Financial Consultants in Downtown, Vancouver, BC

Find accurate info on the best financial consultants in Downtown, Vancouver. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 20 out of 52

Results from the 'Financial Consultants' category in Downtown, Vancouver

Western Pacific Trust Co

Open now

789 W Pender St, Suite 920, DOWNTOWN, Vancouver, V6C 1H2

(604) 683-0455

Financial Planner, Trust Companies

TFP Investment Counsel Corp.

Closed now

675 W Hastings St #1401, DOWNTOWN, Vancouver, V6B 1N2

(604) 687-5884

We have been helping our family of clients save tax and increase their networth for over 25 years. John Halme can help you plan for your future, pay less tax and conservatively help increase your investments.

Sun Life Financial

Open now

1140 PENDER ST W #1020, DOWNTOWN, Vancouver, V6E 4G1

(604) 681-9231

Sun Life Financial is a financial services company providing financial planning, life insurance, health insurance, investments and more.

Baron Global Financial Canada Ltd

Open now

#2250 – 1055 West Hastings Street, DOWNTOWN, Vancouver, V6C 2X8

(604) 688-9588

Business and Professional, Business Consultants

Lenski Advisors

Open now

925 WEST GEORGIA ST., DOWNTOWN, Vancouver, V6C 3L2

604-343-1874

Lenski Advisors are boutique financial counsellors, experienced in providing wealthy individuals personalized investment guidance.

Finex Forex Services Ltd.

Open now

1135 W Pender Street, DOWNTOWN, Vancouver, V6E 2P4

(604) 681-2062

PLANIFICATION FINANCIÈRE, Consultant, Real Estate, Retirement & Financial Planning, -Surrey, North-West, Dealers, Finance, Retraite et Planification financière, Finances et Légal, Security & Commodity Brokers, -New West, Financial Planners, FINANCIAL PLANNING CONSULTANTS, Exchanges, Investment advice, Insurance, Planificateurs financiers, CONSEILLERS

Finex Forex Services Limited receives praise for providing excellent, kind, friendly, professional, and efficient currency exchange services. Some customers mention competitive rates and reliable service. A few had issues with receiving incorrect amounts, but most are satisfied with their experiences.

Shivji Financial

Open now

850-1185 Georgia Street W, DOWNTOWN, Vancouver, V6E 4E6

(604) 669-5433

Hussein began his career in the financial services sector in 1980 and has since become a prominent name in the field. He holds the Chartered Life Underwriter designation as a specialist in life insurance, living benefits, and estate planning. He has served on numerous boards, including the Agent’s Advisory Council of Sun Life Financial, and is well reputed among his peers. In 2005, he was inducted to the prestigious Sun Life Financial Hall of Fame, as recognition of his contributions to the insurance industry and the outstanding service he provides to his clients. Client profile Though our focus is insurance, we provide a range of products and services to meet the needs of our clients. We concentrate on working primarily with high net worth individuals and young professionals, including business owners and their families, providing financial security that extends through generations. Through careful planning, we assist our clients in creating and preserving an estate to ensure a lasting legacy. Why us? Outstanding Client Service We recognize that the most important part of our business is you. We distinguish ourselves from the competition by consistently exceeding expectations in accountability and client communications. Progressive Approach While our greatest asset is our vast experience, we know that we must continuously add to our existing knowledge to stay on top of a rapidly evolving marketplace. By attending industry seminars and by closely monitoring market trends, we are always at the leading edge of innovative, efficient financial solutions. Impeccable Track Record Our extensive history of providing sound financial advice has earned us credibility with our clientele. Those who have placed their trust in Shivji Financial feel confident in recommending us to their colleagues, family and friends - many choosing to partner exclusively with us for decades.

Broadridge

Closed now

510 Burrard St # 600, DOWNTOWN, Vancouver, V6C 3A8

(604) 687-2133

Financial consultant, Business Services, Computer related services

Assante Wealth Management, Frank Danielson

Open now

800 - 650 West Georgia Street (8Th Floor), DOWNTOWN, Vancouver, V6B 4N8

(604) 678-3003

Frank Danielson understands that each customer has a unique financial situation and this is why our adivors will help you make the right decision. Integrated wealth management provided and customized for the needs of Canadian families and businesses is a great task. When you choose an Assante Wealth Management advisor, you are joining a national success story. Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 750 advisors who oversee over $30 billion in assets for 300, 000 clients and their families nationwide. In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

Dld Financial Group Ltd

Open now

1180 – 320 Granville Street, DOWNTOWN, Vancouver, V6C 1S9

(604) 681-7185

Financial Planner, Management Consulting Services, Financial consultant

Dld Financial Group's team, including Kelly and Linda, are highly praised for their expertise, personalized approach, and commitment to client success. They provide tailored financial planning options and are commended for their knowledge, empathy, and dedication. Communication is open and regular, making customers feel secure in their financial future. Their financial planning strategies are described as stress-relieving, comprehensive, and effective.

Investax Management Inc

Open now

#706 - 1155 Robson Street, DOWNTOWN, Vancouver, V6E 1B5

(604) 688 3595

For over 35 years Investax Management Inc. has been providing investment management, tax and accounting services. Andrew Jukes and Donald Wood Founded by Jack Cantelon in 1972, Andrew Jukes brought electronic accounting to the firm five years later. Donald Wood (B.Comm., CMA, CFP) the third partner, joined the firm in 1986.

WealthBar

Open now

#490 - 1122 Mainland Street, Vancouver, V6B 5L1

Financial Planner, Investment service, Investing Service

The Mortgage Professionals

Open now

1145 Mainland Street, Vancouver, V6B 5P2

6048897343

Mortgage Professionals is the leading mortgage broker company in Vancouver which aims at offering the collection of best mortgage services to its customers. We are the best lender for your mortgage. We believe in serving simplified mortgages to give better professional results. Contact us if you are looking forward to avail the mortgage services or any of your financing needs.

Customers praise Doyle | Sjogren & Associates: The Mortgage Professionals for providing exceptional service, going the extra mile, reliability, expertise, and commitment to placing clients' interests first. They appreciate the team's knowledge, professionalism, and ability to secure the best rates, making the mortgage process seamless and stress-free.

Daystar Financial Group Inc.

Open now

800 West Pender Street, DOWNTOWN, Vancouver, V6C 2V6

(604) 662-3224

For ten years Daystar has bridged the gap between the career advisor system of days past and independent advisor environment we embrace. Built with the idea that MGAs need to be more than product wholesalers, the Daystar team has dedicated themselves to helping advisors increase revenue through marketing support, education, tools, incentives and guidance. We are an MGA built for independent advisors by independent advisors. We are built on trust, loyalty and integrity and we value the same qualities in the advisors we support. Mission Statement To be the #1 MGA in Canada by providing independent advisors with more time to do what they do best: meet the needs of their clients.

Clearwealth Advisors

Open now

1501-1111 West Georgia St, DOWNTOWN, Vancouver, V6E 4M3

(604) 687-6808

We help specialist physicians make the most out of the investment they have made in themselves so that they may become financially independent sooner.