25 Best Financial Consultants in British Columbia

Kamal Atwal's excellence as a RESP Sales Representative at Knowledge First Financial guarantees a top ten rank in the industry. Many customers admire her extensive expertise, quick responses, and adeptness at explaining complex RESP concepts. Kamal makes the entire experience smooth and friendly, easing clients' worries with her professionalism and comprehensive knowledge. Numer more...

Kamal Atwal's excellence as a RESP Sales Representative at Knowledge First Financial guarantees a top ten rank in the industry. Many customers admire her extensive expertise, quick responses, and adeptness at explaining complex RESP concepts. Kamal makes the entire experience smooth and friendly, easing clients' worries with her professionalism and comprehensive knowledge. Numerous reviews remark on how Kamal’s tailored advice and constant support help clients make sound financial decisions for their future students. Her capacity to instill confidence and simplify finances makes her a respected and invaluable partner for families across Canada.

Beacon Hill Wealth Management has made it into the top ten due to the employee experience, especially the cross-border financial advisor, Chris Stooksbury. Clients consistently praise Chris for his extensive knowledge of complicated cross-border wealth management, like investments and tax laws. He simplifies intricate financial concepts so clients are informed and feel secure ab more...

Beacon Hill Wealth Management has made it into the top ten due to the employee experience, especially the cross-border financial advisor, Chris Stooksbury. Clients consistently praise Chris for his extensive knowledge of complicated cross-border wealth management, like investments and tax laws. He simplifies intricate financial concepts so clients are informed and feel secure about what they are doing. Chris is described to be kind and straightforward. His fiduciary status and competitive fee structure add to his reputation as a trustworthy advisor. Customers say he’s done more than expected by pointing out problems and solving issues. Go for Beacon Hill Wealth Management to get the help you need.

Yogesh Bansal, CPA, CGA, and CFP, is listed in the top ten financial planners based on prominent reviews. Reports of his expertise, commitment, and capacity to meet and exceed customer expectations are in most reviews. The majority of clients note that they appreciate his tailored support, in-depth answers, and quick responses at every step, which makes them feel secure and supp more...

Yogesh Bansal, CPA, CGA, and CFP, is listed in the top ten financial planners based on prominent reviews. Reports of his expertise, commitment, and capacity to meet and exceed customer expectations are in most reviews. The majority of clients note that they appreciate his tailored support, in-depth answers, and quick responses at every step, which makes them feel secure and supported in their financial journey. Clients specifically say that their experience with Yogesh Bansal's services has had a huge effect on them. His extensive training and financial knowledge, notably in the fields of tax reduction and retirement planning, provide clients with the information they require to feel secure about their finances. His clients frequently praise him for developing customized tax and insurance strategies tailored to their financial goals.

WESTGROUP FINANCIAL MANAGEMENT INC is a top-ranked firm based on its commitment to personalized holistic financial planning and investment strategies. numerous positive reviews feature the firm's commitment to tailored solutions, integrity, and client-focused relationships. Clients rave about the organization’s knowledgeable consultants, particularly Jayan Jayabal and Meenakshi more...

WESTGROUP FINANCIAL MANAGEMENT INC is a top-ranked firm based on its commitment to personalized holistic financial planning and investment strategies. numerous positive reviews feature the firm's commitment to tailored solutions, integrity, and client-focused relationships. Clients rave about the organization’s knowledgeable consultants, particularly Jayan Jayabal and Meenakshi Sareen, for their professionalism and availability in assisting clients get even the most nuanced wealth management counseling. Additionally, WESTGROUP FINANCIAL MANAGEMENT INC commits to making complex financial decisions easier to understand, which aligns with their promise of comprehensive financial guidance. This is why many clients recognize WESTGROUP FINANCIAL MANAGEMENT INC's motivation and ability to improve their financial journey.

Bobby Vu Financial Solutions is a top-10 company by Consumer Choice because of its exceptional client service and coaching. Bobby Vu company's reputation for bespoke prices and transparency, enabling clients to select their coverage, exceeds the competition. Client reviews testify to Bobby's expertise, compassion, and personalized strategies. Bobby found and corrected substantia more...

