Planning for the future doesn’t have to be so intimidating when you have the right financial advisor to guide you through the process. So whether you’re considering your individual, professional, family, or business needs, there’s a planner right for you.
Working with a certified financial planner can be highly beneficial. They can protect your interests, assist you in retirement planning, and give you insights that will help you on your road to financial success. So if you’re looking for a Vancouver financial planner to work with, you’ve come to the right place.
Read on to learn more about the best financial advisors in Vancouver in 2024.
1. Tyler Mann, PFP – Senior Financial Planner, RBC Financial Planning
Tyler Mann works with Royal Mutual Funds and is employed by the Royal Bank of Canada. He aims to deliver quality financial planning to those who need it most. He’s worked in financial services since 2006, gaining experience and seeing how beneficial financial planning is to countless clients.
Tyler Mann takes the time to learn more about you and your goals before providing appropriate financial advice. He’s an award-winning financial planner with nearly two decades of experience and graduated from the University of British Columbia with a bachelor’s degree in economics.
Address: 2735 Granville St, Vancouver, BC V6H 3J1, Canada
Phone: +1 604-313-7705
Website: linkedin.com/in/RBCTylerMann
2. Prometheus Private Advisory Group
Prometheus Private Advisory Group provides solutions that fit unique individual, business, and charity needs. Their priority is to help grow your wealth, protect your assets, and focus on what matters most. Their expertise helps them partner with professionals in the therapy, medical, and dental industries.
Prometheus Private Advisory Group follows three distinct and simple steps to meet you, develop solutions, and implement them to gain the most benefits. Their team enunciates how financial planning helps us not only in the future but in our everyday lives. You work with a team of highly trained and knowledgeable professionals every step of the way.
Address: 1401 W Broadway Suite 800, Vancouver, BC V6H 1H6, Canada
Phone: +1 604-998-8876
Website: ppagroup.ca
3. Schwartzman Financial Corporation
Schwartzman Financial Corporation not only helps with investments but insurance and taxes as well. This integrated approach allows Schwartzman to stand out, acting as a one-stop shop for all your questions regarding financial needs. In addition, they communicate and inform the client of any changes, making it their goal to help them get where they want to be.
Taking care of financial struggles can be a hassle, but Schwartzman handles all the stress so you can focus on other parts of your life. Founded in 2010, Schwartzman has successfully provided answers to investments and financial education.
Address: 1125 Howe St #610, Vancouver, BC V6Z 2K8, Canada
Phone: +1 604-200-2020
Website: sfcorp.ca
4. Waddington Wealth Management Group
Waddington Wealth Management Group excels in retirement and financial planning solutions for both families and businesses. Their team establishes trust by working alongside their clients and helping them aspire for more. Waddington helps people get the most out of their financial returns and achieve their retirement aspirations.
They make a comprehensive plan that makes your dreams become a reality and provide insight into various financial topics. Waddington has over a decade’s worth of experience, partnering with other specialists to develop a plan that matches your objectives and reduces any risk.
Address: 609 Granville St, Vancouver, BC V7Y 1H2, Canada
Phone: +1 604-699-087
Website: waddingtonwealth.com
5. Elementus Wealth Management Inc.
Elementus Wealth Management solely focuses on entrepreneurs who own companies and face financial challenges. Their services are transparent and sophisticated, collaborating with you and your team. You can achieve your goals, protect assets, and create a legacy all your own.
Elementus Wealth Management focuses on three distinct service areas, including wealth management, employee benefits planning, business succession, and estate planning. Their staff can solve any complex challenge and form long-lasting relationships with all their clients. Elementus educates you along the way, so you have a better understanding of finance without worry.
Address: 1075 W Georgia St #1810, Vancouver, BC V6E 3C9, Canada
Phone: +1 604-681-4493
Website: elementuswealth.com
6. Ocean 6 Wealth Advisory Inc.
Ocean 6 Wealth Advisory helps business owners achieve their full financial potential by offering plans that organise and clarify finances. Their representatives get to know you and your money goals before diving into assessment and helping you make successful decisions.
Their comprehensive approach to financial planning assures that you choose the right path to take every step of the way. You don’t have to worry about missing out on your ideal life now with Ocean 6. They save you thousands of dollars with a personalised financial plan that matches your company’s needs.
Address: 680-375 Water St, Vancouver, BC V6B 5C6, Canada
Phone: +1 604-343-4808
Website: ocean6.ca
7. Virani Financial Inc.
Virani Financial offers customised solutions for anyone searching for financial help. Their goal is to confirm that you are protected and feel confident about your investments. Their team focuses on helping you reach your financial goals, and they place your success at the top of the list.
Virani Financial has a wide range of personal and corporate services all designed to ensure you get the most out of your partnership. Virani Financial discusses and establishes roles with you before moving forward and addressing your financial objectives. Their process is simple and detailed, always making sure that you have a memorable and professional experience.
Address: 1650 W 2nd Ave #340, Vancouver, BC V6J 1H4, Canada
Phone: +1 604-942-2514
Website: viranifinancial.ca
8. White Coat Financial
White Coat Financial addresses the importance of proper financial planning that protects and grows your income. They help doctors under the age of 35 get their feet planted after finishing school, buying a home, and starting a family. Feeling secure about your money will make you less stressed and live better.
Additionally, their professional team can assist with insurance, investments, and mortgages. You get advice that tailors to your individual needs, and White Coat Financial only selects several young adults to help navigate life, ensuring you get individual, personalised attention.
Address: 1500 W Georgia St #1900, Vancouver, BC V6G 2Z6, Canada
Phone: +1 604-339-5049
Website: whitecoatfinancial.ca
9. Safe Pacific Financial Inc.
Safe Pacific Financial provides for families, businesses, and professionals. They work independently without any banks or insurance companies involved, specialising in custom financial plans for anyone who needs to start thinking of investment or financial planning.
Their team focuses on relationships and not rushing you through the process, keeping your best interest in mind. Safe Pacific Financial takes good care to assure you that the important aspects of your life are protected. If you need assistance with financial planning for your business or you’re thinking of investing in the future, Safe Pacific can help.
Address: 225 W 8th Ave #302, Vancouver, BC V5Y 1N3, Canada
Phone: +1 604-628-9610
Website: safepacific.com
10. Edward Jones – Financial Advisor: Van Ortega
Van Ortega is a financial advisor working for Edward Jones. He knows the value of money and how important hard work can be to succeed. Ortega set goals and set out to achieve them. His love for helping others makes him an ideal financial advisor, and he helps his clients make the right decisions for the present and future.
Ortega builds an honest and open relationship with you, establishing a safe working environment. He gets to know your personal financial needs, helping an individual, family, or business in need of guidance.
Address: 999 W Broadway Suite 580, Vancouver, BC V6J 1X6, Canada
Phone: +1 604-628-0158
Website: edwardjones.ca
