Business Directory

Financial Planning Firms / Investment Advisors / Insurance Providers - British Columbia

Agility Financial
Helping our clients prepare for Rapid Economic Changes
        #105 483 Main Street, Penticton, BC, V2A 5C4
        Tel:  (250) 276-5424    Fax:  (250) 276-3499
       

Arbetov Insurance and Wealth Management Inc.
        203-640 West Broadway, Vancouver, BC, V5Z 1G4
        Tel:  (604) 875-8878    Fax (toll-free):  1-866-249-5260
       

Assante Wealth Management - Sharon Turpin, B.A., CFP
Firm offers comprehensive financial planning, including tax, estate and insurance planning.
        #201 45863 Yale Road, Chilliwack, BC, V2P 2N6
        Tel:  (604) 703-0688    Fax:  (604) 677-5263
       

AW Gray & Associates Inc. - Travis Strain, CFP
Comprehensive Financial Planning services focusing on Investments, Life Insurance, and Tax Planning
        #102 - 6396 197th Street, Langley, BC, V2Y 2T2
        Tel:  (604) 308-6030    Fax:  (604) 648-9976
       

Belton Wealth Management - RBC Dominion Securities
Financial planning and investment management for high net worth individuals and corporations.
        2626 Croydon Drive Unit 400, Surrey, BC, V3S 0S8
        Tel:  (604) 541-9964
       

Birch Accounting & Tax Services
Accounting, Bookkeeping, Business and Personal tax returns, and business consulting.
        Langley, BC
        Tel:  (778) 786-1440
       

Braun Financial Services Ltd.
Reliable, Independent Financial Planning Services
        325-555 Sixth Street, New Westminster, BC, V3L 5H1
        Tel:  (604) 521-3778    Fax:  (604) 524-3676
        Toll-free:  1-888-521-3778
       

Brent Horsburgh, CA, FCSI - RBC Dominion Securities, White Rock BC
Business and Personal Succession Planning, Complete Investment and Insurance Management and Reviews
        1625 152nd Street, Surrey, BC, V4A 4N3
        Tel:  (604) 535-3897    Fax:  (604) 531-4586
        Toll-free:  1-800-663-4664
       

C.E. Vandenberg & Associates Inc.
Helping you make wise decisions on all aspects of financial planning.
        13230 -16th Avenue, White Rock, BC, V4A 1P3
        Tel:  (604) 541- 2690    Fax:  (604) 541-2650
        Toll-free:  1-866-274-1222
       

Cameron Wilson - RBC Dominion Securities Abbotsford
Full service wealth management since 1901. Financial planning, estate services, business.
        2001 McCallum Rd, 3rd Floor, Abbotsford, BC, V2S 3N5
        Tel:  (604) 870-7109    Fax:  (604) 870-7171
       

Canaccord Wealth Management - Len Colman, CFP, CLU
Using a holistic wealth management approach to financial planning to balance debt, insurance and investment portfolios.
        Suite 305, 1688 - 152nd Street, White Rock, BC, V4A 4N2
        Tel:  (604) 538-7951    Fax:  (604) 538-9120
       

Canadian Vendex Financial Corp
Financial Planning Retirement Planning Insurance Investments
        2974 Eddystone, North Vancouver, BC, V7H 1B9
        Tel:  (604) 929-2259    Fax:  (604) 929-2910
        Toll-free:  1-877-929-2259
       

Dean Falkenberg Corporate Life Insurance and Estate Services Ltd.
Specializing in life insurance for business owners and their unique situations
        Suite 2, 11116 - 100 Ave., Fort St. John, BC, V1J 1Z8
        Tel:  (250) 785-9603    Fax:  (250) 785-9633
        Toll-free:  1-877-461-5140
       

Desjardins Financial Security - Kevan Penonzek, B.Comm.
Comprehensive Investment, Insurance, Tax and Estate Planning for individuals, families and small businesses
        1650-1130 West Pender St., Vancouver, BC, V6E 4A4
        Tel:  (604) 831-5231    Fax:  (604) 602-2389
       

DundeeWealth - Krish Dass
Financial and Estate Planning. Full Service Investment Brokerage - GIC's, Bonds, Stocks, ETF's, Mutual Funds, Insurance
        100-3688 Chatham Street, Richmond, BC, V7E 2Z2
        Tel:  (604) 277-1835 x 2    Fax:  (604) 277-5956
       

East Kootenay Community Financial Services Ltd. - Gerry Dreger
Offering Financial Planning, Investments and Insurance solutions for individuals and small businesses
        920 Baker St, Cranbrook, BC, V1C 1A5
        Tel:  (250) 426-6694    Fax:  (250) 426-2250
        Toll-free:  1-866-533-5533
       

Fransen Financial Inc
Helping You Accumulate, Protect, Use, and Enjoy Wealth
        203 - 15350 34th Ave, South Surrey, BC, V3S 0X7
        Tel:  (604) 531-0022    Fax:  1-866-870-6978
       

