Archie MontroseMoney can be tough to manage when you’ve got tons of expenses to keep track of. Whether you want to save up for a purchase, invest in stocks, or just build up your savings, a financial advisor can help.
So to do our part, we’ve put together a list of the best financial advisors in Vancouver. With our list, you’ll gain insight on what each company can offer.
You’ll also learn each entry’s pros & cons, as well as other essential information. But before anything else, let’s get you acquainted with the fees and costs associated with financial advisors.
How Much Does Financial Advisory Cost in Vancouver
The field of financial advisory covers a wide variety of practices. Because of this, the fees for a financial advisor can change with each and every client.
Generally, there are three ways a financial advisor can be paid. These three payment methods include commission, annual fees, and single payments.
When it comes to investment portfolios, advisors will usually charge an annual fee which is a percentage of the total portfolio’s worth. For example, if a client has a million-dollar portfolio, they may be charged a 1.02% annual rate, which comes out to $10,200/year.
Commissions work in a similar manner but differ because they are charged with each transaction. This fee is usually charged when an advisor makes a successful market trade.
Lastly, advisors may also charge single payments for select services. One such service is the set up of a long-term financial plan.
The Best Financial Advisors in Vancouver
Now that you have a general understanding of how financial advisors are paid, it’s time to meet the entries on our list.
Financial advisors will usually vary in their chosen specialty… it’s best to keep this in mind when choosing your own financial advisor.
1. Bilyk Financial
| PRODUCTS | Risk Management Tax Planning Insurance Investment Advice Estate Planning |
| WEBSITE | https://bilykfinancial.com |
| ADDRESS | 706 9 St SW, Calgary, AB T2P 2B4, Canada |
| CONTACT DETAILS | Phone: 780-632-6770 Email: hello@thebilykteam.ca |
| OPERATING HOURS | Monday – Friday, 9AM – 5PM |
Boasting a 99% client retention rate and more than five decades in the industry, Bilyk Financial is one of the best financial advisory firms in Vancouver.
The first thing that we loved about Bilyk Financial is how they work side-by-side with their clients to help them achieve their financial goals. Their process-oriented approach is also one of their strong points and has earned them the loyalty of their clients.
You can also count on them to provide you with investment alternatives and help you with matters like succession plants and unique family needs.
Bilyk Financial operates an institutional-grade investment management approach that they customize precisely to your situation. Most advisors start with an allocation to different asset classes and then fill the “buckets” with specific investments. They go the other way: they start with a universe of strategies, analyze each on the basis of returns, volatility, and correlations, and then build a portfolio that combines them in a way that they believe will best meet their clients’ objectives. In practice, that means going outside the traditional stocks-bonds paradigm and into alternatives, which can be especially useful for generating income in the current environment. Each portfolio will include exposure to different investment solutions, including public equities, private equities, fixed-income, private real estate, private infrastructure, private credit, and commodities. They believe that they can provide investors with above-average, long-term, risk-adjusted returns by consistently following their investment philosophy and process.
We also recommend trying out their free consultation services so that you can learn more about their offers. However, they’re only open during weekdays, so you need to make time for them.
All in all, we’ve seen that Bilyk Financial’s clients only have good things to say about them, so you can rest assured that they’re really one of the best out there.
Pros
- Process-oriented solutions
- Free consultation available
- Excellent customer service
Cons
- Closed on weekends
Customer Reviews
Always been impressed with their customer service
“We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments. They definitely stand out amongst financial advisors in our view.” – Raylene Palichuk
Very positive relationship from day one
“I have been a client of Adam and Joe for over 12 years. It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!!” – Darryl Vinet
2. ARC Wealth
| PRODUCTS | Goals-based investment management Account consolidation |
| WEBSITE | https://www.arcwealth.ca/ |
| ADDRESS | Vancouver, Canada |
| CONTACT DETAILS | General inquiry hi@arcwealth.ca Media Contact media@arcwealth.ca |
| OPERATING HOURS | By appointment basis |
ARC Wealth is a modern financial advisory firm dedicated to helping clients balance their current lifestyle with future financial security. With a focus on minimizing compromise, ARC Wealth simplifies complex financial concepts and strategies, allowing clients to make smarter financial decisions without the stress. They prioritize efficiency by automating processes like monthly contributions and portfolio rebalancing, so clients can focus on what matters most—living their lives.
What sets ARC Wealth apart is their deep understanding of behavioral finance. They help clients break free from bad financial habits, avoiding emotional decisions that can derail long-term goals. With a commitment to low-cost, passive investment strategies, ARC Wealth ensures that every portfolio is tailored to individual risk capacity, not just tolerance. Their proactive monitoring of financial markets and economic trends means that clients stay ahead of the curve and on track to meet their financial goals.
