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Vancouver
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
Vancouver
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.
Vancouver
Vivian Yu
I can't say enough about the incredible experience I've had working with Kevin. I always tend to get overwhelmed when it comes to managing money, and Kevin has made it incredibly easy to understand and navigate for me.
From the very first meeting, Kevin took the time to really understand my goals, dreams, and even my quirks (like my weakness for large impulse buys!). Unlike previous financial planners, he didnt just create a plan. He created my plan—something tailored to fit my financial needs, both now and for the future. The way he breaks down complex financial concepts into something understandable is nothing short of amazing.
What sets Kevin apart is not just his expertise, but his genuine care. I always feel like he’s in my corner, looking out for my best interests and helping me make smarter financial choices without feeling overwhelmed. He takes it upon himself to chat with my accountant to make sure everyone is on the same page at all times. Kevin also proactively connects me with other processionals to make sure my future plans are able to be executed on and that I am protected at all times.
If you’re looking for someone who’s not just a financial planner but a financial partner, look no further!
Vancouver
Let us help you create the life you’ve earned. We have the expertise required to navigate life’s trickiest transitions and create enduring family legacies for generations to come. From personalized investment portfolios to in-depth financial planning to nurturing your business transition; we provide the expert advice and holistic wealth management you need to feel confident in your family’s future.
Mia S
I had a great experience working with the Verus team. From the start, they really made me feel like they cared. Cody, in particular, took the time to have a thorough chat with me about my needs, and then he put together an incredibly detailed report that laid out the whole wealth planning process. It was super helpful and gave me a clear picture of where I stand financially, but more importantly knowing that I’m in good hands moving forward.
Vancouver
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.
Vancouver
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.
Vancouver
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.
Vancouver
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.
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.
Vancouver
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.
Vancouver
Representing multiple brand name companies to tailor their offerings to your specific investing, wealth protection and retirement planning needs. Our group has a combined experience of over 30 years serving clients in the Lower Mainland.
Vancouver
With over 20 years of combined experience, our clients enjoy top-tier, intelligent financial solutions from a firm with expertise and values. Based in Vancouver, BC, we serve clients in British Columbia, Ontario and Nova Scotia. Book an appointment at any of our Fairview, Downtown, North Vancouver - Harbourfront or North Vancouver - Waterfront locations to learn how we’re different.
We are a full service wealth management with over 20 locations in Canada. We provide investment advice as well as tax and retirement planning. National bank is one of our strategic partners and we are a member of CIPF (Canadian Investor Protection Fund). Harbourfront Wealth Management is a leading pension style investment firm for retail investors.
Every client is unique, and we know that our clients have specific needs and goals regarding their retirement, tax and estate planning. Listening to customers and understanding their financial situation is important to us. At Harbour Front Wealth Management, we strive to match your specific needs to the best planning and investment services, and this is an integral part of our success.
At Harbour Front Wealth Management, we offer more investment options than traditional financial institutions, allowing us to be more flexible while creating a plan that fits your specific needs. It all starts with a consultation with our clients and learning more about your needs and proposing the best investment, retirement, tax and estate planning strategies.
What sets us apart from others is the experience and knowledge about financial strategies based on our clients needs. Our team is customer focused, and we take the time to understand our clients’ goals and expectations. We offer a wide range of financial services including traditional investing, holistic investing and pension style investing.
We can certainly discuss our customers needs and objectives and provide our services remotely via a conference call or a regular telephone call.
We meet with clients via Zoom conference calls and regular telephone calls on an ongoing basis. We also take the necessary precautions when we meet with clients at our office location in Vancouver, British Columbia.
4.82/5.00
based on 109 reviews
The average rating for Bark Financial Advisors in Vancouver is 4.82, based on 109 reviews.
