2019 RANKING AND REVIEWS
BEST FINANCIAL PLANNERS IN VANCOUVER
Ranking of 2019’s Best Vancouver Wealth Management & Financial Planning Firms
Residents of Vancouver, BC enjoy a coastal locale that’s also the third most populous city in Canada. One thing that many residents have in common are certain financial goals for the future.
Many of us are looking to do certain things with our money that take strategic planning to accomplish, such as saving for a comfortable retirement, funding a child’s future education, or supporting an organization through philanthropic gifts.
Professional financial advisors in Vancouver have the skills and experience to help individuals and families manage their finances and grow and protect their wealth. But many people aren’t sure how to get started with a financial planner or how to choose the right one.
There are a few determining factors when looking in Vancouver, British Columbia for a top wealth management firm that can help you zero in on the perfect one for your needs. These include:
- Fee structure they work with (we’ll explain in the next section)
- What types of clients they serve
- Any minimum investable asset requirements
- What their specialties are (retirement planning, entrepreneurs, etc.)
Where to begin your search?
AdvisoryHQ’s 2019 ranking of the top-rated financial advisory firms in Vancouver gives you a perfect place to start. We’ve identified the best financial planners in the city based upon criteria such as their client commitment, reputation, and the services they offer.
As you review each top Vancouver firm on our list of the best wealth management firms, you will start to get a feel for which ones stand out to you as a potential financial partner that can help you preserve and protect your wealth and use it to reach your future goals and dreams.
Award Emblem: Top 11 Best Financial Advisors in Vancouver, BC
Top 11 Best Financial Advisors in Vancouver, BC, Canada | Brief Comparison & Ranking
Best Wealth Management Firms in Vancouver | 2019 Ratings |
| Cypress Capital Management | 5 |
| Elevate Wealth Management | 5 |
| Lycos Asset Management | 5 |
| Macdonald Shymko & Company | 5 |
| Money Coaches Canada | 5 |
| Nicola Wealth Management | 5 |
| Oldum Brown Limited | 5 |
| Pacific Spirit Investment Management, Inc. | 5 |
| RGF Integrated Wealth Management | 5 |
| T.E. Wealth | 5 |
| Chartwell Financial Group | 3 |
Table: Top 11 Best Financial Advisors in Vancouver | Above list is sorted by rating
What’s the Difference? Fee-Only vs. Fee-Based Vancouver Financial Advisors
As you’re reviewing financial advisors in Vancouver, you’ll find two main types of fee structures to consider: fee-only and fee-based.
What’s the difference between these two similar-sounding terms? How do you know which Vancouver wealth management firm is right for you? Below, we’ll give you a short overview of everything you need to know about fee-only and fee-based investment advisors in Vancouver.
Fee-Only Financial Advisors
A “fee-only” wealth management firm in Vancouver is one that does not accept commissions or third-party referral incentives for recommending financial products or services.
The only source of income for these Vancouver financial planners comes from the client, which minimizes the inherent conflicts of interest that come along with recommending and selling investment products.
In Canada, you’ll also see the term “advice-only” used to describe the fee-only structure. This type of fee structure makes it easy for an advisor to always act in their client’s best interest.
Top-Rated Financial Advisors in Vancouver, BC, Canada
Fee-Based Financial Advisors
“Fee-based” investment management firms in Vancouver will receive some direct compensation from clients but are also free to accept commissions and incentives from companies who provide their financial products.
The fee-based structure creates some natural potential for conflict of interest for the advisor, which is why many fee-based firms are also fiduciaries.
Both fee-only and fee-based firms can also be fiduciaries, which means they are legally required to fully disclose any conflicts of interest and are obligated to put the interests of their clients ahead of their own.
All-in-One Change Management Tools Top Rated Toolkit
for Change Managers. Get Your Change Management Tool Today...
