Best Wealth Management Companies In Burnaby

Sarabia Wealth Solutions Ltd. is in the top ten list because of its outstanding client professionalism, customization, and customer service. The company’s founder, Carlo Sarabia, has receive more...

Sarabia Wealth Solutions Ltd. is in the top ten list because of its outstanding client professionalism, customization, and customer service. The company’s founder, Carlo Sarabia, has received huge praises for making it a point to use innovative financial strategies to help clients achieve their overall financial well-being, which extends beyond the initial sale. This article also notes that the company's clients have been around for almost two years and that they are still getting satisfactory services. The company qualifies for the top ten list by maintaining a professional approach, working for the customer’s best interests, and modeling strong results with good work. The personalized service and targeted focus according to client needs and objectives have made this company one of the most trusted financial consulting firms.

Crius Financial Services Corp earned a spot in the top ten ranks. The company has a broad range of services. This covers life and health insurance, long-term investments, and personalized fi more...

Crius Financial Services Corp earned a spot in the top ten ranks. The company has a broad range of services. This covers life and health insurance, long-term investments, and personalized financial planning. Since its inception in 2005, Crius has continuously raised the bar with its commitment to client satisfaction and customized services. Although the firm has faced some feedback challenges, many clients commend its dedicated and professional advisors like Liya and Diana, who provide expert support and personal attention over the years. The organization's professionalism and effectiveness in dealing with its clients' financial well-being have solidified its status as a top-tier entity in the financial services sector.

David Eng, CFP, is recognized in the top ten list due to his deep understanding of financial planning, particularly for professionals, business owners, and retired individuals. Commended for more...

David Eng, CFP, is recognized in the top ten list due to his deep understanding of financial planning, particularly for professionals, business owners, and retired individuals. Commended for his personalized approach, outstanding listening skills, and proactive strategies, David's clients experience comprehensive and exceptional guidance when navigating complicated financial decisions. He has an impressive spectrum of services, from tax strategy to estate planning, leading to a relationship built on trust and results. David is praised for consistently exceeding expectations, successfully creating bespoke plans, supporting clients through pivotal lifecycles, and being available and attentive when needed. David Eng is a reliable guide and results-oriented professional.

Clement Chung, CFP, CLU, is a top 10 advisor, thanks to his extensive expertise, personalized care, and outstanding client satisfaction. His extensive understanding of finance and his approa more...

Clement Chung, CFP, CLU, is a top 10 advisor, thanks to his extensive expertise, personalized care, and outstanding client satisfaction. His extensive understanding of finance and his approach to complex financial challenges educate and empower clients. Clement's fairness in fees, thorough analysis, and ability to explain difficult topics in plain language are particularly noteworthy. Clement effectively communicates to the client to fulfill their asset allocation and long-term objectives. He also displays a heartfelt dedication to each client. The results have irrefutably been advantageous, earning Cromwell the highest marks in assessment.

Stratego Financial / Manulife Securities Incorporated offers professional financial services to Retirees and Pre-Retirees as well as Business Owners. Our clients are located in Vancouver, Vi more...

Stratego Financial / Manulife Securities Incorporated offers professional financial services to Retirees and Pre-Retirees as well as Business Owners. Our clients are located in Vancouver, Victoria, Nanaimo, and Vancouver Island. Our sole purpose is not to compete with other Vancouver financial planning or financial service firms. We create strategies to increase wealth and protect clients' wealth. Stratego Financial / Manulife Securities Incorporated does what it does because they care about its clients. We want to have a positive effect on the lives of people and would love to think that our existence is meaningful.

MGM Financial Group, an independent advisory firm, specializes in holistic financial planning. We focus on wealth management strategies that work for professionals as well as families. Our c more...

MGM Financial Group, an independent advisory firm, specializes in holistic financial planning. We focus on wealth management strategies that work for professionals as well as families. Our clients are more efficient and effective with their money, whether it's providing advice on how to transfer wealth via estate and legacy planning, or implementing tax-smart savings strategies that grow wealth. We are able to keep our eyes on the unique needs of each client and build long-lasting dynamic relationships. Since our beginning, our company was built upon the trust and confidence that clients have shown us. We help our clients become more effective and efficient with their resources whether its providing strategies to protect their family and business, implementing innovative tax smart savings plans to grow their wealth or guidance on transferring wealth through estate, legacy and business succession planning. Our unbiased approach allows us to focus on our clients unique goals and objectives while we continue to grow long lasting dynamic relationships. Our company has been built on the confidence and trust that our clients have placed in us since our inception.

