Financial Consultants & Advisors

You First
Financial planning for people from many walks of life, with personalized investment plans, retirement financial planning, tax planning, and life and disability insurance. 501 – 1200 Burrard Street, Vancouver, BC, V6Z 2C7.
Harmony Financial Group
Investment advice, insurance consulting and mutual fund portfolio management. All contacts through website only.
Planned Lifetime Advocacy Network
Financial planning, security and advice for families where a member is disabled, including wills, trusts and estates, and registered disability savings plans. 260- 3665 Kingsway, Vancouver, BC, V5R 5W2.
Keybase Financial Group
Keybase Financial Group has Independant Financial Professionals offering Investment Info. Portfolio Evaluation, Insurance and Tax Planning. 305-5811 Cooney Road, South Tower Richmond,BC V6X 3M1
DLD Financial Group
Financial planning services including tax-effective non-registered portfolio strategies, registered retirement savings plans, leveraged investing and income protection plans. 1200-1111 West Georgia Street, Vancouver, BC, V6E 4M3.
Vancouver Financial Planning Consultants
Financial planning and wealth management services, including investment management, family trusts, divorce financial planning, offshore investing and non-resident issues. Suite 1600, 800 West Pender Street, Vancouver, BC, V6C 2V6.
Guaranteed Income Solutions
Financial advisory service offering comprehensive retirement and estate planning, and specializing in guaranteed income solutions. 1600 – 800 West Pender Street, Vancouver, BC, V6C 2V6.
HPC Wealth Management
Vancouver based Dundee wealth investment advisors combine extensive investment and wealth management skills to help plan for wealth and an ideal financial future. DWM Securities Inc, PO Box 10347, 609 Granville Street, Suite 700, Vancouver, BC V7Y 1G
Bettina Schnarr
Investment advice and certified financial planning, specializing in lifestyle and retirement planning, income protection, estate planning and childrens education. Suite 214 – 3388 Rosemary Heights Crescent, South Surrey, Vancouver, BC, V3S 0K7.
Macdonald, Shymko & Company
Financial planning, investment counsel and corporate sponsorship. Suite 950, 510 Burrard Street, Vancouver, BC, V6C 3A8.
Granville West Group
Financial planning, employee benefits and succession planning. Suite 1425, 1075 West Georgia Street, Vancouver, BC, V6E 3C9.
Rogers Group Financial
Financial, retirement and estate planning. 5th Floor, 1770 West 7th Avenue, Vancouver, BC, V6J 4Y6.
Assante
Act as a personal chief financial officers specializing in wealth management. Assante Financial Management Ltd. Frank Danielson, BEd, CFP 800-650 West Georgia Street Box 11588 Vancouver, BC V6B 4N8.
Terry Wright
National Bank financial investment advisor offering a personalized approach and a custom-built investment portfolio. Suite 3300, Park Place, 666 Burrard Street, Vancouver, BC, V6C 2X8.
Edward Jones
Savings, investments, life insurance and tax-free savings. Hatley Park Plaza, 2244 Sooke Road, Unit 110, Victoria, BC, V9B 1X1.
T E Wealth
Wealth management and financial education services for individuals or employers. 475 West Georgia Street, Suite 720, Vancouver, BC, V6B 4M9.
KCM Wealth Management
Fee only portfolio management and financial advisory service, specialising in investment management, retirement planning, estate planning and trustee and executor services. Suite 1500, Box 1078, 885 West Georgia Street, Vancouver, BC, V6C 3E8.
Mimi Tang Wealth Management and Consulting
Stocks and bonds, financial planning, retirement planning, investment planning, tax-free savings plans, private health service plans and estate and tax planning. West Vancouver, BC, V7T 2G3.
Holly Edwards
Financial planning, investments and savings, and insurance products. 1650 – 1130 West Pender Street, Vancouver, BC, V6E 4A4.
Pension to Canada
Pension to Canada provides specialist independent advice to help British Expats benefit from your British pension plans. We provide advice, clarity and when its in your best interest help you move British Pension Plans to Canada
Foran Financial
Mutual funds, securities and wealth management services. Suite 3406, 1200 Georgia Street West, Vancouver, BC, V6E 4R2.
Lycos Asset Management
Wealth management and financial advisory services offering alternatives to stock brokers, such as wrap accounts or managed account programs. Suite 900, Two Bentall Centre, 555 Burrard Street, Vancouver, BC, V7X 1M8.
DTM Systems
Business solutions and technology. Unit 130, 2323 Boundary Road, Vancouver, BC, V5M 4V8.
TD Waterhouse
Financial planning, private client services and institutional services, including retirement plans, childrens education and insurance. Many financial planners in Vancouver, including at 700 West Georgia Street, Main Floor, Vancouver, BC, V7Y 1A2.

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