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  1. CA
  2. BC
  3. Burnaby
  4. Best Wealth Management Companies in Ca
  5. Best Wealth Management Companies in Bc
  6. 10 Best Wealth Management Companies in Burnaby

10 Best Wealth Management Companies in Burnaby

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1

Crius Financial Services Corp

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 feedb 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.

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helped me (3)
great service (1)
great company (1)
very helpful (1)
unprofessional (1)
irresponsible (1)
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+16044383699
Closed Now
Metrotower II, 4720 Kingsway #2400, Burnaby, BC V5H 4N2, Canada
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2

Sarabia Wealth Solutions Ltd

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 als 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.

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recommend (3)
highly recommend ... (3)
very professiona ... (2)
very knowledgeab ... (2)
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+12365134636
Closed Now
610 6th St #255, New Westminster, BC V3L 3C2, Canada
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3

David Eng, CFP

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 dec 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.

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helped me (1)
very knowledgeab ... (1)
recommend (1)
highly recommend ... (1)
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+16044310117
Closed Now
5945 Kathleen Ave Ste 900, Burnaby, BC V5H 4J7, Canada
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4

Clement Chung, CFP, CLU

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 notew 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.

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highly recommend ... (1)
recommended (1)
very impressed (1)
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+16046386825
Closed Now
4545 Hastings St, Burnaby, BC V5C 2K3, Canada
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5

Stratego Financial

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 pro 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.

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highly recommend ... (1)
excellent job (1)
recommended (1)
great job (1)
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+16046372061
Closed Now
4545 Hastings St, Burnaby, BC V5C 2K3, Canada
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6

MGM Financial Group

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 strateg 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.

Pros & Cons
recommend (3)
highly recommend ... (2)
very professiona ... (1)
strongly recomme ... (1)
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+16046464065
Closed Now
4561 Hastings St, Burnaby, BC V5C 0J5, Canada
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7

Jack Lee TD Financial Planner

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. 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.

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+16044844014
Closed Now
7155 Kingsway Ave, Burnaby, BC V5E 2V1, Canada
8

RBC Dominion Securities

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 pla 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.

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+16042577400
Closed Now
4720 Kingsway 12th Floor, Burnaby, BC V5H 4N2, Canada
9

Financial Advisor Hwan Young Kim

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 yo 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.

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+16042246555
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4445 Lougheed Hwy. Suite 410, Burnaby, BC V5C 0E4, Canada
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10

Zen Exits

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 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.

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reasonable price ... (1)
friendly and pro ... (1)
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+17786820479
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5050 Kingsway 2nd Floor, Burnaby, BC V5H 4H2, Canada
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Our Methodology

Best 10 small business lawyer list assembly and recognition by TrustAnalytica for burnaby is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

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TrustAnalytica's procedure for listing small business lawyer companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 small business lawyer category.

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