Browse advisor profiles in British Columbia whose stored advisor-specific public evidence directly references business owners. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.
Every profile below satisfies two independent filters: stored public location evidence for British Columbia and advisor-specific public content directly matching business owners. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
Financial Advisor
Kelowna, British ColumbiaCall our team to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning
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Senior Financial Planner
Vancouver, British Columbia…: Certain types of investment income are taxed at very high tax rates within a corporation. We show business owners how to invest tax-efficiently, maximizing after-tax income to the business and themselves. Maintaining flexibility for an early sale : Business owners don’t always solicit buyers. Sometimes buyers will approach wit…
View published source ↗Assante advisor
Vancouver, British Columbia…always open to having a conversation to see if you are a fit for our services. We tend to work with business owners and individuals that face complexity in managing their wealth. Of course, we also have to be the right fit for you. Financial Planning Canada has a recommended 10 questions to ask any planner you are considering wo…
View published source ↗Financial Advisor
Burnaby, British Columbia…cially responsible investing. Rafael is passionate about educating individuals, families, and small business owners on the complexities of financial planning, investment strategies, and wealth management. He believes that informed clients are confident clients and takes pride in guiding them through every step of their financial…
View published source ↗Associate Portfolio Manager Financial Advisor
Prince George, British ColumbiaShane is a wealth management specialist with a focus towards working professionals and business owners. His experience, education, and client-centric style make him a vital resource for his clients. With a passion for teaching and learning Shane has become a principal resource for those that appreciate his ability to playfully w…
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Senior Wealth Advisor Branch Manager
Vancouver, British Columbia…by working with a high quality trusted advisory team covering all aspects of their financial needs. Business owners looking to coordinate personal business and investment planning in a tax efficient manner. Successful entrepreneurs who want to preserve their wealth and mitigate taxes. Executives and other professionals in their…
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Senior Wealth Advisor
Vancouver, British Columbia…ent practice has focused on taking charge of and managing the unique and complex financial needs of business owners, executives, incorporated professionals, and their families. Suhel works closely with his clients to simplify and enhance their lives by providing the knowledge and confidence they need to make well-informed financ…
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