Senior Care Path

Vancouver, BC

Financial Planning in Vancouver, BC

There are 9 financial planners serving Vancouver, ranked by our Confidence Score. Compare ratings, reviews, and details below, and confirm credentials and fit before you book. Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

9 financial planners in Vancouver

5.0 average rating409 Google reviewsacross 9 financial planners

9 financial planners

Thomas C. Chan Financial Service | Life Insurance Vancouver | Retirement Planning Vancouver

1055 W Georgia St Ste 2447, Vancouver, BC V6E 3R5, Canada

Call for Pricing

Thomas C. Chan Financial Service | Life Insurance Vancouver | Retirement Planning Vancouver 3
60/ 100

Developing confidence

5.0(167 reviews)

“Thomas and his colleague Sam was incredibly knowledgeable, professional, and attentive to my needs. They took the time to understand my specific requirements...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (167+ reviews)Well reviewed (167+ reviews)

Provides: Financial Planning, Insurance

View Profile

ARC Wealth: Vancouver Wealth Management + Financial Planner

329 Howe St #741, Vancouver, BC V6C 3N2, Canada

Call for Pricing

ARC Wealth: Vancouver Wealth Management + Financial Planner
60/ 100

Developing confidence

5.0(85 reviews)

“I've had a great experience working with Anthony as my financial advisor. He took the time to understand my goals, explain things clearly, and make the process...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (85+ reviews)Well reviewed (85+ reviews)

Provides: Financial Planning

View Profile

Ocean 6 Wealth Advisory Inc.

240 E 2nd Ave, Vancouver, BC V5T 1B7, Canada

Call for Pricing

Ocean 6 Wealth Advisory Inc. 4
52/ 100

Developing confidence

5.0(47 reviews)

“A great experience working with Ocean 6. The team takes a very understanding approach to financial planning and clarifying the goals that matter to you and...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

Speak to a Senior Care Path advisor

Free, friendly help choosing the right provider for your needs, no obligation.

Call an Advisor

Balanced Financial Services

2309 W 41st Ave #204, Vancouver, BC V6M 2A3, Canada

Call for Pricing

Balanced Financial Services 2
52/ 100

Developing confidence

5.0(32 reviews)

“Earle at Balanced Financial has been my financial advisor for more than 25 years. His love and knowledge of history, trading markets/trends and investing,...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

LT Wealth Management Partners, Raymond James Ltd.

555 Burrard St Ste 100, Vancouver, BC V7X 1M8, Canada

Call for Pricing

LT Wealth Management Partners, Raymond James Ltd. 4
52/ 100

Developing confidence

5.0(28 reviews)

“Terry and his team are knowledgable with excellent communication. They have ensured our investment portfolio continues to perform well during our retirement....”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

OceanFront Wealth Inc.

1055 W Georgia St #2772, Vancouver, BC V6E 3R5, Canada

Call for Pricing

OceanFront Wealth Inc. 4
52/ 100

Developing confidence

4.9(35 reviews)

“We switched to OceanFront Wealth close to four years ago at the recommendation of friends of ours who have been long time clients themselves. We never...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

Rockmoor Wealth Management

1090 W Georgia St #1160, Vancouver, BC V6E 3V7, Canada

Call for Pricing

Rockmoor Wealth Management 3
44/ 100

Limited confidence

5.0(6 reviews)

“Jamie is professional, approachable, and clearly passionate about helping people make informed financial decisions. I appreciate his willingness to share his...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

Lycos Asset Management Inc. - Financial Advisors & Planners

808 Nelson St Ste 1731, Vancouver, BC V6Z 2H2, Canada

Call for Pricing

Lycos Asset Management Inc. - Financial Advisors & Planners 4
44/ 100

Limited confidence

5.0(5 reviews)

“Adrian and Constantine have provided me with the benefit of their vast experience and wisdom during our long association. They are professional, offer clear...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

Cura Financial Planning

450 SW Marine Dr 18th Floor, Vancouver, BC V5X 0C3, Canada

Call for Pricing

Cura Financial Planning 4
44/ 100

Limited confidence

5.0(4 reviews)

“I can't say enough great things about Jason Wong at Cura Financial Planning. He has been my advisor for a few years now since I was a young adult and his...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

Local financial planners from public business listings, scored on public Google signals, Senior Care Path hasn't independently vetted every one. Always confirm credentials, registration, and fit before booking.

Financial Planning costs & funding in Vancouver

Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.

What to look for in financial planners

  • A planner experienced with retirement income and funding care, ideally a CFP
  • Clarity on how they are paid (fee-only, commission, or both)
  • A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Vancouver?
Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Vancouver also depend on the provider and your needs.
How many financial planners are listed in Vancouver?
Senior Care Path lists 9 financial planners serving Vancouver, British Columbia, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How do I choose financial planners in Vancouver?
Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

Keep exploring

Financial Planning in other cities

Financial Planning in TorontoFinancial Planning in CalgaryFinancial Planning in OttawaFinancial Planning in EdmontonFinancial Planning in WinnipegFinancial Planning in VictoriaFinancial Planning in HamiltonFinancial Planning in London

Other services in Vancouver

Physiotherapy in VancouverOccupational Therapy in VancouverCounselling in VancouverPodiatry & Foot Care in VancouverElder Law in VancouverEstate Planning in VancouverInsurance in VancouverSenior Move Management in Vancouver
All financial planning across Canada
Free Assessment
Take the free assessment