Financial Consultants in Vancouver, BC
Find accurate info on the best financial consultants in Vancouver. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 61 - 80 out of 245
Showing results: 61 - 80 out of 245
Other results from the 'Financial Consultants' category in Vancouver
Closed now
1788 West 5Th Avenue, FAIRVIEW, Vancouver, V6J 1P2
(604) 733-9335
Financial consultant, financial consultants 
Closed 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. 
Closed now
1500-701 West Georgia Street, FAIRVIEW, Vancouver, V7Y 1C6
(604) 681-5500
Financial consultant, Research, bookkeeping, Accounting, Engineering, auditing, Management & Research 
Closed now
1764 7TH AVENUE WEST, FAIRVIEW, Vancouver, V6J 5A3
(604) 731-8900
Assurances, Insurance Consultants, Real-Estate & Insurance, Financial Planner, Conseillers en assurance, Financial Planning Consultants, Insurance, Assurance et Immobilier, Financial Planners 
Closed 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. 
Closed now
708-2525 Willow St, FAIRVIEW, Vancouver, V5Z 3N8
(604) 327-1411
Since 1965, Heritage Education Funds has been providing expert financial planning services. We can help you to make smart decisions where your money is concerned. Give us a call to arrange an appointment today. 
Closed now
#2250 – 1055 West Hastings Street, DOWNTOWN, Vancouver, V6C 2X8
(604) 688-9588
Business and Professional, Business Consultants 
Closed 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. 
Closed now
2469 Kingsway, RILEY PARK/SOUTH CAMBIE, Vancouver, V5R 5G8
Select First Financial Services Inc. is owned and operated by Bob Hornal, a financial advisor with over 8 years industry experience. And, with a wide range of experiences to help relate well with clients and reflect on their financial situations, (extensive travel experience, small businesses ownership, fatherhood and a recent near-death automobile accident, Bob is a great advocate of travel insurance, disability insurance, and life insurance. 
Closed now
510 Burrard St # 600, DOWNTOWN, Vancouver, V6C 3A8
(604) 687-2133
Financial consultant, Business Services, Computer related services 
Closed now
700 West Georgia Street, Vancouver, V7Y 1B6
(604) 659-7497
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
Closed now
1508 West Broadway Street, Vancouver, V6J 1W8
(604) 737-3502
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
650 W Georgia St, ste 510, Vancouver, V6B 4N9
(604) 661-7425
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
650 West Georgia Street, Vancouver, V6B 4N9
(604) 601-1552
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
650 West Georgia Street, Vancouver, V6B 4N9
(604) 646-1710
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
1508 West Broadway Street, Vancouver, V6J 1W8
(604) 737-3510
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
595 Burrard St 16th Floor, Vancouver, V7X 1L4
(604) 260-1906
Our founder works in the area of financial life transformation. But he used to build robots... His original training was Mechatronics Engineering from the University of Waterloo. Spent eight years working variously in consulting, program and product management, engineering, operations and marketing. Worked at Microsoft, NVIDIA, and other tech companies in Silicon Valley before moving back to Canada. It was a fun adventure and good money along the way. Much I joyfully gave to charities, but what he kept he invested, and ended up doing very well. But while he was seeing his wealth grow, he saw others around me lose to inflation. While he leveraged tips and tricks of personal finance for getting ahead, others experienced missed opportunities. While he had established strong financial foundations, others were building their houses on sand. It seemed so wrong to him. So much more could be done. And should be done. Optimization! Said his engineering mind. Stewardship. Said his heart and his values. So he resolved to help. This was the genesis of his entry into profession of financial planning and wealth management. Optimization and stewardship remain the essence of what he does. He specializes in serving business owners and engineers because he is one himself. He helps those who value planning but are overwhelmed by the choices, to get a handle on the structures and strategies needed to build and sustain financial health. He helps those who value advice, and wants a lasting relationship with a trusted advisor. In addition, he teaches and helps CPAs / accountants to deliver more value to their clients by helping them become more proactive and holistic. His team works as an extension of the CPAs to offer more integrated and holistic planning than is possible for a CPA to do alone, expanding the brain-trust, and delivering better client outcomes than a traditional model of 'referring out'. 
Open now
#100 - 1450 Creekside Drive, Vancouver, V6J 5B3
(778) 655-2410
Financial consultant 
Closed now
512 West Broadway, Vancouver, V5Z 1E9
(604) 654-3638
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered