Best Wealth Management Companies In Surrey

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… 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.

Sunny Kalsi is ranked in the top ten as a highly regarded mortgage broker and wealth management advisor due to his exceptional customer service. Sunny's insightful, customized, and ethical care ensures his clients' needs are being properly attended to. Clients regularly cite his in-depth knowledge, transparent communication, and responsiveness, even available 24/7 to make sure clients stay on… more...

Sunny Kalsi is ranked in the top ten as a highly regarded mortgage broker and wealth management advisor due to his exceptional customer service. Sunny's insightful, customized, and ethical care ensures his clients' needs are being properly attended to. Clients regularly cite his in-depth knowledge, transparent communication, and responsiveness, even available 24/7 to make sure clients stay on pace with their financial decisions, especially when life gets tough. Many also find him trustworthy, committed to serving clients, and more to exceed client expectations. It's his business that emerges victorious when dealing with a financial challenge. His combined anxiety management with sound advice build his reputation as a competent agent. Many clients support their findings and augment Sunny's story by noting that he is real, dedicated, and truly has the clients' best interests at heart.

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… 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.

Investwell Wealth Management Inc. ranks in the top ten list largely owing to its commitment to impartial and personalised financial advisement. The firm has gathered accolades and a consistent professional service from Saad and other major advisors. As reported in the reviews, the company's customized solutions, meticulous listening, and long-term focus have constantly assisted clients reach… more...

Investwell Wealth Management Inc. ranks in the top ten list largely owing to its commitment to impartial and personalised financial advisement. The firm has gathered accolades and a consistent professional service from Saad and other major advisors. As reported in the reviews, the company's customized solutions, meticulous listening, and long-term focus have constantly assisted clients reach their financial goals. Saad, appointees' sincere counsel, grasping of financial products, and commitment to ongoing support exceed expectations. This policy has made Investwell respected for its integrity, knowledge, and demonstration of its clients' best interests.

Connect Wealth is one of the leading 10 professional service firms due to its client-oriented service, professional, financial commitment and tailored strategies. Homes such as Vince and Mike Erickson, who were many times mentioned, helped clients navigate complex financial situations, establishing lasting relationships and trusting the approval of their personal or family advice. The company is… more...

Connect Wealth is one of the leading 10 professional service firms due to its client-oriented service, professional, financial commitment and tailored strategies. Homes such as Vince and Mike Erickson, who were many times mentioned, helped clients navigate complex financial situations, establishing lasting relationships and trusting the approval of their personal or family advice. The company is an expert in creating long-term strategies and the clients define them as friendly, insightful and supportive. As a result of their company's approach and dedication to your product, Connect Wealth obtains a high reputation.

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… 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.

Pacifica Partners Inc. | Capital Management is in the top ten list. The wealth management firm is known for its custom solutions for high-net-worth individuals and robust independent approach. The firm’s priority is client goals, which it achieves by matching them with investment experts who offer unbiased advice. The firm’s focus on client alignment, independent services, and no-nonsense cost… more...

Pacifica Partners Inc. | Capital Management is in the top ten list. The wealth management firm is known for its custom solutions for high-net-worth individuals and robust independent approach. The firm’s priority is client goals, which it achieves by matching them with investment experts who offer unbiased advice. The firm’s focus on client alignment, independent services, and no-nonsense cost structure offers a marketplace advantage. However, client reviews provide mixed feelings on the client’s experience. Negative feedback includes cashout delays and poor follow-up response, while positive feedback highlights the expertise, integrity, and professional service offered. The contrasting opinions point to a need for excellent communication and services as essential for the firm’s repute.

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. RBC Dominion Securities White Rock. Our Investment Advisors and portfolio managers help… 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. RBC Dominion Securities White Rock. Our Investment Advisors and portfolio managers help businesses and families build and preserve their wealth. They offer personalized advice that is backed up by the experience and strength of Canada's top Wealth Management company. No matter if you are investing for yourself or your business, Portfolio Managers and Investment Advisors can create a portfolio that meets all of your needs. We helped clients keep connected as the internet became more prevalent in the first days of the pandemic. Our new client website is secure and includes applications that allow clients to sign documents and open accounts from their homes. In a brand new category called Client Onboarding Tools, we received the highest marks.

