Find the 39 Best Financial Advisors in Vancouver, BC

Kommunity Financial provides working capital solutions for Canadian businesses seeking growth opportunities. We connect businesses with merchant lenders to secure competitive financing terms. Our specialized service helps companies overcome cash flow challenges through tailored financial solutions.

Aque Financial Service offers comprehensive insurance solutions in Vancouver, including life, travel, health, and disability coverage. Our experienced team provides personalized guidance to protect families and individuals. We serve clients nationwide with trusted, competitive insurance options.

Allan Financial provides customized life insurance solutions and financial planning services. Our team of experts creates personalized strategies to protect families, businesses, and financial legacies. We combine industry experience with innovative approaches to deliver client-centered insurance and wealth management services.

ZLC Financial provides tailored financial planning services for business owners and families in Western Canada. Specializing in estate planning, retirement solutions, and investment strategies, we deliver personalized advice through a team of experienced advisors. Our Vancouver-based firm combines over 75 years of industry expertise with a commitment to long-term client relationships.

DLD Financial Group is a Vancouver-based financial planning firm specializing in personalized strategies for professionals and business owners. Since 1999, we've delivered comprehensive solutions including cash flow management, estate planning, and investment advisory services. Our client-focused approach combines certified expertise with a proven process to build lasting financial confidence.

Katevatis Wealth Management provides independent financial advisory services specializing in customized wealth management, estate planning, and investment solutions. Our client-centric approach combines personalized risk assessment with access to national market research resources. We empower clients to achieve financial security through strategies tailored to their unique life goals and circumstances.

WealthSense Financial Group provides expert financial and retirement planning services for professionals, business owners, and families in Vancouver and the Sea-To-Sky region. Our comprehensive strategies focus on building, maximizing, and securing lifetime wealth through personalized financial planning, investment management, and employee benefits solutions. With a commitment to professionalism and client-centric service, we help clients achieve financial security and long-term stability.

TFP Tax & Financial Planning specializes in strategic tax and retirement planning, helping clients save 25-50% on taxes since 1985. Our fee-only, commission-free approach focuses on personalized financial strategies, including estate planning, asset allocation, and investment diversification. We empower clients to achieve long-term financial security through transparent, values-driven service.

World System Builder provides free financial education workshops to empower individuals and families. Our programs focus on debt management, wealth building, and retirement planning through accessible, jargon-free instruction. We partner with businesses to deliver employee financial wellness programs across North America.

Linde Equity is a western Canadian investment management firm specializing in active portfolio strategies for individual investors. Founded in 2000, we deliver risk-adjusted returns through concentrated portfolios of 30-40 high-conviction securities selected from global markets. Our approach emphasizes fundamental research, business model quality, and long-term growth potential while maintaining transparency and low fees.

Coronet Realty is a Vancouver-based real estate company specializing in residential and commercial property sales, investment services, and comprehensive property management. Established in 1969, we simplify real estate processes for property owners across the Lower Mainland through personalized service and localized expertise.

Genus Capital Management is an independent investment advisory firm specializing in values-driven investment solutions. Since 1989, we have combined global market expertise with data-driven strategies to create customized portfolios for individuals, families, and institutions. Our focus on responsible investing, fossil-free funds, and measurable impact aligns financial growth with environmental and social stewardship.

Accountax Financial Services Financial Services provides expert tax preparation, bookkeeping, and accounting software training in Vancouver. With over 25 years of experience since 1989, we serve individuals and small businesses with personalized financial solutions. Our services include income tax returns, payroll processing, government filings, and QuickBooks training to help clients manage their finances effectively.

Buk Investments specializes in long-term real estate investments and property management, delivering excellence and value to tenants and partners in Vancouver and beyond. With a portfolio of industrial, retail, and commercial properties, we focus on strategic asset management, sustainable practices, and tenant-centric service. Our commitment to quality and community impact has solidified our reputation as a trusted industry leader.

Citistar Financial is a leading national Managing General Agency specializing in life insurance, investment strategies, and advisory services. We provide comprehensive training programs and administrative support to help advisors excel in wealth protection and financial planning. Our mission focuses on enhancing financial security through innovative solutions tailored to Canadian families and businesses.

Ventum Financial provides personalized investment advisory and wealth management services, combining capital markets expertise with tailored portfolio strategies. Our team of seasoned professionals serves over 75,000 clients globally, offering access to IPOs, M&A opportunities, and research-driven insights. Headquartered in Vancouver with offices nationwide, we focus on creating long-term value through transparent, client-centric financial solutions.

Fulcra Asset Management specializes in fixed-income investment strategies, offering tailored credit opportunities funds and separately managed accounts. We focus on capital preservation and risk-adjusted returns through deep-value corporate debt investments in North American markets. Our approach combines extensive research, diversified portfolios, and a disciplined risk management framework to meet diverse client objectives.

Harbourfront Wealth Management is an independent Canadian wealth advisory firm headquartered in Vancouver. Founded in 2013, we empower purpose-driven financial advisors to deliver holistic wealth solutions to clients across Canada and the United States. Our services include investment management, estate planning, and access to private securities, supported by cutting-edge technology and a client-first approach.

Hybridge Investment Management is an independent investment advisory firm offering tailored wealth management services for high-net-worth individuals and families. Specializing in discretionary investment management since 1997, we focus on long-term growth through individual securities, tax-efficient strategies, and transparent fee structures. Our client-centric approach ensures personalized attention, direct access to portfolio managers, and customized solutions for estates, trusts, and complex financial situations.

Primex Investments is a Vancouver-based real estate investment and management company with over 50 years of experience. We specialize in developing and managing multifamily rental properties across British Columbia. Our commitment to quality design, community engagement, and long-term value creation has made us a trusted partner in real estate development.

