Updated October 2026 · 107 verified financial advisors · CASL-aware

Financial Advisors in Richmond, British Columbia — 107 verified financial advisors, 21 with email

A clean, deduplicated database of every operational financial advisor across Richmond and surrounding British Columbia, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 15 corporate emails (info@, contact@, hello@) plus 92 webmail. Instant CSV download.

Total Financial Advisors
107
Across Richmond
With Email
21
20% of listings · 71% corporate domain
Avg Rating
2.34/5
1,257 total reviews
Top Rated
40
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 107-row dataset, sorted by rating & review count. The complete CSV includes phone, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain — plus the street address where the business publishes one. Service-area businesses (mobile mechanics, handymen, cleaners) deliberately don’t list an address on Google, so that column is blank for about 2% of rows.

publicleads-richmond-financial-advisors.csv · 107 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Novella Wealth | Vancouver Wealth Management | Retirement | Insurance | 溫哥華專業理財團隊★ 5.0298—
安泊金融服务公司 Amber Financial Services Corp.★ 5.072—
Mobius Financial Planning★ 5.065hello@mobiusplanning.com
Rosa Lin | Brightway Financial | Financial Planner 財務規劃師★ 5.046info@brightwayfinancial.ca
Grow Your Wealth Financial Planning★ 5.032—
+ 102 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightRichmond's financial advisors market in numbers

“

Richmond holds one of the largest concentrations of financial advisors in British Columbia at 107 active operations. The market is mature: 14% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 12 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

107
Active financial advisors
14%
Corporate domain emails
12
Avg Google reviews

/ 03 — Built forWho buys this list

A

Vertical software vendors

Specialized SaaS, CRM, and operations tools targeting this industry's workflows.

B

Suppliers & vendors

Distributors, supply houses, and equipment vendors building rep territory in this market.

C

Marketing agencies

Local SEO, paid ads, and reputation management firms targeting high-revenue operators.

/ 04 — QuestionsFrequently asked

What exactly is in the download?+

A row per business with name, phone, postal code, website URL, parent domain, Google rating, review count, the email address where one was found, and the street address where the business publishes one (service-area businesses don't list one on Google) — as CSV, XLSX and JSON. 14% of the emails here are corporate-domain rather than webmail. The five-row preview above is drawn live from the file you will receive.

Can I use this list for cold email outreach under CASL?+

These are publicly-listed business contacts, not an opt-in email list. CASL's implied-consent provision for published business addresses is narrow, and whether it covers your message is a legal judgment. Buying this list is not a compliance guarantee and this is not legal advice — you are responsible for evaluating CASL and any other applicable law, and should talk to a lawyer if you are unsure. Our Compliance & Responsible Use page sets out the rules.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Richmond

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Novella Wealth | Vancouver Wealth Management | Retirement | Insurance | 溫哥華專業理財團隊

★ 5.0 · 298 reviews
Financial Advisor · Richmond

安泊金融服务公司 Amber Financial Services Corp.

★ 5.0 · 72 reviews
Financial Advisor · Richmond

Mobius Financial Planning

★ 5.0 · 65 reviews
Financial Advisor · Richmond

Rosa Lin | Brightway Financial | Financial Planner 財務規劃師

★ 5.0 · 46 reviews
Financial Advisor · Richmond

Grow Your Wealth Financial Planning

★ 5.0 · 32 reviews
Financial Advisor · Richmond

Monic Financial Group

★ 5.0 · 27 reviews
Financial Advisor · Richmond

SY. Wealth 云财富 | Boutique Financial Advisor | High Networth Insurance Planning | Private Wealth Service

★ 5.0 · 26 reviews
Financial Advisor · Richmond

Dennis Vallescas: Primerica - Financial Services

★ 5.0 · 22 reviews
Financial Advisor · Richmond

Wynners Financial Group Inc.

★ 5.0 · 19 reviews
Financial Advisor · Richmond

Lavie Financial(明智金融)

★ 5.0 · 13 reviews
Financial Advisor · Richmond

Wealth First Financial Group Inc.

