Westmount Wealth Management Inc
Wealth management firm downtown at Georgia and Seymour serving wealthy entrepreneurs and families.
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1) RGF 2) Nicola WealthWealth management firm downtown at Georgia and Seymour serving wealthy entrepreneurs and families.
National wealth management company with approx. $70 billion in assets under administration.
The wealth management arm of the global investment banking firm Canaccord Genuity.
Fee-only wealth management company in Vancouver founded in 1972.
Investment and wealth management company with approx. 6 employees founded by Constantine Lycos.
Wealth management division of TD in Richmond.
Certified B Corp investment firm in Vancouver that specializes in fossil-free investing.
Wealth management company with 6 locations across BC.
Wealth management company with financial planning, business planning and life transition services.
Wealth management company with locations in Vancouver, Kelowna, Richmond and Toronto.
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.
Wealth management company with locations in West Vancouver, Downtown Vancouver, and Surrey.
Wealth management company in Vancouver with approx. 50 employees.
Private equity firm in Vancouver founded in 1996 that has invested $1.2 billion over 20 years.
Online investment app for Canadians.
Investment advisory, wealth management, capital markets.
Securities, capital markets, private wealth management.
Wealth management firm in Vancouver with 20 staff, including 8 advisors with an average of 20 years experience each.
Wealth management company with offices in downtown Vancouver and Whistler.
Vancouver's wealth management division of the sixth largest commercial bank in Canada.
American multinational investment bank focusing on wealth management.
Investment management, private banking and wealth planning firm.
Canaccord Genuity partnered investment advisement team in Vancouver.
The wealth management arm of RBC Royal Bank.
Boutique wealth management company operated by Graeme Egan.
Investment platform, financial planning, insurance.
Manulife Securities affiliated wealth management company in Richmond operated by Marc Beavis.
Vancouver-based asset management firm founded in 1997 providing investment services to retail advisors, high-net-worth individuals and institutions.
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.
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.
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.
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.