Bobby Vu Financial Solutions is a top-10 company by Consumer Choice because of its exceptional client service and coaching. Bobby Vu company's reputation for bespoke prices and transparency, enabling clients to select their coverage, exceeds the competition. Client reviews testify to Bobby's expertise, compassion, and personalized strategies. Bobby found and corrected substantial errors in clients' accounts that major retail shops overlooked. Bobby's ability to explain complex financial topics in a straightforward style, and his readiness to meet clients wherever they are, confirms that he is an independent monetary adviser and a trusted partner for consumers.

Karasick & Associates - IG Private Wealth Management is among the top ten private wealth management firms owing to its comprehensive customized wealth management, tax planning, and estate planning solutions. The firm ensures that its clients are financially secure and receive expert advice throughout their lives. Long-term clients praise the firm’s exceptional personalized servi more...

Karasick & Associates - IG Private Wealth Management is among the top ten private wealth management firms owing to its comprehensive customized wealth management, tax planning, and estate planning solutions. The firm ensures that its clients are financially secure and receive expert advice throughout their lives. Long-term clients praise the firm’s exceptional personalized service, exceptional financial expertise, and supportive team. The firm regularly reviews the written financial plan, which assists clients in understanding where they stand financially now and in the future. Clients also appreciate the firm for providing informative investment advice and bringing in industry experts to cater to their needs. Clients’ security and confidence in the firm’s financial management approach, which uses a long-term strategy to help clients build and maintain wealth individually and collectively, contribute to the firm’s status in the top ten.

Kevin Parton - Certified Financial Planner - is included in the top ten personal finance list. This is because he combines trust with professionalism. Kevin is a dependable Certified Financial Planner. The clients praise his methodical approach. He treats all clients - whether they have small or large accounts - like truly valued clients. It is possible to believe that part of t more...

Kevin Parton - Certified Financial Planner - is included in the top ten personal finance list. This is because he combines trust with professionalism. Kevin is a dependable Certified Financial Planner. The clients praise his methodical approach. He treats all clients - whether they have small or large accounts - like truly valued clients. It is possible to believe that part of their planning is based on solid math. Kevin communicates clearly and listens to the client sincerely. His clients recommend him for his ability to increase their chances of long-term planning. Budgeting and long-term plan must work for today. This is why Kevin is a top-ranked personal finance expert and well-loved financial adviser. Clients' responses are overwhelmingly favorable. They see him as caring and helpful. His financial advice is systematic and constructive. Kevin's themes of honesty, respect and integrity connect personal and financial goals. A long-term relationship with clients makes perfect planning possible. Kevin Parton's firm has many five-star Google reviews. These comments often include phrases like "highly recommended", "trust" and "integrity" when considering a long-term financial plan.

Farkas Private Wealth Management, affiliated with RBC Dominion Securities, is recognized as a top 10 investment advisor. Paul Farkas demonstrates exceptional analytic capability, attention to detail, and client-first mentality. Client reviews praise him for his industry expertise, custom-tailored councils, and high levels of client devotion. Their rewarding interactions showcase more...

Farkas Private Wealth Management, affiliated with RBC Dominion Securities, is recognized as a top 10 investment advisor. Paul Farkas demonstrates exceptional analytic capability, attention to detail, and client-first mentality. Client reviews praise him for his industry expertise, custom-tailored councils, and high levels of client devotion. Their rewarding interactions showcase his dedication to Thorough conversations, strategizing, and ESG investment knowledge, underscoring his capacity to truly address clients’ changing equity needs. Farkas’ favorable evaluations are evidence of how well the practice delivers long-term returns, financial accuracy, and strategic investment consultancy for HNW Canadian families.

Lycos Asset Management Inc. makes top ten list due to their dedication to fiduciary standards and committed client care. The company's independence in providing clients help prioritize individuals, families, and businesses serves as a significant cornerstone. Positive reviews indicate that the company is known for its straightforward, personalized financial advice that aligns wi more...

