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Wealth Management Companies in Vancouver

wealth management companies vancouver

Top 3 Wealth Management Firms in Vancouver:

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lycos asset management

Lycos Asset Management

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

In Vancouver
odlum brown

Odlum Brown

Wealth management company with 6 locations across BC.

In Vancouver
sequeira partners vancouver

Sequeira Partners Inc.

Mergers and acquisitions, corporate valuations, corporate carve-outs, recapitalization.

In Vancouver
nicola wealth management vancovuer

Nicola Wealth

Wealth management company with locations in Vancouver, Kelowna, Richmond and Toronto.

In Vancouver
echelon wealth partners

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.

In Vancouver
wealthbar

WealthBar

Online investment app for Canadians.

In Vancouver
cypress capital management

Cypress Capital Management

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

In Vancouver
vertex one asset management

Vertex One

Vancouver-based asset management firm founded in 1997 providing investment services to retail advisors, high-net-worth individuals and institutions.

In Vancouver

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.