Vancouver Financial Services
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Camlife Financial Corp
Camlife Financial helps families and businesses with their financial planning,
insurance, and investment needs. We believe that everyone’s situation is unique
and we take the time to get to know our clients. Once we determine specific
needs, we devise a plan and go to the market to see which insurer and/or
investment company will be the best fit. Representing over a dozen insurance and
investment companies, we have access to all the major carriers. We do not charge
a fee for service but rather are compensated directly by the investment or
insurance company.
URL :
www.camlife.ca
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Ciccone McKay Financial Group
Ciccone McKay Financial Group is an independent financial services firm with
proven experience in the areas of risk management, wealth management, estate and
business succession planning, and employee benefits. We specialize in providing
financial clarity and purpose for those who are concerned with building a secure
future for their family and business, and a lasting legacy for the next
generation by helping them grow, manage, protect and transfer their wealth.
URL :
www.ciccone-mckay.com
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Cypress Capital Management
Our primary goal at Cypress Capital Management is to provide top-quality client
service at a reasonable cost; where the best interest of the client is
paramount. We are committed to being honest and transparent regarding return
expectations, risks, fees and our capabilities as investment managers. We strive
to align our interests as managers with those of our clients, to minimise
potential conflicts and to ensure we are working towards providing the best
investment solutions.
URL :
www.cypresscap.com
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DLD Financial Group
We are a downtown Vancouver-based full service financial planning firm
specializing in working with professionals and business owners. We are building
a business with a clientele that has reliability. We enjoy working with a select
group of clients. We are broad based in that we prepare written financial plans
for clients and address both sides of the balance sheet – assets and
liabilities.
URL :
www.dldfinancial.com
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Mobius Planning Corp.
Mobius Planning provides comprehensive financial planning and wealth management
to clients across Canada. We work especially with those who have a heart to give
and make a difference in the world—to steward and maximize their wealth so they
can live well and give generously. We look at everything in your financial life
to make sure it is set up, tuned up, and rightly balanced in consideration of
what is important to you.
URL :
www.mobiusplanning.com
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PI Financial Corp.
PI Financial Corp. (PI) is a leading, independent investment dealer which
provides a full range of investment products and services for individual,
corporate and institutional investors. Our experienced Investment Advisors,
Portfolio Managers, and Commodities Futures Advisors are driven by a singular
purpose of helping clients achieve their investment, capital or corporate
objectives. Whether it is planning for retirement, income, or capital
appreciation, PI has the advisor suited to your unique needs.
URL :
www.pifinancialcorp.com
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Prometheus Private Advisory Group
We develop strategies to help you grow your wealth, protect what matters and
create your legacy. With us, you’re free to share all your money habits: tell us
about your scotch collection, favorite fine dining experiences, or annual trips
to Ibiza. We specialize in working with incorporated business owners in BC, with
an expert focus on healthcare professionals, including physiotherapists, medical
doctors and dentists.
URL :
www.ppagroup.ca
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RGF Integrated Wealth Management
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot
more than just money; it is living a fulfilling life, free of financial worry.
For people seeking financial well-being, our financial advisors provide a proven
process for creating meaningful happiness through identifying how you want to
live, then developing and implementing a clear, concise financial plan to help
you achieve your goals.
URL :
www.rgfwealth.com
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SaaS Wealth
Our mission at SaaS Wealth is to empower every client to feel financially
secure. Our objective is to understand you—where you are now, where you would
like to go, and how best to get there. Whether you want to energize your
investing, plan for the unexpected, or grow your business, SaaS Wealth can help
you focus on the best strategy to achieve your short- and long-term goals.
URL :
www.saasinsurance.ca
Vancouver Financial Services
⭐ - Balanced Financial Services
⭐ - CF Canada Financial Group Downtown
⭐ - Chalten Fee-Only Advisors Ltd.
⭐ - Cindy David Financial Group
⭐ - Lycos Asset Management Inc.
⭐ - Macdonald Shymko & Company
⭐ - Nicola Wealth
⭐ - Ocean 6
⭐ - Pacific Spirit Investment Management
⭐ - Paragon Financial Services
⭐ - Safe Pacific
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Related Links
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BC Financial Services Authority
BCFSA regulates credit unions, trust companies, insurance companies, pension
plans, mortgage brokers and real estate professionals, ensuring financial
services transactions are protected, for the prosperity of consumers and the
province of B.C. Through modern, effective, efficient oversight, enforcement and
guidance, we are working to make B.C. a place where people can have confidence
in the financial services they receive.
URL :
www.bcfsa.ca
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Independent Financial Brokers
Independent Financial Brokers (IFB) is a national not-for-profit Association
representing independent insurance, mutual fund and other financial service
professionals. Members of IFB are required to agree to IFB’s Code of Ethics &
Standards of Professional Conduct. As our name says, IFB members are
‘independent’, licensed advisors and planners. Independent means they are not
employees of, or bound by an exclusive contract with, a single financial
services company or institution. They have the ability to offer advice and
access to a variety of products and services, based on the client’s needs. Most
IFB members operate a financial practice in the community where they live and
are licensed by their provincial life insurance and/or securities regulator(s).
URL :
www.ifbc.ca