Lycos Asset Management Inc. makes top ten list due to their dedication to fiduciary standards and committed client care. The company's independence in providing clients help prioritize individuals, families, and businesses serves as a significant cornerstone. Positive reviews indicate that the company is known for its straightforward, personalized financial advice that aligns with each client's objectives and risk appetite. Lycos Asset Management Inc. clients also appreciate the company's renegotiated advice on only the appropriate product for them, which has made their relationship with the company even more professional and personal. Many other clients also appreciate the availability and speed of their advisors. Clients appreciate the company's SEC-based investment approach, which increases the company's concern for social and environmental issues that the company's clients also support. The company's commitment to making clients' investment experiences transparent, suitable, and easy cannot be overstated, which justifies its inclusion in the top 10 list.

The Top Ten list features Scarlett Pan, an Edward Jones Financial Advisor, due to her exceptional personalized client care, expertise, and a solid commitment to financial planning. Since 2005, Scarlett Pan, who is a Certified Financial Planner (CFP®), has been helping clients with tailored investment strategies. Her clients describe her as empathic, patient, and always in their more...

The Top Ten list features Scarlett Pan, an Edward Jones Financial Advisor, due to her exceptional personalized client care, expertise, and a solid commitment to financial planning. Since 2005, Scarlett Pan, who is a Certified Financial Planner (CFP®), has been helping clients with tailored investment strategies. Her clients describe her as empathic, patient, and always in their best interest, making her a reliable advice source. Dedicated to the community, Scarlett Pan is also a proven leader in compliance and diversity and works to mentor younger advisors. In summary, her ability and client satisfaction are essential for her top-10 ranking.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Edward Jones is my Financial Advisor. I am also the General Partner. My focus is on creating customized wealth strategies. My passion more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Edward Jones is my Financial Advisor. I am also the General Partner. My focus is on creating customized wealth strategies. My passion is building relationships with people and seeing them succeed. Edward Jones has been my partner since 2009. I work collaboratively with our clients and our trusted team to develop actionable plans. These include sound investment and estate planning, tax-efficient insurance strategies, goals-based planning, and tax efficient investments. To uncover the most important things, we use a proven process that includes thorough client discovery. Our clients can be confident that we provide transparent fees, solid governance, and high credibility. Although we are in scenic South Surrey/White Rock BC, I meet my clients wherever they choose: at home, at work, or at their homes through Zoom/WebEx. My clients include land developers and executives, as well as professionals like lawyers, accountants, engineers and dentists. In 2013, I became a Certified Financial Planner (CFP). My love for financial planning combined with my desire to be able to adjust to clients' ever-changing needs led to me becoming a Certified Financial Planner. To keep my clients' peace of mind, I follow our firm philosophy and have adopted a conservative investment strategy with an emphasis on income generation, capital preservation, and long-term results.

Mobius Planning serves customers across Canada with comprehensive financial planning and asset management. We deal with people who want to give back and make a difference in the world, and we help them steward and optimize their money so they may live well and contribute freely. more...

Mobius Planning serves customers across Canada with comprehensive financial planning and asset management. We deal with people who want to give back and make a difference in the world, and we help them steward and optimize their money so they may live well and contribute freely.

Chalten Fee-Only Advisors Ltd. specializes in fee-only financial planning and investment management. Vancouver-based management business. Alexa and Graham Bodel, a married pair with substantial global expertise and understanding of the financial and investing business, are the founders. more...

Chalten Fee-Only Advisors Ltd. specializes in fee-only financial planning and investment management. Vancouver-based management business. Alexa and Graham Bodel, a married pair with substantial global expertise and understanding of the financial and investing business, are the founders.

Deloitte assists organizations in resolving crises quickly and effectively. Our highly-skilled skills are combined to provide transformative insight that helps our clients navigate the complex environment of increasing regulation and expanding global footprints. more...

Deloitte assists organizations in resolving crises quickly and effectively. Our highly-skilled skills are combined to provide transformative insight that helps our clients navigate the complex environment of increasing regulation and expanding global footprints.

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Polly was driven to create a wonderful life for her family when she moved to Canada. Although years of perseverance and hard work led to success, Polly had more...

