Aviso Wealth
National wealth management company with approx. $70 billion in assets under administration.
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Wealth Management Companies in Vancouver
Top Wealth Management Firms in Vancouver
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1) RGF 2) Nicola Wealth
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Canaccord Genuity Wealth Management
The wealth management arm of the global investment banking firm Canaccord Genuity.
Macdonald Shymko and Company
Fee-only wealth management company in Vancouver founded in 1972.
Lycos Asset Management
Investment and wealth management company with approx. 6 employees founded by Constantine Lycos.
TD Wealth (Richmond)
Wealth management division of TD in Richmond.
Genus Capital investment
Certified B Corp investment firm in Vancouver that specializes in fossil-free investing.
Odlum Brown
Wealth management company with 6 locations across BC.
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.
Tricor Pacific Captial
Private equity firm in Vancouver founded in 1996 that has invested $1.2 billion over 20 years.
WealthBar
Online investment app for Canadians.
PI Financial Corp.
Investment advisory, wealth management, capital markets.
Manulife Capital Markets
Securities, capital markets, private wealth management.
Cypress Capital Management
Wealth management firm in Vancouver with 20 staff, including 8 advisors with an average of 20 years experience each.
Elementus Wealth Management
Wealth management company with offices in downtown Vancouver and Whistler.
National Bank Financial Wealth Management
Vancouver's wealth management division of the sixth largest commercial bank in Canada.
Raymond James Ltd.
American multinational investment bank focusing on wealth management.
Scotia Wealth Management
Investment management, private banking and wealth planning firm.
Stanley Asset Management
Canaccord Genuity partnered investment advisement team in Vancouver.
RBC Wealth Management
The wealth management arm of RBC Royal Bank.
Castle Bay Wealth Management
Boutique wealth management company operated by Graeme Egan.
Elevate Wealth Management
Investment platform, financial planning, insurance.
Beavis Wealth Management
Manulife Securities affiliated wealth management company in Richmond operated by Marc Beavis.
Vertex One
Vancouver-based asset management firm founded in 1997 providing investment services to retail advisors, high-net-worth individuals and institutions.
Tips on Choosing an Asset Management / Wealth Management firm.
Choose the right size.
Asset management companies in Vancouver, or anywhere, are best suited for the right client size. Some firms specialize in those with $500,000 to $1,000,000 in assets, some go bigger, some smaller.
Pricing.
Of course cost will be a factor. Do the math on how a commissions based agreement or a flat services fee will look like with the size of your assets.
Pick the right product.
Many wealth management companies have a platform that allows you to interface with your assets. That may be the focus of the arrangement, it may not have anything to do with it. Ensure you choose a company that will run things the way you need them to.
Meeting Schedule.
Determine the pace in which you’d like to hear from them and see what they say. If you’re looking at weekly or monthly check-ins, let them know. Some firms will want to have fast and furious communication, others won’t.