Best Financial Advisors In Vancouver Near Me

Business: Pacific Spirit leads the way as Vancouver’s boutique wealth management and fee-only financial planning firm.

4worldlovers: Pacific Spirit Investment Management is well-established as Vancouver’s Wealth Management firm. Since 1994, our team has successfully helped high net worth clients build and preserve their wealth. From highly personalized portfolio management to comprehensive financial planning, Pacific Spirit offers an extensive range of financial services combined with outstanding professionalism and qualifications.

Our philosophy is: If you fail to plan, you plan to fail. Without a plan, it is unlikely you will achieve your financial goals. We help our clients design a path to financial success. Furthermore, we ensure our client families stick to their plan, so that they can enjoy their hard earned success.

Business: Money Coaches Canada (MCC) is a national network of skilled, advice-only financial planners and money coaches. Book a free consultation and start to realize your financial goals.

4worldlovers: Do you earn a good income but wonder why you're not doing better financially? As an entrepreneur or small business owner, do you struggle with managing an increasingly complex cash flow? Or maybe you’re established financially, but don't have the time or expertise necessary to navigate some of life's more complex money challenges. We can help.

A Money Coach will assist in clarifying your goals, and designing a tailored plan that addresses your most pressing financial concerns and opportunities. For some, it's about reducing debt, spending smarter and becoming more proactive financially. And for others, it involves taking a structured, informed approach to navigating one of life's many complex transitions, like going through a divorce, planning for retirement or receiving an inheritance.

Business: Vancouver financial planner / financial advisor providing award-winning financial advice with a focus on tax efficiency. Top-rated on Google.

Business: Nicola Wealth is a wealth management and investment firm serving the financial planning needs of high net worth entrepreneurs and families.

4worldlovers: Let us help you navigate the complexities of legacy building and investment management.

Through major market downturns, Nicola Wealth has kept clients safely on track to reach their financial objectives through our conservative, yet forward-thinking approach to investment management.

*The Nicola Core Composite returns represent the total returns of Cdn. dollar denominated accounts of all fee-paying portfolios with a Nicola Core mandate. The composite includes clients who are both fully discretionary and non-discretionary. Read full disclosure here.

** This is a proprietary index developed by Morningstar Canada based on the CIFSC Fund categories (cifsc.org). Read full disclosure here.

We look beyond the conventional “60% stocks / 40% bonds” approach to investing, providing access to diversification into asset classes across hard asset real estate and private capital spaces.

To minimize the inevitable ups and downs that come with a reliance on the stock market, our approach to investing includes additional alternative asset classes such as private equity, mortgages, private debt, and institutional grade real estate.

In the business we’re in, with 850 top CEOs across Canada, these are the smartest people in the room. Why are they all at Nicola? You go down the list and say 'okay, I’m in.'

Investing in Energy Transition Assets: A Key to Decarbonisation and Energy Security

Business: Downtown Vancouver, BC based firm offering investment management, wealth management and financial planning services through our seasoned financial advisors.

4worldlovers: We guide your nest egg professionally—whether you are travelling, on vacation, running your business, enjoying the cottage, or retirement.

We are an independent investment and wealth management firm located in Vancouver, BC, Canada. Since we were founded in 2008 our purpose has been to bring to Canadians the fiduciary approach to investing, which is what Registered Investment Advisors have been doing in the US. The financial advisors at Lycos Asset Management operate in the best interest of our clients. We help individuals, families, and business plan for their retirement and manage their nest egg.

Many investors buy investments after they have performed well, then sell after they’ve performed poorly.

We believe that exactly the opposite is the best way to invest. Buying into good investments when they are under-appreciated and under-valued makes sense to us. Professional investing should be disciplined and not be chasing past performance.

If you appreciate the value of having a professionally managed portfolio, and would like a pro to walk you through retirement planning options, let’s begin a conversation.

Business: Chalten Fee-Only Advisors Ltd.Vancouver is a fee-only financial planners, portfolio manager and investment management firm based in Vancouver serving the needs of individuals and families in Canada.

Business: Annie Kvick is a Money Coach in North Vancouver specializing in financial planning, retirement planning, cash flow & debt management and transition through divorce. Learn more about Annie.