Financial Consultants near West Vancouver

Financial Consultants near West Vancouver picked by BestProsInTown

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1031 Park Royal S, West Vancouver
CIBC Mortgage Advisor: Qi Tan Financial Consultants

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8AM - 8PM

1601 Lonsdale Ave, North Vancouver
CIBC Mortgage Advisor: Emily Li Financial Consultants

“Emily was extremely helpful throughout the loan process. She is efficient, knowledgeable, and always quick to respond. She took the time to understand my needs and explained every step clearly, making the process straightforward and stress-free. Her attention to detail and professionalism gave me confidence from start to finish. I highly recommend Emily to anyone looking for a reliable and dedicated mortgage broker.“

5 Superb27 Reviews

221 Esplanade W Unit 45, North Vancouver
Edward Jones - Financial Advisor: Jun Shin Financial Consultants

“Its been eight years of working with Jun Shin, and working with him has been life-changing. My fortunate privilege to meet Jun several years ago after inquiring on how he could help me with my goals. Many things set Jun apart from other financial advisors. From when our financial relationship started, Jun was very clear that education was key, in that I truly understood what finance terms meant, and what type of risk I really wanted, and not what I thought I should be doing. Throughout the years, I have never once felt pressured in our dealings, and Jun has always been extremely punctual with responding personally to my concerns. I trust Jun with my finances, and my family's. Jun has called me on holidays, birthdays to wish me well as a human being, and most recently, during the more dark days of COVID times to see how we were holding up. He really cares about his clients, and I never feel like a number. His phone calls and his concern are genuine, and when you discuss what you want your financial future to look like, Jun gets excited with you and does everything to create a realistic yet inspiring strategy. Jun has seen me through the changing various life situations, and we've been able to pivot around certain points and being very successful in the process. I'm so glad I met Jun. I highly recommend Jun's services.“

5 Superb12 Reviews

9AM - 9PM

3665 Kingsway Suite 201, Vancouver
Ly Dich Financial Consultants

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

5 Superb7 Reviews

“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.“

5 Superb3 Reviews

9AM - 5PM

1008 Beach Ave #109, Vancouver
Langlois Brown Wealth Management Financial Consultants

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

5 Superb2 Reviews

8:30AM - 4:30PM

1095 W Pender St #1920, Vancouver
Riser Financial Financial Consultants

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

5 Superb1 Reviews

6:30AM - 7PM

3145 Edgemont Blvd, North Vancouver
D'Arcy Larmour, CFP Financial Consultants

“D'Arcy is a fantastic financial planner and I would certainly recommend her to others. I first connected with D'Arcy to start some investing. Right away, D'Arcy was incredibly professional, highly-knowledgable, and very kind. I appreciated her taking the time to get to know me and gain a true understanding of what I was hoping to get out of my investments. She presented some great options that were tailored to my needs and supported them with helpful resources. D'Arcy is also great at communicating complex topics in a way that makes them very easy to understand. Thanks to D'Arcy I am feeling confident and excited for my financial future.“

5 Superb1 Reviews

Open 24 today

2904 Granville St, Vancouver
CIBC Mortgage Advisor: Sam You Financial Consultants

“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.“

5 Superb1 Reviews

9AM - 5PM

650 W Georgia St Suite 1100, Vancouver
Cece Angus - ScotiaMcLeod - Scotia Wealth Management Financial Consultants

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Pacific Centre, 700 W Georgia St 18th Floor, Vancouver
TD Bank Private Banking - Ami Frank Financial Consultants

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CF Pacific Centre, 700 W Georgia St 18th Floor, Vancouver
TD Bank Private Investment Counsel - The Chow Mahil Group Financial Consultants

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9:30AM - 5PM

400 Burrard St, Vancouver
CIBC Financial Advisor: Clark Talman Financial Consultants

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Pacific Centre, 700 W Georgia St 18th Floor, Vancouver
TD Bank Private Investment Counsel - Lisa Rong Wang Financial Consultants

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1601 Lonsdale Ave, North Vancouver
CIBC Business Advisor: Roy Cho Financial Consultants

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Pacific Centre, 700 W Georgia St 18th Floor, Vancouver
TD Bank Private Investment Counsel - Karny Mahil Financial Consultants

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Pacific Centre, 700 W Georgia St 18th Floor, Vancouver
TD Bank Private Investment Counsel - Yu-Min Huang Financial Consultants

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700 W Georgia St 18th Floor, Vancouver
TD Bank Private Banking - Kyle Janota Financial Consultants

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Pacific Centre, 700 W Georgia St 18th Floor, Vancouver
TD Bank Private Banking - Bill Park Financial Consultants

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Pacific Centre, 700 W Georgia St 18th Floor, Vancouver
TD Bank Private Banking - Justin Zhou Financial Consultants

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