Top 8 Wealth Management companies in Vancouver, British Columbia, Canada

HSBC Bank Canada

HSBC Bank Canada is a bank in Canada that is a subsidiary of British banking giant HSBC - one of the largest banking groups in the world.

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Cansure

Cansure offers a product suite covering industrial segments that include construction, realty, hospitality, manufacturing, contractors, recreation, professional, and trucking services. In personal lines, they offer coverage for non-standard habitational bandbs, vacant dwellings, mobile homes, seasonal dwellings, log homes, rented dwellings, excess strata water damage deductible, earthquake deductible buydown, high value homeowners, and net worth. Coverage is also available for boats, motorcycles, and off-road vehicles.

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Nicola Wealth Management

Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals. With locations in the Lower Mainland (Vancouver and Richmond offices), the Okanagan (Kelowna office), and the Greater Toronto Area (Toronto office), Nicola Wealth provides executives, business owners and incorporated individuals across Canada with the full-service, integrated approach they require.

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REITIUM

Real Estate is the largest asset class in the world totaling 280 Trillion Dollars, and Here’s the secret... There’s 3 Trillion Dollars of Sleeping Capital coming from Global Millennials, Seniors, and Developing Countries that has never been able to buy or invest in Real Estate, Until now. REITIUM, is a Blockchain, Real Estate marketplace where Everyone can be a Real Estate Investor starting with $100. Investors can start their real estate journey, and share the rental income and appreciation through fractional ownership. In 5 easy steps, you can go from creating your account, loading your wallet, view & buy properties, collect dividends, watch your properties appreciate and sell anytime.

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Responsive

Responsive is a hybrid wealth advisor solution for banks and private managers. Our difference is behavioral insights that enable advisors to identify and act on client opportunities and risks. Our promise is to grow client wealth and loyalty by capturing “moments that matter”.

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Agreement Express

Agreement Express is Software as a Service platform that automates the onboarding and underwriting processes for financial services firms. Developed with scale in mind, Agreement Express enables organizations of all sizes to provide an incredible customer experience, while collecting and processing infinite amounts of customer data. Agreement Express enables top merchant acquirers, wealth management firms, and insurance companies to open client accounts faster than their competition at less than half the cost, with an intuitive, digital experience. Global Fortune 500 companies are using the product every day to grow their businesses, such as Global Payments, Vantiv Integrated Payments, Holliswealth, NBCN, and HUB International.

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RiskMetrics

RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles by quantifying risk tolerance through market simulations and behavioural analysis. RiskMetrics assigns a risk score to every individual and creates a detailed risk report.

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Hoovest

Hoovest Group is a technology, strategic, and operational solutions provider for financial services, asset management, market analytics, and healthcare industries. They seek to be stewards of their client's assets and to assist them in long-term planning.

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