4 Best Financial Consultants In White Rock

Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. That’s a given. Our mission is to do so in full collaboration with you, working diligently to understand the big picture. Equally important is understanding all the smaller moving parts within. Think of it as a toolbox; we use all the tools necessary to produce a Total Wealth Plan more...

Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. That’s a given. Our mission is to do so in full collaboration with you, working diligently to understand the big picture. Equally important is understanding all the smaller moving parts within. Think of it as a toolbox; we use all the tools necessary to produce a Total Wealth Plan that will guide your decisions as life changes. Your Total Wealth Plan integrates all of our specialists’ strategies together in one place, with your priorities at the centre, showcasing the power of our unique team-based approach. It considers every facet of your life—now and in the future— resulting in a dynamic and cohesive roadmap that will help guide your life’s financial journey. Proper planning can help you make the most of your wealth while optimizing the prospect of reaching your goals and fulfilling your life priorities. Creating a Total Wealth Plan is more than a document; it is an ongoing conversation that focuses on you. Our distinctive process of developing a Total Wealth Plan can fundamentally help you realize your dreams and achieve future success; however, you define it.

Visionvest Financial Planning & Services is among the top ten companies due to its outstanding professional services and client satisfaction. Numerous reviews consistently praise the company for its dedication to personalized service, expert advice, and knowledgeable personnel. A client emphasizes Ben, Arnold, and their team members for their exceptional abilities and experi more...

Visionvest Financial Planning & Services is among the top ten companies due to its outstanding professional services and client satisfaction. Numerous reviews consistently praise the company for its dedication to personalized service, expert advice, and knowledgeable personnel. A client emphasizes Ben, Arnold, and their team members for their exceptional abilities and experience assisting the management of financial assets. Arnold and his team receive a lot of praise for their thorough, individualized strategies that recognize and react to complicated issues. The team makes each client feel comfortable and understood throughout their financial journey. Any Visionvest client may be confident they will have access to excellent financial services and long-term results.

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

We work with individual clients and businesses in White Rock, Surrey, and throughout Vancouver to invest for the future. We take the time to get to know each client and their personal needs, goals, and objectives, to create a unique investment plan specific to their situation. We provide tax-efficient strategies for clients with complex investment portfolios, complex estates, international and cross-border assets, and complex tax liabilities. Noah’s mission is to serve others by helping them achieve their financial goals and objectives. His passions include working with entrepreneurs, business owners, and individuals who strive to make a positive impact in their community. With a background in personal finance, wealth management, and corporate finance, Noah’s skill set truly makes him unique in the industry. His in-depth financial knowledge and experience allows every client to experience the highest level of service and education from a holistic approach.

My Branch Office Administrator, Hardip Alang, and I partner with business owners, professionals, and families in the White Rock and surrounding area who are committed to reaching their financial goals. Our established 5-step process offers strategies to save for and provide rising income in retirement, saving for education costs, risk assessment, pensions, and tax and estate con more...

My Branch Office Administrator, Hardip Alang, and I partner with business owners, professionals, and families in the White Rock and surrounding area who are committed to reaching their financial goals. Our established 5-step process offers strategies to save for and provide rising income in retirement, saving for education costs, risk assessment, pensions, and tax and estate considerations. My passion for investing began at an early age in 1990 when I was given one share of a dividend paying public company. The power of compounding interest and exponential growth eventually caught my attention and led me down a path of education in financial management and a career in the finance industry. I enjoy sharing and applying this knowledge with clients to help them achieve their financial goals. I have been a Chartered Financial Analyst (CFA®) charterholder since 2015. Earning the CFA® charter is a highly selective process, with fewer then one in five candidates becoming a charterholder. Holding this charter signifies a high knowledge base for investments, planning, and analysis, and a commitment to the highest ethical standards.