Fraser McDowell, CFP
Financial Planner, Investment and Insurance Advice
        Suite D - 2232 Elgin Avenue, Port Coquitlam, BC, V3C 2B2
        Tel:  (604) 468-0888    Fax:  (604) 468-0887
       

Global Securities Corporation - Flavia L. Fowler
Full Service Brokerage Firm / Financial Management
        Suite 1100 - 595 Burrard Street, Vancouver, BC, V7X 1C4
        Tel:  (604) 443-5405    Fax:  (604) 689-5401

Guidance Planning Strategies
Financial Planners & Independent Insurance and Mutual Fund Brokers
        127A Kootenay St., Cranbrook, BC, V1C 3T5
        Tel:  (250) 417-0033    Fax:  (250) 417-0540
        Toll-free:  1-877-417-0033
       

Haywood Securities Inc. - Aaron J Plaxton
Full Service Brokerage - Private Placements - Flow Through Shares - IPOS's.  Licensed in BC, AB, SK, ON, NS and YK.
        2000 - 400 Burrard St., Commerce Place, Vancouver, BC, V6C 3A6
        Tel:  (604) 697-7100    Fax:  (604) 697-6199
        Toll-free:  1-800-663-9499
       

Intuit Financial Inc
Investments and Insurance, Individual and Business Solutions for Professionals and Small Businesses, Estate Planning
        720 - 1155 W. Pender Street, Vancouver, BC
        Tel:  (604) 676-6395
       

Investors Group Financial Services Inc. - Bruce McAndless-Davis
Financial Coaching for Compassionate and Abundant Living
        5945 Kathleen Ave. (near Metrotown), Burnaby, BC, V5H 4J7
        Tel:  (604) 219-9183    Fax:  (604) 431-7817
        Toll-free:  1-888-431-0117
       

Investors Group Financial Services Inc. - Byron J. Boone BA (Econ), MBA, CFP
The Plan by Investors Group, Customized comprehensive financial planning Advanced strategies for you and your business
        Vancouver, BC
        Tel:  (604) 431-0117
       

Investors Group Financial Services Inc. - Jorge Aragon, BA CFP
Cash Flow Management, Tax Planning, Investment Planning, Retirement Planning, Estate Planning & Risk Management
        900 - 5945 Kathleen Ave, Burnaby, BC, V5H 4J7
        Tel:  (604) 431-0117    Fax:  (604) 431-7817
       

Investors Group Financial Services Inc. - Loretta Sims, CMA
Personalized comprehensive plans for Cash Flow Management, Investments, Retirement, Insurance, Tax & Estate Planning
        101 - 4400 Chatterton Way, Victoria, BC, V8X 5J2
        Tel:  (250) 727-9191 ext. 529    Fax:  (250) 727-3222
        Toll-free:  1-888-475-3499
       

Investors Group Financial Services Inc. - Michael McMahon
Financial Planning for You & Your Business: Tax, Estate, Retirement, Insurance, & Investments
        Fraser Valley, BC
        Tel:  (604) 329-4933    Fax:  (604) 853-7005
        Toll-free:  1-800-667-3318
       

Investors Group Financial Services Inc. - Sean Jamieson
Full service Financial planning, Investments, Insurance, Mortgages, Tax Planning, Debt Management, Group Plans,
        305-2963 Glen Drive, Coquitlam, BC, V3B 2P7
        Tel:  (604) 941-4697    Fax:  (604) 941-4634
        Toll-free:  1-877-941-5697
       

Investors Group Financial Services Inc. - Tony Luck, BBA
Complete tax, insurance and financial "Solutions Built Around You"
        101-2001 McCallum Rd., Abbotsford, BC, V2S 3N5
        Tel:  (604) 853-8111    Fax:  (604) 853-7005
        Toll-free:  1-800-667-3318
       

Jen Paterson
Financial Planning, Investment Planning, Life Insurance
        1675 Douglas Street, Victoria, BC, V8W 2G5
        Tel:  (250) 588-8945
       

Joe Bowen - Dundee Private Investors Inc.
Mutual Funds Investments, Life Insurance, Critical Illness Insurance, Disability, Group Plans, Long Term Care Policies.
        Greater Vancouver, BC
        Tel:  (604) 603-2336
       

Quadrus Investment Services Ltd. - Blair Trenholme, MSc. CFP
Financial Planning, Estate Planning, Investment and Insurance Advice
        680 - 1285 W. Broadway, Vancouver, BC, V6H 3X8
        Tel:  (604) 742-1201    Fax:  (604) 733-2092
        Toll-free:  1-888-742-1201
       

Quail Ridge Financial Services
Enhancing the quality of clients' lives by reducing financial stress.
        6 3185 Via Centrale, Kelowna, BC, V1V 2A7
        Tel:  (250) 765-9884    Fax:  (778) 753-5661
       

