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    Financial Consulting Courses Vancouver Near Me

    Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor Lycos Asset Management Inc. - Financial Advisors & Planners Edward Jones - Financial Advisor ABC Financial Advisor Raymond James Ltd Elementus Wealth Management Inc. Sun Life Financial Vancouver
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    ABC Financial Advisor Vancouver
    ABC Financial Advisor 20% discount for ABC members on any Smartapp.com™ plan subscription including Smartapp PLANNER™, Smartapp FIELD™, and Smartapp FINANCE™.... 390 users are already VIP
    Raymond James Ltd Vancouver
    Raymond James Ltd Enjoy a 15% discount on Raymond James stock through the Employee Stock Purchase Plan. Complimentary financial planning and consulting services for ho... 311 users are already VIP

    1. Vancouver Financial Planning - Vancouver

    · 0 reviews

    800 W Pender St, Vancouver, BC V6C 2V6, Canada

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    1. 1. Comprehensive wealth management: Vancouver Financial Planning Consultants Inc. offers a holistic approach to managing your finances for long-term success.
    2. 2. Expertise in all aspects: From investment management to estate planning, our team has the knowledge and skills to guide you towards financial security.
    3. 3. Personalized financial planning: We tailor our services to meet your unique needs and goals, ensuring a customized approach to wealth management.
    4. 4. Specialized services: Whether you need assistance with income tax, insurance, or family trusts, we have the expertise to help you navigate complex financial matters.
    5. 5. Trusted professionals: With Vancouver Financial Planning Consultants Inc., you can rely on a team of experienced advisors dedicated to your financial well-being.

    2. Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor - Vancouver

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    · 5 reviews

    595 Burrard St 16th Floor, Vancouver, BC V7X 1L4, Canada

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    1. 1. Comprehensive financial planning and wealth management tailored for those who want to give back and make a difference in the world.
    2. 2. Certified Financial Planner with tech background offering globally diversified investment strategies managed by world class Portfolio Managers.
    3. 3. Get clarity and control over your spending aligned with your values, while leaving a legacy for your loved ones.
    4. 4. Deep dive into your unique situation and goals to create a personalized action plan for smart financial decisions and legacy building.
    5. 5. Proactively manage your finances with course corrections along the way to ensure your wealth is well stewarded for the future.

    3. Lycos Asset Management Inc. - Financial Advisors & Planners - Vancouver

    · 5 reviews

    808 Nelson St Suite 1731, Vancouver, BC V6Z 2H2, Canada

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    1. 1. Professional wealth management in Vancouver, BC for individuals, families, and businesses seeking a fiduciary approach to investing.
    2. 2. Invest in under-valued assets with a disciplined strategy to secure your financial future with Lycos Asset Management.
    3. 3. Personalized financial planning tailored to your goals and risk tolerance by experienced advisors who prioritize your best interests.
    4. 4. Ethical investing with a focus on sustainable businesses, ensuring your money supports responsible practices and positive impact.
    5. 5. Accessible and transparent service from a dedicated team of professionals who prioritize your financial well-being and provide guidance with integrity.

    4. Edward Jones - Financial Advisor - Vancouver

    · 0 reviews

    1525 Robson St Ste 202, Vancouver, BC V6G 1C3, Canada

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    1. 1. Trusted Protection: Member of Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada for secure investments.
    2. 2. Exclusive Canadian Services: Tailored financial advice and products available only through registered Canadian advisors.
    3. 3. Global Expertise: Backed by Edward D. Jones & Co., serving over 7 million investors worldwide.
    4. 4. Local Focus: Limited partnership in Canada with a commitment to personalized service for residents in specific provinces.
    5. 5. Comprehensive Solutions: Offering a wide range of investment options to help clients achieve their financial goals.

    5. Chalten Fee-Only Advisors Ltd. - Vancouver

    · 4 reviews

    1500 W Georgia St, Vancouver, BC V6G 2Z6, Canada

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    1. 1. Fee-only financial planners in Vancouver providing unbiased advice and working solely in clients' best interest for a secure financial future.
    2. 2. Gain confidence in your financial decisions with Chalten Fee-Only Advisors as your dedicated portfolio manager in British Columbia and Alberta.
    3. 3. Experience the difference of having a financial manager who is compensated only by you and accountable only to you at Chalten Fee-Only Advisors Ltd.
    4. 4. Trust a registered Portfolio Manager in Vancouver to provide complimentary initial consultations for individuals and families seeking the best financial advisors.
    5. 5. Join the satisfied clients who recommend Chalten Fee-Only Advisors for their full service and great results in investment management.

    6. Best West Financial Inc - Vancouver

    The Grosvenor Building, 1040 W Georgia St Suite #920, Vancouver, BC V6E 2Y2, Canada

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    7. World Financial Group Downtown Vancouver - Vancouver

    · 24 reviews

    1075 W Georgia St Suite 2650, Vancouver, BC V6E 3C9, Canada

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    1. 1. Customized financial strategies tailored to your specific needs for life insurance, education planning, and retirement by experienced professionals.
    2. 2. Over 20 years of expertise in providing financial security through life insurance, retirement, and wealth-building strategies for individuals and families.
    3. 3. Let licensed agents from World Financial Group create a strategy for financial independence and a better quality of life for you and your loved ones.
    4. 4. Tailored insurance coverage options to protect your life and assets when the unexpected occurs to you or your family.
    5. 5. Receive a clear, actionable strategy to achieve your financial goals and prepare for the future with the help of knowledgeable agents.

