Vancity
Vancouver credit union with 59 branches.
Found Listings
Financial Planning Companies in Vancouver
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Perspektiv Financial
Financial advisor for families and businesses in Vancouver.
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.
Customplan Financial Advisors Inc.
Business insurance and employee benefits company across 6 provinces.
TD Bank Group
Banking group with over 25 million customers worldwide.
Assante Wealth Management
Wealth management company with financial planning, business planning and life transition services.
Nicola Wealth
Wealth management company with locations in Vancouver, Kelowna, Richmond and Toronto.
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.
Harbourfront Wealth Management
Wealth management company with locations in West Vancouver, Downtown Vancouver, and Surrey.
RGF Integrated Wealth Management
Wealth management company in Vancouver with approximately 60 employees.
Sequoia Mergers & Acquisitions Corp.
Mergers and acquisitions firm.
CIBC Capital Markets
5th largest investment banking firm in BC.
BlueShore Financial
North Vancouver-based credit union with over 40,000 clients.
Westminster Savings Credit Union
Surrey-based credit union with $4 billion in assets.
First West Credit Union
British Columbia's third largest credit union headquartered in Langley, with 50 offices and 36 insurance offices.
BMO Financial Group
British Columbia's largest financial planning group with around 390 financial planners.
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.
ZLC Financial
Investments, retirement, group benefits, estate planning.
VELA Wealth
Wealth Management company in North Vancouver.
How Do you Choose a Financial Planner in Vancouver?
Choosing a financial planner can be a critical decision, as it can help you manage your finances, plan for your future, and achieve your financial goals. Here are some steps to help you choose a financial planner in the Lower Mainland.
Read!
Given that we’re talking about a regulated industry, there is a lot of literature on the subject. Check out the Government of Canada’s page on Choosing an Advisor. It runs down most of what should be considered.
Determine your financial goals.
Knowing what you want first might really help. Before looking for a financial planner, you need to determine your financial goals. This will help you choose a planner to help you achieve your goals. If you don’t have a goal target, your planner should be able to help you find one.
Compare costs.
Understand the fees associated with the financial planner’s services. Compare their fees to other financial planners, and ensure you understand what you will pay for. Nerdwallet has a decent outline of what you can expect to pay for a Financial Planner annually and hourly.
Look for a qualified planner.
Look for a financial planner who is qualified and certified. Look for credentials like Certified Financial Planner (CFP) or check the FP Canada page.
Check their experience.
Look for a planner who has experience working with people in similar financial situations to yours. Ask them how long they have been in business and what types of clients they typically work with.
Ask for referrals.
Ask your friends, family, or colleagues for referrals for financial planners they have used and trust.
Schedule a consultation.
Once you have a list of potential financial planners, schedule a consultation with each. During the consultation, ask them about their approach to financial planning, fees, and how they will help you achieve your goals.
Review their communication style.
Choose a financial planner who communicates well with you and is responsive to your needs.
Trust your instincts.
Ultimately, trust your instincts when choosing a financial planner. Choose someone you feel comfortable with and believe will help you achieve your financial goals.
This shouldn’t be considered financial advice, by the way! Talk to an actual Financial Planner for that.