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 bal 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. They support 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. Better than five-minute meetings or plans that aren't tailored to your needs. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique st more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Wealth management encompasses many aspects: wealth transfer, retirement planning, lifestyle protection, and legacy creation. But most importantly, it is the assurance that with the right guidance and a complete plan, you will be able to achieve any financial goal. You will discover that managing your wealth can be a difficult task as you travel toward financial freedom. You will find that your wants, needs, and risk tolerance are constantly changing. Your wealth planning should also be adjusted to reflect these changes. Our goal is to assist you in navigating the complexities and details of wealth management so that you can enjoy it instead of managing it. Our team will help you create a plan to address all aspects of your financial life, and be with you every step.

My goal is to create something I will be able to value throughout my life with those I love and people I cherish. I am passionate about helping people in diverse financial situations. My go more...

My goal is to create something I will be able to value throughout my life with those I love and people I cherish. I am passionate about helping people in diverse financial situations. My goal is to create lifelong friendships by helping you understand what matters to you. I will help you identify your current and future goals and establish customized financial strategies for you and for your family. Together we will become a partner and grow together. I'll help you keep on track and achieve your long-term financial goals. Before joining Edward Jones I was a manager for a large Canadian company. Also, I worked as an international investment manager. It was an amazing experience. However, it is something I have always wanted to do. Edward Jones is my financial advisor. I find that it's a great way to share my passion and vision with clients while helping them gain control over their lives and achieve the purpose they desire. Working with Catherine Wong, the Branch Office Administrator at Edward Jones is a privilege. Our goal is to offer the highest level of customer service. Our goal is to simplify your daily life and bring you convenience. When I have the time spare, I love listening to classical music. A local choir supports my community. My hobbies include skiing and golfing during winter. Personal goals include becoming a ski patrol officer and riding a Harley Davidson motorcycle across BC.

Zen Exits is an advisory and consulting team that specializes in selling, buying, and managing businesses. Our clients often have three main challenges before they work with us: They don't k more...

Zen Exits is an advisory and consulting team that specializes in selling, buying, and managing businesses. Our clients often have three main challenges before they work with us: They don't know how to start, it takes too much time and there is too little return on their investment. Your situation is unique and we will create a custom solution to help you reach your goals. We can assist you whether you are looking to sell or buy a company, expand your current one, or invest in another business to diversify you portfolio. Zen Exits is an advisory team, part-time psychologist, and consultant that specializes in selling, buying, and managing businesses in Vancouver. Our clients often have three main challenges before they work with us: They don't know how to start, it takes too much time and there is little return on their investment. Our team will create a custom solution for you that suits your needs and will assist you in achieving your goals. We can assist you whether you are looking to sell or buy a business or grow an existing business in preparation for sale, or if you want to make small investments to diversify your portfolio.

Mobius Planning is a top 10 financial advisor and wealth management company. Client reviews clarify that Bily has considerable experience providing financial planning services to Canadians a more...

Mobius Planning is a top 10 financial advisor and wealth management company. Client reviews clarify that Bily has considerable experience providing financial planning services to Canadians aged 55 and older. Comments detail that Bily is accessible, attentive, and able to explain complicated financial and retirement issues in simple, clear ways. Mobilus has satisfied customers who have had personalized, deliberate conversations that have simplified their financial lives and demystified retirement planning. For Bily’s experience and thoughtfulness, wealth is prioritized over income. Clients recommend the personalized planning process, the commitment to tax-efficient strategies, and the deep understanding of various retirement options.

Novella Wealth is committed to getting the client's best results possible. The firm has been around for nearly 10 years and serves multiple Canadian provinces. In today's turbulent market, N more...

Novella Wealth is committed to getting the client's best results possible. The firm has been around for nearly 10 years and serves multiple Canadian provinces. In today's turbulent market, Novella Wealth has established itself as one of the top Vancouver integrated wealth management and financial services providers. The firm’s communication and trust ensure long-term relationships with clients. This commitment is evidenced by the many 5-star ratings and personal recommendations. Kinson and his team tailor wealth management, retirement planning, and tax-saving solutions to the individual needs of clients. Kinson’s deep financial expertise, client-first approach, and dedication to laying a firm foundation for the family's financial future help to build further confidence and make the company one of the top ten wealth management and financial advisory firms in Vancouver.

RGF Integrated Wealth Management is a top-rated financial advisor because of its wealth management strategy and excellent customer service. The company’s unique service strategy and tailored more...