2019 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review – Best Financial Advisors in Vancouver, British Columbia
Below, please find the detailed review of each firm on our list of 2019 top advisors and financial planners in Vancouver, BC. We have highlighted some of the factors that allowed these firms offering wealth management in Vancouver to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- Cypress Capital Management
- Elevate Wealth Management
- Lycos Asset Management
- Macdonald Shymko & Company Ltd.
- Money Coaches Canada
- Nicola Wealth Management
- Odlum Brown Limited
- Pacific Spirit Investment Management, Inc.
- RGF Integrated Wealth Management
- T.E. Wealth
- Chartwell Financial Group
Click below for previous years’ rankings:
- 2018 Review: 10 Best Financial Advisors & Wealth Management Firms in Vancouver, BC, Canada
- 2017 Review: Top 10 Best Financial Advisors in Vancouver
- 2016 Review: Top 11 Vancouver Financial Advisors
Cypress Capital Management Review
With a goal to provide quality investment services at a reasonable cost, Cypress Capital Management is a fee-only financial advisory firm based in Vancouver.
This firm follows a fiduciary standard which means it’s committed to its clients’ best interests and works with individuals, families, businesses, foundations, and institutions.
Key Factors that Enabled Cypress Capital Management to Rank as a Top Vancouver Wealth Management Firm
Credentialed with Low Client-to-Advisor Ratios
Cypress features a team of Vancouver financial advisors, each of whom holds industry designations. Each member of their top-rated team has an average of over 20 years of experience in the financial industry.
Additionally, their certification and ongoing education keep Cypress advisors abreast of the latest portfolio management research. As such, clients benefit from both their tenure in the field and their commitment to continuing education.
Industry designations held by Cypress advisors include:
- Chartered Accountant (CA)
- Master of Business Administration (MBA)
- Chartered Financial Analyst (CFA®)
- Chartered Investment Manager (CIM®)
Portfolio Fundamentals
Cypress Capital Management advisors believe that their unique model is the best way to ensure clients are meeting their investment objectives.
Portfolio fundamentals at Cypress include:
- To realize higher returns, one must accept a certain level of risk.
- The risk associated with volatility is mitigated through two factors: diversification and time.
- The main factor that determines portfolio returns is asset allocation rather than individual stocks.
- For long-term investors, fixed-income investments may not preserve their purchasing power.
- Market timing is ineffective.
- Investments aren’t made without determining the investor’s goals and relating the investment to the investor’s overall assets.
Rating Summary
Cypress Capital Management provides clients with the “gold standard” of trust and transparency, being a fiduciary, fee-only Vancouver financial advisor. This financial advisory firm is committed to custom-tailored solutions to help clients achieve long-term financial success.
With a straight-forward investment approach, an experienced team, and commitment to client education, Cypress Capital Management earns a 5-star rating as one of the best investment firms in Vancouver to consider partnering with this year.
Elevate Wealth Management Review
Offering a team approach to financial management in Vancouver, Elevate Wealth Management is a high-performance advisory firm that helps families build, manage, and protect their wealth.
Elevate Wealth Management does not specifically state its fee structure on its website. As always, we recommend verifying compensation structure before partnering with any financial advisory firm.
Key Factors that Enabled Elevate Wealth Management to Rank as a Top Wealth Management Firm in Vancouver
A Better Way to Invest
The principals at Elevate note that while most of the industry using a “buy & hold” approach to investment management, they believe there is a better way.
The Discretionary Platform designed by these Vancouver financial planners is both proactive and nimble. A few elements of this strategy include:
- Clients are treated equally, and all trades are done at the same price on the same day.
- There is a broader range of investments to choose from. This includes ETFs, stock sand other investments designed to offer better possible returns and more downside protection.
- Fees are not part of the investments that are recommended. What this means is that clients pay a flat fee, regardless of investment type, eliminating the possibility for any biased decisions.
2019’s Best Wealth Management Firms in Vancouver
Professional Team
Industry designations illustrate a commitment to staying on top of evolving trends and industry best practices.
