Canada
Fee-only advisors in British Columbia
Vancouver-led fee-only market, strong cross-border presence.
By the numbers
The Wellspent public graph lists 44 fee-only financial advisors serving British Columbia at 27 firms, most in Vancouver, Victoria and Surrey. 52% hold the CFP certification. Of the 32 with fees on file, 59% charge one-time planning fee.
- Advisors listed
- 44
- Firms
- 27
- Cities
- 11
- Hold the CFP
- 52%
- Other credentials: CFA 18% · CPA 5%
- How they charge (of 32 with fees on file): one-time planning fee 59% · percentage of assets 47% · hourly 41% · ongoing planning fee 38%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors serving British Columbia (44)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Adam Bornn | Parallel Wealth Financial Group | Langley | CFP, CLU | Flat fee or retainer, One-time planning fee |
| J Brett Martinson | Parallel Wealth Financial Group | Langley | CFP, CLU, B.Eng Mgt | Flat fee or retainer, One-time planning fee |
| Jim Pan | Panorama Financial Planning | Vancouver | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee |
| Julia Chung | Spring Financial Planning | Surrey | CFP, CLU, FEA | One-time planning fee, Ongoing planning fee |
| Kyle Martins | Parallel Wealth Financial Group | Langley | CFP | Flat fee or retainer, One-time planning fee |
| Matthew Dennis | Parallel Wealth Financial Group | Langley | CFP | Flat fee or retainer, One-time planning fee |
| Jon Kutney | Parallel Wealth Financial Group | Langley | CFM, CIM | Flat fee or retainer, One-time planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management | Vancouver | CFA, CFP (Canada), CFP (U.S.) | Percentage of assets, Hourly |
| Annie Kvick | Money Coaches Canada | North Vancouver | CFP, BEd | One-time planning fee, Ongoing planning fee |
| Daniel Evans | Money Coaches Canada | Vancouver | CFP, CLU | One-time planning fee, Ongoing planning fee |
| Mark Lotocky | The Dixon Davis Group | Victoria | CPA, CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Deepwell | Lamp Financial Inc. | Vancouver | TEP, CPA, CA, CFP | Not listed |
| Steve Bridge | Money Coaches Canada | North Vancouver | CFP | One-time planning fee, Ongoing planning fee |
| Vishal Gill | Portfolio Planning | Vancouver | CFP | Flat fee or retainer |
| Adam Neal | TPC Financial Group Ltd. | Victoria | CFP, CLU, CEA | One-time planning fee |
| Bily Xiao | Mobius Planning | Richmond | CFP, CKA | Not listed |
| Derek Moran | Smarter Financial Planning Ltd. | Kelowna | RFP | Not listed |
| William Goldstein | Lifestages Financial Planning Services Ltd. | Whistler | QAFP | One-time planning fee, Hourly |
| Alexa Bodel | Chalten Fee-Only Advisors Ltd. | Vancouver | CFA, CFP(Canada & US), MBA | Percentage of assets, One-time planning fee |
| Anthony Larsen | The Financial Handyman | Lower Mainland | CFP | One-time planning fee, Hourly |
| Graham Bodel | Chalten Fee-Only Advisors Ltd. | Vancouver | CFA, MBA, MSc | Percentage of assets, One-time planning fee |
| Alexandra (Alyx) Valdal | Apple a Day Financial, Ltd. | Victoria | CFP, CHS, CLU | Not listed |
| Natasha Knox | Alaphia Financial Wellness | Not listed | CFP | Ongoing planning fee, Hourly |
| Ajbinder Sull | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Amandeep Bhangu | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Damanjit Minhas | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Rosalie Hirst Almenara | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Bobby Vu | Bobby Vu Financial Solutions Inc. | Victoria | Not listed | One-time planning fee, Hourly |
| Dixie Klaibert | Beacon Hill Wealth Management | Victoria | CFA | Percentage of assets |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Naveen Gopal | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Reuben Moldowan | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Anne Brandt | Anne Brandt CFP | Coquitlam | CFP, CFRP | Not listed |
| Ben Van Dyke | New Growth Planning | Victoria | CFP | Not listed |
| Christopher Stooksbury | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Evan Carey | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Gina Macdonald | Macdonald Shymko & Company Ltd. | Vancouver | CFP, RFP, CIM | Not listed |
| Leslie Gardner | Leslie Gardner Financial Planning | Lantzville | CFP | Not listed |
| Ngoc Day | Macdonald Shymko & Co. Ltd. | Vancouver | CFP, CIM, TEP, RFP | Not listed |
| Phillip Hogan | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Sandy Abley | The Wealth Doc | Vancouver | CFP, TEP, JD/LLB | Not listed |
| Xijian Zhang | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Ian Black | Macdonald, Shymko & Company Ltd | Vancouver | RFP, TEP | Not listed |
| Jay Rittinger | Corebridge Financial Life Management | Kelowna | CIM, QAFP | Not listed |