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DLD Financial Group

DLD Financial Group

dldfinancial.com
DLD Financial Group is a downtown Vancouver-based full-service financial planning firm specializing in working with professionals and business owners. We prepare written financial plans for clients, addressing both sides of the balance sheet - assets and liabilities. Our professional expertise and principled approach result in our clients experiencing the highest standards of financial planning excellence.
Kelly and the DLD Team are praised for their exceptional financial planning, personalized approach, and expertise, providing clients with peace of mind and trust in their financial future.
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Kommunity Financial

Kommunity Financial

kommunityfinancial.com
Kommunity Financial is Canada's top funding partner for small businesses, providing competitive rates and working capital terms for growing businesses. Our team of experts sources out the best loan and leasing options available, offering quoting transparency and fast funding. We cater to various industries, including technology, and provide alternative loan products to help businesses achieve their vision. Our goal is to provide a secure financial building block for businesses, supporting their structure and operations.
The reviewers unanimously praise Kommunity Financial's exceptional customer service, professionalism, and support.
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Allan Financial Service

Allan Financial Service

allanfinancial.com
Allan Financial is a life insurance and financial services company that helps individuals and families plan for their futures. Our team of experts provides personalized insurance plans that cater to their unique needs and goals. From insurance 101 to policy management, we are dedicated to making the process as smooth as possible. Our team of professionals has over 40 years of combined experience in the industry, and we are committed to providing exceptional service to our clients.
The reviewers praise Allan Financial's community support, commitment to partnerships, consistency, and exceptional office culture.
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TFP Tax & Financial Planning

TFP Tax & Financial Planning

retirewell.ca
We provide strategic tax planning services to help individuals and businesses reduce their tax burden by 25-50% or more. Our team of experts uses a simple and common-sense approach to reduce taxes, ensuring clients retire richer, sooner, and on their terms.
The reviewer praises Retirewell's expertise, integrity, and highly recommends their services.
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Dixon Mitchell Investment Counsels

Dixon Mitchell Investment Counsels

dixonmitchell.com
Dixon Mitchell Investment Counsel provides independent investment management services to institutional and private clients, aiming to protect and grow client wealth through a focused and comprehensive approach that aligns with clients' unique objectives and constraints. With a team of experienced professionals, the firm offers a range of services, including investment management, portfolio management, and wealth counsel, all designed to deliver stable returns and long-term financial success.
The reviewer has a positive view of their company, highlighting the services they offer.
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World System Builder

World System Builder

worldsystembuilder.com
World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a reliable, build-able system. We provide financial literacy campaigns, workshops, and tools to empower individuals and families to take control of their financial futures. Our goal is to bring Wall Street to Main Street, and vice versa, by providing accessible and understandable financial education. We are committed to building a new industry and changing the world.
World System Builder provides valuable free financial education and workshops, empowering individuals to manage their finances and achieve independence.
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ZLC Private Investment Management

ZLC Private Investment Management

zlc.net
ZLC Financial is a boutique financial services firm providing custom financial solutions to high-net-worth individuals, families, and successful business owners. Our team of passionate professionals works with clients to achieve their unique financial goals, providing peace of mind and financial security.
The reviewers praised the exceptional customer service and helpful staff.
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Citistar Financial Service

Citistar Financial Service

citistarfinancial.com
Citistar Solutions offers a comprehensive range of financial services, including investment planning, wealth management, risk management, and tax planning, tailored to meet the unique needs of individuals and businesses across Canada. Our team of experts provides personalized financial guidance, ensuring that our clients achieve their financial goals and secure their financial futures.
The majority of reviewers praised the company's excellent management, professional training, and friendly staff, describing it as a "decent company" with a "good choice" for learning and growing.
The company was criticized for poor management, incompetence, and unwillingness to admit mistakes, with one reviewer describing it as "the worst firm" they had ever worked with.
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Accountax

Accountax

myaccountax.ca
At Accountax Financial Services Ltd., we provide a range of services to individuals and small businesses, including personal and corporate tax preparation, bookkeeping, software training, and more. With over 30 years of experience, our team is dedicated to providing high-quality service and helping our clients achieve their financial goals.
The positive comments highlight the excellent service and friendly nature of some representatives at Accountax, who have been praised for their expertise, communication skills, and attention to detail.
The negative comments highlight concerns about poor communication, delays, dishonesty, and incompetence at Accountax, which have led to frustration, disappointment, and a loss of trust among some reviewers.
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Buk Investments