R.E. Reynolds Investments and Insurance Services Ltd.
Segfund Investments, GICS and Insurance integrated with Retirement Planning Advice.
        #219 2189 Oak Bay Ave., Victoria, BC, V8S 5C7
        Tel:  (250) 595-2419    Fax:  (250) 592-4953
        Toll-free:  1 888 592-4614
       

Raymond James Ltd. - Anthony Tadros, CFP, MBA, Investment Advisor
Full Service Financial and Investment Planning, Retirement Planning, Life Insurance
        9440 202nd Street, Suite 204, Langley, BC, V1M 4A6
        Tel:  (604) 513-8081    Fax:  (604) 513-9092
       

Raymond James Ltd. - Bote Miedema, CFP
Financial Planning, Life Insurance, Bonds, Mutual Funds, Segregated Funds, Stocks
        201-2296 McCallum Rd, Abbotsford, BC, V2S 3P4
        Tel:  (604) 851-4295    Fax:  (604) 850-8656
       

RBC Dominion Securities - Dr. Patrick O'Brien DVM FMA
Tax efficient retirement and secondary income planning, insurance, business succession and estate planning
        Suite 301 2001 McCallum Rd, Abbotsford, BC, V2S 3N5
        Tel:  (604) 870-7164    Fax:  604 870-7171
        Toll-free:  1-800 563-1128
       

ScotiaMcLeod - Mani Mohtadi, CFA
        650 West Georgia St., Suite 1100, Vancouver, BC, V6B 4N9
        Tel:  (604) 661-7495    Fax:  (604) 661-7494
        Toll-free:    1-800-263-8637

ScotiaMcLeod - Rhonda Sherwood, Financial Planner
Financial Planning & Advice for Women
        1100- 650 W Georgia St, Vancouver, BC, V6B 4N9
        Tel:  (604) 661-1532
       

ScotiaMcLeod - Tony Pisto, CA
Full service brokerage and financial planning
        104 - 1811 Comox Avenue, Comox, BC, V9M 3L9
        Tel:  (250) 890-3581    Fax:  (250) 890-3584
        Toll-free:  1-866-231-0099

Sean Davis - RBC Dominion Securities
Tax Efficient Income Investing and Retirement Planning
        Suite 301 2001 McCallum Road, Abbotsford, BC, V2S 3N5
        Tel:  (604) 870-7236
        Toll-free:  1-800-563-1128

SmartFinancialChoice.com
Financial planning, mutual fund investments, life insurance, RRSP, RRIF, RESP, critical illness insurance
        Tel:  (604) 506-3580
       

Sun Life Financial - Yan Yu
Financial services included investment, insurance advice, retirement planning, estate planning, group benefit plan, etc.
        1900-4720 Kingsway, Burnaby, BC, V5H 4N2
        Tel:  (604) 456-8508    Fax:  (604) 451-8601
       

Sunlife Financial Investment Services
A Team of Financial Planners. D Lester CFP, W Gramm CFP CLU CSA, M Christianson CLU, R Naud Health Specialist
        305 Kootenay St N, Cranbrook, BC, V1C 3T6
        Tel:  (250) 426-6200    Fax:  (250) 426-6069
       

TD Waterhouse - Akeela Davis
Private Client Services - Wealth Management
        700 W. Georgia St, Suite 1000, Vancouver, BC, V7Y 1A2
        Tel:  (604) 417-6903
       

TFCP Financial Services Inc.
Investment (RRSP, RESP), Retirement, Estate &Tax Planning, Life, Health, Disability & Travel Insurance, Group Benefits
        #260 1027 Davie Street, Vancouver, BC, V6E 4L2
        Tel:  (604) 568-1771    Fax:  (604) 294-1830
       

Twyla Kendall - Thom and Associates Financial Planners Inc.
Largest independent Brokerage in the Valley offering Insurance, Wealth Management, Estate and Tax Planning
        201 - 3001 Tutt Street, Kelowna, BC, V1Y 2H4
        Tel:  (250) 470-0079
        Office:  (250) 861-7777 (RRSP)
        Toll-free:  1-866-525-7777 (RRSP)
       

Vestal Wealth Management Group
TFSP, Pay down your home faster, Risk Management, Retirement Planning, Investments, Group Benefits
        2008 – 7445 132nd Street, Surrey, BC, V3W 1J8
        Tel:  (604) 551-7456
       

Vogels Financial Services Inc - Netty Vogels, CGA, CFP, EPC
Comprehensive financial planning supported by experience and industry access to the appropriate financial solutions.
        Vancouver, BC
        Tel:  (604) 685-6844    Fax:  (604) 685-7598

Wealth Initiatives
Tax Reduction and Wealth Building Strategies
        1001 Cloverdale Ave, Suite 203, Victoria, BC, V8X 4C9
        Tel:  (250) 483-4363    Fax:  (250) 483-5017
        Toll-free:  1-888-215-8388
       

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Revised: February 10, 2012