RGF Integrated Wealth Management is a top-rated financial advisor because of its wealth management strategy and excellent customer service. The company’s unique service strategy and tailored financial solutions also separate it from its competitors. The company's approach is to learn everything about the clients, including their financial goals and personal circumstances. That way, the firm can develop custom financial plans that assist in achieving their goals. Customer reviews consistently show that clients trust the firm's advisors, especially Bryn Hamilton and Tara Ennevor, for their professional and personal approach to delivering comprehensive financial advice and updates.

4 Pillars Consulting Debt Relief Specialist is ranked in the top ten list because they exemplify exceptional client satisfaction and outstanding service delivery in debt relief. They routine more...

4 Pillars Consulting Debt Relief Specialist is ranked in the top ten list because they exemplify exceptional client satisfaction and outstanding service delivery in debt relief. They routinely offer up to 80% debt reduction and provide customized, debtor-only solutions. The organization’s claims that they are available nationwide, locally owned, and offer a great customer experience complement their claims. Client testimonials routinely praise the organization’s committed, experienced, and supportive help from advisors, such as Ali and Gurinder, assisting people through the company. 4 Pillars is a well-known organization because they handle debt relief issues and communicate with clients clearly. They also have strategies that guarantee financial improvement.

Arts Of Finance Services Inc. is among the top ten because of its exceptional client-centric approach, extensive experience, and Sandeep Jawandha's unrivaled expertise. The agency has delive more...

Arts Of Finance Services Inc. is among the top ten because of its exceptional client-centric approach, extensive experience, and Sandeep Jawandha's unrivaled expertise. The agency has delivered more than ten years of financial planning and investment advice. It also has built a reputation for strategic advice, ethical practices, and personal relationships with its customers. Jawandha's clients praise her in-depth information and commitment to finding the best product for their requirements, even if it means they have to pay for it. Her kindness and her ability to build carefully. The company consistently shines in high-touch customer care situations and superior industry knowledge, quickly solidifying its position in the market.

Monic Financial Group is listed among the top ten financial institutions because of its exceptional client service, customized investment strategies, and knowledgeable team. Starting from 20 more...

Monic Financial Group is listed among the top ten financial institutions because of its exceptional client service, customized investment strategies, and knowledgeable team. Starting from 2015, Monic Financial has helped the clients to engage in and manage wealth management through individual sessions, webinars and tax talks where they provide detailed information in personalized attention. The clients trust Charlene, Kenny, Richard and others, and trust their efficient wealth management, fast response and clarify whether it is about a portfolio allocation or tax implication. There is no pressure on clients to invest and they are offered the best possible practices in wealth management, and encouraging the family members for a more sustainable financial future. The journey in wealth management is demystified making clients mentally strong to encounter more investing decisions. Their culture of transparency and helpfulness has made them to become a top financial company in Canada.

Sands & Associates - Licensed Insolvency Trustees is one of the top 10 debt relief companies. Sands & Associates provides personalized debt relief solutions tailored to each client’s specifi more...

Sands & Associates - Licensed Insolvency Trustees is one of the top 10 debt relief companies. Sands & Associates provides personalized debt relief solutions tailored to each client’s specific needs. The company has a dedicated team of professionals, including debt advisors like Lilian Chung who use their expertise to guide clients through complex situations. The Sands & Associates team provides excellent customer service, provides non-judgmental counseling, and works hard to set clients on the path to recovery. Their commitment to accomplished professionals is reflected in the positive reviews, which consistently praise their compassionate, respectful approach and outstanding performance.

Gentai Capital Corporation regularly appears in the top ten lists of companies in Canada to work with. Several customers can attest that Gentai Capital Corporation has exceptional customer s more...

Gentai Capital Corporation regularly appears in the top ten lists of companies in Canada to work with. Several customers can attest that Gentai Capital Corporation has exceptional customer service, outstanding success, and professional assistance. Moreover, the company has developed steady investment returns and a reputation as a reliable investment partner for over 10 years. Several customers are part of Gentai Capital Corporation and have invested in this BC-based firm that serves all of Canada and depending on the Globe and Mail, the company has placed top as a high-growth company for four consecutive years. Gentai Capital is the best in BC finance and beyond.

LT Wealth Partners Raymond James Ltd. is a top financial advisor to individuals and small groups in Canada and the U.S. because it serves as a personal CFO for clients, providing financial p more...

LT Wealth Partners Raymond James Ltd. is a top financial advisor to individuals and small groups in Canada and the U.S. because it serves as a personal CFO for clients, providing financial planning and portfolio management. Terry and his team build investments with a long-term focus and accommodate the varying needs of clients. Moreover, clients lauded their financial acumen, with some specifically highlighting how Terry made complex concepts comprehensible and sought to suggest strategies tailored to their unique investment needs. Moreover, clients praised the team for their communication and responsiveness when clients have questions. Consequently, LT Wealth Partners is a top financial advisor on investorfeedback.com.

