions. The important thing is to find the right one, with the right track record, and the right qualifications.


Top Financial Advisors in Vancouver:

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Vancouver credit union with 59 branches.

Aon plc

Global insurance and financial services firm with 50,000 employees in 120 countries. Mostly known mostly for insurance, risk, and retirement consulting.

Lycos Asset Management

Investment and wealth management company with approx. 6 employees founded by Constantine Lycos.


Sequeira Partners Inc.

Mergers and acquisitions, corporate valuations, corporate carve-outs, recapitalization.

Echelon Wealth Partners

Toronto-based wealth management investment firm with over 240 employees across Canada spread across around 60 teams, with more than $4 billion in assets under administration and management.


Online investment app for Canadians.


TD Securities

Debt and equity financing and investment banking advice focusing on mining, forestry, technology and industrial clients.

Haywood Securities

Investment firm in Vancouver with offices on Burrard Street, and in Calgary and Toronto.

First West Credit Union

British Columbia's third largest credit union headquartered in Langley, with 50 offices and 36 insurance offices.

Raymond James Ltd.

American multinational investment bank focusing on wealth management.


IG Wealth Management

IG Wealth Management (formerly Investors Group) is a Wealth Management company and subsidiary of Power Corporation of Canada.