Best Financial Planners in Vancouver

Are you looking for a financial planner in Vancouver British Columbia? Well look no further! We have you covered with our hand picked list of top 10 financial planners in-and-around the Vancouver area.

Vancouver is a vibrant, wealthy city and there are no shortages of successful, trustworthy financial planners to help you reach your goals, and achieve your dreams.

If you have comments or would like to suggests edits to this list, feel free to contact us here.

Brenda St Louis

Brenda St Louis is a Certified Money Coach and Financial Therapist, an international speaker, writer, actor and somatic therapist.

Working in over five countries, facilitating transformation from the stage and one-on-one,
Her purpose is to explore the energies around money with the intention to empower us to transform this relationship with money so that we can have the ease and freedom to contribute to the planet, other people and the place we live in a positive way.

Brenda’s ideal client is a man, women or couple that have difficulty managing, discussing and strategizing their money. They have done some interpersonal work and they are ready to engage in a deeper conversation around money.

Safe Pacific

At Safe Pacific, we specialize in building custom financial plans for success driven Canadian’s like you. We help Canadians understand the power of using life insurance as a financial tool.

By protecting our client’s greatest assets and helping them achieve their financial goals, they can rest easy knowing their futures are secure. We always do what’s in the best interest of our clients because they are why we’re here, and they are why we love what we do.

Annie Kvick

Annie’s story begins far from Canada and far from finance. Specifically, it begins in Sweden where she was born. In Sweden she completed a bachelor of education, worked as an elementary school teacher and coached children’s sports. She also married an adventurous husband who, upon the turn of the millennium, lured her to beautiful British Columbia.

Financial management was pivotal to their integration and happiness. They prioritized their spending so they could live the lifestyle they wanted, and successful in their efforts, they proudly became citizens a few years later. Perhaps it was because of this new respect for financial management that Annie serendipitously found herself pursuing a career in the financial services industry. She obtained the Certified Financial Planner designation and worked for eight years as a traditional financial planner selling investments and financial products. Ultimately, however, she realized that she needed to leave the sales environment. She wanted to be able to really help her clients, be on their side and provide unbiased, fee-for-service financial advice.

Edward Sernoski

I understand that serving clients’ financial and investment needs begins with building strong, lasting partnerships.

With more than 20 years of experience in the financial services industry, I advise clients on a broad range of wealth accumulation and preservation, retirement income, estate planning and tax minimization strategies.

As a Financial Adviser located in Vancouver, British Columbia, I focus on listening to each client because I believe everyone’s needs and financial goals for the future are unique.

Harold Saunders

Harold is one of the founding partners of Campbell, Saunders Ltd. He is a Chartered Professional Accountant, a Licensed Insolvency Trustee and a general member of the Canadian Association of Insolvency and Restructuring Professional. His long career in insolvency and restructuring has encompassed both corporate and personal insolvencies. He is a respected member of his professional community, is loved by his staff and is a comfort to those in financial difficulty.

Harold is originally from Barbados but made Richmond his home in 1973. Away from the office, he is a dedicated family man with strong ties to his community. His hobbies include following current affairs, doting on his grandchildren and taking long walks with his wife, Ruth. Harold works in our Richmond office.

Lana Gilbertson

Lana Gilbertson, CIRP, RQIC, LIT is a Senior Vice President with MNP’s Insolvency group in Vancouver. With over 20 years of experience, Lana helps individuals and families resolve their financial issues with debt. She consults with clients on a range of options for resolving debt challenges, including budgeting and cash flow management, debt consolidation, debt management, consumer proposals and bankruptcy.

Lana ensures clients understand the options available to them so they can make informed decisions and assists clients in resolving their financial difficulties to achieve a fresh financial start.

Serving clients in Vancouver, North Vancouver and Richmond, Lana is a Licensed Insolvency Trustee, Consumer Proposal Administrator and Registered BIA Insolvency Counsellor. She is also a Chartered Insolvency and Restructuring Professional (CIRP) and a general member of the Canadian Association of Insolvency and Restructuring Professionals (CAIRP).

Lucy Fei Zhuang

I joined Edward Jones as a Financial Advisor in 2007 and I am serving my clients in the Metro Vancouver area. Prior to this position, I served as the Assistant Vice President of Finance & Audits for American International Assurance Company in south China, and Department head of Corporate Planning for Citic Prudential Insurance Company’s Head office in China.

