Noah Belcher | Wealth Management Services

We work with individual clients and businesses in White Rock, Surrey, and throughout Vancouver to invest for the future. We take the time to get to know each client and their personal needs, goals, and objectives, to create a unique investment plan specific to their situation. We provide tax-efficient strategies for clients with complex investment portfolios, complex estates, international and cross-border assets, and complex tax liabilities.

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Personal Services

Whether you are interested in investing for the future, creating a risk management plan with insurance*, or planning for a goal such as retirement, we can help!

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How We Are Different

What sets us apart is stellar customer service & the best tax-efficient strategies for high-net-worth clients.

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Corporate

Our objective is to help business owners increase the value of their business with sensible solutions.

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Become a Client

Noah’s mission is to serve others by helping them achieve their financial goals and objectives. His passions include working with entrepreneurs, business owners, and individuals who strive to make a positive impact in their community.

With a background in personal finance, wealth management, and corporate finance, Noah’s skill set truly makes him unique in the industry. His in-depth financial knowledge and experience allows every client to experience the highest level of service and education from a holistic approach.

He is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Investment Manager, and Fellow of the Canadian Securities Institute. These designations are internationally recognized as some of the highest gold standards in the investment industry. "We work with each client individually to help him or her achieve an improved financial status. Each client’s success is our greatest reward."

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Noah Belcher

Noah Belcher BBA, CIM®, CFP®, FCSI®

  • Senior Wealth Advisor
  • Portfolio Manager,
  • iA Private Wealth.
  • Insurance Advisor,
  • Belcher Wealth Management Inc.*

"He has earned our trust and respect. He is hard working, knowledgable and yet warm and personable. Each friend or acquaintance that have used Noah’s services have spoken with the same glowing opinions. If you are looking for high quality, proven and balanced advice, we would highly recommend you consider Noah."

"Over the past few years we have worked closely with Noah and he has been absolutely transformational in our financial planning. He listens well, and took the time to understand our circumstances and our goals and dreams. He has proven himself to be patient, kind, and above all non pushy."  

"Partnering with Noah and the team has been instrumental in enriching my life goals through tailored expertise and informed decision-making. Most importantly, Noah builds authentic relationships with his clients and is driven to exceed expectations!"