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Edward Jones is a full service brokerage firm that has been recognized by J.D. Power as #1 in Investor Satisfaction for 9 out of 11 years. WHO we are: My team and I are a dedicated financial advisory group, delivering customized, tax-efficient investment solutions to individuals in the Lower Mainland. Area of FOCUS: Wealth Preservation Strategies, Portfolio Strategies, Portfolio Review and Intergenerational Planning
I maintain contracts with numerous banks, insurance firms, and investment companies in North America. Following the education of my clients, I proceed to explore and evaluate which among these companies are the most fitting for their needs.
We simplify the financial jargon and technical aspects into a simple easy to understand concept or strategy. Whether you looking into saving more taxes, growing your wealth, protecting your wealth or leaving a legacy to family, we have something for you. At Novella, we want to help you write a “new” financial “story” with all the beauty that you can dream of. Our “egg” logo signifies both a new beginning for our clients and our advisors and we treat everyone like part of our extended family.
Located in the heart of beautiful Vancouver, British Columbia, WiseInvest™ was created to help Canadians achieve financial independence with a sound financial plan in place.. Backed by this pursuit is a team of knowledgeable experts that deliver personalized financial planning and advising to lower taxes and maximize portfolio growth.
Siroos
I have to say special thanks to Peyman Salari and Mohsen Salman who help me to find financial achievement and personal goals. They provide the highest level of service to me. I would like to recommend both of them as professional and knowledgeable which is able to give all clients an opportunity to discuss any changes in their financial situation, prepare for their planning with a tax advisor and review their investments and retirement plan.
Money & Investments are tools that—stewarded well—can lead to prosperity, peace and well-being. Our goal is to provide each client with security, clarity and confidence by providing them with a customized financial & retirement plan that brings them closer to financial freedom. Besides investment management (RRSP, TFSAs, RESP, RDSPs, pension transfers & Non Registered accounts) I also provide life, critical illness & disability insurance if necessary as long as Health Spending accounts for business owners.
Verus is the classical Latin word that means true, well-founded, real and genuine. This word explicitly describes Verus Financial. We have a true wealth management process combined with well-founded research that produces real results by a dynamic group of genuine professionals. Our dynamic and comprehensive wealth management approach is uniquely designed around your specific goals and dreams.
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. As our client, you have access to a full suite of resources, including the expertise and personal attention of me as your advisor. Whether you're running a business or running a family, planning your retirement or your children's future, I offer expert advice and guidance to help you achieve a greater peace of mind and financial confidence.
We are an independent financial advisory firm serving clients throughout Canada. We specialize in holistic financial planning with a focus on wealth management strategies for business owners, professionals and families.
Lisa
Kevin has been amazing! He takes the time to understand my needs, concerns and goals. His guidance has been instrumental in securing my financial future. With his expert advice and personalized strategies, I've seen remarkable growth in my investments. He truly cares about his clients well-being and goes above and beyond. I would definitely recommend him. Thanks a million Kevin!
As an independent financial advisory firm we provide unbiased advice and variety of solutions to help people build and protect wealth.
McIver Capital Management delivers sophisticated, verifiable, institutional calibre, discretionary portfolio management to successful organizations, families and individuals. Using Industry-leading mathematical processes, systems and techniques in conjunction with access to deep databases and information flows, McIver Capital Management is able to deliver to you customized investment solutions in Vancouver.
Everyone knows how to help someone who has excellent credit. We help by getting these clients qualified for a bigger place. Where our experience shines is through someone who has bruised credit or someone who is self employed and does not declare a lot due to expenses. We are able to find a lender who can help in these situations. If you are someone with bruised credit, we will educate you on how to go forward with this and get you into a better situation through credit worthiness to hopefully get into a big bank interest rate status.
Christina
It was a great experience . Hu had been most helpful and knowledgeable and always smiling. He was able to answer my questions and if I don't understand, he was very patient in explaining. He will find out information for me if he's not sure. He would not just answer a question if he doesn't know. I already recommend him to my friends and family. Love his personality.
I don’t believe in a one-size fits all approach when it comes to Financial planning. My approach is custom tailored to each client to serve their unique needs and best of all; I keep it streamlined and simple. I believe in providing unparalleled care to all my clients with extreme attention to detail that ensures all aspects are defined and covered. I go above and beyond expectations to provide the best service for my clients every step of the way.
At Emerald Lake Financial Group, we specialize in individual family and business protection plans. Our mission is to create strategic solutions for our valued customers according to their overall long term and short-term financial goals. We educate our clients about the product (insurance / investment) and we strongly believe it’s necessary to have it when you making an informed decision.
My service is to take the money stress out of people’s lives by empowering them with education and customized plans to give them the peace of mind that they have the right roadmap to achieve their goals. For over 20 years I have been a strategic business partner for my clients by educating them on strategies that will have a direct impact on their bottom line. I don’t push products, but lead with education so that my clients are fully confident that they know why and how to execute the strategies I recommend.
I educate people on how the financial world works and help them make better informed decisions based on their individual needs. Building a relationship with my clients is important for me to look out for them and make sure I bring what they need to the table.
Ian and his team have over two decades of experience providing goal-oriented and plan-driven financial advice. Our goal at the Atkinson Group is to provide clients proactive and comprehensive planning solutions to effectively achieve client’s financial goals and plans. Wealth management is the consultative process of meeting the needs and wants of clients by providing the appropriate financial products and services.
True wealth management stems from a genuine understanding of your needs. We partner with individuals to build a clear roadmap to retirement using unique tools in the investment space. Our focus is on enhancing your financial experience by reducing your exposure to risk as much as possible.