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Financial Advisors in West Vancouver, BC: 2026 rankings

439 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in West Vancouver: Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER, RFA Score 74/100; 5.0★ from 483 Google reviews.

  2. 7

    Most-reviewed: Kalkine Canada Advisory Services Inc, 426 Google reviews at 4.2★, the most of 439 ranked after Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

439 West Vancouver financial advisors are ranked here by RFA Score, from eight published factors. 128 open Saturdays and 28 open Sundays, based on posted hours. The median Google rating is 4.8★ across 439 rated firms.

Most of this list also appears on the Financial advisors in Vancouver ranking. See Financial advisors in Vancouver

Top 10 financial advisors in West Vancouver at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in West Vancouver at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER745.0★ (483)Surrey, 34 km away—Top score
2RightFit Advisors725.0★ (184)Richmond, 23 km away——
3Ai Financial (BC Branch)725.0★ (153)Burnaby, 20 km away——
4Ascendant Financial Inc: Financial Advisor - Vancouver725.0★ (104)Burnaby, 13 km away——
5Way Financial724.9★ (187)Richmond, 22 km away——
6ARC Wealth: Vancouver Wealth Management + Financial Planner725.0★ (88)Vancouver, 10 km away——
7Kalkine Canada Advisory Services Inc724.2★ (426)Vancouver, 10 km awayEveningsMost reviews
8The Mortgage Specialist Burnaby - Vancouver715.0★ (129)Burnaby, 23 km away——
9Wendy Valerio Financial Advisor715.0★ (74)Vancouver, 10 km away——
10GT Wealth 安加財稅714.9★ (143)Richmond, 22 km away——

All 439 financial advisors in West Vancouver, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in West Vancouver

    #1 Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER

    Based in Surrey, 34 km away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 483 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 483 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7565 132 St Unit 107, Surrey, BC V3W 1K5
    View profile for Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER(604) 715-7542

  2. #2 RightFit Advisors

    Based in Richmond, 23 km away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 184 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 184 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for RightFit Advisors

  5. #5 Way Financial

    Based in Richmond, 22 km away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 187 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 187 Google reviews
    Hours
    Mon–Tue 9:30 AM–5:30 PM · Wed closed · Thu–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    6388 Number 3 Rd #400, Richmond, BC V6Y 0L4
    View profile for Way Financial(604) 279-0866

  6. #6 ARC Wealth: Vancouver Wealth Management + Financial Planner

    Based in Vancouver, 10 km away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 88 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 9 AM–2:30 PM · Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    329 Howe St #741, Vancouver, BC V6C 3N2
    View profile for ARC Wealth: Vancouver Wealth Management + Financial Planner(604) 360-1426

  10. #10 GT Wealth 安加財稅

    Based in Richmond, 22 km away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 143 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    6388 Number 3 Rd Ste 405, Richmond, BC V6Y 0L4
    View profile for GT Wealth 安加財稅(604) 278-0122

  11. #11 Portfolio Planning

    Based in Vancouver, 9 km away

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1500 W Georgia St #1900, Vancouver, BC V6G 2Z6
    View profile for Portfolio Planning(778) 200-6220

  12. #12 Camlife Financial

    Based in Vancouver, 12 km away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    439 W Broadway #201, Vancouver, BC V5Y 1R4
    View profile for Camlife Financial(778) 382-2934

  14. #14 Canadian WiseInvest Inc.

    Based in Vancouver, 9 km away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1185 W Georgia St #850, Vancouver, BC V6E 4E6
    View profile for Canadian WiseInvest Inc.(604) 259-4242

  15. #15 MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals

    Based in North Vancouver, 9 km away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    224 Esplanade W #500, North Vancouver, BC V7M 3H8
    View profile for MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals(604) 982-2111

  16. #16 Sherry (Chenoor) Shajiei - Senior Financial Independent Broker (Insurance, investment and Mortgages)

    Based in Vancouver, 9 km away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Fri 9 AM–8:30 PM · Sat 10 AM–6:30 PM · Sun 11 AM–5:30 PM
    Address
    1055 W Hastings St #300, Vancouver, BC V6E 2E9
    View profile for Sherry (Chenoor) Shajiei - Senior Financial Independent Broker (Insurance, investment and Mortgages)(780) 235-2020

  17. #17 Clearpoint Wealth

    Based in Vancouver, 9 km away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1075 W Georgia St Ste 1810, Vancouver, BC V6E 3C9
    View profile for Clearpoint Wealth(604) 868-7892

  18. #18 ModernAdvisor

    Based in Vancouver, 9 km away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 59 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 59 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1075 W Georgia St #1880, Vancouver, BC V6E 2Y2
    View profile for ModernAdvisor(888) 365-0075

  20. #20 Virani Financial Inc.

    Based in Vancouver, 11 km away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1650 W 2nd Ave, Vancouver, BC V6J 1H4
    View profile for Virani Financial Inc.(604) 942-2514

  21. #21 Co-operators

    Based in Burnaby, 15 km away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.7★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 74 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4318 Hastings St, Burnaby, BC V5C 2J9
    View profile for Co-operators(604) 205-1755

  24. #24 Ocean 6 Wealth Advisory Inc.

    Based in Vancouver, 12 km away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Tue 8 AM–4:30 PM · Wed closed · Thu–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    240 E 2nd Ave #300, Vancouver, BC V5T 1B7
    View profile for Ocean 6 Wealth Advisory Inc.(604) 343-4808

How we ranked West Vancouver financial advisors

We scored 439 West Vancouver financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn West Vancouver data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in West Vancouver: frequently asked questions

Which financial advisor has the highest RFA Score in West Vancouver?

By RFA Score, the highest-ranked financial advisor in West Vancouver, BC is Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER with an RFA Score of 74/100. It has 5.0★ from 483 Google reviews. RightFit Advisors (#2) and Ai Financial (BC Branch) (#3) follow. We ranked 439 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in West Vancouver?

RankedFinancialAdvisors ranks 439 financial advisors serving West Vancouver, BC. Counts are as of November 2026.

Which financial advisors in West Vancouver work on weekends?

128 of 439 ranked financial advisors post Saturday hours and 28 post Sunday hours. The highest-ranked open Saturdays are CIBC Mortgage Advisor: Emily Li (#13), Sherry (Chenoor) Shajiei - Senior Financial Independent Broker (Insurance, investment and Mortgages) (#16) and Clearpoint Wealth (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do West Vancouver financial advisors have?

The median Google rating among 439 rated financial advisors in West Vancouver is 4.8★, with a median of 14 reviews. Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER has the most, 483 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside West Vancouver count in this ranking?

Yes, if they are within 40 km of the West Vancouver city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in West Vancouver ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in West Vancouver?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for West Vancouver

  1. November 2026: RFA Scores recalculated for 439 financial advisors serving West Vancouver.

More financial advisors and West Vancouver pages