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Home Wealth & Asset Management Canada British Columbia

Top Asset Management Companies in British Columbia

Ratings Updated: April 1, 2026
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0 Leaders 11 Contenders

11 Companies

Country: Canada
Province: British Columbia

List of the Top British Columbia Wealth and Asset Management Companies

  • Synertree CMS Inc. Logotype

    Not yet reviewed

    $5,000+
    $200 - $300 / hr
    2 - 9
    West Vancouver, Canada

    Services provided

    20% Financial Advising & Planning
    20% Application Management & Support
    20% Financial Consulting +3
    15% Business Consulting
    15% Finance & Accounting Outsourcing (FAO)
    10% AI Consulting

    Focus Areas

    100% Wealth & Asset Management

    Synertree CMS Inc. Is an Application Management & Support company founded in 2016. The company offers Application Management & Support and Financial Advising & Planning.

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  • OpnRoad Logotype

    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 Logotype

    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. Logotype

    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. Logotype

    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. Logotype

    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. Logotype

    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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    Kelowna, Canada

    4040 Casorso Road
    Kelowna, Canada V1W 4N6

    6 - 9

    250-801-4496

    See All Locations (5)
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  • Ocean 6 Wealth Advisory Logotype

    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 Logotype

    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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    Vancouver, Canada

    355 Burrard Street
    Vancouver, Canada V6C 0B2

    2 - 5

    +1 (778)-653-6796

    See All Locations (4)
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  • CKM Sports Management Ltd Logotype

    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.

    Read more
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  • ARC Wealth Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Vancouver, Canada

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Wealth & Asset Management

    Established in 2018, ARC Wealth, a small Financial Advising & Planning company, is based in Vancouver, Canada. Their team focuses on Financial Advising & Planning.

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List of the Top British Columbia Wealth and Asset Management Companies

  1. Synertree CMS Inc. Logotype

    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
    View Profile Visit Website
  2. OpnRoad Logotype

    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
  3. Ribeyre Chang Haylock Logotype

    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
    View Profile Visit Website
  4. Malaspina Consultants Inc. Logotype

    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
  5. Pacific Spirit Investment Management Inc. Logotype

    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
  6. Lycos Asset Management Inc. Logotype

    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
  7. Covello Financial Group Inc. Logotype

    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
  8. Ocean 6 Wealth Advisory Logotype

    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
  9. Cebridge Logotype

    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
  10. CKM Sports Management Ltd Logotype

    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
  11. ARC Wealth Logotype

    ARC Wealth

    Undisclosed
    Undisclosed
    2 - 9
    Vancouver, Canada

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    100% Wealth & Asset Management
    View Profile Visit Website

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