The Vancouver financial advisors at Elevate Wealth Management hold a number of these industry certifications, and it’s yet another contributing factor making them a top-quality Vancouver financial planner.
Some of the designations that can be found among their Vancouver financial advisory team are as follows:
- Chartered Investment Manager (CIM®)
- Certified Financial Planner (CFP®)
- Certified Professional Consultant on Aging (CPCA)
- Fellow of the Canadian Securities Institute (FCSI)
- Certified Insurance Practitioner (CIP)
- Level 1 Life Insurance License
- Level 2 Life Insurance License
Rating Summary
Elevate’s team approach that brings together different viewpoints and approaches in one cohesive financial strategy benefits clients looking for depth to their portfolio. This team is also on top of any industry trends or changes that may impact a client’s financial outlook.
With a strategic investment approach and a philosophy of innovation, Elevate Wealth Management scores a 5-star rating as one of the best financial advisors in Vancouver to consider partnering with this year.
Don’t Miss: Top Financial Advisors in Calgary, Alberta
Lycos Asset Management Review
With a philosophy that’s client-centered and promotes peace of mind, Lycos Asset Management is an independent financial advisory firm in Vancouver, BC founded in 2008 to offer customized financial solutions to professionals, business owners, and families.
The firm is a fee-only Vancouver wealth management firm that is also a fiduciary. This team of advisors provides objective and unbiased advice without any conflicts of interest.
Key Factors that Enabled Lycos Asset Management to Rank as a Top Financial Planner in Vancouver, British Columbia
Client-Centric Approach
Vancouver financial advisors put their client’s wellbeing and peace of mind first and foremost. They understand that people lead busy lives and need a trusted financial partner who can monitor and professionally manage their investments.
A few of the components of the client-centric approach of Lycos Asset Management include:
- You Matter: Lycos purposely keeps their client list from getting too large so they can provide personal attention and easy access to a seasoned portfolio manager.
- Fully Customizable Portfolio: There are no “cookie-cutter” solutions used at this top Vancouver financial planning firm, they tailor your portfolio to your specific preferences and objectives.
- They Act in Your Best Interest: Their fee-only, fiduciary, and independent status all illustrate the commitment by Lycos to operate in their clients’ best interest always.
- Third-Party Custodians: Another level of integrity shown by Lycos is that your accounts are held at a separate third-party custodian in your name.
Advice Column
The team at this top-rated Vancouver wealth management firm is dedicated to offering the best of their individual and collective strategies. They provide an “Advice Column” area of their website committed to financial education.
A few of the advice topics that clients and potential clients alike can find there include:
- Contrarian Investing Near Market Tops
- Baby Steps to Portfolio Makeovers
- Tweak Your Asset Location Strategies
- Craft Your Retirement Projections
Rating Summary
The Lycos team is fully committed to offering the highest standard of transparency, fiduciary commitment, and professional attention. Clients looking for a long-term relationship with a hands-on approach will appreciate this Vancouver financial advisor.
With an experienced team, the ability to serve remote locations in Canada, and a truly customer-based approach, Lycos Asset Management solidifies a 5-star rating as one of the best investment advisors to consider working with in 2019.
See Also: Best Financial Advisors in Toronto, Canada
Macdonald Shymko & Company Ltd. Review
Started with a mission to bring unbiased financial guidance to Canadians, Macdonald Shymko & Company Ltd. (MSC) is a Vancouver wealth management firm founded in 1972.
MSC was one of the first independent, fee-only financial advisors in Canada. They offer a fully integrated financial management approach to professionals, entrepreneurs, executives, professors, and retirees.
Key Factors that Enabled Macdonald Shymko & Company Ltd. to Rank as a Top Financial Advisor in Vancouver
Conflict-Free Advice
As a fee-only firm, clients receive completely conflict-free advice. Your Vancouver financial advisor at MSC won’t make recommendations that have been influenced by commissions, incentives, kickbacks, or any other types of third-party compensation.
