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BEST RATED VANCOUVER, BC FINANCIAL SERVICES FR

3 Best Financial Services in Vancouver, BC

Expert-recommended Top 3 Financial Services in 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!

Vancouver financial service RGF Integrated Wealth Management
Vancouver financial service RGF Integrated Wealth Management
Vancouver financial service RGF Integrated Wealth Management
Vancouver financial service RGF Integrated Wealth Management video
3+ YEARS IN TBR
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RGF INTEGRATED WEALTH MANAGEMENT

(4.9 Score)
1701 West Broadway,
Vancouver, BC V6J 1Y3 Directions

Since 1973

Specialty:

✓ Retirement and Financial Planning ✓ Wealth and Risk Management ✓ Insurance and Estate Planning ✓ Tax and Income Planning ✓ Pension Plans ✓ Long-Term Care ✓ Wealth Transferring ✓ Wills ✓ Debt and Cash Flow Management ✓ Business Succession Planning ✓ Life ✓ Disability Insurance

“RGF Integrated Wealth Management is an independent financial advisory firm that has grown to over 60 people. 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.”

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License #FM0734367

Contact:

(604) 732-6551 (800) 784-6066

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Vancouver financial service Ocean 6 Wealth Advisory Inc.
Vancouver financial service Ocean 6 Wealth Advisory Inc.
Vancouver financial service Ocean 6 Wealth Advisory Inc.
Vancouver financial service Ocean 6 Wealth Advisory Inc. video
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OCEAN 6 WEALTH ADVISORY INC.

(4.8 Score)
240 East 2nd Avenue,
Vancouver, BC V5T 1B7 Directions

Since 2018

Specialty:

✓ Financial and Cash Flow Planning ✓ Insurance and Investment Strategies ✓ Financial Advice ✓ Asset Management ✓ Goal Setting ✓ Debt Structuring ✓ Retirement and Tax Planning ✓ Estate and Legacy Planning ✓ Wealth and Portfolio Management ✓ Tax-Saving Strategy

“Ocean 6 Wealth Advisory Inc. is a fee-only financial consultant. 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. Ocean 6 Wealth Advisory Inc. is a complete, personalised service designed to bring clarity and structure to your financial future.

2025 Update: They have 250 Canadian entrepreneurs trust them.”

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License #BC1152007

Contact:

(604) 343-4808

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Vancouver financial service Canadian WiseInvest Inc.
Vancouver financial service Canadian WiseInvest Inc.
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CANADIAN WISEINVEST INC.

(4.8 Score)
1185 West Georgia Street, #850,
Vancouver, BC V6E 4E6 Directions

Specialty:

✓ Estate Planning ✓ Insurance Planning ✓ Investment Management ✓ Health Insurance ✓ Pension Plan ✓ Donation Strategy ✓ Child Investments ✓ Retirement Planning ✓ Tax Planning

“2025 Update: Canadian WiseInvest Inc. helps business owners grow their wealth, protect what they’ve built, and plan for the future. They offer custom solutions like corporate insurance, estate planning, family trusts, and pension strategies, all designed to match your goals. The Canadian WiseInvest Inc team gives clear advice and hands-on support, so clients can focus on running their business. With WiseInvest, you can move forward with confidence, knowing your financial future is in good hands. Wiselnvest values include: People Over Products, Honest Guidance, Tailored Solutions, Clear Communication, Tax‑Wise Thinking, Legacy Mindset, and a Client‑First Approach.”

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License #5055018

Contact:

(604) 259-4242

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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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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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

CANADIAN WISEINVEST INC. REVIEWS

Whenever I have a client in need of honest financial advice and genuine long-term planning, I confidently refer them to Amir Dehnadi at Wise Invest. Amir is incredibly dedicated, transparent, and truly cares about helping people make the right financial decisions. His integrity and professionalism are unmatched. Not only is Amir amazing to work with, but the entire team at Wise Invest is made up of ethical, knowledgeable professionals who always put their clients’ best interests first. If you’re looking for trusted financial guidance from people who genuinely care, Wise Invest is the place to go.

I have been working with Payman for several years now, and I can confidently say he is an exceptional financial advisor. He is incredibly knowledgeable, and attentive. He takes the time to explain complex financial concepts in a way that is easy to understand and offers sound advice tailored to my unique situation. I highly recommend him to anyone looking for a trustworthy and skilled financial advisor.

Peyman and the team at Canadian WiseInvest Inc. are exceptionally knowledgeable professionals in their field. Their meetings and advice are consistently genuine and unquestionably valuable to their clients. It's a pleasure to work with this dedicated team.

TBR® Inspection Score Report

RGF INTEGRATED WEALTH MANAGEMENT Total Inspection Points: 117/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

OCEAN 6 WEALTH ADVISORY INC. Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

CANADIAN WISEINVEST INC. Total Inspection Points: 114/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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