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financial advisors vancouver bc

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1
Proudly serving Vancouver and surrounding area
604-684-1321
Our competitive fees and responsiveness to client needs separates us from our competition. Let us review your business or personal situation, to identify possible opportunities on improving structures and take advantage of tax savings opportunities. Accounting services provided as often as required: - Set-up computerized bookkeeping, choosing the best Accounting software to satisfy the requirements of your Company - Bank Reconciliation - Accounts Payable and Receivable entries processing - Payroll, T4's, R.O.E's and Govt' remittances - GST and HST remittances - Prepare monthly and annual Financial Statements - Filing of Personal and Corporate Tax returns Excellent knowledge of the following Accounting Software: - QuickBooks - M.Y.O.B. – Accounting Edge - Simply Accounting - CanTax Serving Vancouver since 1987.
2
2052 West 41 St Ave Suite 200, Vancouver, BC, V6M 1Y8
604-228-7777
A well thought-out plan for your financial future is an integral part of building the life you want for yourself and your family. I guarantee excellent service at affordable rates. My goal is to exceed every one of your expectations through my values of honesty, reliability and professionalism. Contact me today for more information!
3
10470 - 152nd Street, Suite 170, Vancouver, BC, V3R 0Y3
778-385-6253
As a Sun Life Financial advisor, I understand the importance of protecting your family from the unexpected while being prepared for the future. I also understand that life gets busy, leaving little time to plan for your future financial goals because you're so focussed on today. I can help take the pressure off with strategic insurance and investment solutions based on your specific needs. I'm ready to meet whenever it's convenient for you, either in my office or in the comfort of your own home. Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: • Salary or income, investments and insurance amounts • Pension and registered savings information • Assets and debts • Financial information for any business you own
4
Proudly serving Vancouver and surrounding area
604-916-0504
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: • Salary or income, investments and insurance amounts • Pension and registered savings information • Assets and debts • Financial information for any business you own
5
1095 W Pender St Suite 1188, Vancouver, BC, V6E 2M6
604-728-6666
Canada Financial Our Strength is our People My mission is to help people through education and goal setting to create a positive, stress-free relationship with their money. We have wide and diverse insurance products to fill every need. Life Insurance Health Insurance Critical Illness Insurance Cancer Insurance Disability Insurance Employee Benefits Plans Private Health Services Plans Individual Annuities Super Visa Insurance Travel Insurance Guaranteed Investment fund investment benefits. Take advantage of the policy features and also benefit from the proven track record and world-class investment from Canada’s top money managers. Choose from a wide variety of professionally managed asset types, such as stocks, bonds and commodities. Diversify your portfolio geographically and by investment style, e.g. growth or value funds. Contact me today for more information.
6
200 - 2052 West 41st Ave, Vancouver, BC, V6M 1Y8
778-968-7626
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
7
1508 West Broadway, Suite 701, Vancouver, BC, V6J 1W8
778-240-1166
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: • Salary or income, investments and insurance amounts • Pension and registered savings information • Assets and debts • Financial information for any business you own
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8
555 Burrard St, Vancouver, BC, V7X 1M8
604-288-2083
British Columbia investment counsel, asset managers, investment companies, investment counselors, money managers, fund managers, wealth managers, financial planners, financial planner investment counsellors. We offer investment counselling, portfolio management, money management, wealth management and financial planning We are an investment management firm offering portfolio management services to individuals and institutions. We offer unbiased financial advice free of all conflicts of interest. Unlike other financial advisors, we do not sell products and we we do not charge commissions or transaction based fees. Our interests are aligned with our investors' and our compensation is asset based and/or performance based. We invest in good businesses at good prices and practice socially responsible green cruelty free investing as this is the way of the future. We have a proven track record. Please see our website for more information at www.lycosasset.com
9
600-1508 West Broadway Avenue, Vancouver, BC, V6J 1W8
778-996-2129
Our mission is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals. Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs. We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals. We know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact us and we can set up a time to meet. We can discuss our services, review your specific needs and address any questions you may have. Contact me today.
10
1500-885 Georgia St W, Vancouver, BC, V6C 3E8
604-739-4500
we design investment portfolios & retirement strategies
11
666 Burrard St, Suite 500 Suite 400, Vancouver, BC, V6C 3P6
604-961-9433
Shinco Consulting Group is primarily a Financial / Real Estate consulting company. Our mandate is to alleviate client`s concerns by resolving their financial issues.
12
675 West Hastings Street Unit 1406, Vancouver, BC, V6B 1N2
604-816-5839
13
666 Burrard Street, Suite 770, Vancouver, BC, V6C 2X8
604-682-5431
I commit my time and expertise to developing a personalized plan for you and your family. A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track. As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term. With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments.
14
349 West Georgia Street, PO Box 4801, Vancouver, BC, V6B 4A4
604-569-0611
15
1427 Kingsway, Vancouver, BC, V5N 2R6
604-665-1288
At CIBC we are in business to help our clients, employees and shareholders achieve what matters to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork, and Accountability. Get the expert financial advice you need along with the information and tools to help you make the right decisions to achieve what matters to you.
16
3318-1055 Dunsmuir St. P.O. Box 49062, Vancouver, BC, V7X 1C4
604-678-3644
Richardson GMP is a powerful wealth management firm where tradition and innovation converge. It brings together the Richardson family's proven history in wealth management with GMP's innovation, energy and entrepreneurship. Investment Advisors who are invited to join our firm are experienced industry leaders who have built successful practices founded on trust and integrity with a focus on consistent performance and exceptional service. Taking full advantage of the firm's independence, Investment Advisors provide truly unbiased advice and access to exclusive wealth management and innovative investment services. They deliver customized solutions focused on protecting and enhancing the wealth of successful Canadian families and entrepreneurs. At Richardson GMP we understand your needs; we strive for excellence and will continue to earn your trust.
17
650 West Georgia Street - 11th Floor, Vancouver, BC, V6E 4N9
604-601-1586
Our team provides a full range of wealth advisory services and trusted financial advice for discerning investors. Our clients include private investors, entrepreneurs, business owners, working professionals, and families. We are committed to helping our clients preserve and grow their wealth using a prudent and conservative investment strategy. Our team of professionals at ScotiaMcLeod work closely with clients to create custom financial solutions that meet their specific goals and needs. Located in Vancouver, we pride our small team approach in its ability to deliver personable and trusted solutions, yet having the breadth of resources to provide a full spectrum of financial services.
18
666 Burrard St, Vancouver, BC, V6C 2X8
604-694-7735
INVESTMENT ADVICE / INVESTMENT (MISC) / INVESTMENT DEALERS
19
406-1160 Haro Street, Vancouver, BC, V6E 1E2
604-700-7215
20
778-388-7500
Insurance services for you, your family and your business needs Customer-focused insurance solutions from experienced, top qualified insurance advisors. Feel free to browse our website for more information, and don't hesitate to contact us with any questions. We look forward to speaking with you.
21
300 - 1275 West 6th Avenue, Vancouver, BC, V6H 1A6
604-731-6024
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
22
1122 Mainland Street, Suite 325, Vancouver, BC, V6B 5L1
604-683-5802
IPC Securities Corporation is one of the country's fastest growing independent financial services organizations. Through our national network, our clients have access to a complete range of financial services.
23
1900-1500 West Georgia Street, Vancouver, BC, V6G 2Z6
604-438-1603
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
24
325 4th Ave W, Vancouver, BC, V5Y 1H3
604-739-4941
INVESTMENT ADVICE
25
W Georgia Unit 940, Vancouver, BC, V6E 4H1
604-689-5320
INVESTMENT ADVICE
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