The only compensation received by the advisors at MSC comes from a percentage of AUM, or Assets Under Management. This top Vancouver wealth management firm is committed to being transparent and will inform you immediately should a conflict-of-interest arise.
This fee-only structure provides a solid foundation of trust and transparency, encouraging prosperous long-term relationships with each client.
Top-Rated Vancouver Wealth Management Firms
Highly Certified Team
Each financial advisor at MSC is designated as a Registered Financial Planner (RFP), Canada’s top financial planning certification. RFP is the only designation in Canada that requires advisors to create a comprehensive financial plan that is evaluated and approved by other RFPs.
In addition to being knowledgeable and trained in financial planning best practices, the Vancouver financial advisors at MSC uphold a stringent fiduciary commitment, operating with the highest level of commitment to their clients.
MSC requires all advisors to undergo continuing education to stay on top of the financial planning services industry, including changes in laws, taxes, and best practices.
Other designations found among the MSC team include:
- Trust & Estate Practitioner (TEP)
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Master of Business Administration (MBA)
- Chartered Professional Accountant (CPA)
- Certified Management Accountant (CMA)
Rating Summary
As a top fee-only financial planner in Vancouver, MSC provides clients with access to strategic partners that specialize in alternative financial challenges, like real estate investment and money management consultation.
With a fee-only structure, comprehensive financial planning services, and a highly certified team, Macdonald Shymko & Company earns a 5-star rating as one of the best financial advisors in Vancouver to consider partnering with this year.
Money Coaches Canada Review
Money Coaches Canada (MCC) strives to put professional financial guidance in reach for all Canadians. This Vancouver-based financial management firm has over 20 Money Coaches serving clients throughout Canada.
The firm is a fee-only financial planning and money coaching firm in Vancouver, BC, serving a wide range of client with things such as reducing debt, increasing savings, improving cash flow, and investing for short and long-term goals.
Key Factors that Enabled Money Coaches Canada to Rank as a Top Vancouver Financial Advisor
Pay Only for Advice
MCC advisors don’t sell financial products, eliminating commissions and the potential for conflicts of interest. Instead, MCC charges fees based on the service(s) utilized. This reduces the incentive for an advisor to recommend a product based upon personal gain.
As an additional advantage, clients pay only for advice, and not from discretionary management of their finances. What does this mean for you? You pay less than you would with a money manager.
Your Vancouver financial advisor at MCC uses your personal needs and goals to craft a customized plan which you can then choose to put into action.
This is a type of structure is particularly attractive to clients who can’t afford the minimums required by many wealth management firms. It also appeals to the self-starter, someone who wants to handle their own investments but needs a bit of guidance to get started.
7 Stages of Financial Well-Being®
These top-rated Vancouver financial advisors at MCC strive to guide their clients through a series of standard financial phases, called the 7 Stages of Financial Well-Being. These include:
- Financial Chaos: In this stage, you may experience emotions like guilt or fear, and could be struggling to pay bills on time or maintain a savings account
- Financial Avoidance: Your Vancouver financial advisor will help you overcome feelings of frustration or confusion from disorganized finances and little financial control/knowledge
- Financial Awareness: In this phase, you will begin creating debt management and cash flow plans to start taking control of your finances
- Financial Stability: Once the basic foundation is set, you can begin evaluating threats and put crucial safeguards in place to protect your money
- Financial Security: Ensures that you are making the most of your money through investment, estate, and tax planning strategies
- Financial Freedom: Regular check-ins with your Money Coach can help ensure your financial road map is updated as your life situation changes
- Financial Fulfillment: In this final phase, you will be confident that your money is in alignment with your goals and your values
Rating Summary
Money Coaches Canada operates under a unique model that sets them apart from other top financial management firms in Vancouver and Canada. Their money coaching offers clients of all wealth levels to benefit from expert and affordable financial advice.
