Best Financial Advisors in Delta, BC

“I would recommend that anyone who wants to be happy not only in their finances, but also in life, career, business and making their dreams happen connect with her.”

“Walters Financial valued our business for an employee buy transaction.”

“I have complete faith that my finances and financial documents are in good order and firmly believe that anyone using this company's services will find the same to be true.”

“He has been so helpful with all of my financial needs for myself and my family”

“Sierra has been great help to me and my partner as we figure out our life plans and financial goals.”

“I had an amazing experience with services I received from this company.”

“He's got all the details & insights but is able to communicate them in ways that connect and feel relevant and relatable to the person he's working with.”

“"We originally signed up with Silver Pacific EZ Pay two years ago hoping to improve our business with all our document management needs, but left with vastly more [...]The structure of the program was very clear, logical and effective, and they have ...”

“Having been in the business since 1985, I'm committed to my clients' short & long-term goals. I help clients achieve their financial security goals by offering life, disability & retirement products.I have qualified for the MDRT every year since 1992...”

“I have recommended multiple friends of mine to attend his (rare, but very informative) client seminars in the past, and they've all been very thankful and impressed by his ability to teach.”

“We have felt incredibly supported by Vince on all fronts - whether it is directly related to our personal finances, our business, or other family goals.”

“Our experience with livian and her team of professionals was one of the best experiences ,kind ,patience, personal service if there was more stars 🌟 they all would get 10+ …”

“Before taking the visitors insurance for my parents, I contacted many names recommended by others but I was still doubtful on who can really help us take the right decisions about this.”

“Not only he is a great resource for nearly all financial decisions you face but also has access to some of the best professionals you would need such as Realtors, Accountants, RESP specialists etc.”

“He always does an amazing job of encapsulating and explaining the complex nature of the investment market and makes it easy to understand and to make informed decisions on your wealth management strategies.”

“His flexibility and the fact that he will come to your house made it very easy for us to get all the information we needed to make RESP decisions with a newborn.”

“Since the first day I started my business, Linda has been there helping me with the most professional services, and giving advices whenever I need her!”

“A big thanks to the entire team at Mode Money for helping me in my financial planning, travel insurance for my parents, immigration for my mother in law.”

“Authenticity is the most important thing when it comes to finding someone else to handle your finance, and that is what makes me feel comfortable to trust my best interests are in good hands.”

“Sanjay and we are infinitely grateful to him and his team for all the details, the time they took so that our language was not a barrier and we could take in this special day, they really achieved something unforgettable.”

“I was very pleased with how quickly and easily Aban accounting was able to assist me and my family to complete and file my tax forms for year 2018 and 2019.”