For anyone seeking a financial advisor who goes beyond traditional high-fee services, ARC Wealth offers personalized, data-driven strategies built around proven investment principles. Whether you’re a young professional or planning for retirement, ARC Wealth helps you make the most of your money, without sacrificing your golden years for your retirement. With ARC Wealth, investing is efficient, automated, and built to last.
Pros
- Great financial plans
- Rewarding investments
- Affordable rates
Cons
- No promos at the present
Customer Reviews
Owner & CEO
Vancouver. BC
“I have personally worked with Anthony for over 8 years now and in that time I have found Anthony to be amazing at his job. My schedule is always hectic and Anthony has been amazing at working with me to find suitable times. Anthony has worked with me to find multiple solutions to different scenarios I have presented him from key man insurance, wage loss, disability to personal health insurance. Anthony has been able to provide me with multiple different options, help talk me through the different scenarios and advise me on the best course of action. I would recommend Anthony to anyone without a doubt due to his professionalism, knowledge and genuine caring personality.”
Lawyer, Father
Victoria, BC
“I started working with Anthony while I was still a student, around five or so years ago. Right out of the gate, he reviewed my current finances and quickly determined some very easy fixes that I could implement to trim some of unnecessary expenditures that I didn’t even realize I was making on a regular basis. Later, when I was in a position to actually begin investing my money, he helped take the guess-work out of the process. Everything has been smooth and seamless, and it has been a relief to know that my money is being well-managed, and that I don’t need to worry about that. Because of this, I can focus on the other things that matter in my life.”
3. Cox Financial Group
| PRODUCTS | Discretionary investment management, financial planning, risk management, estate planning, charitable giving planning, insurance, succession planning, group benefits, and group pension |
| WEBSITE | https://coxfinancial.ca/canada/ |
| ADDRESS | 536 18 Street South, Lethbridge, AB T1J 3E7 (Head Office) |
| CONTACT DETAILS | (403) 329-4420 | adam@coxprivatewealth.ca |
| OPERATING HOURS | Monday to Friday: 8:00 AM to 4:30 PM |
Cox Financial Group is one of Canada’s most established wealth management firms, boasting nearly 70 years of industry experience. With a large, multi-disciplinary team of over 10 professionals, the firm has built a reputation for providing tailored, client-focused financial advisory services. Their commitment to long-term financial success for clients has made them a preferred choice for individuals and families across Southern Alberta and beyond.
Cox Financial Group stands out due to its experienced team of portfolio managers and financial advisors. Their multi-generational approach brings together specialists in various niches, from investment management to insurance planning. This breadth of expertise ensures that clients receive comprehensive advice covering all aspects of wealth management.
The portfolio managers on Cox Private Wealth’s team are fiduciaries – meaning they are legally bound to act in the best interests of their clients. This level of trust and responsibility provides clients with peace of mind, knowing their investments are being managed with integrity.
Cox Financial Group’s approach begins with developing a personalized financial plan tailored to the unique needs of each client. Whether you’re looking to build wealth, plan for retirement, or manage a family business, their advisors take the time to understand your goals before crafting an investment strategy. This bespoke planning helps to align financial decisions with your specific life goals.
The firm leverages its team of highly qualified portfolio managers to provide institutional-style investment management services. This approach emphasizes strategic, disciplined investment tactics that are typically reserved for large-scale institutional clients, but made accessible to individual clients through Cox Financial Group’s expertise.
Cox Financial Group offers potential clients a free, no-obligation consultation. This is a valuable opportunity for prospective clients to meet the team, discuss their financial needs, and evaluate whether the firm’s services align with their goals—all without any commitment. This approach reflects the firm’s focus on cultivating trust and transparency from the start of the relationship.
The firm offers a full suite of financial advisory services, including investment management, insurance planning, benefits consulting, and pension services. By having all these specialists under one roof, Cox Financial Group provides clients with a seamless, integrated approach to wealth management, reducing the need to coordinate with multiple external advisors.
Unlike many large firms that prioritize volume, Cox Financial Group takes a relationship-first approach. They work with a limited number of clients, allowing for more personalized service and deeper understanding of each client’s financial situation. This dedication to fostering strong, long-term relationships sets them apart in the industry.
Pros
- Expert Team with Extensive Experience
- Fiduciary Responsibility
- Institutional-Style Investment Management
- Customized Financial Planning
- Free, No-Obligation Consultation
- Strong Client Relationships
- Holistic Wealth Management Services
Cons
- Busy During Peak Seasons
Customer Reviews
“We have been working with the Cox Financial Group both personally and through our business for many years. The entire team is knowledgeable, friendly, and quick to respond to any questions. They have handled our benefit plan and have come up with a plan that works extremely well for our business and our employees. Their ability to provide a wide range of services is also an advantage to us. I highly recommend the Cox Financial Group!”
