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Financial Planning Companies in Vancouver

vancouver financial planners

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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.


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.

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.

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.


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.