Find wealth managers in British Columbia

Katevatis Wealth Management

•  (2)
• Vancouver, BC

Your life has a geography. Where you're from, where you're going, where you aspire to be. By asking our clients, "Where will your investments take you?" we are able to customize our services to help successful

Precision Wealth Management

•  (1)
• Parksville, BC

At Precision Wealth Management, we help you protect and grow your financial assets through our unique, highly-personalized approach. From retirement planning to risk mitigation, tax strategies and investment

Genus Capital Management

•  (2)
• Vancouver, BC

You care about the environment. But are your investments contributing to climate change? Since 2013, Genus has been offering a way to divest and go fossil free. Three years later we launched our Fossil

Echelon Wealth Partners

•  (1)
• Vancouver, BC

We're a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for

Paragon Private Wealth

• Victoria, BC

Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations

Miller & Associates Wealth Management

• Kamloops, BC

Miller and Associates is an independent Wealth Management Practice that specializes in Financial Planning for Individuals and Corporations. We work to represent our clients and have several financial organizations

Pederson Group Wealth Management

• Nanaimo, BC

Pacific Group Wealth Management is a leading investment advisory firm, providing financial planning and wealth management services to affluent clientele. We work closely with clients to match them with

Willems Wealth Planning Group

• Abbotsford, BC

Like many firms, we offer a full range of financial planning services and solutions including investments, tax planning, retirement planning, will & estate planning and insurance coverage. Our ability

Ability Wealth Management

• Port Alberni, BC

It isn't about your return on investment or your insurance premium (although, they'll likely be an important part of what we do together). Who is important to you and how do you want to take care of them

Howe & Gramlich Wealth Management

• Victoria, BC

Our clients enjoy exceptional service allowing them to build and preserve their wealth with peace of mind. We provide prudent advice in financial planning, investment management, risk management and estate