“We have been using Cox Financial to handle our Benefits and Group RRSP’s since 2007. This experience has always been positive. Having them handle all the difficult negotiations, shopping policies and dealing with problems makes our jobs much easier. We appreciate their customer service and dedication to their customers. They are a great team. We would absolutely recommend them.”
4. Mobius Financial Planning
| SERVICES | Financial planning Retirement planning Investments |
| WEBSITE | https://mobiusplanning.com/ |
| ADDRESS | 595 Burrard St 16th Floor Vancouver, BC V7X 1L4 |
| CONTACT DETAILS | Phone number: (604) 249 – 3572 Email: hello@mobiusplanning.com |
| OPERATING HOURS | Monday: 9 am – 5 pm Tuesday: 9 am – 5 pm Wednesday: 9 am – 5 pm Thursday: 9 am – 5 pm Friday: 9 am – 5 pm Saturday: Closed Sunday: Closed |
Mobius is an excellent advisory firm for clients who want professional help with their investments. Aside from this, these folks are also pretty good at helping people keep track of their expenses.
But don’t take our word for it instead, trust in Mobius’ founder Bily Xiao… as a certified financial planner and a member of the Financial Planning Association of Canada, Bily is an expert in all things finance.
He’s also skilled enough to have worked with Microsoft and be cited by The Huffington Post, Forbes, and other large companies. To top things off, you don’t need to have a pile of money saved in order to work with Mobius Planning.
As long as the firm is comfortable with your current financial practices, they’ll be more than happy to help you grow. That’s because these folks know that your success is the purest proof of their financial talents.
Pros
- The founder is a veteran financial planner
- They’re a great option for clients looking to invest wisely
- They offer a free 15-minute phone consultation for new clients
Cons
- Clients can be turned down if their goals don’t align with the company’s
Customer Reviews
Here’s what clients had to say about Mobius Financial Planning:
“Getting sound financial advice that does not involve being “sold” on what someone thinks is best, is amazing. It feels more like a partnership/friendship with someone that has YOUR best interest in mind. Getting expert guidance and support, that you actually understand creates an opportunity for you to also learn and apply what is being shared. Bily is well worth it, and I highly recommend him.” – Sheldon B.
“Bily has helped me over the past few years to provide much needed guidance with my finances and help me feel confident about investing again. He is one of the most kind, honest and trusted individuals I know, and would recommend his services to any family or friend that I know.” – Joshua N.
5. Camlife Financial
| SERVICES | Life Insurance Living benefits insurance Employee benefits |
| WEBSITE | https://www.camlife.ca/ |
| ADDRESS | 439 W Broadway #201, Vancouver, BC V5Y 1R4, Canada |
| CONTACT DETAILS | Phone number: (604) 565 – 9607 Email: info@camlife.ca |
| OPERATING HOURS | Monday: 8:30 am – 5 pm Tuesday: 8:30 am – 5 pm Wednesday: 8:30 am – 5 pm Thursday: 8:30 am – 5 pm Friday: 8:30 am – 5 pm Saturday: Closed Sunday: Closed |
Camlife Financial prides itself on being a company with strong connections. These connections allow the firm to provide clients with great options for sound financial investments
With a heavy focus on insurance, these folks offer a wide variety of plans, from life insurance to living benefits. This makes the company a prime choice for clients who want to save for their family’s future.
Camlife is headed by Casey Cameron, a longtime financial advisor and planner. Casey has worked in the financial industry since 2002 and has also worked in banking for 6 years.
These experiences give Casey the wisdom to help guide clients through tough financial decisions. In turn, this makes him a great help to clients who are unsure of how to maximize their savings.
Pros
- Well-suited to clients looking to save for their family
- The company is connected to various insurance firms
- Do not charge clients directly and are paid through commission
Cons
- Not ideal for clients who do not wish to invest in an insurance plan
Customer Reviews
These clients were extremely happy with their decision to trust in Camlife Financial:
“I reached out for some information regarding disability insurance and even though we didn’t end up needing to buy any products the experience with Casey was really positive. Super responsive and honest recommendations from him right from the start. If you’re looking for a trustworthy broker to steer you right then I’d recommend getting in touch.” – Jeff H.
“Casey started working on my insurance and financial planning and he has been amazing. Highly recommended for your disability, life insurance and critical illness needs. He has explained everything thoroughly and made the experience a very pleasant one.” – Carl C.
