Advisor Team



Financial Advisor

The Procedures, Exercised by Financial Advisors
The Legal Procedures, Exercised by Financial Advisors
Financial Advisor Vancouver
Financial Advisor Vancouver

Financial Advisor Vancouver

If you have made your intense market searches to find your trusted Vancouver financial advisor, it is our pleasure to introduce ourselves as the right and confident place to properly manage your wealth. As financial experts in Vancouver, ABC Financial Advisor works to design a path to financial success for all Canada residents. Our goal is to help individuals and businesses in Vancouver by engineering accurately-devised financial plans that will take care of their loved ones as well as their companies well in the future.


Significant Impact of Financial Services on Our Daily Lives

Money affects every area of our lives, whether we like it or not. Securing a financial well-being is not only necessary for our basic survival needs, but it is also important for our overall health. In fact, recent studies have demonstrated that financial insecurity is the dominant source of anxiety, stress, insomnia, and personal relationship problems for Canadians. 44% of Canadians believe that their financial situation has a negative impact on their mental health and 30% are more concerned about increasing financial pressures, than about their overall health.


Researches have also shown that just like physical health, financial security is a fundamental factor in living a happy life. Even though wealth does guarantee happiness, it provides a wide array of diverse opportunities that allow people to overcome financial burdens that can cause mental stress. Having a rainy-day fund is vital to paying for unforeseen setbacks, stemming from unforeseen financial obligations.


Naturally, financial freedom gives people the option to live life on their own terms. A growing body of researches show that financial success correlates positively with happiness.



How Can a Vancouver Financial Advisor Help?

A financial advisor helps you to accumulate wealth by creating a diversified financial portfolio, based on your financial goals; whether it is allocating funds to a basket of profitable investment options or saving more money each year to achieve your financial goals. Simply put, financial advisors help people save money to build wealth. According to Wagner, Richard B. in his book Financial Planning 3.0, financial planning as the most important profession of the 21st century.


Benefits of Hiring a Financial Advisor in Vancouver

Typically, it is an important step to find a trusted financial advisor that works in the best interests of clients. We, at ABC Financial Advisor, are not salespeople, working for a specific bank or financial institution. We are not interested in selling specific financial products, since our commission level from all financial institutions are completely the same. Therefore, as Vancouver financial advisors, we provide each client with genuine un-biased advices that fits their own personalized needs.


Moreover, ABC Financial Advisor follows all the guidelines, set by the Canadian Securities Administrators (CSA), and provide the full transparency to clients. We build a reputation that puts the clients' interests first. Added to that, we are a well-educated group of experts with more than enough experience and credentials. Our mission is to help Canada residents organize their finances by choosing the best financial products based on their individual needs.


What Sets Our Services Apart?

ABC Financial Advisor has contracts with certified financial advisors to develop outstanding qualifications based on professionalism and has a proven track record in helping Vancouver clients, preserve and manage their financial wealth effectively, which all have made us one of the best financial advisors in Vancouver, BC. We always continue to help clients to make better financial decisions and build enormous wealth.


At the meetings, clients receive personally-tailored financial advices, which help them focus on financial goals and objectives. After assessing the client's current situation, we create a customized road map for each client to meet his/her unique needs. In particular, each client’s income sources, financial concerns, past investment decisions, tax returns, long-term financial goals, and several other details are the input data of a financial plan. Once it is complete, we lay out an action plan with specific steps to achieve each step.


Experienced Financial Advisor Near Me

Canada residents need a highly-experienced Vancouver financial advisor with in-depth financial knowledge. W. Edwards Deming once said, "there is no substitute for knowledge". As one of the Vancouver's most qualified and experienced financial advisors, we provide superior client services and make sure that our clients continue to build their wealth.


Trustworthy Financial Advice in Vancouver

In the past, some of the financial advisors in the industry had made a poor reputation, because of misguiding clients as a result of lack of the required expertise. Today, Canada's financial services' rules and regulations prevent such misconducts. Under the new rules, financial advisors can only advise on qualified investments. In addition, there are high ethical standards that never get compromised, with the main goal to help clients preserve and build wealth.


Extensive Range of Vancouver Financial Services

As a financial advisory firm, we deeply understand that wealth is to be defined by living a fulfilling life, free from financial worriedness. To this end, we help clients find resolutions for major financial milestones. We provide optimal assistance and brilliant strategies that you need: financial advice, retirement planning, investment planning, insurance planning, risk management, estate planning services, comprehensive wealth management, or tax planning advices.


Why Work with ABC Financial Advisors?

Accumulating wealth and financial freedom can help our respected clients explore the endless opportunities that make life more enjoyable. Get in touch today for one of the most reliable financial advisory services in Vancouver. Perhaps, you might be amazed at the wonders we can do for your financial life's decisions.

The Legal Procedures, Exercised by Financial Advisors

1. The financial-services industry in Canada is highly regulated by the Government as well as the pertinent authorities, which assure individuals and businesses to be protected against fraud and improper advices.

2. Throughout different provinces of Canada, financial advisors must be legally registered with the related authorities in order to be legally able to provide financial advices. All our advisors are registered ones.

3. All financial advisors must follow their dealers' compliance issues. The compliance departments of dealers are extensively involved in detailed aspects of the interactions, between financial advisors and clients, in order to make sure that everything is being exercised according to the national and their internal rules and regulations.

4. ABC Financial Advisor has signed contracts with certified financial advisors, who exercise their procedures in accordance with their registered dealers' rules.

5. Clients are supported by the government as well as the dealers. However, in case of any issue, ABC Financial Advisor will always provide advices to clients towards the correct path for resolving issues.

6. ABC Financial Advisor refers its respected clients to our approved financial advisors at different dealers, such World Financial Group, Edward Jones, Sun Life Financial, etc.