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  • Cfa Vancouver Website
    (604) 435-9889
    3061 E Kent Ave N, Vancouver, BC V5S 4P5

    CFA Society Vancouver is a professional organization for financial analysts, portfolio managers and investment professionals in Vancouver, Canada. It provides exam support, networking events, job board services, and educational programs such as DeFi courses, fostering industry knowledge and career …

  • Hugheslittle Investment Management Ltd Website
    (604) 696-9799
    710 688 West Hastings St., Vancouver, BC V6B 1P1

    An employee‑owned investment management firm based in Vancouver that provides pooled funds and segregated portfolio management for individuals, corporations, foundations and pension plans. Founded in 2005, it offers balanced and value fund services, handles tax slips, client withdrawals, and fee ad…

  • Institutionaladvisors.Com Website
    1 604 681 5508
    1095 W Pender St # 210, Vancouver, BC V6E 2M6

    Our models accurate since 1980 cover the yield curve, credit spreads, industrial commodities, for stock, bond, and metal trading portfolio managers. Receive a free trial subscription

  • Lycos Asset Management Inc. Website Contacts
    (604) 288-2083
    Bentall Tower 2 900-555 Burrard St, Vancouver, BC V7X 1M8

    Lycos Asset Management Inc., founded in 2008, is an independent investment and wealth management firm based in Vancouver, British Columbia, Canada. The company operates as a fiduciary financial advisor, placing clients' best interests ahead of its own. It offers personalized investment management s…

  • Qtrade Website
    604.605.4199
    1 505 Burrard St B, Vancouver, BC V7X 1M6

    User Agreement The following agreement (the "Agreement") applies to your use of the Qtrade Financial Group (comprised of Qtrade Investor, Qtrade Advisor, Qtrade Institutional Services, Qtrade Securities, Qtrade Asset Management, Qtrade Insurance Solutions, Qtrade Fund Management and OceanRock Capit…

  • InvestWell Website
    604.687.5884
    1401 675 West Hastings Street, Vancouver, BC V6B 1N2

    InvestWell, operating as TFP Investment Counsel Corp., offers fee-based investment management services without commissions or conflicts of interest. Established in Vancouver in 2004, the firm provides customized investment strategies for clients across Canada, focusing on preserving capital in down…

  • PenderFund Capital Management Website
    604.688.1511
    Suite 1830 – 1066 West Hastings Street, Vancouver, BC V6E 3X2

    Founded in 2003, PenderFund Capital Management is an independent, employee-owned investment firm based in Vancouver, British Columbia. The firm specializes in alternative investment strategies, focusing on corporate credit, inefficient and active equity, private technology, and other alternative st…

  • KCM Wealth Management Inc. Website
    604.739.4500
    885 Georgia St W, Vancouver, BC V6C 3E8

    We are "fee-only" portfolio manager and financial advisory firm headquartered in Vancouver, British Columbia, Canada. Our specialty is designing and managing client investment portfolios. Our expertise coordinates the portfolios with the client’s retirement aspirations, estate planning, risk manage…

  • Scotia Wealth Management Website
    (800) 263-8637
    650 West Georgia Street, Vancouver, BC V6B 4N9

    Scotia Wealth Management offers a team-based approach to wealth management, addressing family, business, and future financial aspects. With over 100 years of combined experience, they manage over one billion in assets, providing investment strategies, total wealth planning, and personalized financi…

  • Anton Villareal, Wealth Adviso Website
    (604) 601-1588
    1100-650 West Georgia Street, Vancouver, BC V6B 4N9

    Scotia Wealth Management, led by Anton Villareal, offers a comprehensive Total Wealth Planning service that integrates investment management, insurance solutions, estate planning, private banking, and business advisory services. The firm tailors personalized financial strategies to align with clien…