4 Best Gold IRA Investment Companies Near Me in Vancouver, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
ARC Wealth: Vancouver Wealth Management + Financial Planner
ADDRESS: 329 Howe St #741, Vancouver, BC V6C 3N2, Canada
NUMBER: +1 604-360-1426
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Retirement savings consulting, Tax planning, Wealth management, Financial Advice, Investing Strategy, Planning Services, Tax Planning and Wealth Management
OFFICE HOURS
Mon 9:00 AM – 5:00 PM Tue 9:00 AM – 5:00 PM Wed 9:00 AM – 5:00 PM Thu 9:00 AM – 5:00 PM Fri 9:00 AM – 5:00 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have had the pleasure of working with Anthony for 8 years now, he is reliable, honest and operates with integrity. Finances can be stressful and he makes it simple and offers advice that has helped me grow my financial stability considerably. I have recommended him to friends and will continue to do so. – Stephanie Mark
REVIEW #2 – Finances can be stressful and I had a lot of trepidation reaching out to someone for advice. When I met with Anthony, right away I felt comfortable as he was very personable and sincerely cared about my family and our future. He was very knowledgeable and made finances sound simple. If you are looking for a financial advisor that always has an answer to achieving your goals, I would definitely recommend Anthony and his team at ARC Wealth! – Sam Carino
REVIEW #3 – Really can’t emphasize enough how excellent Anthony has been whilst helping us navigate the financial world. He is highly equitable and takes great care of his clients! Do yourself a favour and set up an appointment, we’re thrilled we did! – Carson Turner
REVIEW #4 – Anthony is a knowledgeable, realistic, and collaborative advisor. He takes time to understand your unique needs and provides value-added advice to help achieve your goals, whatever they may be. Would absolutely recommend him to anyone seeking sound financial advice. – Shannon Asante
REVIEW #5 – It’s been a pleasure working with Anthony from Arc. I was very inexperienced with investments and long term planning. Anthony has helped myself and my family feel secure with proper plan written and shown. Would recommend him to all family and friends – Nirmal Mistry
REVIEW #6 – I have worked with Anthony and ARC Wealth for many years now and I couldn’t be more satisfied with the experience. What sets Anthony apart is his personalized approach. Rather than offering a one-size-fits-all solution, he took the time to understand my individual goals, risk tolerance, and financial situation. The tailored strategy that was developed has already started to show positive results, and I feel much more confident about my financial future. He is always available to answer questions and provide guidance, which has been invaluable.
Overall, I highly recommend Anthony and ARC Wealth to anyone looking for a knowledgeable, dedicated, and personable financial advisor. They have truly made a difference in my financial journey. – Brent Knull
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Clearpoint Wealth
ADDRESS: 1075 W Georgia St Ste 1810, Vancouver, BC V6E 3C9, Canada
NUMBER: +1 604-868-7892
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Consulting, Financial Planning Services, Personal Planning, Retirement Planning, Strategic Planning, Wealth Management & Financial
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | 9:00 AM – 1:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I were in need of life insurance. Joe came highly recommended by a few others. We have shopped for insurance before but Joe suggested a plan not just to provide insurance, but something we could build off for the future. He worked to get us great coverage at a great rate. His genuine care and attention to our needs is what set him apart from others. Thank you Joe for the peace of mind you have provided to our family. Highly recommend! – Alfredo Mannarino
REVIEW #2 – Joe is an outstanding financial advisor — very easy to talk to and genuinely helpful. He takes the time to explain things clearly, whether it’s about insurance, pensions, or long‑term financial planning. I really appreciated how knowledgeable and patient he was when answering my questions. It’s rare to find someone who makes complex topics feel simple and approachable. I feel more confident about my financial goals after working with him. Highly recommend Joe to anyone looking for reliable and professional financial advice! – Rommel Casis
REVIEW #3 – Working with Clearpoint Wealth has been a great experience. Joe genuinely listens and puts together a plan that actually fits my life and goals for my family. I highly recommend if you’re looking for a financial advisor in Vancouver! – R R
REVIEW #4 – From the very first conversation, Joe made us feel like we were his top priority. He took the time to truly understand our insurance needs, did thorough research, and came back with well-thought-out proposals that were a great fit for our needs. What really stood out was his patience — he never rushed us and made sure we felt confident and comfortable every step of the way. If you’re looking for someone who genuinely cares about finding the right coverage for you and your family, I would highly recommend Joe Tablan. – Bruno Fontaine
REVIEW #5 – As a fellow service provider and business owner, I tend to put my clients first and my own personal planning on the back burner. Thankfully, Joe keeps me accountable. He’s patient, knowledgeable, and follows up to make sure I actually move things forward. He’s taken the time to walk me through insurance options (and probably explaining the same thing more than once, haha), and also graciously shared his thoughts on other policies I’ve purchased in the past. I really appreciate his practical, no-nonsense approach, and how he looks out for the big picture. Thank you Joe! – Julia Lin
REVIEW #6 – Joe and his team are amazing. They really know their stuff and sit down and go over to make everything consumable and understood. There are so many ways that Joe and his team can help. I highly suggest sitting down with him to see how they can be of service. Ask Joe about his mortgage protection! Super easy to get set up and guaranteed to be better than the ones you get with the banks. – Trisha MacPhail
WealthPoint – Canaccord Genuity Wealth Management
ADDRESS: 1133 Melville St Ste 1200, Vancouver, BC V6E 4E5, Canada
NUMBER: +1 604-699-0887
SERVICES:
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | 8:00 AM – 4:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I never had money to invest until recently. I took the recommendation from my sister to invest with Danny. She has been a client for years and years and is very happy with her portfolio and Danny. The first meeting was great! Not only did everything get explained in terms I understood, Danny recommended stuff I never knew or thought of. Any questions/queries I have by email are responded to quickly. This is appreciated. Heads up to Jeremy. He’s great! I highly recommend any investor new or experienced to reach out to Danny! You can only get more return on your investment. Thank you Danny (and Jeremy) – Shirley-Ann Wagenaar