Danielson Group Wealth Management is recognized in the top 10 for its personalized, high-quality financial management for affluent individuals. Many positive customer reviews highlight the D more...

Danielson Group Wealth Management is recognized in the top 10 for its personalized, high-quality financial management for affluent individuals. Many positive customer reviews highlight the Daniels Group's client-first philosophy and capacity for understanding each person's unique financial situation. Clients admire the firm for its attentive and all-encompassing approach, with a focus on their immediate and future needs. Frank and David Woo consistently deliver top-quality advice and guidance. The Daniels Group's personalized service, proactive advice, and dedication to the financial health of their clients help them bear success in wealth management.

Edward Jones Financial Advisor Jaewan Cho, CIM, is in the top ten for being a leading investment professional in Canada. With over a decade of financial advisory experience, Jaewan builds st more...

Edward Jones Financial Advisor Jaewan Cho, CIM, is in the top ten for being a leading investment professional in Canada. With over a decade of financial advisory experience, Jaewan builds strong relationships with his clients, offering personalized and specialized advice, and is often praised for his dependability, accountability, and investment acumen in the ever-changing financial landscape. He is also known to provide his clients with regular updates on their investments to reassure them they are in capable hands. Many veterans of the Canadian Armed Forces trust Jaewan with complex pension issues, which shows he has expertise with complicated cases. Furthermore, many of his clients have reported high returns due to Jaewan's investment decisions, and thus, this put him among the highest-rated refined financial advisors in Vancouver and Toronto.

Nicola Wealth, a Wealth Management company that offers full services to clients across Canada has four locations. We offer more than just financial planning. Our wealth management services h more...

Nicola Wealth, a Wealth Management company that offers full services to clients across Canada has four locations. We offer more than just financial planning. Our wealth management services help professionals, business owners and others with high net worth achieve their financial goals. We have built Wealth Preservation and Wealth Management businesses that are continually improving to give you the best possible choice and people who care about your success. Our goal is to create lasting relationships with our clients and provide superior service. Financial professionals are able to provide independent advice and always put the client's interests first. With more than $8B in assets under management, and 85 Investment Advisors as well as Portfolio Managers, we are a rapidly growing company. Our offices are located in Toronto, Oakville, and Ottawa as well as Calgary, Montreal, and Calgary. Vancouver, Victoria, London, Edmonton, Vancouver, and Victoria.

Plantax Pacific Inc., a financial advisory firm that provides one-toone planning and advice to clients in order to help them discover their financial goals. Our clients are provided with inv more...

Plantax Pacific Inc., a financial advisory firm that provides one-toone planning and advice to clients in order to help them discover their financial goals. Our clients are provided with investment and insurance options that have different features and protections. Our platform is solid and we represent many of Canada's largest insurance and investment carriers. We have built strong financial foundations around our clients' day-to-day lives and become a unique firm.

Our Wealth Management, Wealth Preservation, and Capital Markets businesses were built, and are continuously improved, to provide you with the widest possible set of choices, with people who more...

Our Wealth Management, Wealth Preservation, and Capital Markets businesses were built, and are continuously improved, to provide you with the widest possible set of choices, with people who are invested in your success guiding you forward. With the intention of providing support for those who are in greatest need by collaborating, the Echelon Foundation was created. This Foundation fosters a culture of support for our people's efforts to contribute to their communities in a better tomorrow and today. We have the ability to match funds for national, regional, and local fundraising efforts. Canadian-owned and operated, Echelon is a leader in wealth management and capital market services. We are known for being client-focused and entrepreneurial. Echelon offers investors a unique option for unbiased investment options, exceptional management, and unsurpassed service. Our goal is to create lasting relationships with our clients and provide superior service. Financial professionals are able to give independent advice on investment and always put the client's needs first. With approximately $6 billion of assets under management and administration, we are a rapidly growing company. Our 10 branches serve clients throughout Canada.

Vitality is a term that demonstrates the strength of continuity through the legacy and a growth mindset. It also reflects the richest life experience. The future can be secure, so living in more...

