Perspektiv Financial
Financial advisor for families and businesses in Vancouver.
Found Listings
Financial Planning Companies in Vancouver
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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 approx. 50 employees.
Sequoia Mergers & Acquisitions Corp.
Mergers and acquisitions firm.
CIBC Capital Markets
5th largest investment banking firm in BC.
Vancity
Vancouver credit union with 59 branches.
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.