With tailored solutions, a client-centered philosophy, and a goal to uncomplicate the experience of financial planning, Money Coaches Canada scores a 5-star rating as one of the best investment advisors in Vancouver to consider partnering with this year.
Related: Top Financial Advisors in Montréal & Ottawa, Québec, Canada
Nicola Wealth Management Review
Founded in 1994, Nicola Wealth Management is a financial advisory firm in Vancouver that has additional offices in Kelowna and Richmond, BC and Toronto, ON. They work with high-net-worth families, entrepreneurs, and professionals.
The firm is a fee-based wealth management firm in Vancouver. We have chosen Nicola for their wide range of financial services, their fiduciary commitment, and their large, talented team.
Key Factors that Enabled Nicola Wealth Management to Rank as a Top Wealth Management Firm in Vancouver
Unique Investment Opportunities
With Nicola, you have access to investment opportunities that aren’t always available to investors. This includes the ability to partake in a Nicola wealth management investment pool.
For example, you have the chance to own investment-grade commercial real estate. Due to innovative thinking and the inroads they’ve forged within the financial services industry, Nicola can provide opportunities that are unique to their firm.
Many private investments preclude a large segment of the investing population due to their selective nature and requisite high minimums. With this Vancouver financial advisor, however, you have access to such assets, giving you the potential for greater returns through more numerous, higher-quality investments.
Additional opportunities offered by Nicola Wealth include alternative strategies like commercial mortgages, private equity, private debt, and direct real estate ownership.
2019 Top Financial Advisors in Vancouver, British Columbia
Performance and Reporting
The Vancouver financial advisors at Nicola are committed to keeping clients proactively informed about their portfolio’s performance and progress while offering education on how investments behave and what can be done to maximize them.
To that end, Nicola provides clients with:
- Rate of Return Statements: Distinguishes between deposits and actual investment returns to provide clients with a clear picture of performance
- Cash Flow Statements: Shows exactly how much cash is generated by your portfolio (after fees are deducted)
- Fiscal Report Statements: Offers detailed reporting to assist accounting professionals with annual tax filing
Additionally, your Vancouver financial advisor will schedule either a face-to-face meeting or a phone call at least once each quarter and works with a network of advisors and consultants to ensure that your financial strategy is both holistic and maximized.
Rating Summary
Nicola Wealth Management operates under a refreshingly open and transparent philosophy. From investing beside you to proactive communication and performance, they give clients peace of mind that they’re operating with integrity.
With a customized approach and a talented and attentive team, Nicola Wealth Management solidifies its 5-star rating as one of the best investment firms in Vancouver to consider partnering with this year.
Odlum Brown Limited Review
Odlum Brown Limited (ODL) has been one of the oldest and most respected investment management firms in British Columbia since 1923. The firm is an independent Vancouver financial advisor that is wholly owned by its employees.
The firm is a fee-based financial planning firm in Vancouver that pledges to manage client accounts by acting honestly and in good faith.
Key Factors that Enabled Odlum Brown Limited to Rank as a Top Financial Advisor in Vancouver
Service Personalized to You
Whether you need financial planning or investment management, ODL begins the client-advisor relationship by getting to know your financial needs and objectives, both for the short-term and the long-term.
Your Vancouver financial advisor will not put a financial strategy into place until you’re comfortable with each step outlined within the following core concerns:
- Retirement planning
- Estate planning
- Tax information services
- Insurance and annuities
ODL doesn’t use a template approach to financial planning and instead personalizes your strategy to meet your specific objectives and reflect your current financial situation.
Portfolios are designed to be flexible as your life changes so that you know your financial plans will always stay on track no matter what life throws at you.
Research Oriented
Odlum Brown is one of the largest Vancouver financial advisors on this ranking, and their size offers them resources that a smaller financial advisor in Vancouver may not have access to.
For example, Odlum Brown has a research department with expert analysts who take the approach of business owners as they research and recommend equities.