Buk Investments

buk.ca
B.U.K. Investments Ltd. is a real estate investment company that focuses on acquiring and managing quality real estate investments for the long-term. Our philosophy is centered around building lasting relationships with our tenants, exceeding their expectations, and delivering excellent service that adds value to their businesses. With a portfolio of over 1.2 million square feet of industrial and flex buildings throughout the Lower Mainland and Vancouver Island, we continue to grow our portfolio while maintaining our long-term investment strategy.
The reviewers describe the company as greedy, entitled, and morally bankrupt.
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Numo Financial

Numo Financial

numofinancial.com
At Numo Financial, we believe in re-framing the money narrative, and finding the root of your financial goals in a transparent and relatable way. Our financial advisors all work, live and raise families in your community, which allows us to connect with clients and meet them where they are at in life. We prioritize our client's best interests and strive to ensure their financial security and success, using their money to create new opportunities and experiences. Our goal is to empower success-driven Canadians with personalized financial planning services. We believe your money is a vehicle for creating new moments, and we look forward to sharing these moments together.
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Metherell Ian

Metherell Ian

bayshorewealth.ca
At Bayshore Wealth, our focus is on relationships. We take the time to know our clients and strive to be their lifelong financial partner. We offer comprehensive wealth management plans, tailored to each client's unique needs, with a range of services including tax planning, risk mitigation, retirement income modeling, and investment planning. Our team of experts provides personalized and unbiased guidance to help clients achieve their financial goals. Our approach is centered around building a legacy of financial success for generations to come.
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Clear Wealth Advisors

Clear Wealth Advisors

clearwealthmd.ca
At ClearWealth Advisors, we provide personalized medical financial planning and wealth management services to established doctors, new doctors, and those in retirement. Our team has over 40 years of combined experience in the financial industry and is dedicated to helping doctors make the most of their sacrifices. Our services include budgeting, financial planning, estate planning, and investment advice. We are committed to providing integrity, competence, and confidence to our clients.
The positive feedback emphasizes the professionalism and responsiveness of the ClearWealth team.
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Vancouver Financial Planning

Vancouver Financial Planning

vfpc.ca
Vancouver Financial Planning Consultants Inc. provides comprehensive financial planning services to individuals, families, and businesses, offering expertise in investment management, income tax, insurance, estate planning, family trusts, and divorce financial planning.
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Steadfast Financial

Steadfast Financial

steadfastfinancial.ca
Steadfast Financial is a wealth management company that provides a range of financial services to individuals and families. Our team of experienced professionals offers personalized advice and guidance to help clients achieve their financial goals. From investment planning to estate and insurance planning, we provide a comprehensive approach to managing our clients' financial well-being. With a focus on long-term relationships and a deep understanding of our clients' unique needs, we strive to build trust and confidence in our services.
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ADP Financial

ADP Financial

adpfinancial.ca
ADP Financial provides wealth management solutions for high net-worth individuals, corporations, and new immigrant families, preserving, growing, and transferring their wealth and reducing tax through tax sheltered investments and insurance strategies.
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Monarch Insurance & Financial

Monarch Insurance & Financial

monarchfinancial.ca
Richard Laurencelle Financial Services provides personalized financial planning and wealth management solutions to individuals and professionals. With a comprehensive approach, we help clients achieve financial freedom by offering a range of financial products and services, including estate and business succession planning, business insurance, employee benefits, investments, and retirement planning. Our experienced team, led by Senior Financial Advisor Richard Laurencelle, provides easy-to-understand recommendations and implements financial strategies to help clients make informed decisions with confidence.
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Anchor Pacific Alternative

Anchor Pacific Alternative

anchorpacificgroup.com
Anchor Pacific Group is a financial services company that specializes in designing and managing multi-asset investment portfolios and customized alternative investment solutions. The company offers comprehensive CIO and marketable alternatives portfolio advisory services, with a focus on risk analytics and investment philosophy. With a team of experienced professionals, Anchor Pacific Group provides tailored investment solutions to individual investors, financial advisors, and institutional investors.
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You First Financial

You First Financial

you-first.com
At You First Financial, we offer comprehensive financial planning services, including financial planning, investing, retirement planning, and taxation advice and solutions. Our team of experts provides tailored advice and service to help individuals feel confident about their finances. With a focus on understanding our clients' needs and objectives, we deliver personalized investment and financial planning strategies.
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Vancity Investment Management

