Financial Consultants in West Vancouver, BC

Closed now

702 Main St, West Vancouver, V7T 0A5

(604) 923-8000

Established in 1998, MoneyWay Currency Exchange Corp. is a premier Currency Exchange House in Vancouver, British Columbia. MoneyWay offers convenient, secure business solutions that put you in control of your foreign exchange needs.

Jon Greyell - ScotiaMcLeod, Scotia Wealth Management

Closed now

1555 Marine Drive, West Vancouver, V7V 1H9

(604) 913-7031

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.

John Buchanan - ScotiaMcLeod, Scotia Wealth Management

Closed now

1555 Marine Drive, West Vancouver, V7V 1H9

(604) 913-7096

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.

Humanity Financial Management Inc.

Closed now

2232 Marine Drive, Suite #300, West Vancouver, V7V 1K4

(604) 926-8000

Accountant, Certified Public Accountant, Financial Planner

B. C. Partners in Planning Ltd.

Closed now

2497 Marine Drive, West Vancouver, V7V 1L3

(604) 903-7526

Exchanges, Dealers, Finances et Légal, Finance, Retraite et Planification financière, Investment Consultation & Advice, Investment advice, Financial Planning, Insurance, Real Estate, Planificateurs financiers à West, Financial Planner, Planificateurs financiers, Security & Commodity Brokers

Mailey Rogers Group

Closed now

3 Rd Floor, 1555 Marine Dr, West Vancouver, V7V 1H9

(604) 913-7013

Kim Mailey and Victoria Rogers are the founders of Mailey Rogers Group, a team of committed and responsive investment professionals who put your financial goals first. Our experienced group really cares about providing total wealth management and highly personalized service to meet our client’s needs. Born and raised in West Vancouver, Kim loves to work in the community he grew up in! Kim graduated from UBC with a Bachelor of Commerce degree and joined ScotiaMcLeod in 1987.

Calla Financial Services

Closed now

100 Park Royal S, West Vancouver, V7T 1A2

(604) 921-4048

Calla Financial Services is an independent financial services agency operating in BC, Alberta and Yukon since 2004. Our company is not beholden to sell the products from one institution, or from a select handful of companies. Instead, our clients are given the freedom to choose from a wide selection of Canadian companies that provide quality insurance, investment and employee benefit products available. By generating multiple quotes from competing insurers, we deliver competitive rates and diverse options for you to consider. Are you an individual or an Organization with an existing plan? - We will simply review it for you and help you design a new plan that meets your/ your organizations` specific needs. Are you an individual or an Organization searching for a plan for the first time? – We will simply understand your needs, present all competing proposals and helping you to identify which plan best fits you as an individual or your organizational needs. Our Expertise: -Group Health Benefits -Group Retirement and Wealth Management -Employee Assistance Programs -Insurance Plans for Individuals including life disability, critical illness, health&dental, income protection and travel insurance.

The Co-operators

Closed now

1409 Bellevue Ave, West Vancouver, V7T 1C3

Our insurance plans are tailored to fit your unique needs at affordable rates. Core hours are 9-5 M to F. Please connect with the office to verify available extended hours and weekends.

The Co-operators' insurance agents Nima and Mandana are frequently commended for their professionalism, knowledge, patience, and attentiveness. They have helped customers with various insurance needs, including car, home, and business insurance. Some customers have expressed gratitude for their ability to explain options clearly and offer personalized plans. Several reviews mention the agents' friendly and caring demeanor. The overall feeling towards The Co-operators and its agents is positive.