Investment research from this leading financial advisor in Vancouver is based on sourcing high-quality companies with sustainable advantages, conservative leverage, and excellent management.
This dedication to research provided by Odlum Brown, one of the top financial advisors in Vancouver, offers an excellent value to their clients and ensures that advice is both genuine and fact-based.
Rating Summary
If you’re looking for a larger firm that can handle any number of financial needs, Odlum Brown Limited is an excellent choice that has a long track record of success and is well-established in the financial industry in Canada and British Columbia.
With a dedicated research team, experienced advisors, and a wide range of financial services, Odlum Brown Limited solidifies its 5-star rating as one of the best financial advisors in Vancouver, BC to consider partnering with in 2019.
Popular Article: AdvisoryHQ’s Methodology for Ranking Top Advisors in Canada
Pacific Spirit Investment Management, Inc. Review
With a belief in building strong relationships and giving back to the community, Pacific Spirit Investment Management, Inc. is an independent Vancouver financial advisor founded in 1994.
As a fee-only financial planning firm, Pacific Spirit is dedicated to serving successful high-net-worth clients and their families and has a minimum account size of $1 million.
Key Factors that Enabled Pacific Spirit Investment Management, Inc. to Rank as One of the Best Vancouver Wealth Management Firms
Integrated Financial Planning
Rather than focus on each area of financial planning separately, Pacific Spirit strives to offer comprehensive, integrated financial planning services across four broad categories.
These categories include:
- Retirement Planning: Considers inflation, returns, retirement date, government benefits, and your desired retirement lifestyle
- Estate Planning: As a part of the financial planning process, estate planning maximizes the value of your estate while minimizing the tax impact
- Registered Pension Plans: Providing tax-efficient ways for business owners and executives to plan for retirement
- Insurance Advice: While your Vancouver financial advisor will not sell you insurance, they are happy to review your current coverage to help you find the right products for your needs
Highly Talented Team
The team of financial advisors at the Pacific Spirit holds a broad range of professional certifications, demonstrating a strong commitment to industry knowledge and being leaders in their field.
With an average of over 20 years of experience, this team of Vancouver financial advisors holds the following designations:
- CPA—Chartered Professional Accountant
- CFP®—Certified Financial Planner
- CFA—Chartered Financial Analyst
- CA—Chartered Accountant
- CIM®—Chartered Investment Manager
- CGA—Certified General Accountant
Many of these designations come with strict obligations for fiduciary duties and ongoing requirements, ensuring that clients receive advice that is current and in their best interest.
Vancouver’s Top-Rated Financial Advisory Firms
Rating Summary
For high-net-worth individuals looking for a personalized and tax-smart approach to financial management, Pacific Spirit Investment Management is an excellent option. Their dedication to excellent customer service and client-first philosophy is appreciated by many of their clients.
With an integrated approach to wealth management and a talented and attentive team, Pacific Spirit Investment Management scores a 5-star rating as one of the best financial advisors in Vancouver, BC to consider partnering with this year.
RGF Integrated Wealth Management Review
Providing comprehensive, holistic financial planning services, RGF Integrated Wealth Management is a financial advisor in Vancouver offering independent advice since 1973.
RGF clients are given the choice to work under a fee-based or commission-based model. As usual, we recommend confirming a firm’s fee structure with them prior to contracting the services of any Canadian or British Columbia financial advisor.
Key Factors that Enabled RGF Integrated Wealth Management to Rank as a Top Financial Advisor in Vancouver
Experienced & Certified Professionals
When a Vancouver financial advisor has a team of professionals holding industry certifications, it represents a strong commitment to ongoing education and knowledge of recent developments within the financial industry.