Vancity Investment Management

vcim.ca
Vancity Investment Management Ltd. is a pioneer in sustainable investing, offering tailored, discretionary management services to individuals, foundations, unions, and institutions. Established in 1995, VCIM delivers competitive returns while making a positive impact on the world. With a commitment to socially responsible investments, VCIM provides portfolio management services that align with clients' values and support environmental, social, and governance standards. With a proven track record, VCIM's collaborative team of portfolio managers and investment managers work together to construct and manage investment portfolios that meet rigorous ESG standards.
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Qwest Investment Fund Management

Qwest Investment Fund Management

qwestfunds.com
Qwest Investment Fund Management Ltd. (QIFM) is a complete financial product manager that offers traditional and innovative investment products. With over two decades of experience, QIFM creates and manages financial products that invest in a range of sectors, including mutual funds, yield funds, technology funds, alternative strategies, and real estate. Our comprehensive approach starts with a financial product concept, builds the product, and manages the day-to-day compliance and back office operations through our subsidiary company, Heritage Bancorp Ltd.
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Verico

Verico

verico.ca
Verico Financial Group Inc. is a leading mortgage brokerage in Canada, founded in 2005 with a mission to unite top mortgage originators and create opportunities for professionals. With over 2,300 expert mortgage advisors across Canada, Verico helps over 45,000 families annually with their mortgage needs, originating over $18 billion in collective loan volume. The company operates with the highest degree of professionalism, excellence, and ethical standards, providing a range of services including mortgage advising, personal loans, and insurance.
Excellent experience with financial lending in the Real Estate industry.
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Financial Confidence Advisors

Financial Confidence Advisors

financialconfidence.com
Financial Confidence is a consulting firm providing expertise in Life Insurance Value Optimization, Business Continuity, Exit Planning, and Employee Benefits. Through its proprietary methods, the company creates and executes tailored insurance portfolios and sophisticated continuity plans to ensure successful wealth accumulation, preservation, and transfer. With a focus on empowering clients to achieve their goals, Financial Confidence offers a unique, trust-based approach to wealth transfer, as well as a multi-disciplinary team of experts to support its clients.
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McCurdy Financial Planning

McCurdy Financial Planning

mccurdyfinancial.com
McCurdy Financial is a top independent financial planning company in Canada, offering personalized financial programs to help clients achieve financial freedom. Our team of experts will work with you to determine your "How Much is Enough?" number, and provide guidance on retirement planning, wealth management, insurance solutions, and business succession. With a diversified approach and conservative strategies, we help clients protect and grow their wealth through good times and bad. We also offer expertise on money management, financial independence, and stress-free holiday planning. Our founder, Diane McCurdy, is a top financial planner and author of the book "How Much Is Enough?"
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Phillips Hager & North Invsmnt

Phillips Hager & North Invsmnt

phn.com
Exceptional service, trusted advice & low fees. We help Canadians reach their goals, whether it's enjoying retirement, saving for children's education or creating a legacy. Our exceptional service, trusted advice and low-fee investment solutions from RBC Global Asset Management can get you where you want to be.
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Seymour Investment Management

Seymour Investment Management

seymourinvest.ca
Seymour Investment Management is a boutique investment firm with a special focus on the Canadian Equity market. With a decade-long track record, we provide products and tailored solutions built with a selection of best-in-class companies. Our approach is focused on the long term, digging deeper with detailed research to identify investments that grow over time. We're passionate about our shared values of putting clients first, acting with integrity, and creating wealth through a long-term approach.
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Pacific Spirit Investment

Pacific Spirit Investment

pacificspirit.ca
Pacific Spirit Investment Management is a well-established wealth management firm in Vancouver, providing high net worth clients with personalized portfolio management, comprehensive financial planning, and fee-only financial services. With a team of highly qualified professionals, we offer in-depth expertise on investments, retirement and estate planning, taxes, and insurance evaluation, tailored to each client's unique circumstances. Our philosophy is that a well-designed portfolio reflects an individual's risk tolerance and goals, and we use a proprietary process to provide solutions to help our clients achieve their financial objectives. We pride ourselves on being innovative, environmentally aware, and committed to helping our clients build and preserve their wealth through our commitment to outstanding professionalism and qualifications.
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Shivji Financial

