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  • Dehoney & Associates Website
    (604) 684-2300
    1777 W 8th Ave Fl 2, Vancouver, BC V6J 1V8

    Dehoney Financial Group, now operating as Waypoint Benefits & Financial Services, provides group benefits, retirement consulting, insurance, wealth management, and financial and estate planning solutions to businesses and individuals across Western Canada. The firm leverages extensive resources to …

  • 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…

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

    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 Website
    604.683.4554
    860 - 980 Howe Street, Vancouver, BC V6Z 0C8

    Genus Capital Management, based in Vancouver and Toronto, is an independent investment management firm focused on values-based investing. They help clients achieve financial goals while aligning investments with personal values, offering responsible investing solutions that integrate ESG factors fo…

  • Deans Knight Capital Management Ltd. Website
    604.669.0212
    999 West Hastings Street Suite 1500, Vancouver, BC V6C 2W2

    Deans Knight Capital Management is an independent investment firm based in Vancouver that advises individuals, families, and institutions. It creates customized portfolios focused on Canadian equities and resource sector opportunities, aiming for long‑term wealth growth through disciplined research…

  • Scotia Wealth Management Website
    (604) 737-3522
    1508 West Broadway Street, Vancouver, BC V6J 1W8

    Scotia Wealth Management offers a comprehensive team-based approach to wealth management, addressing family, business, and future financial needs through Total Wealth Planning. This service integrates investment management, insurance solutions, estate and trust services, private banking, and busine…

  • James Browne Website
    (604) 913-7006
    1555 Marine Drive, Vancouver, BC V7H 1H9

    Scotia Wealth Management offers comprehensive financial planning, investment management, insurance solutions, and estate planning services. Their Total Wealth Planning process integrates various aspects of a client's financial life, including family, business, and future goals, to create personaliz…

  • 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…

  • LT Wealth Management Partners of Raymond James Ltd. Website
    (604) 416-2505
    555 Burrard Street | 2nd Floor, Vancouver, BC V7X 1M8

    LT Wealth provides personalized financial planning and wealth management services to high-net-worth individuals, families, lawyers, and social media influencers. They offer portfolio management, retirement planning, insurance strategies, and discretionary fee structures, focusing on client values a…