Visionvest Financial Planning & Services (IPC)

Arnold Machel established Visionvest Financial Planning & Services (IPC) in 1995. The financial planning company is family-owned and is situated in White Rock. It boasts the potential to 'Live Your Dream' and 'Invest with Vision'. Most of the clients are residents from White Rock and the Lower Mainland, even though the firm can assist clients globally, given that technology has been a key factor. The firm has been voted in the top three over the last four years for the 'Best Investment/Financial Planner' by the Peace Arch News readers. Arnold was recognized as one of the BCs Top Advisors by The Globe and Mail in 2022. The firm is willing to help clients, and therefore, an initial discussion without pressure is offered for free.

The reviews for Visionvest Financial Planning are overwhelmingly positive. Arnold Machel's clients praise him for his professionalism and investment expertise, as well as his long-term client relations. Ben's calm client relations style, and persistent pursuit of knowledge and resolution of issues reported were major keys to success. Visionvest's team is welcoming and knowledgeable. The targeting is to make people feel valued and comfortable by giving back numerous clients emphasize how seldom they veer off course in their feedback and indicate that it helps to create trust in clients. The reviews highlight Arnold's honest and clear advice, as well as the group's consistency over the years. Perfect if you are getting ready to retire. Clients appreciate the substantial experience and guidance and always consider a cheerful and gentle approach. These reviews give potential clients a good feeling for Visionvest's commitment to personal financial advice, with words and expressions like 'highly recommend' frequently.