Shivji Financial

shivjifinancial.com
Shivji Financial Services provides comprehensive financial planning services, including estate planning, tax minimization, and business planning, to individuals, professionals, business owners, and entrepreneurs in Vancouver, BC. Our experienced team develops tailored strategies to help clients achieve their financial goals and build a lasting legacy.
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EFI Financial Service

EFI Financial Service

hubfinancial.com
HUB Financial is a leading provider of financial services, offering a range of solutions for insurance, investments, and employee benefits. Our suite of tools and resources helps financial advisors provide better experiences for their clients, while also promoting business growth and revenue. From insurance needs assessments to proposal calculators and comparison tools, we provide the support and expertise needed to build strong relationships with clients. With HUB, advisors have a trusted partner that is committed to helping them achieve their goals.
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Hugheslittle Investment Management

Hugheslittle Investment Management

hugheslittle.com
HughesLittle Investment Management Ltd. is an employee-owned investment management firm based in Vancouver, BC, offering two pooled funds and segregated portfolio management services for individuals, corporations, foundations, and pension plans. With a history dating back to 2005, the firm provides a range of investment options, including the Value Fund and Balanced Fund, catering to diverse client needs. The experienced team, led by Mark Hughes and Joe Little, provides personalized services, focusing on client satisfaction and long-term performance. With a strong commitment to excellence, HughesLittle Investment Management Ltd. strives to deliver exceptional investment results.
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Select First Financial Service

Select First Financial Service

selectfirstfinancial.com
Select First Financial Services Inc. is a licensed insurance agency providing personalized advice and guidance for life, health, and travel insurance. With over 20 years of experience, our team of experts helps clients navigate the complex world of insurance, making informed decisions for their financial safety, health, and wellness.
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Hollyhock Leadership Institute

Hollyhock Leadership Institute

gcg-re.com
Renewal is a collection of independent organizations founded by Carol Newell. Leveraging her entire portfolio, Renewal works to foster healthy social, ecological and economic environments that benefit everyone. These organizations include her initial two entities, Endswell and Renewal Partners Company (a charitable foundation and a private seed-capital investment company), as well as Renewal Land (social purpose real estate) and Play BIG (a gathering to catalyze wealth for change). Renewal provided start-up capital and the back-office to launch Renewal Funds, an independent venture capital firm for outside investors, and, early stage funding for Social Venture Institute, a capacity building event for leaders serving the greater good. With a focus on influencing transformative change, Renewal has been funding change for almost three decades.
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Dehoney Financial Group

Dehoney Financial Group

dehoney.com
Dehoney Financial Group is a leading insurance brokerage firm providing a range of financial services including group benefits, retirement planning, and personal insurance solutions. With over 40 years of experience, we offer innovative and cost-effective benefit solutions to businesses and individuals, backed by expert advice and personalized service. Our team of professionals provides comprehensive plan sponsor and employee support, and we partner with clients to help them achieve their financial goals.
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Ciccone Insurance & Financial Service

Ciccone Insurance & Financial Service

ciccone-mckay.com
Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession planning, and employee benefits. We specialize in providing financial clarity and purpose for those who are concerned with building a secure future for their family and business, and a lasting legacy for the next generation by helping them grow, manage, protect and transfer their wealth. Our approach is based on our key values of transparency, collaboration and balance, and we develop an in-depth understanding of each client's current financial situation to advise and help them manage the family dynamics that inevitably complicate personal and business planning. With a focus on building long-term relationships, we work alongside our clients' teams of professional advisors to ensure a coordinated and comprehensive planning approach.
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Oak Wealth Management

Oak Wealth Management

silveroakwealth.com
SilverOak Wealth Management is a premier financial planning and wealth management company that provides comprehensive financial planning and wealth management services to individuals and businesses. Our team of experienced advisors offers investment advisory services, comprehensive financial planning, executive counseling, tax planning and preparation, wealth transfer and estate planning, risk management and insurance, charitable giving, and education planning.
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Linde Equity

Linde Equity

lindeequity.com
Linde Equity is a Vancouver based investment advisor and portfolio manager focused on maximizing risk-adjusted returns for its clients through independent investment research. The company casts a wide net across the stock universe, researching Canadian, US, and overseas' large-caps, mid-caps, and small-caps from all industries and sectors. Our Investment Approach is a blend of the investment approaches championed by Warren Buffett and Peter Lynch, focusing on cherry picking the most attractive growth, dividend growth, and income securities across the stock universe.
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TFP Investment Counsel

