Home Wealth & Asset Management Canada British Columbia

Top Asset Management Companies in British Columbia

Ratings Updated: March 17, 2025

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10 Companies

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10 Companies

Country: Canada

Province: British Columbia

List of the Top British Columbia Wealth and Asset Management Companies

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Synertree CMS Inc.

Not yet reviewed

$5,000+

$200 - $300 / hr

2 - 9

West Vancouver, Canada

Services provided

20% Financial Advising & Planning

20% Application Management & Support

20% IT Strategy Consulting +3

15% Business Consulting

15% ERP Consulting and SI

10% Financial Consulting

Focus Areas

100% Wealth & Asset Management

Synertree 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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OpnRoad

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Revelstoke, Canada

Services provided

50% Financial Advising & Planning

40% Business Consulting

10% Financial Consulting

Focus Areas

10% Wealth & Asset Management

70% Mortgage & Loan Brokerage

10% Debt Consulting +1

10% Retirement Planning

OpnRoad is a small Financial Advising & Planning company established in 2015. Their team provides Financial Advising & Planning and Business Consulting.
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Ribeyre Chang Haylock

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Port Coquitlam, Canada

Services provided

30% Financial Advising & Planning

60% Accounting

10% Funding & Investment

Focus Areas

20% Wealth & Asset Management

30% Debt Consulting

25% Actuarial Services +2

15% Mortgage & Loan Brokerage

10% Retirement Planning

Ribeyre Chang Haylock, an Accounting company, was founded in 1994. They specializes in Accounting and Financial Advising & Planning.
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Malaspina Consultants Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Vancouver, Canada

Services provided

30% Financial Advising & Planning

40% Accounting

15% Business Consulting +1

15% Public Relations

Focus Areas

100% Wealth & Asset Management

Malaspina Consultants Inc. Is an Accounting company. They were founded in 1997 and offer Accounting and Financial Advising & Planning.
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Pacific Spirit Investment Management Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Services provided

40% Financial Advising & Planning

20% Business Consulting

20% Financial Consulting +1

20% Insurance Services & Brokers

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Pacific 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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Lycos Asset Management Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Services provided

30% Financial Advising & Planning

30% Funding & Investment

20% Business Consulting +1

20% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

In 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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Covello Financial Group Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Kelowna, Canada

Services provided

100% Financial Advising & Planning

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Covello Financial Group Inc. Is a Thunder Bay, Canada-based Financial Advising & Planning company. They specialize in Financial Advising & Planning.
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Ocean 6 Wealth Advisory

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Services provided

40% Financial Advising & Planning

20% Accounting

20% Business Consulting +2

10% Financial Consulting

10% Insurance Services & Brokers

Focus Areas

30% Wealth & Asset Management

40% Retirement Planning

30% Debt Consulting

Financial Advising & Planning company Ocean 6 Wealth Advisory focuses on Financial Advising & Planning and Business Consulting. They are in Vancouver, Canada.
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Cebridge

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Vancouver, Canada

Services provided

25% Financial Advising & Planning

50% Accounting

25% Financial Consulting

Focus Areas

50% Wealth & Asset Management

25% Mortgage & Loan Brokerage

15% Securities Brokerage +1

10% Debt Consulting

Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
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CKM Sports Management Ltd

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Services provided

10% Financial Advising & Planning

20% Talent Representation

10% Business Consulting +6

10% Corporate Training & Coaching

10% HR Consulting

10% Marketing Strategy

10% Media & Entertainment Law

10% Sports Marketing

10% Video Marketing

Focus Areas

40% Wealth & Asset Management

30% Mortgage & Loan Brokerage

30% Retirement Planning

Launched 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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Ability to deliver

Focus

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Market Leaders

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Clutch Leaders Matrix

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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 British Columbia Wealth and Asset Management Companies

Synertree CMS Inc.

$5,000+

$200 - $300 / hr

2 - 9

West Vancouver, Canada

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

20% Financial Advising & Planning

100% Wealth & Asset Management

80% Other

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OpnRoad

Undisclosed

Undisclosed

2 - 9

Revelstoke, Canada

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

50% Financial Advising & Planning

10% Wealth & Asset Management

50% Other

View Profile Visit Website
Ribeyre Chang Haylock

Undisclosed

Undisclosed

10 - 49

Port Coquitlam, Canada

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

30% Financial Advising & Planning

20% Wealth & Asset Management

70% Other

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Malaspina Consultants Inc.

Undisclosed

Undisclosed

10 - 49

Vancouver, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% Financial Advising & Planning

100% Wealth & Asset Management

70% Other

View Profile Visit Website
Pacific Spirit Investment Management Inc.

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Financial Advising & Planning

50% Wealth & Asset Management

60% Other

View Profile Visit Website
Lycos Asset Management Inc.

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% Financial Advising & Planning

50% Wealth & Asset Management

70% Other

View Profile Visit Website
Covello Financial Group Inc.

Undisclosed

Undisclosed

10 - 49

Kelowna, Canada

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

100% Financial Advising & Planning

50% Wealth & Asset Management

View Profile Visit Website
Ocean 6 Wealth Advisory

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Financial Advising & Planning

30% Wealth & Asset Management

60% Other

View Profile Visit Website
Cebridge

Undisclosed

Undisclosed

10 - 49

Vancouver, Canada

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

25% Financial Advising & Planning

50% Wealth & Asset Management

75% Other

View Profile Visit Website
CKM Sports Management Ltd

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% Financial Advising & Planning

40% Wealth & Asset Management

90% Other

View Profile Visit Website

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