3 Best Financial Services in Vancouver

“RGF Integrated Wealth Management is an independent financial advisory firm 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.”

Read more

“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.”

Read more

“AU Financial Group founder Aaron Ui is 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.”

Read more