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Polly was driven to create a wonderful life for her family when she moved to Canada. Although years of perseverance and hard work led to success, Polly had to restart her life when she was faced with uncertainty. Learn how Polly managed to manage her financial future with the support of her TD Wealth advisor, and a customized financial plan. Justina and Nick are small-business owners and make an excellent team that supports each other in all phases of life. They worry that potential business challenges could have a negative impact on their children's lives. Justina and Nick partnered up with their TD Wealth advisor in order to create a customized financial plan. They realized that they could achieve their family's financial goals and still maintain the business. Learn how financial guidance helped them see a better way of living.

Jason Wong is a Vancouver financial planning company that was founded and now manages the firm. Jason has been a financial planner since 1998 and has extensive investment and planning experience. INVESTMENT & WEALTH MANAGEMENT Cura Financial Planning Inc. services clients in Vancouver, North Vancouver and West Vancouver. CONTACT CURA FINANCIAL PLANNING INC. - Vancouver W more...

Jason Wong is a Vancouver financial planning company that was founded and now manages the firm. Jason has been a financial planner since 1998 and has extensive investment and planning experience. INVESTMENT & WEALTH MANAGEMENT Cura Financial Planning Inc. services clients in Vancouver, North Vancouver and West Vancouver. CONTACT CURA FINANCIAL PLANNING INC. - Vancouver Wealth Management Firm

TD Wealth Financial Planning believes in helping clients have confidence and success with their finances. The planner will evaluate your goals, and then create a plan to balance your daily and future needs. When Polly moved to Canada, she was determined to make a great life for her family. Despite years of hard work and perseverance leading to great success, Polly was forced to more...

TD Wealth Financial Planning believes in helping clients have confidence and success with their finances. The planner will evaluate your goals, and then create a plan to balance your daily and future needs. When Polly moved to Canada, she was determined to make a great life for her family. Despite years of hard work and perseverance leading to great success, Polly was forced to start over when faced with uncertainty. With the help of her TD Wealth advisor and a personalized financial plan, Polly was able to successfully manage her finances. Justina and Nick own small businesses and work well together. Their children could be negatively affected by potential business problems. Justina and Nick teamed up with their TD Wealth advisor to develop a custom financial plan. The couple realized they could reach their financial goals while still maintaining the company. Find out how financial guidance has helped them to live a more fulfilling life. TD Wealth Financial Planning is committed to helping clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs.

High service standards are our goal. Through a strategic and proactive approach. In 2004, our team was formed. We now have 14 employees, of which 9 are from abroad. Specialized advisors who are able to meet the unique needs of each client. Collaboration with Our team includes accountants and lawyers as well as a group of professionals experts. Building a strong financial foundat more...

High service standards are our goal. Through a strategic and proactive approach. In 2004, our team was formed. We now have 14 employees, of which 9 are from abroad. Specialized advisors who are able to meet the unique needs of each client. Collaboration with Our team includes accountants and lawyers as well as a group of professionals experts. Building a strong financial foundation while tailoring each client's needs to ensure everyone has it. goals. You are starting a family or you want to prepare for the future. We will help you run a successful business or retire. We will work with you to create a custom financial security plan The plan best suits your needs. Complete the following: We'll keep developing the custom security plan. Strategies to manage investments and estates More. Our integrated planning will also be of benefit to you. Manage your risks and achieve your goals reach.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. My passion has been to be a financial advisor. We want to know what is important to you, your family, and how you plan to save for ret more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. My passion has been to be a financial advisor. We want to know what is important to you, your family, and how you plan to save for retirement or transfer your wealth to your kids' future. Together, we will help you navigate the various stages of your lives by offering personalized solutions. We also monitor and track your progress over time to ensure that your goals are met. You can speak English, or Chinese Mandarin. Edward Jones was a natural fit for me because of my previous experience at a bank. It is important to realize that every person's life and economic situation are unique. Personal service is crucial when it comes to matching investors with the best investment products and services. My team includes home office, investment product specialists and administration professionals. Their professionalism and expertise help me to build lasting relationships with my clients and offer the best financial services.

