Find a Fee-Based or Fee-Only Financial Planner in Vancouver

Highly recommend Jay and the whole Ocean 6 team.

Their financial planning process is comprehensive and insightful.

They are very knowledgeable and thorough, and take the time to work through all aspects of your finances.

We appreciate their transparency and creative solutions, and really feel well supported in our financial journey.

Working with Bily has been such a pleasure. I appreciate his honesty and pressure free approach.

He took his time to understand the needs of my family before making any suggestions.

I feel very comfortable that my insurance and financial needs are being taken care of.

I highly recommend Bily's services.

Vishal is someone that has been supporting me with my financials for quite sometime now.

Always efficient, on top of his communication and follow ups are what makes him the best in the industry.

Highly recommend connecting with Vishal and the team from Portfolio Planning!

We had a truly exceptional experience from start to finish, marked by top-notch professionalism and expertise.

The customer service was outstanding, surpassing all my expectations. Bryn Hamilton and Anthony Ma were particularly impressive.

They were thorough, knowledgeable, and incredibly patient.

They took the time to explain every detail and answered all my questions with clarity and care.

I couldn't be happier with their service and highly recommend them to anyone in need of outstanding support and expertise.

I've been working with WiseInvest for a while now, and I couldn't be more satisfied with the level of service and expertise I've received.

They are incredibly knowledgeable in the world of finance and have been instrumental in helping me make informed decisions for my financial future.

Their guidance has made a significant difference in my financial well-being.

I highly recommend their services to anyone seeking sound financial advice and planning.

Thank you for your invaluable support!

Adam has truly been an incredible financial advisor for our family.

When we first met Adam, his genuine interest in our goals as parents of young children was evident.

He listened to our needs and gave excellent advice right away.

We have now been working with Adam for 10 years and will continue to grow with him into retirement.

We appreciate all his hard work and dedication to our family!!

Thank you Adam!!