Your business relationship is dependent on the information you provide to us. It is important to us and we will do everything in our power to keep it safe. This Privacy Policy (or "Policy") describes how we protect your privacy and information. We want to communicate with you. This policy covers the disclosure and use of information about you, as well as the way in which Bank 1 and its… more...

Your business relationship is dependent on the information you provide to us. It is important to us and we will do everything in our power to keep it safe. This Privacy Policy (or "Policy") describes how we protect your privacy and information. We want to communicate with you. This policy covers the disclosure and use of information about you, as well as the way in which Bank 1 and its subsidiaries collect this information during your business relationship. The Policy is valid for the duration of any information we have about you, even after our business relationship ends. When you interact or communicate with us, or update or change your account settings and preferences, we may obtain your personal information. Your information may be collected indirectly from the sources below. We will ask for your permission if necessary.

Financial success is achieved through solid relationships, diligence, and wise choices. Our practice is based on a plan-based approach, and we implement strategies that work best for our clients. Kathleen is a specialist in client services, administration, and support for investment advisors since 1993. Client account inquiries are handled by her, as well as all documentation and administration.… more...

Financial success is achieved through solid relationships, diligence, and wise choices. Our practice is based on a plan-based approach, and we implement strategies that work best for our clients. Kathleen is a specialist in client services, administration, and support for investment advisors since 1993. Client account inquiries are handled by her, as well as all documentation and administration. Kathleen loves to travel, volunteer and spend time at the golf club. Investment is an individual decision and each investor will make a different investment. While investors may share a common goal, such as wealth preservation, the path to that end will vary for each investor. Each client is given a clear direction. You need to take a large goal, such as wealth preservation, and break it down into manageable parts. Each person's financial needs are determined. Then, we implement the most effective strategy with the help of the money managers and our professionals. Our discretionary, elite management program is fee-based and can be used to manage a wide range of portfolios. We can manage our investments efficiently and quickly thanks to technology and innovation.

IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG… more...

IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. 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 access to expert support and your expertise is valued. You can also dedicate time to client work, which allows you to succeed. 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.

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… 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, 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.… 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.

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… 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.

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… 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.

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… 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 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… 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.

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… 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.

WealthSmart Incorporated is one of the top 10 firms in the financial sector, with an A+ rating from the Better Business Bureau. The firm features a structured process called the Financial Confidence Builder, which is described as a personalized approach to investing and financial planning. Those who have written client testimonials describe the professionalism, integrity, and caring attitude of… more...

WealthSmart Incorporated is one of the top 10 firms in the financial sector, with an A+ rating from the Better Business Bureau. The firm features a structured process called the Financial Confidence Builder, which is described as a personalized approach to investing and financial planning. Those who have written client testimonials describe the professionalism, integrity, and caring attitude of Richard Vetter, Zinha, and other WealthSmart advisers. WealthSmart’s continuing education, proactive management, and educational guidance throughout the investment process help clients avoid common emotional mistakes when investing. The level of customization WealthSmart provides has helped clients achieve their financial goals for nearly 30 years.

New Life Management Services Inc. is listed in the top 10 list. The company's tailor-made management services meet the unique needs and aspirations of housing cooperatives. The business focuses on transparency and correctness and has received an A+ rating from the Better Business Bureau. Positive reviews commend New Life Management Services Inc. knowledgeable and caring employees who communicate… more...

New Life Management Services Inc. is listed in the top 10 list. The company's tailor-made management services meet the unique needs and aspirations of housing cooperatives. The business focuses on transparency and correctness and has received an A+ rating from the Better Business Bureau. Positive reviews commend New Life Management Services Inc. knowledgeable and caring employees who communicate effectively and respond to challenges as a team usually create a supportive environment for cooperative management. The company has also had many successes, including boosting apartment kitchens and bathrooms and bettering many cooperatives.

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… 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 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… 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.

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… 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.

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'… 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 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.… 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 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… 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.

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… 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.

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… 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 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… 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 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… 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.