Here's The Rundown: RGF Integrated Wealth Management is an independent financial planner in Vancouver, Canada. Founded in 1973, this Vancouver-based financial advisory firm has grown to over 60 people and has become one of the city's most respected independent financial advisory firms. Their company is built on the confidence and trust that clients place in them. Their advisors are professionally qualified, hold one or more accreditations, and have an average of over 15 years of experience in the financial services industry. The team aims to be the leading standard in comprehensive, holistic financial planning, implementation, and ongoing monitoring. They offer independent, unbiased advice to their clients and have strategic relationships with suppliers that best meet your needs. For people seeking financial well-being, their financial advisors provide a proven process for creating meaningful happiness by identifying how you want to live and then developing and implementing a clear, concise financial plan to help you achieve your goals.
3 Best Financial Services in Vancouver, BC
Expert recommended Top 3 Financial Services in Vancouver, British Columbia. 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 cost to the general excellence. You deserve only the best!
TOP 3 RGF INTEGRATED WEALTH MANAGEMENT REVIEWS
As I was approaching retirement, I needed advice on retirement planning and investment management for the old age years. I needed guidance for consolidating my investments and keeping my money safe. I wanted someone that was professionally qualified and experienced with this type of investments. I met Bryn Hamilton at a financial presentation at my workplace. I immediately liked his style, knowledge and common sense answers to the questions he was asked. I am very pleased with the RGF Intergarted Wealth Management services and my financial advisor Bryn Hamilton. We had several meetings for certain purposes including retirement expectations, financial goals and coordination of sources of income. I am impressed with how he takes the time to focus on my situation. He has a friendly, professional and personable nature that makes him a trusted advisor for any finance related issues. I appreciate the regular contact he’s keeping and the ongoing information on markets he’s providing through monthly update. I also appreciate the documentation in writing of our meetings that’s very important to me for keeping track of conversations and decisions. RGF and my financial advisor have contributed a great deal to organizing my retirement and managing my finances in an effortless and efficient manner.
We have been working with Bryn at RGF for many years. He and his team have helped us navigate our investments through so many of life’s milestones; from setting up our first RRSPs, buying our first condo, to financial security for our new baby. Whenever we have questions, the RGF Team responds in a timely way and uses their extensive network to support us with our financial needs.
Bryn has been my financial advisor for years. He and his team bring a wealth of experience (pun intended!) and have helped me build a strong portfolio. I know some people are fine going it alone when it comes to investing, but with Bryn's guidance I have saved much more than I would have done on my own and am better off and more confident for the long term.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Ocean 6 Wealth Advisory Inc. is a fee-only financial consultant in Vancouver, Canada. Jay Gangnes is the founder and certified financial planner of the firm. Understanding his business owner clients' full financial picture, he devises innovative strategies to reduce taxes, increase wealth, and plan for the efficient transfer of wealth from one generation to another. He is a Certified Financial Planner® professional and holds the Chartered Life Underwriter and Certified Cash Flow Specialist designations. At Ocean 6 Wealth Advisory Inc., the team uses bold ideas and innovative strategies to help you achieve your most ambitious goals and dreams. As a fee-for-service financial planning firm, they provide unbiased advice and guide you to financial freedom, giving you peace of mind that your future is secure.
Specialty:
$Price:
First $500,000: 1.50%
$500,000 – $1,000,000: 1.25%
$1,000,000 – $2,500,000: 1.00%
$2,500,000 – $5,000,000: 0.75%
Above $5,000,000: Negotiable
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 OCEAN 6 WEALTH ADVISORY INC. REVIEWS
I can't express how grateful I am for the outstanding financial planning service provided by Ocean 6. What I found most valuable was their personalized approach to financial planning. Instead of offering generic solutions, they took the time to understand my unique situation and tailored a comprehensive plan that suited my needs. Thanks to the assistance of Ocean 6, I feel more confident and in control of my finances than ever before. The peace of mind I have knowing that my financial future is secure is priceless.
Ocean 6 has been so knowledgeable, helpful, kind, and professional in helping us set up our financial future. Dave Loncaric is the best! He has helped us every step of the way, explaining everything and guiding us. I'm so glad my husband's research led us to Dave and Ocean 6! They are a caring, smart team.
Jay and his team have helped bring clarity to our current and future financial outlook. They've been great to interact with and brought creative ideas to the table. I would highly recommend the Ocean6 team to anyone
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: AU Financial Group is one of the leading financial planners in Vancouver, Canada. Aaron Ui is the founder of the firm and a member of the Million Dollar Round Table, a global independent premier association of financial professionals comprising more than 49,500 of the world's leading life insurance and financial services professionals from over 500 companies in 70 countries. At AU Financial Group, the team focuses on developing strong relationships and adding value, not selling products. They strive to understand who you are and what's most important to you, enabling them to provide the most customized advice and guidance. They put you first and ensure that your experience with them is seamless every step of the way. They assist you in reaching your financial goals, protecting your savings, and building wealth for your future. They aim to help you achieve your goals by providing simple and rewarding financial plans and investment strategies. Through their online-based or in-person meetings, you'll understand how easy it is to obtain the lifestyle you have always dreamed about.
Specialty:
$Price:
Personal Financial Plans Starting at $2499
Corporate Financial Plans Starting at $4999
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Working Hours:
TBR® Inspection Report:
TOP 3 AU FINANCIAL GROUP REVIEWS
Aaron is a very friendly and knowledgeable person to talk to. Extremely helpful and made me feel very comfortable and confident when asking for the guidance I need. I would recommend him to all of my friends/contacts wanting to take control of their finances. I felt very heard and supported through all of my experiences with Aaron. If you are looking for a person that you can easily get along with and feel comfortable opening up about your finance situation, this is the guy to contact! I look forward to chatting with him in the future.
My sister recommended AU financial group to me. Aaron and Tad took the time to make sure that I was not only happy with my insurance, but that I fully understood the benefits, and how it works. What really stood out was their level of care, which has never been my experience when dealing with banks. I would highly recommend them to anyone, especially to those who are just starting out.
I've been a client with AU financial group for just over two years. They have helped me with my insurance, and investments. Tad and Aaron have a way of making money easy to understand, (as it was a bit intimidating because, I was so new to it all) made this experience such a pleasurable one. I have been very happy with the results, and I highly recommend their services.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.