Financial Consultants in Vancouver

“Awesome financial planner! Very approachable and understanding with my personal finances.“

“Nathan D. Charlton was kind, knowledgable and incredibly generous with his time and savoir-faire. As a recent inheritor, Nate’s guidance and professionalism have proven to be indispensable.“

“An extremely knowledgeable advisor, very professional and pleasant to deal with. Would definitely recommend Lyle.“

“I feel so completely comfortable with the Riser Financial team! Absolutely professional to the core.“

“If you're looking for high quality work, look no further! Sam You was constantly there whenever I needed any help or had any questions regarding mortgage rates and the housing market, showing his extensive knowledge and experience which also made me a lot more confident in the service I was getting as first time buyer. The process went by effortless and I am proud to say that I am a home owner due to the sublime work done by Sam You.“

“When my 92 year old mother sold her house, Tyler Mann created a simple, comprehensive (and comprehensible) plan for her money. Tyler checked in and reviewed with us regularly as he formulated the financial plan, and was attentive to the family’s financial goals both long and short term. When it came time for mum to sign the papers - recognizing that mum has mobility issues - he made a house call. Tyler is friendly, kind, and patient - a true professional. We are very happy to be working with him.“

“I having been using Rob as an advisor for years. He has always been very helpful in providing advice and services as needed, and is good at checking in on a regular basis to see how things are going. Highly recommended.“