Best professionals offering financial planning services in Vancouver

Get free quotes from professionals.

Camilo Heredia
CAD$ 55 per hour

Camilo Heredia

Financial Planning & Analysis

Accounting / Finance

Canadian FP&A, business partner. Planning and performance analysis expert. Interested in people & companies that care about the world, and where I can ...

Vancouver, Metro Vancouver Regional District
Financial planning + 4
Manuel Almodovar
CAD$ 35 per hour

Manuel Almodovar

Finances | Business Intelligence | Data Analysis

Accounting / Finance

As an Economics professional with four years of financial experience, I have had the opportunity to hone my skills in various aspects of finance, incl ...

Vancouver, Metro Vancouver Regional District
Financial planning + 4
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Financial planning in Vancouver

Financial planning in Canada

Financial Planning Services in Vancouver, Metro Vancouver Regional District

Overview

Financial planning is a specialized service that helps individuals and businesses manage their finances effectively. It involves creating a comprehensive plan that takes into account various financial aspects, including income, expenses, savings, and investments.

Professional Requirements

To become a financial planner, one typically needs to have a degree in finance, accounting, or a related field. They should also possess relevant certifications, such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designations.

Recommended Accreditations and Certifications

Industry professionals in financial planning should have the following accreditations and certifications:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)

Tips for Choosing the Best Service Provider

When selecting a financial planner, consider the following factors:

  • Experience and qualifications
  • Reputation and reviews
  • Services offered and fees charged

Questions to Ask Professionals Before Hiring

Before hiring a financial planner, ask the following questions:

  • What experience do you have in financial planning?
  • What certifications do you hold?
  • What services do you offer, and how do you charge for them?

Useful References

For more information on financial planning, consider the following resources:

  • Financial Planning Association (FPA)
  • Canadian Securities Administrators (CSA)

Average Prices for Financial Planning Services in Vancouver, Metro Vancouver Regional District

The average fees for financial planning services in Vancouver, Metro Vancouver Regional District, are as follows:

The average daily fee for experienced financial planners is $250.

The fee varies depending on the location. For instance, the average daily fee for a financial planner in Vancouver is $280, while in Toronto is $300 or in Montreal is $320.

Fees for Financial Planning freelancers

The average daily fee for the experienced freelancers is $250.

The fee varies depending on the city in which the are located. For instance, the average daily for a Financial Planning in Vancouver is $280, while in Toronto is $300 or in Montreal is $320.

financial planning jobs near Vancouver

  • Work in company

    Financial Planning Analyst

    RBC

    This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.The Financial Planning Analyst focuses on providing c ...

    Vancouver, British Columbia

    3 weeks ago

  • Work in company

    Manager, Financial Planning

    Fresh Tracks Canada

    We are seeking a decision-oriented FP&A Manager to join us in building a modern FP&A function that actively shapes key strategic and operational decisions. · This role requires developing a deep understanding of our business and the ability to convert that knowledge into clear, a ...

    Vancouver

    1 month ago

  • This is an opportunity for current and upcoming associates to work in Vancouver Lower Mainland. As an Associate, you will provide proactive sales support and responsive value-based client contact for a team of Financial Planners. · The role involves collaborating with partners ac ...

    Burnaby

    3 weeks ago