★ 5.0 · 9 reviews
Financial Advisor · Richmond

Everest Wealth Management

★ 5.0 · 8 reviews
Financial Advisor · Richmond

Meg Suzuki - Vancouver Financial Services

★ 5.0 · 6 reviews
Financial Advisor · Richmond

Tina Zhang - TD Financial Planner

★ 5.0 · 4 reviews
Financial Advisor · Richmond

恒昇金融 Hengs Financial

★ 5.0 · 4 reviews
Financial Advisor · Richmond

Edward Jones - Financial Advisor: Neil C Collins, CFP®|CLU®|CIM®|CEPA®

★ 5.0 · 4 reviews
Financial Advisor · Richmond

Campbell, Saunders Ltd.

★ 5.0 · 4 reviews
Financial Advisor · Richmond

Angela Yun - TD Financial Planner

★ 5.0 · 3 reviews
Financial Advisor · Richmond

Barry Bian - TD Financial Planner

★ 5.0 · 3 reviews
Financial Advisor · Richmond

Plantax Pacific Financial Inc.

★ 5.0 · 3 reviews
Financial Advisor · Richmond

Rebacca Cheung - TD Financial Planner

★ 5.0 · 3 reviews
Financial Advisor · Richmond

Michael Wen - TD Financial Planner

★ 5.0 · 2 reviews
Financial Advisor · Richmond

JM Plateau Group

★ 5.0 · 2 reviews
Financial Advisor · Richmond

Nathan Chan - TD Financial Planner

★ 5.0 · 2 reviews
Financial Advisor · Richmond

AssetPlus Capital Inc.

★ 5.0 · 2 reviews
Financial Advisor · Richmond

Employers' Advisers Office (Richmond)

★ 5.0 · 2 reviews
Financial Advisor · Richmond

Enyoung Financial Services Ltd.

★ 5.0 · 1 review
Financial Advisor · Richmond

Sandy King - BMO Financial Planner

★ 5.0 · 1 review
Financial Advisor · Richmond

Chris Lee - TD Financial Planner

★ 5.0 · 1 review
Financial Advisor · Richmond

Ka Wai Yip - TD Financial Planner

★ 5.0 · 1 review
Financial Advisor · Richmond

CIBC Financial Advisor: Venus Chau

★ 5.0 · 1 review
Financial Advisor · Richmond

365财富规划公司 | The 365 Financial Solutions Corp.

★ 5.0 · 1 review
Financial Advisor · Richmond

CIBC Financial Advisor: Antony Fan

★ 5.0 · 1 review
Financial Advisor · Richmond

Way Financial

★ 4.9 · 188 reviews
Financial Advisor · Richmond

GT Wealth 安加財稅

★ 4.9 · 145 reviews
Financial Advisor · Richmond

Affinity Financial Services Inc. 恒誉金融

★ 4.9 · 78 reviews
Financial Advisor · Richmond

Gentai Capital

★ 4.9 · 32 reviews
Financial Advisor · Richmond

WealthSmart Incorporated

★ 4.9 · 11 reviews
Financial Advisor · Richmond

Elite Wealth Management

★ 4.5 · 53 reviews
Financial Advisor · Richmond

Edward Jones - Financial Advisor: Antonio Lee

★ 4.5 · 2 reviews
Financial Advisor · Richmond

Convoy Financial Canada Inc.

★ 4.4 · 7 reviews
Financial Advisor · Richmond

Jennie Wu - TD Financial Planner

★ 4.2 · 5 reviews
Financial Advisor · Richmond

MERAKI Financial Services Inc

★ 4.0 · 4 reviews
Financial Advisor · Richmond

Yueh Chun (Judy) Wang - TD Wealth Private Investment Advice

★ 4.0 · 4 reviews
Financial Advisor · Richmond

Tim Chan - TD Financial Planner

★ 4.0 · 1 review
Financial Advisor · Richmond

TD Wealth Private Investment Advice

★ 3.7 · 3 reviews
Financial Advisor · Richmond

Edward Jones - Financial Advisor: Zhong Li, CFP®|CFA®

★ 3.7 · 3 reviews
Financial Advisor · Richmond

Sophia Wu - TD Financial Planner

★ 3.7 · 3 reviews
Financial Advisor · Richmond

TWE Financial Group

★ 3.7 · 3 reviews
Financial Advisor · Richmond

Andrew Tsui - BMO Financial Planner

★ 3.0 · 2 reviews
Financial Advisor · Richmond

/ HelpCommon Questions

How do I choose a reliable financial advisor in Richmond?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Richmond?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.