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Wealth Management Companies in Vancouver

wealth management companies vancouver

Top Wealth Management Firms in Vancouver:

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Aviso Wealth

National wealth management company with approx. $70 billion in assets under administration.

Lycos Asset Management

Investment and wealth management company with approx. 6 employees founded by Constantine Lycos.

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Odlum Brown

Wealth management company with 6 locations across BC.

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.

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.

Cypress Capital Management

Wealth management firm in Vancouver with 20 staff, including 8 advisors with an average of 20 years experience each.

3

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.

 

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