6. Money Coaches Canada
| SERVICES | Money coach Financial and retirement planning coach Investment report card |
| WEBSITE | https://moneycoachescanada.ca/ |
| ADDRESS | 999 W Broadway #720, Vancouver, BC V5Z 1K3, Canada |
| CONTACT DETAILS | Phone number: (604) 877 – 0977 Toll-free number: (855) 877 – 0977 |
| OPERATING HOURS | Monday: 8:30 am – 4 pm Tuesday: 8:30 am – 4 pm Wednesday: 8:30 am – 4 pm Thursday: 8:30 am – 4 pm Friday: 8:30 am – 4 pm Saturday: Closed Sunday: Closed |
Many financial advisory firms will often provide a mix of financial advice and products. Money Coaches stands out by only offering advice as a means to help clients make the most of their finances.
As an advice-only firm, clients don’t have to worry about being upsold to extravagant insurance plans or hefty investments. These folks are paid to do just one thing, and that’s to help you spend wisely.
Money Coaches is great for everyday consumers who are looking to save day to day with wise habits. There are a variety of coaches to choose from, and clients can opt to receive advice either in-person or online.
If you choose to work with Money Coaches, you can pick an advisor at your leisure or have one recommended to you. Along with this, each member of their team is screened for financial expertise and sound advisory skills to ensure a high quality of service.
Pros
- Great for clients who wish to save day-to-day
- A highly casual and client-friendly experience
- They don’t upsell clients to financial packages/investments
Cons
- Not ideal for clients who want a formal advisory experience
Customer Reviews
“I reached out to Money Coaches because I was looking for unbiased advice and a different perspective to help me make better financial decisions. The end result was a workable financial framework to help my family and I plan for our future. I highly recommend for anyone looking for help with their finances. I wouldn’t hesitate to work with them again” – Derek D.
“We used Annie as a business money coach and we’ve gone back several times over the year. She got us saving for retirement and went through our financials and was able to help us understand our money and the decisions looking forward. I highly recommend her for personal or business finance help and direction. Thanks Annie!” – Vancity E.
7. Ocean 6 Wealth Advisory Inc.
| SERVICES | Financial planning for business owners |
| WEBSITE | https://ocean6.ca/ |
| ADDRESS | 680-375 Water St, Vancouver, BC V6B 5C6, Canada |
| CONTACT DETAILS | Phone number: (604) 343-4808 Email: service@ocean6.ca |
| OPERATING HOURS | Monday: 8 am – 4:30 pm Tuesday: 8 am – 4:30 pm Wednesday: 8 am – 4:30 pm Thursday: 8 am – 4:30 pm Friday: 8 am – 4:30 pm Saturday: Closed Sunday: Closed |
Consumers aren’t the only clients who need sound financial advice. Fully aware of this Ocean 6 puts a special focus on assisting business owners with big financial decisions.
With this goal in mind, Ocean 6 takes a unique approach to financial advisory. Their technique centers on identifying all the full financial picture of a business owners and determines how to help them reach financial freedom faster.
This results in custom-made financial plans that help business owners in both the short and long run. To add to this, the company’s team is also fully composed of certified financial planners.
Because of this, business owners can rely on Ocean 6’s financial plans. Especially since they are made with the combined wisdom of not one, but several financial experts.
Pros
- Great advisory option for business owners
- The team is composed of certified financial planners
- They have been recognized by various media outlets throughout Canada
Cons
- The firm does not cater to individual clients
Customer Reviews
These are just a few of the wonderful reviews that Ocean 6 has built up over the years:
“My husband and I recently connected to take Ocean 6s Blueprint Strategy Program and have been working with Jacky and the team and we have been extremely impressed…with Ocean 6, we are learning so we can sustain our own wealth. Looking back, I am starting to feel a lot more confident in our financial plan and future goals, whereas before taking the program I would get overwhelmed just thinking about our future finances and how to actually get to where we want to be. We are so grateful we took the program and are excited for the possibilities now that we can save smarter 🙂 We are very grateful for the Ocean 6 team and their support!” – Natasha
“We have enjoyed working with Jay, our financial advisor and founder of Ocean 6. Jay has provided invaluable advice to us relating to our financial planning. Jay is a creative out-of-the-box thinker, and a wealth of knowledge when it comes to investing and entrepreneurship. We’d highly recommend Jay to other successful entrepreneurs interested in making the most of their financial situation.” – Michelle N.
FAQs About Financial Advisory
That concludes our list of the best financial advisors in Vancouver. If you were able to find a firm that suits your needs, all that’s left is to dial up their number for a consultation.
If you’re looking for help with managing your business, you may also want to invest in a marketing agency. Luckily, we’ve prepared a list of the best digital marketing agencies in Vancouver to help you out.
