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Financial Planners in Vancouver, BC

How to choose a financial planner in Vancouver

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

ALEXANDER Potter, CFP®

ALEXANDER Potter, CFP®

Certified Financial Planner

Sword and a Shield Wealth Insurance

VANCOUVER, BC

Licensed Certified Financial Planner for 15+ years

Alexander Potter is a Certified Financial Planner with over 15 years of experience at Sword and a Shield Wealth Insurance in Vancouver, BC. He specializes in helping families protect their income, reduce taxes, and build long-term wealth through clear and integrated financial planning. His approach ensures that, in times of uncertainty, families can maintain their lifestyle and continue to pursue their goals.

Call(604) 607-3585
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