REVIEW #2 – I have been with Danny for over 15 years. A friend recommended I talk to him about my financial needs. I went in there with doubt and no expectation, but 15 years later Danny and his team have kept me on track so I can retire when I want. I find working with him and his team very easy and very helpful and they answer all my questions that I have. I have and would recommend Danny and his team to anyone looking for a Financial advisor. – Trish W
REVIEW #3 – Danny Pero’s Team is extremely knowledgeable, capable and always operate and provide service in a professional manner. They get to know their clients extremely well such that they can provide a level of service that exactly fits the needs of their clients. That has been my experience with them for many years. – Robert Lorenzin
REVIEW #4 – Very friendly and understanding of our complicated family needs. They answered all of our questions and were very patient with us and explaining simply what their plan was if we did not understand. They are always available to chat and amendable to meeting with our schedule that works best. 100% recommend this Danny and his team. – Sabrina Tucci
REVIEW #5 – I have been dealing with CG Wealthpoint for about a year and this far they are achieving the retirement goals that we set out when i started with the firm. I do appreciate the level of engagement with the team and also the bast number of investment tools they have at their disposal. – stephan loncar
REVIEW #6 – Have been a client with Danny Pero, and WealthPoint, for many years. Have been happy with the service from the very beginning. Danny and team always provide financial information in a manner that is easy to understand, and offer great advice. – Catherine McColl
Portfolio Planning
ADDRESS: 1500 W Georgia St #1900, Vancouver, BC V6G 2Z6, Canada
NUMBER: +1 778-200-6220
SERVICES: Financial planning, Comprehensive Financial Planning, Customized Financial Plan, Estate Management, Estate Planning, Financial Advice, Financial Planning And Investment Management, Flat Fee Financial Planning, Investment Options, Investment Portfolio, Investment planning, Personalized Financial Strategy, Personalized Investment Strategies, Portfolio Planning, Retirement Planning, Strategic Financial Planning, Tailored Financial Plan, Tax Planning
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – From the very first interaction, Vishal impressed me with his extensive knowledge and professionalism. He was patient, taking the time to answer all my questions and guiding me through the process of securing insurance for my family. He listened to my needs without ever pushing unnecessary products, making me feel that he genuinely cared about my family’s best interests. It’s refreshing to work with someone you can trust. I highly recommend Vishal; he is knowledgeable, attentive, and truly cares about his clients! – Hosanna Tesfazghi
REVIEW #2 – Vishal is someone that has been supporting me with my financials for quite sometime now. Always efficient, on top of his communication and follow ups are what makes him the best in the industry. Highly recommend connecting with Vishal and the team from Portfolio Planning! – Jag Deol
REVIEW #3 – It’s been a great experience working with Vishal. He is very knowledgeable and professional. He takes the time to understand your financial goals, and then creates a plan customized to you. I’m impressed by his ability to explain such complex topics in a way which are easy to understand. He’s very personable and easy to talk to. He genuinely cares about you financial success! – Harpreet Gill
REVIEW #4 – When we started looking for life insurance, my husband and I had met with multiple companies. Vishal was very informative, easy to follow, any questions we had he was quick to answer and most importantly he brought us peace and transparency when it came to how much it would cost. The customer service is top notch, and I will recommend him to everyone I know. Thank you Vishal!!!! – Nisha Hope
REVIEW #5 – I recently worked with a Vishal to create a personalized financial plan, and I couldn’t be happier with the experience. He was incredibly knowledgeable and took the time to thoroughly understand my financial situation and life goals. He instilled a great deal of confidence in my plan, and I felt reassured that they had my best interests in mind. The process entire process very smooth. He recommended planning for things and life events I hadn’t even thought about.
Thank you Vishal, best in the industry! Highly recommend connecting with him for your financial and insurance planning.- Harjit Pangli
REVIEW #6 – Vishal has been an absolute lifesaver when it comes to organizing my finances. When I first started working with him, I was overwhelmed and unsure of where to start when it came to managing my fairly complex portfolio. But Vishal took the time to carefully listen to my goals and concerns, and then he developed a personalized plan that fit my needs perfectly.
From the moment we started working together, he has been kind, patient, and above all, extremely knowledgeable about all things financial. He has helped me understand my finances in a way that I never could have on my own, and he has given me the tools and knowledge I need to make smart financial decisions going forward for me and my loved ones. What is truly remarkable about his process was that Vishal not only helped me achieve my financial goals, but he also took the time to understand what was important to me in life and helped me create a plan that aligned with my personal values and aspirations. This approach felt more human, and nestled in compassion which I really appreciated.
For that reason, for me it isn’t just the excellent technical expertise that sets Vishal apart – it’s his genuine care and concern for his clients. Vishal’s ability to empathize and connect with people is his true super power. He has always gone above and beyond to help me, whether it’s answering my questions or simply lending an ear when I needed to vent about my financial stress. I truly feel like I can trust him first and foremost as a dear friend, and of course as my advisor with my financial well-being.
Lastly, I’d like to add that the purpose of a testimonial is usually to convince others to acquire a service, however I truly believe that anyone would be lucky if they manage to secure Vishal and his team as their financial advisors. His expertise, kindness, and genuine care for his clients make him an invaluable asset for anyone looking to take control of their finances and cultivate true inner peace and abundance. – Asad Khan
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in Canada