The wide range of designations held by members of the RGF advisory team includes:
- Registered Financial Planner (RFP)
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (CHFC)
- Certified Life Underwriter (CLU)
- Master of Business Administration (MBA)
- Chartered Investment Manager (CIM®)
- Fellow of Canadian Securities Institute (FCSI)
- Financial Management Advisor (FMA)
- Certified Professional Consultant on Aging (CPCA)
- Chartered Financial Analyst (CFA)
- Registered Health Underwriter (RHU)
- Chartered Financial Divorce Specialist (CFDS)
- Certified Executor Advisor (CEA)
In addition to the above certifications, Vancouver financial advisors at RGF average over 15 years of financial planning and portfolio management experience.
Comprehensive Suite of Services
As a top-rated financial advisor in Vancouver, RFG offers clients a full suite of financial solutions, divided into five categories:
- Family & Lifestyle: Helping Dependents, Assisting Parents, Buying a Home, Travel & Leisure
- Optimizing Your Finances: Minimizing Taxes, Generating Income, Managing Cash Flow & Debt, Business Owners
- Planning for the Future: Creating a Plan, Saving for Your Goals, Preparing for Retirement, Protecting Your Health
- Navigating Change: Moving Careers, Retirement Transition, Life Changes, Starting a Business
- Transferring Wealth: Estate Planning, Estate Transfer Planning, Charitable Gifts
Being able to handle a full range of financial needs, RGF offers clients both value and convenience, along with the knowledge that the various areas of their financial life are coordinated and working together towards their future goals.
Rating Summary
RGF Integrated Wealth Management is wholly owned by its financial advisors, offering a level of independence that fosters unbiased advice and superior attention to client needs.
With a talented and well-credentialed team and a goals-based approach, RGF Integrated Wealth Management earns a 5-star rating and is one of the best financial advisors in Vancouver to consider partnering with this year.
Read More: Top Robo Advisors in Canada
T.E. Wealth Review
For over 45 years, T.E. Wealth has been providing total wealth solutions and investment management services to high-net-worth individuals, families, and organizations in Canada from nine offices throughout the country.
The firm is a fee-only Vancouver wealth management firm that offers complimentary financial mapping sessions to help you get the know the firm and what they can do for you.
Key Factors that Enabled T.E. Wealth to Rank as a Top Financial Advisor in Vancouver, BC
Indigenous Services
Tribal communities across Canada are experiencing a surge in revenue-generating opportunities. This creates a need to manage the attendant wealth strategically and invest it for the future. T.E. Wealth offers a unique specialty in this area.
The Indigenous Services division of T.E. Wealth focuses on offering tribal communities high-level financial planning and portfolio management tailored to their unique needs, with services such as:
- Setting common goals and establishing community priorities
- Managing change through communication and consultation
- Guidance in Trust development
- Developing investment policies and guidelines
- Assistance in creating cost-effective portfolios
- Investment manager search and selection
- Performance monitoring, measurement, and reporting
With a dedicated team, tribal communities benefit from receiving expert guidance from advisors that have the specific training and expertise to address the unique financial challenges faced by their communities.
Comprehensive Services for Individuals
As a top-rated financial planner in Vancouver, T.E. Wealth offers total wealth management for individual clients, encompassing both financial planning and investment management divisions. Their broad range of capabilities include:
- Financial Planning
- Investment Management
- Career Transition Financial Analysis and Planning
- Tax Planning and Preparation
- Insurance and Annuity Reviews
- Inheritance and Estate Planning
- Charitable Giving and Philanthropy
- Financial Analysis and Divorce Planning
- Retirement Planning
- Managing Financial Windfalls
2019 Top-Rated Investment Management Firms in Vancouver, BC
Rating Summary
With a focus on being thought leaders and bolstering their communities, T.E. Wealth offers a full range of comprehensive and customized wealth management solutions.
With a specialty supporting indigenous Canadians, a full 360-degree approach to financial planning, and a commitment to serve in their clients’ best interest, T.E. Wealth solidifies their 5-star rating as a top Vancouver wealth management firm to consider working with this year.