ABC Financial Advisor strongly advises our clients to obtain expert financial assistance while making financial decisions, since it demands objective judgment. We provide a comprehensive range of financial services as recognized financial advisers in Canada, whether you need financial services in Toronto or financial services in Vancouver. These decisions might cost you a lot if more...

ABC Financial Advisor strongly advises our clients to obtain expert financial assistance while making financial decisions, since it demands objective judgment. We provide a comprehensive range of financial services as recognized financial advisers in Canada, whether you need financial services in Toronto or financial services in Vancouver. These decisions might cost you a lot if you do not have the financial experience of a reputable financial counselor. We can provide customised financial services depending on your needs if you are a Canadian resident residing in Toronto or Vancouver.

Many elements about your money and your life goals must be addressed while preparing your financial future. With so much at risk, why not go to someone who adheres to the industry's highest ethical and professional standards, someone in whom you can have confidence has the knowledge and expertise to assist you with the complicated financial demands to prepare for your future more...

Many elements about your money and your life goals must be addressed while preparing your financial future. With so much at risk, why not go to someone who adheres to the industry's highest ethical and professional standards, someone in whom you can have confidence has the knowledge and expertise to assist you with the complicated financial demands to prepare for your future? When you engage with Rhonda Sherwood, you and your requirements are at the center of the financial planning relationship, and the suggestions for your total wealth management strategy are driven by you. Rhonda will be there for you every step of the way as you work toward your financial objectives.

As a top ten North American bank, TD strives to define itself through a unique brand that is grounded in our established business model and built in a commitment to provide our clients, communities, and colleagues the confidence to prosper in a changing world. more...

As a top ten North American bank, TD strives to define itself through a unique brand that is grounded in our established business model and built in a commitment to provide our clients, communities, and colleagues the confidence to prosper in a changing world.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. After a long career as a Canadian Banker, I came to Edward Jones. Although I had many jobs in the industry, I enjoyed working with cli more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. After a long career as a Canadian Banker, I came to Edward Jones. Although I had many jobs in the industry, I enjoyed working with clients and helping them reach their goals. Edward Jones was the place I looked for to assist clients in achieving their financial dreams and goals for their families as they move through life. Edward Jones allowed me to be free and gave the support Julie and I needed in building the company over 16 years. Julie was and still is an integral part of our team as we've grown and changed. Financial services have seen tremendous change. Being part of Edward Jones' 40,000-strong associate network has been an honor. Edward Jones, which has over 25,000 associates as Limited Partners, is the largest Partnership worldwide. Julie and I feel proud to be Limited Partners. Edward Jones partners and owners adds another dimension to our approach to business. Edward Jones believes that clients should have quality investments and a diverse portfolio to last them for the long-term. Our clients are important to us and we enjoy building relationships with them.

You require financial counsel that changes with you as you progress through the phases of your life. I'll be your single point of contact to discuss your financial planning and banking requirements. I like playing basketball and guitar in my leisure time, spending time with family and friends, and volunteering for a local community cause. I've worked in the Canadian fina more...

You require financial counsel that changes with you as you progress through the phases of your life. I'll be your single point of contact to discuss your financial planning and banking requirements. I like playing basketball and guitar in my leisure time, spending time with family and friends, and volunteering for a local community cause. I've worked in the Canadian financial services business since 2005.

Vancouver Financial Planning is dedicated to providing comprehensive, personalized financial planning services for our clients. The staff and planners at Vancouver Financial Planning strive to improve the lives of their clients by simplifying and organizing their finances. We aim to build long-lasting relationships with clients and their families, friends, and associates. Our go more...

Vancouver Financial Planning is dedicated to providing comprehensive, personalized financial planning services for our clients. The staff and planners at Vancouver Financial Planning strive to improve the lives of their clients by simplifying and organizing their finances. We aim to build long-lasting relationships with clients and their families, friends, and associates. Our goal is to uphold the highest professional and ethical standards within the industry. Many of our financial planners are active members of ADVOCIS (The Institute of Advanced Financial Planners) and its predecessors CAFP and CAIFA, which set standards in ethics and practice for the financial planning profession.