Menu
    Close
    Search Buscar
    Close

    Best Financial Consulting Courses Vancouver Near Me

    Related inquiries Financial consultant:
    Add my business

    1. Money Coaches Canada - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    8 reviews
    new review
    Money Coaches Canada
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 999 W Broadway #720, Vancouver, BC V5Z 1K3, Canada

    Schedule: Open until 4:00 PM

    Telephone: +1 604-877-0977

    Business type: Financial planner

    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.

    2. Vancouver Financial Planning - Vancouver

    VerifiedProfile verified by owner today
    0 reviews
    new review
    Vancouver Financial Planning
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 800 W Pender St, Vancouver, BC V6C 2V6, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-685-1938

    Business type: Financial consultant

    Business: Vancouver Financial Planning Consultants Inc. offers its clients a full range of financial planning and wealth management services.

    3. Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    5 reviews
    new review
    Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 595 Burrard St 16th Floor, Vancouver, BC V7X 1L4, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-249-3572

    Business type: Financial consultant

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

    4. Pacific Spirit Investment Management Inc - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    3 reviews
    new review
    Pacific Spirit Investment Management Inc
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 800 W Pender St #1100, Vancouver, BC V6C 2V6, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-687-0123

    Business type: Financial planner

    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.

    5. Institute of Financial Consultants - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    5 reviews
    new review
    Institute of Financial Consultants
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 1311 Howe St, Vancouver, BC V6Z 2P3, Canada

    Schedule: Open until 4:00 PM

    Business type: Financial planner

    Business: The Institute of Financial Consultants - IFC - is a professional body for financial consultants. Our online courses help those wishing to enhance their career in the financial arena. View our membership and online training courses to find out more about IFC.
    4worldlovers:
    financial consulting courses vancouver Institute of Financial Consultants

    The Certified Financial Consultant (CFC) designation is the premier designation of the Institute of Financial Consultants. CFC certification is attained by meeting the eligibility of both education and professional experience.

    financial consulting courses vancouver Institute of Financial Consultants

    Our members are employed in all sectors of the economy and make a significant contribution to the efficiency of any business.

    6. Nicola Wealth - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    6 reviews
    new review
    Nicola Wealth
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 1508 W Broadway Suite 501, Vancouver, BC V6J 1W8, Canada

    Schedule: Open until 4:00 PM

    Telephone: +1 604-739-6450

    Business type: Financial planner

    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

    7. Money Coaches Canada - District of North Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    8 reviews
    new review
    Money Coaches Canada
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 2146 Old Dollarton Rd, North Vancouver, BC V7H 1A7, Canada

    Telephone: +1 778-838-7459

    Business type: Financial planner

    Review

    "We were stuck in a rut of feeling like we work hard, make great ..."
    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.

    8. Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor - Richmond

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    58 reviews
    new review
    Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 10271 Shellbridge Way #210, Richmond, BC V6X 2W8, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-249-3572

    Business type: Financial planner

    9. Lycos Asset Management Inc. - Financial Advisors & Planners - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    5 reviews
    new review
    Lycos Asset Management Inc. - Financial Advisors & Planners
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 808 Nelson St Suite 1731, Vancouver, BC V6Z 2H2, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-288-2083

    Business type: Financial consultant

    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.

    10. Edward Jones - Financial Advisor - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    new review
    Edward Jones - Financial Advisor
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 1525 Robson St Ste 202, Vancouver, BC V6G 1C3, Canada

    Telephone: +1 604-683-3189

    Business type: Financial consultant

    11. Chalten Fee-Only Advisors Ltd. - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    4 reviews
    new review
    Chalten Fee-Only Advisors Ltd.
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 1500 W Georgia St, Vancouver, BC V6G 2Z6, Canada

    Schedule: Open until 11:00 PM

    Telephone: +1 604-922-7880

    Business type: Financial consultant

    Review

    "It's a full service firm with great results. I highly recommend them!"
    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.

    12. Vital Financial - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    1 reviews
    new review
    Vital Financial
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 128 W Hastings St #210, Vancouver, BC V6B 1G8, Canada

    Schedule: Open until 5:00 PM

    Telephone: (800) 943-6934

    Business type: Economic consultant

    Business: At Vital Financial we help people & companies consolidate & eliminate their debts.

    13. Macdonald Shymko & Company Ltd - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    new review
    Macdonald Shymko & Company Ltd
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 510 Burrard St #950, Vancouver, BC V6C 3A8, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-687-7966

    Business type: Financial planner

    Business: From the beginning, clients hired us directly to be their fiduciary fee only advisors and portfolio manager.

    14. Best West Financial Inc - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    new review
    Best West Financial Inc
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: The Grosvenor Building, 1040 W Georgia St Suite #920, Vancouver, BC V6E 2Y2, Canada

    Telephone: +1 604-240-6324

    Business type: Financial consultant

    15. World Financial Group Downtown Vancouver - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    24 reviews
    new review
    World Financial Group Downtown Vancouver
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 1075 W Georgia St Suite 2650, Vancouver, BC V6E 3C9, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-363-3644

    Business type: Financial consultant

    Review

    "Great value, Great atmosphere in this office. Amazing!"
    Business: Our financial and life insurance professionals are trusted by millions of families in the U.S. and Canada. Receive a catered solution for your needs with World Financial Group.

    16. ABC Financial Advisor - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    1 reviews
    new review
    ABC Financial Advisor
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 885 W Georgia St #1500, Vancouver, BC V6C 3E8, Canada

    Schedule: Open until 7:00 PM

    Telephone: +1 647-830-8080

    Business type: Financial consultant

    Business: Best Financial Advisors in Retirement Planning, Investment Management, Insurance, and Estate Planning Services in Vancouver and Toronto, Canada.

    17. Raymond James Ltd - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    6 reviews
    new review
    Raymond James Ltd
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 925 W Georgia St #2100, Vancouver, BC V6C 3L2, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-659-8000

    Business type: Financial consultant

    18. Elementus Wealth Management Inc. - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    30 reviews
    new review
    Elementus Wealth Management Inc.
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 1075 W Georgia St #1810, Vancouver, BC V6E 3C9, Canada

    Schedule: Open until 5:00 PM

    Telephone: +1 604-681-4493

    Business type: Financial consultant

    19. Sun Life Financial Vancouver - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    4 reviews
    new review
    Sun Life Financial Vancouver
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 1508 W Broadway, Vancouver, BC V6J 1W8, Canada

    Schedule: Open until 4:30 PM

    Telephone: +1 604-683-6905

    Business type: Financial consultant

    Review

    "I could tell that his was in the service industry for a good part of his ..."
    Business: Get the big picture on your finances with a Sun Life financial advisor. Greater Vancouver in Vancouver BC can help you reach your goals and plan for the future. Complete the contact form to schedule an appointment.

    20. Tracy Theemes - Raymond James Ltd. - Vancouver

    Not verifiedNot verifiedThis business has not been claimed. Owners who claim their businesses can update their profile details, add photos, respond to reviews, and more.

    Request your free profile now
    new review
    Tracy Theemes - Raymond James Ltd.
    Are you the owner of the business?
    Be the 1st in the ranking
    exclusive page

    Address: 3762 W 10th Ave W, Vancouver, BC V6R 2G4, Canada

    Telephone: +1 604-569-2891

    Business type: Financial consultant


    Most visited!

    add a comment of financial consulting courses Vancouver

    Comment sent successfully! We will review it in the next few hours.

    DMCA.com Protection Status
    2023 / forvancouverlovers.com