Related: Best Financial Advisers (IFAs) in Manchester and Cheshire, United Kingdom
Chartwell Financial Group Review
Chartwell Financial Group serves a wide range of clients as a top-rated British Columbia financial advisor with two offices, one in Kelowna and one in Surrey. They were founded in 1994, and work with families, business owners, individuals, and employee benefits plans.
We could not verify whether Chartwell is a fee-only or fee-based Vancouver financial advisory firm. As always, we recommend verifying compensation structure before partnering with any financial advisory firm.
Key Factors that Enabled Chartwell Financial Group to Rank as a Top Financial Planner in Vancouver
Detailed Process
This Vancouver area wealth management firm strives to offer clients quality advice backed by excellent service. Chartwell Financial Group employs a detailed, client-centric financial planning process, which includes:
- Discover: Your Vancouver financial advisor will facilitate open, active discussions while reviewing current finances, upcoming life events, and sharing strategic ideas and actionable tips
- Evaluate: Looks at your entire financial picture, including current portfolio, group benefits, group pension, and insurance products
- Recommend: Your Vancouver financial planner will provide you with a detailed plan with expert advice and recommendations
- Execute: Clients receive a detailed investor statement, while Chartwell purchases all insurance and investment products on your behalf
- Review: Your Vancouver financial advisor will periodically review and update your plan as needed to account for life changes
Full Suite of Group Benefits
For business owners, putting together a solid benefits package can be a time-consuming and complicated process. By partnering with the Vancouver financial advisors at Chartwell, business owners get expert help and can access:
- Life insurance
- Disability insurance
- Health insurance
- Dental coverage
- Vision coverage
- Critical illness coverage
- Group retirement and savings plans
No matter how large or small your business is, Chartwell Financial Group is committed to finding the best quotes and the best rates, saving their clients’ money over the long-term.
Rating Summary
Chartwell Financial Group is centered on building client value and providing personalized wealth management solutions. Their expertise in group benefits and insurance is particularly helpful to many clients.
While Chartwell is a top-rated Vancouver financial firm, our review did find some opportunities for improvement in how specific services are communicated to potential clients. For example, there is little mention of the firm’s investment philosophy or approach.
Due to the lack of detail about their services, we have rated the firm with 3-stars. Without more information, it’s difficult for potential clients to fully evaluate the firm. Understanding the firm’s investment philosophy is important in the decision-making process.
By adding information about their philosophies and specific service offerings for investments and estate planning, Chartwell Financial Group could easily improve both their value proposition to new clients and their rating as a top financial advisor in Vancouver.
Conclusion – 2019 Top-Rated Financial Advisors in Vancouver, BC, Canada
These financial advisors based in and around Vancouver, British Columbia represent a wide range of client specialties. From those that cater to high-net-worth individuals to those that make their services available to people of all wealth brackets, you can find a perfect match among this group.
Your next step in your search for the perfect Vancouver financial planning firm would be to choose about 3 or 4 to meet with, either in person, by video conference, or over the phone.
Many of the top wealth management firms in Vancouver, BC offer complimentary introductory meetings, so you can evaluate them without risk. It can help you get a feel for the firm and if they’re a good fit for you.
Having on handsome figures, such as your income, expenses, and any other investments or assets you have can help you gain some valuable insight into how they feel you could best manage your money.
Once you’ve identified the best Vancouver financial planning firm for your needs, you’ll be able to turn the bulk of the work over to your new advisors and work with them to create a financial strategy for your successful future.
Rate Table Disclaimer
Click here to read AdvisoryHQ’s disclaimer on the rate table(s) displayed on this page.
Image sources:
- https://pixabay.com/photos/vancouver-british-columbia-canada-1620772/
- https://www.elevatewealthmanagement.com/
- https://www.macdonaldshymko.com/
- https://pixabay.com/photos/kayaks-kayaking-water-sport-summer-2728181/
- https://www.pacificspirit.ca/
- https://www.tewealth.com/
AdvisoryHQ (AHQ) Disclaimer: Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info. Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.