Anchor Pacific Financial Risk Labs Financial Risk Labs provides investment management, portfolio advisory, and risk analytics services for financial advisors. Leveraging technology-driven solutions like the FLARE risk engine, we offer fiduciary support through open-architecture frameworks and discretionary investment strategies. Our partnership with Aligned Capital Partners enhances operational efficiency and client service excellence.

Vancity Community Investment Bank is a federally chartered values-based bank specializing in financing for socially responsible businesses, non-profits, and community-driven projects. We offer Impact GICs, commercial loans, and banking solutions designed to support affordable housing, climate initiatives, and equitable economic development. As a Certified B Corp, we prioritize social and environmental outcomes alongside financial returns.

Qwest Funds specializes in comprehensive financial product management, offering investment fund development, compliance operations, and back-office administration. With over 20 years of experience, we create customized investment solutions including mutual funds, flow-through limited partnerships, and alternative strategies. Our services cater to investors seeking diversified opportunities in energy, mining, real estate, and digital asset sectors.

TFP Investment Counsel provides personalized investment management and financial planning services in Vancouver, BC. Specializing in fee-based portfolio management since 2004, we create customized strategies that align with individual client goals and risk profiles. Our transparent approach prioritizes client interests through conflict-free advisory services and comprehensive financial planning.

Chrysalix Energy Management partners with visionary founders to build companies that advance industrial efficiency, sustainability, and innovation. Our expertise spans energy, mining, manufacturing, and advanced materials, with a focus on scalable solutions for carbon-intensive sectors. We provide strategic investment and ecosystem support to transform breakthrough technologies into market-ready ventures.

Evans & Evans is a global financial advisory firm specializing in valuation services, mergers and acquisitions, and strategic business planning. Since 1989, we have provided tailored solutions to businesses across industries, combining boutique-level expertise with international reach. Our mission is to deliver timely, cost-effective insights that drive informed decision-making and sustainable growth.

Vancity Investment Management provides discretionary investment services integrating ESG principles to deliver competitive returns while promoting social and environmental responsibility. Established in 1995, we serve individual and institutional clients through tailored portfolio management, pooled funds, and strategic financial planning. Our approach combines fundamental analysis with shareholder advocacy to address climate risk, governance issues, and community impact.

HughesLittle Investment Management specializes in long-term equity-focused investment strategies, offering pooled funds and segregated portfolio management. Founded in 2005, the firm prioritizes undervalued companies with sustainable growth potential, emphasizing client-centric service and rigorous research. Their approach minimizes trading activity to align with enduring ownership principles.

Ciccone McKay Financial Group provides comprehensive financial planning services, including intergenerational wealth management, risk mitigation, and employee benefits programs. Our client-centric approach combines expertise in estate planning, investment strategies, and business succession to help individuals and businesses achieve financial security and long-term legacy goals.

TIMIA Capital provides non-dilutive debt financing solutions to high-growth B2B technology companies. We specialize in tailored loan structures that enable founders to access capital while maintaining ownership control. Our services support strategic growth initiatives including market expansion, product development, and acquisition financing.

You First Financial is a Vancouver-based financial advisory firm established in 1992. We specialize in creating personalized financial strategies for individuals and businesses through comprehensive planning, investment management, and retirement solutions. Our certified professionals deliver tailored advice to help clients achieve long-term financial security.

MacLean Rowe Financial provides personalized wealth management solutions through certified financial planning expertise. We specialize in creating customized strategies for individuals and businesses, integrating investment management, tax optimization, and estate planning. Our client-focused approach combines advanced technology with ethical advisory services to help clients achieve financial security and long-term prosperity.

Lycos Asset Management is an independent Canadian investment advisory firm providing fiduciary wealth management services. We specialize in portfolio management, financial planning, and alternative investing for individuals and businesses. Our client-first approach emphasizes transparency, customized strategies, and long-term relationship building.

Anchor Point Financial provides comprehensive wealth advisory services to professionals and entrepreneurs. We specialize in financial modeling, investment management, and estate planning, using personalized strategies to help clients achieve financial security. Our team combines technical expertise with a client-centric approach to deliver lasting value.

Macquarie Resource Capital Canada is a global financial services leader operating in asset management, banking, and advisory sectors. With 56 years of unbroken profitability, we specialize in infrastructure, technology, and renewable energy investments. Our purpose empowers clients to innovate and invest for a better future across 31 markets.

Pemcor Development Investment Corporation specializes in multi-unit residential, retail, and industrial real estate development and investment across Canada and the United States. Since 1992, the company has delivered over 4,500 residential units and 1,000,000 square feet of commercial space, focusing on value-driven projects in prime markets like Edmonton and San Diego. Their integrated approach ensures end-to-end control of development, construction, and marketing.

Cypress Capital Management offers independent investment advisory services grounded in academic research and client-centric principles. We specialize in creating customized portfolio solutions while prioritizing transparency, risk management, and alignment with client objectives. Our evidence-based approach combines decades of industry experience with modern financial theory to deliver sustainable investment outcomes.

Dixon Mitchell provides tailored investment management services for private and institutional clients. Our core focus is protecting wealth through strategic portfolio management and customized financial planning. As an employee-owned firm, we maintain a client-centric approach aligned with evolving goals and market conditions.

Sophia Wealth Academy is a one-day financial empowerment event for women, combining expert-led education, community building, and charitable impact. We provide actionable financial strategies through workshops and keynote speeches while supporting Dress for Success through event proceeds. Our programs emphasize economic independence, confidence-building, and practical money management skills.