Vitality is a term that demonstrates the strength of continuity through the legacy and a growth mindset. It also reflects the richest life experience. The future can be secure, so living in the present is easier. Meagan founded Vitality, then Darren & Brian merged their multi-generational practices under a common vision and purpose. The goal was to give you security, confidence, and growth so that you can live in the present without worrying about tomorrow. Vitality Wealth, a professional corporation that offers multidisciplinary services, is committed to providing the best service possible. We offer the most comprehensive service, including industry-leading benefits and insurance, as well as wealth management strategies, for corporations and business owners. We aim to be the destination of choice for owners of incorporated businesses for all their benefits, wealth management, and insurance needs. This is possible by "doing the right thing" and collaborating with a wide range of life and business professionals.

With over 20 years of experience, we are wealth management advisors. We have a solid track record. Our fee-only advice is not influenced or motivated by any parent companies. For the long te more...

With over 20 years of experience, we are wealth management advisors. We have a solid track record. Our fee-only advice is not influenced or motivated by any parent companies. For the long term, we invest in companies that have strong management teams and an established track record of steady earnings growth. Our financial plans are customized to each client's unique circumstances. We strive to make sure that clients don't outlive their money. Instead, we help them reach their financial goals. Pacific Spirit believes in strong partnerships and giving back. The company supports several non-profit organizations, including the North Vancouver Wolf Pack Hockey Team (North Shore Triathlon Club) and the North Vancouver Wolf Pack Hockey Team (North Vancouver Wolf Pack Hockey Team). The Portfolio Management Association of Canada is also proud to be a member. Our company is innovative, and our concern for the environment drives us to be more responsible. We are taking on the climate challenge. This is what it means. This means that we are calculating carbon emissions from fuels, energy, and waste, and developing plans to decrease them. To reduce our carbon footprint, we invested this year in carbon offsets. Our company values align with being environmentally conscious.

We have established physical distance guidelines to help protect our colleagues and customers. Your wait may be longer because we are restricting the number of people in our branches. The fi more...

We have established physical distance guidelines to help protect our colleagues and customers. Your wait may be longer because we are restricting the number of people in our branches. The first hour is dedicated for seniors, and vulnerable groups with urgent needs to conduct in-person banking. We serve these clients in Quebec during our regular branch hours, with an enhanced level of support to ensure physical distance. Please visit our branch only for issues that need in-person help. You should not come to the branch if you have symptoms of COVID-19, or if your doctor has advised that you isolate yourself due to COVID-19 exposure or travel.

Your earnings potential at IG Wealth Management is a result of the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success more...

Your earnings potential at IG Wealth Management is a result of the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Our culture is built on the idea of helping each other grow their careers. We have the tools and people to assist you and your clients. IG Wealth Management will provide support and assistance for your community participation. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Management can help with taxes strategies, mortgages, and estate planning. You can grow your career while being in complete control. Entrepreneurs have the opportunity to use their skills, and experience, and to access specialized assistance. You also have the ability to devote your time to clients, which allows you to succeed.

Langlois Brown Wealth Management is a boutique advisory firm that focuses on investment. Lyle Langlois, James Brown, and others founded the company in 2004. The firm now has a team of talent more...

Langlois Brown Wealth Management is a boutique advisory firm that focuses on investment. Lyle Langlois, James Brown, and others founded the company in 2004. The firm now has a team of talented professionals who are committed to providing the best service to clients. Lyle and James have combined over 50 years of experience in the financial industry. They are able to manage complex financial situations. Langlois Brown Wealth Management is equipped to handle every client's individual needs, from retirement planning to investment strategies to tax minimization and estate planning. We have a diverse clientele of busy professionals and business owners who value our holistic planning approach. Langlois Brown Wealth Management, independent from major financial institutions is in a position to provide objective and impartial investment advice which always safeguards the client's best interest.

Sarah Cassidy was born in Cloverdale (BC) and moved to Okanagan with her family for high school. While raising Hailey, Sarah went to Okanagan University College. Her education was primarily more...

Sarah Cassidy was born in Cloverdale (BC) and moved to Okanagan with her family for high school. While raising Hailey, Sarah went to Okanagan University College. Her education was primarily in business and law administration. Sarah returned to Canada after graduation and started her financial career working for one of Canada's largest banks. Sarah made the decision to leave traditional financial institutions after 15 years. Sarah is a firm believer in putting the client's needs first and offering personalized services. Sarah joined Rochdale Pacific Wealth Management because of her passion for investing. Sarah has 17 years of financial advising experience. She is a licensed Investment Advisor with the Investment Industry Regulatory Organization of Canada, (IIROC), and a licensed mortgage professional through the BC Financial Services Authority. Sarah lives in North Vancouver, with Ken, her husband, and two of their children, William and Tessa. Sarah enjoys being active and enjoying time with her family.