    8. ABC Financial Advisor - Vancouver

    · 1 reviews

    885 W Georgia St #1500, Vancouver, BC V6C 3E8, Canada

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    Please contact the venue to check if this discount is still valid.
    - 20% discount for ABC members on any Smartapp.com™ plan subscription including Smartapp PLANNER™, Smartapp FIELD™, and Smartapp FINANCE™.
    Don't forget to tell them you're from!
    1. 1. Professional financial advice in Canada to maximize wealth and seize investment opportunities with tailored services in Toronto and Vancouver.
    2. 2. Experienced advisors provide personalized strategies based on age, goals, and financial factors, ensuring asset protection and annual reviews.
    3. 3. Expert guidance on debt management and asset growth, creating short- and long-term goals for financial security in Canada.
    4. 4. Certified advisors with degrees and licenses in finance, economics, and accounting, ensuring compliance with provincial regulations for quality advice.
    5. 5. Transparent costs with no client commissions, offering affordable options for financial services in Canada with a focus on client success.

    9. Raymond James Ltd - Vancouver

    · 6 reviews

    925 W Georgia St #2100, Vancouver, BC V6C 3L2, Canada

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    Please contact the venue to check if this discount is still valid.
    - Enjoy a 15% discount on Raymond James stock through the Employee Stock Purchase Plan.
    - Complimentary financial planning and consulting services for households with $100,000 or less.
    - Access... Read more
    Don't forget to tell them you're from!
    1. 1. Patricia Chartrand: Inspirational financial advisor with a positive smile and strong leadership qualities.
    2. 2. Exceptional Asset Management: Superior care for assets compared to insurance companies, especially with RRIFs.
    3. 3. Personalized Coaching: Receive top-notch coaching and feedback from the best in the industry, Patricia Chartrand.
    4. 4. Positive Atmosphere: Experience a welcoming environment with laughter that lights up the room at CIBC credit card services.
    5. 5. Outstanding Reputation: Known for being an awesome company with a track record of excellence in financial consulting.

    10. Elementus Wealth Management Inc. - Vancouver

    · 30 reviews

    1075 W Georgia St #1810, Vancouver, BC V6E 3C9, Canada

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    1. 1. Approachable and caring: Harjeet's genuine care and down-to-earth demeanor will put you at ease immediately, prioritizing your best interests.
    2. 2. Personalized service: Bruce and his team provide clear, concise advice tailored to your financial goals, conveying a genuine sense of caring and commitment.
    3. 3. Peace of Mind: With Bruce Lindsay, you'll leave feeling secure and well-informed about your financial situation, thanks to his personal approach and clear communication.
    4. 4. Highly recommended: OceanFront Wealth offers highly knowledgeable and courteous service for all wealth management needs, ensuring a positive and lucrative partnership.
    5. 5. Holistic approach: Shane and his team at OceanFront provide a comprehensive financial and estate planning service, taking a strong interest in your future goals.

    11. Sun Life Financial Vancouver - Vancouver

    · 4 reviews

    1508 W Broadway, Vancouver, BC V6J 1W8, Canada

    Address Website WhatsApp
    1. 1. Rewarding Career: Become a Sun Life advisor and make a difference in Canadians' lives while enjoying unlimited earning potential.
    2. 2. Trusted Financial Advice: Work with people to build a financial strategy and achieve their goals as a Sun Life financial advisor.
    3. 3. Comprehensive Coverage: Explore various investment and insurance options to secure your future and provide peace of mind for your loved ones.
    4. 4. Health Insurance Benefits: Get financial coverage beyond Canadian healthcare for your health-care needs with Sun Life.
    5. 5. Protect Your Loved Ones: Ensure your family's financial security with tax-free cash payments through Sun Life life insurance.

    12. Tracy Theemes - Raymond James Ltd. - Vancouver

    3762 W 10th Ave W, Vancouver, BC V6R 2G4, Canada

    Address Website WhatsApp
    1. 1. Expertise in financial planning for women investors - Tracy Theemes specializes in empowering women to take control of their finances and make informed decisions for their families.
    2. 2. Unique approach tailored to women's financial needs - Sophia Financial Group offers a personalized, full-service partnership to help women manage their financial lives efficiently.
    3. 3. Extensive experience in financial education - Tracy has delivered numerous seminars and founded the Sophia Wealth Academy to educate women on various financial topics.
    4. 4. Commitment to community and pro bono work - Sophia Financial Group dedicates one day a week to providing free financial assistance to individuals and the community.
    5. 5. Passionate about empowering women to achieve financial independence - Tracy and her team at Sophia Financial Group offer encouragement and support to women from all walks of life.
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