TFP Investment Counsel

investwell.ca
TFP Investment Counsel Corp is a registered portfolio management firm serving clients throughout Canada. We offer a broad range of investment options, but our focus is to provide custom-crafted investing tailored to individual client needs. With a flat, tax-deductible fee, we cater to each client's unique financial situation and goals. Our experienced team leverages the latest technologies and conservative best practices to protect and grow your wealth over the long term. With a commitment to transparency, trust, and exceptional service, we strive to deliver superior results and build lasting relationships with our clients.
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Granville West Group

Granville West Group

granvillewest.com
Granville West Group is a financial services company that has been delivering personal wealth management and employee benefits solutions since 1983. Our approach focuses on building lasting relationships with our clients, providing straightforward solutions to complex financial challenges, and helping our clients make informed decisions. We believe in putting people first, not products, and our team of experts works tirelessly to earn your trust. Our services include wealth management, employee benefits, and insurance solutions, all tailored to meet the unique needs of our clients. With over 40 years of experience, we have helped countless individuals and organizations achieve their financial goals, and we are committed to continuing this tradition of excellence.
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Anchor Point Financial

Anchor Point Financial

anchorpointfinancial.com
Anchor Point Financial is a full-service financial advisory firm in Vancouver, BC, serving Professionals, Entrepreneurs, Wealth Builders & Protectors. We assist our clients by providing guidance and strategies to build, maximize and protect their wealth both for themselves and for those they care about most. To put it another way, we are focused on helping our clients to identify, clarify and plan for, meaningful and purposeful financial goals, objectives and dreams. We offer a 5-step process to plan for, purposeful financial goals, objectives and dreams, including understanding our clients, strategizing, collaborating, implementing, and monitoring progress.
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Lotus Capital

Lotus Capital

lotuscapitalcorp.com
Comprehensive asset and investment management grounded in a sound and rigorous process. Using a collaborative, partner-aligned approach, we ensure unbounded returns. At Lotus, we lead. Pivotal to the way we operate, relationships and partnerships bring depth and meaning to our business. Transitioning into our third decade, we continue to strengthen existing connections and cultivate new ones with emerging business leaders across Canada and North America. After all, the journey is richer and more meaningful with partners and friends by our side. We pride ourselves on being partner-focused, grounded in a sound and rigorous process. We strategically invest in venture capital with proven sponsors at the intersection of real estate and technology. Our partners include established institutional and private partners.
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Paragon Financial Service

Paragon Financial Service

paragoninc.ca
Paragon Financial offers comprehensive financial planning services, including wealth management, retirement planning, tax planning, and more, to individuals, families, and business owners in Vancouver and beyond. With a team of experienced experts and a proven track record of over 30 years, we are dedicated to providing personalized guidance and tailored solutions to help you achieve your financial goals.
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Donnelly Advisors Group

Donnelly Advisors Group

donnellyadvisors.com
Donnelly Advisors Group Inc. is a financial planning firm providing life insurance, estate planning, and wealth management advice to established business owners, professionals, and self-employed individuals. Our team of experts works collaboratively to deliver sophisticated yet straightforward solutions that reduce complexity, tax, and preserve capital, while enhancing legacies.
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Aque Financial Service

Aque Financial Service

aquefinancial.com
A. Que Financial Services Ltd. provides insurance services under the management of PPI. Inquire Now Meet Our Team. The company offers a range of insurance products and services, including life insurance, travel insurance, and personal health and dental plans. Whether you're looking for insurance to protect your family's financial future or are traveling abroad, A. Que Financial Services Ltd. can help.
The reviewers praise Aubrey's excellent service, responsiveness, and expertise, making them highly recommend her services to friends and family.
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Maclean Rowe Financial

Maclean Rowe Financial

macleanrowefinancial.com
We provide targeted solutions with demonstrated results. Money doesn't have to be complicated. We understand your situation, align your financial plan with your goals, and regularly update it as your life evolves. Honest You deserve clarity about your investments and a clear understanding of your plan's short and long-term outcomes. We will provide a thorough explanation of our process, ensuring you have confidence in the well-researched and considerate recommendations we offer. Additionally, we are proud members of Advocis, a voluntary ethics organization dedicated to consumer protection, continuous education, and professionalism. Transparent We communicate in plain language to ensure you fully grasp our plans for your finances. Our consistent updates offer ongoing transparency, keeping you well-informed about market developments and the status of your investments.
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