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  • Raymond James Ltd.
    Raymond James Ltd.
    (888) 545-6624
    2200-925 West Georgia Street Cathedral Place, V6C 3L2  Vancouver

    Whether you're a high net-worth client or a novice investor, Raymond James is well positioned to provide you with a customized solution for your unique wealth management needs. Your investment goals are important to us. Whether your objective is to finance a house, save for your child's education, …

  • Edward K. W. Chan
    Edward K. W. Chan
    (604) 657-7668
    800 W Pender St # 1220, V6C 2V6  Vancouver

    Team Wisely is set up to recruit financial planners with professional credentials. Our mission is to have a team of professionals with recognized university degrees, along with designations from various professional institutes. We recognize that those with the most education and experience in busin…

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

    We are an investment management firm in Vancouver, BC. We offer wealth management, portfolio management and fund management services to individuals and institutions. We also manage the Lycos Canadian Hedge Funds. We take a value investment approach and take long positions in undervalued securities …

  • Management Development Associates (N.A.) Inc.
    Management Development Associates (N.A.) Inc.
    (604) 669-0540
    201 - 2309 - 41st Ave. W., V6M 2A3  Vancouver

    At MDA Training we are renowned for our creative approach to learning and development. Our deep industry knowledge, our highly skilled and dependable trainers, and our unique mix of services enable us to offer our clients an unparalleled service. Trusted by our financial services clients for over 2…

  • Impress Digital Corp.
    Impress Digital Corp.
    (604) 254-6820
    1161 Grant St, V6A 2J7  Vancouver

    Impress Digital provides confidential client data and communications services to the Canadaian Banking, Brokerage, and Wealth Management industries. We facilitate document production and delivery - both print and electronic, helping our clients to ensure that all regulatory client communications ar…

  • Genus Capital Management
    Genus Capital Management
    604.683.4554
    999 Hastings St W, V6C 2W2  Vancouver

    Our wealth planning process is geared toward building tax-sensitive, performance-oriented portfolios around each client's needs. Our commitment, since the inception of the firm in 1989, is to deliver the results our clients expect, while serving their interests with integrity. When selecting a mana…

  • Western Pacific Trust Company
    Western Pacific Trust Company
    604.684.3372
    1130 Pender St W, V6E 4A4  Vancouver

    Western Pacific Trust Company is a unique and solidly built independent trust company which has been a trusted wealth manager and fiduciary services provider for individuals, families, corporations, charities and other entities since 1999.

  • Deans Knight Capital Management Ltd.
    Deans Knight Capital Management Ltd.
    604.669.0212
    999 Hastings St W, V6C 2W2  Vancouver

    At Deans Knight we provide a unique approach to wealth management through our specialized investment focus and the highest standard of client care. We seek clients who understand our investment philosophy and who share our values, as we build a relationship that goes beyond managing money...

  • Golden Advisory Group Law Corporation
    Golden Advisory Group Law Corporation
    604.323.9443
    1419 Beach Avenue, Suite 401, V6G 1Y3  Vancouver

    The Golden Advisory Group offers the expertise and experience of Noel Golden, its founding partner, to advise family enterprises, private companies and their stakeholders on all aspects of succession and transition, corporate and family governance, strategic planning, wealth management, wills, esta…