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BEST RATED NORTH VANCOUVER, BC FINANCIAL SERVICES FR

3 Best Financial Services in North Vancouver, BC

Expert-recommended Top 3 Financial Services in North Vancouver, BC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

North Vancouver financial service Jun Shin - Edward Jones
North Vancouver financial service Jun Shin - Edward Jones
North Vancouver financial service Jun Shin - Edward Jones
4+ YEARS IN TBR
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JUN SHIN

(4.8 Score)
EDWARD JONES 221 West Esplanade, Unit 45,
North Vancouver, BC V7L 1A5 Directions

Since 2014

Specialty:

✓ Business Retirement Plans ✓ Retirement Income Strategies ✓ Retirement Savings Strategies ✓ Wealth Strategies ✓ Education Savings Strategies ✓ Estate and Legacy Strategies

“Jun Shin began his career with Edward Jones in 2014 and has since been actively involved in his community. Jun Shin is a member of several groups and associations, including Business Network International, where he has built valuable friendships and relationships that benefit him and his clients. With a BA in Economics, Jun Shin knew from the start that he wanted to pursue a career in the finance industry. He was drawn to Edward Jones' personalized approach and philosophy of building tailored financial strategies. His enthusiasm and energy were a perfect match for Edward Jones' commitment to top-notch client service. At Edward Jones, they specialize in creating customized financial strategies that align with your individual goals and risk tolerance. You can contact them to request an appointment and start building your financial future.

2025 Update: Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation.”

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Contact:

(604) 987-1432

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TBR® Inspection Report:

North Vancouver financial service Smart Investments
North Vancouver financial service Smart Investments
North Vancouver financial service Smart Investments
6+ YEARS IN TBR
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SMART INVESTMENTS

(4.8 Score)
120 Lonsdale Avenue,
North Vancouver, BC V7M 2E8 Directions

Since 1991

Specialty:

✓ Financial Consulting ✓ Mutual Funds ✓ Insurance and Retirement Planning ✓ Group Benefits ✓ Socially Responsible Investment (SRI) Funds ✓ Life Insurance ✓ Critical Illness Insurance ✓ Disability Insurance

“Smart Investments is committed to creating plans that align with your goals and budget, helping clients navigate the complexities of the financial world. Kelsey is the firm's financial advisor. She began her financial career in 2008 and joined Smart Investments in 2015, bringing the business into her second generation through succession planning with her father, John Smart. At Smart Investments, the team's mission is to eliminate barriers to accessing financial advice by creating an inclusive and safe space where everyone can thrive. They specialize in retirement, investments, and insurance planning. They pride themselves on making sense of the financial landscape and providing clear, actionable advice.

2025 Update: They also offer custom benefit plan designs to suit a wide range of budgets.”

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Contact:

(604) 903-2114

Mon-Fri: 8am - 7pm
Sat & Sun: Closed

TBR® Inspection Report:

North Vancouver financial service Mills Wealth Management
North Vancouver financial service Mills Wealth Management
North Vancouver financial service Mills Wealth Management
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MILLS WEALTH MANAGEMENT

(4.7 Score)
129 West 1st Street,
North Vancouver, BC V7M 1B1 Directions

Since 2011

Specialty:

✓ Financial Planning ✓ Investment Management ✓ Insurance Solutions ✓ Tax Solutions ✓ Estate and Trust Services ✓ Charitable Giving Strategies ✓ Total Wealth Solutions ✓ Risk Management ✓ Portfolio Management

“2025 Update: Mills Wealth Management offers customized solutions and objective advice well-suited to your needs. Their goal is to serve as your trusted financial partner and thoughtful investment mentor, and transform your current success into a plan designed to move you toward the future you envision. Their cross-border offering is centred around providing Canadian and US investors with a single, consolidated wealth management solution regardless of where they are currently living or working. Uniquely licensed in both Canada and the United States, they bring specialized expertise in cross-border financial planning clarity to complex cross-border issues. Their consultative approach is personal and distinctive to your mission and objectives. With a breadth of expertise and a wide range of products and services, they are equipped to cater to your individual needs.”

