Top Strategic Financial Planning Firms in Vancouver
20 Companies
0 Leaders 15 Contenders
List of the Top Vancouver Strategic Financial Planners
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UndisclosedUndisclosed2 - 9Burnaby, Canada
Services provided
50% Financial Advising & Planning50% Financial ConsultingBrace Financial Services is a small Financial Advising & Planning and Financial Consulting company founded in 2022. Their team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
Services provided
50% Financial Advising & Planning50% Financial ConsultingFounded in 2022, JourneyApproved is a Financial Advising & Planning and Financial Consulting company. The firm provides Financial Advising & Planning and Financial Consulting, and is small.
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$1,000+$100 - $149 / hr10 - 49Surrey, Canada
Services provided
50% Financial Advising & Planning50% AccountingSurrey is an Accounting and Financial Advising & Planning company. They were founded in 2013, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Surrey, Canada
Services provided
30% Financial Advising & Planning50% Commercial Financing20% Commercial Brokerage ServicesFreedom Capital, a Commercial Financing company, was established in 2016. The small team offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
Services provided
30% Financial Advising & Planning60% Accounting10% Funding & InvestmentRibeyre Chang Haylock, an Accounting company, was founded in 1994. They specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Vancouver, Canada
Services provided
25% Financial Advising & Planning50% Accounting25% Financial ConsultingCebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
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$5,000+$200 - $300 / hr2 - 9West Vancouver, Canada
Services provided
20% Financial Advising & Planning20% Application Management & Support20% IT Strategy Consulting +3 services15% Business Consulting15% ERP Consulting and SI10% Financial ConsultingSynertree CMS Inc. Is a small IT strategy consulting company located in West Vancouver, Canada. The team specializes in IT strategy consulting and Application Management & Support.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
50% Financial Advising & Planning40% Financial Consulting10% Business ConsultingPBI Actuarial Consultants, a Financial Advising & Planning company, was founded in 2008. The midsize team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
10% Financial Advising & Planning80% Finance & Accounting Outsourcing (FAO)10% AccountingLaunched in 2003, Tandem Innovation Group is a Finance & Accounting Outsourcing (FAO) company. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Port Coquitlam, Canada
Services provided
20% Financial Advising & Planning60% Accounting10% Commercial Financing +1 service10% Finance & Accounting Outsourcing (FAO)Avrio Accounting Solutions Inc. Is an Accounting company. The small Port Coquitlam, Canada-based team provides Accounting and Financial Advising & Planning. The firm was established in 2017.
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$1,000+Undisclosed2 - 9Vancouver, Canada
Services provided
10% Financial Advising & Planning70% Accounting10% Financial Consulting +1 service10% Fractional CFO ServicesElevate Financial Group is a Vancouver, Canada-based Accounting company. Launched in 2020, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
40% Financial Advising & Planning20% Accounting20% Business Consulting +2 services10% Financial Consulting10% Insurance Services & BrokersFinancial Advising & Planning company Ocean 6 Wealth Advisory focuses on Financial Advising & Planning and Business Consulting. They are in Vancouver, Canada.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
40% Financial Advising & Planning20% Business Consulting20% Financial Consulting +1 service20% Insurance Services & BrokersPacific Spirit Investment Management Inc. Is a Financial Advising & Planning company. Based in Vancouver, Canada, the company offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Vancouver, Canada
Services provided
30% Financial Advising & Planning40% Accounting15% Business Consulting +1 service15% Public RelationsMalaspina Consultants Inc. Is an Accounting company. They were founded in 1997 and offer Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
30% Financial Advising & Planning30% Funding & Investment20% Business Consulting +1 service20% Financial ConsultingIn Vancouver, Canada, Lycos Asset Management Inc. Is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were launched in 2008.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
20% Financial Advising & Planning30% Business Consulting20% Corporate Training & Coaching +2 services20% Financial Consulting10% Market ResearchInterVISTAS Consulting is a Business Consulting company in Vancouver, Canada. The team focuses on Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
10% Financial Advising & Planning20% Talent Representation10% Business Consulting +6 services10% Corporate Training & Coaching10% HR Consulting10% Marketing Strategy10% Media & Entertainment Law10% Sports Marketing10% Video MarketingLaunched in 2010, CKM Sports Management Ltd is a Talent Representation company. Located in Vancouver, Canada, the team offers Talent Representation and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
50% Financial Advising & Planning50% Insurance Services & BrokersABC Financial Advisor offers Financial Advising, Financial Planning, and Investment Advisory services. Reviews indicate that the company excels in enhancing decision-making regarding risk tolerance, providing valuable insights, and maintaining effective communication through various channels. Clients appreciate the company's alignment with their budget and culture, and overall, ABC Financial Advisor is seen as delivering good value for cost.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
20% Financial Advising & Planning20% Business Valuation Services15% Executive Search +3 services15% HR Consulting15% Insurance Services & Brokers15% Litigation Support ServicesFounded in 1979, B. Riley Farber is a midsize Toronto, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
10% Financial Advising & Planning10% Branding10% Cybersecurity +7 services10% Digital Strategy10% Graphic Design10% IT Strategy Consulting10% Marketing Strategy10% Public Relations10% Social Media Marketing10% Video ProductionEdelman Canada is a small Toronto, Canada-based branding company. Their services include Branding and Public Relations.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top Vancouver Strategic Financial Planners
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UndisclosedUndisclosed2 - 9Burnaby, Canada
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr10 - 49Surrey, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Surrey, Canada
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Vancouver, Canada
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$5,000+$200 - $300 / hr2 - 9West Vancouver, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed50 - 249Vancouver, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Vancouver, Canada
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed2 - 9Port Coquitlam, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+Undisclosed2 - 9Vancouver, Canada
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
UndisclosedUndisclosed10 - 49Vancouver, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Financial Advising & Planning70% Other