Together with my proficiency in Securities and Life & Disability Insurance Licenses I am also the active members of The Fellow of the Canadian Securities Institute (F.C.S.I. ®), Chartered Investment Manager (C.I.M.®), Certified Financial Planner (C.F.P. ®), Certified General Accountants of Canada (CPA-C.G.A. ®) and Certified Public Accountants of China. I earned my Executive M.B.A degree in the Richard Ivey Business School from the University of Western Ontario.

Edward Jones has a strong culture of people helping people become more successful. I am part of the “Ted Jones Coaching Program” which allows me to coach our fellow advisors and help them build a even more successful practice. It is an honor and a privilege for me to be invited to participate as one of the coaches from Canada in this program. I also served as a Trainer in our region to provide mentorship to our inexperience Financial Advisors.

There are many “One-Size-Fits-All” financial programs out in the market. Personally, I do believe financial strategies and investments should be tailored to our own needs and not generically based on guidelines for someone close to your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected, or creating an estate, I can offer financial strategies tailored to all your financial goals.

I am able to serve my clients in English, Mandarin, and Cantonese Chinese.

Alexa Bodel

Chalten Fee-Only Advisors Ltd. is a fee-only financial planning and investment management firm based in Vancouver. The founders are Alexa and Graham Bodel, a married couple with extensive global experience and knowledge of the finance and investment industry.

Our mission is to provide professionals and their families with the confidence to pursue what they desire in life.

Rich Widdifield

Rich has been a Financial Advisor since 1998. His entire career has been with Assante Capital Management Ltd. Rich is a CFP professional licensed to provide investments (including securities and mutual funds) and life and living benefits insurance.

He began his career working with his father on Vancouver Island. Rich was fortunate to learn from an advisor with over 30 years experience, and they still discuss financial planning frequently. Having access to that experience is incredibly valuable.

In 2000, Rich moved to Vancouver and started his own practice. In those early years of difficult markets, Rich began to see the value in personal financial planning and giving clients a plan that focuses on much more than their investments, in areas they can control.

Rich works primarily with high income earners in their maximum earning years. Much of his client base is made up of business owners, high income professionals, and professional athletes with complex needs, wishing to maximize savings and minimize tax. Rich takes pride in helping clients develop a clear plan of what they need to do to successfully navigate the transition to retirement – all while enjoying life today.

Rich grew up in the Okanagan and on Vancouver Island. After high school he moved to Ottawa and attended Carleton University, where he studied Commerce.

After university, he worked for a radio station and then as a manager for a very successful small business. In 1993, he moved to Victoria where he was with a food distribution company. It was in those 3 positions that Rich had the opportunity to work with and observe a number of small businesses – both successful and struggling.  Having seen all that a business owner or successful professional has to deal with, has enabled Rich focus on making financial planning clear and flexible with easy to implement strategies.

Rich’s objective is to put clients in control of their finances and their financial future. He gives them the tools and information to make educated decisions that help them to achieve their goals. Without a huge time commitment, this allows clients to know where they stand and where they are going, as well as providing peace of mind, knowing that this important area is taken care of.

Rich has a vast knowledge in the areas of investments, risk management, tax planning and personal finance, specifically in debt and cash flow management. This provides him the prospect of locating opportunities for clients to consistently increase their net worth without sacrificing their present lifestyle.

Rich resides in Tsawwassen, BC with his wife Andrea and their two dogs. His stepdaughter, Kaela recently graduated from Acadia University and lives in London, England.

Outside of work, Rich loves to watch and play sports. He and Andrea enjoy golfing with friends and family at Beach Grove Golf Club in Tsawwassen and curling at the Tunnel Town Curling Club. Rich plays hockey and he and Andrea have season tickets to the Canucks. They also enjoy traveling, cooking, and learning about (and tasting!!) wine. Rich has also run 4 marathons, including Chicago, New York and Boston.

Steve Bridge

Steve brings an understanding and friendly approach to his clients’ financial challenges. There are no complicated graphs or jargon. He’ll ensure that you have a clear understanding of your options, and the step-by-step process that you will need to follow to achieve your goals. The tailored plans he creates provide peace of mind, confidence and reduced anxiety.

As an advice-only financial planner, Steve will not offer nor sell any investments, insurance or financial products. Your best interests and success will always come first.