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Contact:

  • millswealth@raymondjames.ca
(604) 833-7821

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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JUN SHIN - EDWARD JONES REVIEWS

Financial advisor Jun has been handling my families wealth and I cant stress enough the high quality service and advice that he provides. He is clearly an educator - he easily explains the current market and makes bonds, stocks, funds and all the financial lingo very easy to understand. He is always striving to grow our money and I truly appreciate all the regular check ins that he provides. I feel very well taken care of and happy to recommend his professional services to anyone in need of a financial advisor. Cant forget to mention that he does insurances as well.

I have been with Jun since 2016. I still tell him the story of, do you remember how I gave you just few hundred bucks a month? Who would have thought this was just a mere beginning of my so far so great, personal finance journey alongside my one and only Jun Shin who guided me the whole way! Jun is not only knowledgeable and smart, he is attentive and caring as well when he is advising. I have referred 10's of clients(friends) and they are more than satisfied! I hope those that read this review would give Jun a chance for a quick coffee session. He will impress you with his old school "binders" of information, and as he physically flips through those pages you'll be impressed.

Jun is a pleasure to work with. Very knowledgeable and responsive to my inquiries regarding the stock markets and my other investments. I refer all my Mortgage clients to Jun Shin's Edward Jones branch in North Vancouver. All of which are also are very impressed with him and feel comfortable moving over their RRSP's and trusting his advise as he provides them with a road map for their financial future and portfolio's growth. I will continue to work with Jun today and forever more.

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SMART INVESTMENTS REVIEWS

Kelsey at Smart Investments is incredible!! She has helped me set (multiple) financial goals that are tailored to both my professional and personal ambitions. From the moment I first met with her she educated me about different options which have allowed me to feel more knowledgeable and confident in my finances; I’ve never felt this way before. I am very grateful that I was referred to Kelsey. I have since referred her to my closest friends, which I think says a lot about how great she is.

Kelsey Smart sold me a key man insurance policy to cover a mortgage on a commercial property I acquired over ten years ago. More recently, my business account manager reviewed the insurance policy with his insurance specialist. They both say it is an excellent policy and I was lucky to get it when I did. Kelsey is great to deal with and I would highly recommend her services.

Kelsey was highly referred to me, and she has lived up to the recommendation consistently. She is diligent and is always dropping me a line with updates on my investments and suggestions on what I can do to improve my financial standing. I feel confident that not only does Kelsey always have my best interests at heart, but that her good intentions go beyond that to a true and innate expertise in financial advisory.

MILLS WEALTH MANAGEMENT REVIEWS

Chris Mills and his team are wonderful people who really care about their clients. Chris makes sure to contact me on a regular basis and makes sure I understand anything I bring up about my account. - transparency is key. He and his team (Katie and Heather come to mind) are patient and kind, encouraging an "open door" policy where I am welcome to contact them with any questions or concerns I may have. I highly recommend Raymond James with Chris at the helm!.

Chris has been my financial advisor for almost a decade. He has helped me navigate through uncertain times in the market and helped diversify appropriately. He has a well thought out strategy and approach that has kept my mind at ease all these years. His team is incredibly responsive and have always gone above and beyond for me. Highly recommend Chris and his team.

I had a consultation with Chris a couple of weeks ago. He was very knowledgeable, easy to talk to, and helped answer the questions I had. Thank you for the time you spent with me!.

TBR® Inspection Score Report

JUN SHIN - EDWARD JONES Total Inspection Points: 115/120
Complete Info: 8
Experience: 8
Business Images: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SMART INVESTMENTS Total Inspection Points: 114/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

MILLS WEALTH MANAGEMENT Total Inspection Points: 113/120
Complete Info: 8
Experience: 8
Business Hours: 9
Responsiveness: 9
Review Analysis: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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