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My Wealthy Quest

(10)

Coaching Subscriptions, Coaching Packages

“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.”

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Walters Financial Forensics

(6)

Fraud Prevention, Workplace Investigations, Business Interruption

“Roseanne Walters has been an invaluable resource for a financial matter in my divorce settlement.”

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The Complete Wealth Management System

(1)

“Customize tailored financial plan.”

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Watershed Financial Solutions

(1)

Banking Services, Insurance Planning, Business Owners

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

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Affinity Planning Group

(1)

“I've seen, first hand, the confidence in what he does, the competence in his execution, and the character he demonstrates in his day to day that most will never see.”

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Mark Schoeffel, Bba, Cim, CFP

(1)

“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.”

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Vermeulen Group

(1)

“It has been a pleasure to work with Vermeulen Group for at least 25 years and we value their professionalism, attention to detail and guidance both personally and professionally.”

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Canadian Wiseinvest

(37)

Corporate Services, Individual Services

“I worked with “Peyman” for some investments, he is very honest and responsible and always follow up in up and down of the market to invest in better product.”

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Insightful Wealth Group - Raymond James

(11)

Investments
Market
Team

“How can this not be an absolutely pleassure to deal with Insightful Wealth Group.”

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JPS Accounting Services

(1)

“A must for cross border accounting, Pat is way more helpful than my 2 previous accountants, so glad I found her”

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Vidit Paruthi - Mortgage Professional

(50)

Mortgage Renewal, New Home Purchase Mortgage, Mortgage Refinancing

“Unlike the majority of brokers we encountered, who offered nothing more than a brief 30-minute introductory call before handing us over to their team, Vidit took the time during the introduction call.”

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Portfolio Planning

(50)

Mortgage Insurance, Investments, Flat-Fee Financial Planning

“I often have questions about my investments and if I don't have time for a call I can just shoot Tyson a quick message and he will look into my question and get back to me promptly.”

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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Travel Insurance, Disability Savings (Rdsp), Insurance

“He always care about his customer he take care of his customer like a family and I am very pleased with him and I recommend everyone to do business with him He is honest and very respectful person.”

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Visionvest Financial Planning & Services

(50)

Advice
Questions
Feel

“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.”

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Thomas C. Chan Financial Service

(50)

Goals
Informative
Videos

“They found the perfect coverage for me and my husband, educated us along the way, and regularly review our policies to ensure I'm getting the best value.”

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Adventure Immigration Services

(50)

Other Immigration Categories, Business Immigration, Temporary Resident Visa

“We thank God our Lord and Saviour Jesus Christ for enabling Adventure Immigration to help us and guide us through out the processing until we have received our Work permit, Spouse Visa and children's visas as well !”

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Sunny Kalsi - Kalsi Wealth Management

(42)

Insurance, Investments, Leasing & Financing

“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.”

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IPC Securities Corp - CEV Wealth

(8)

“He continually keeps in touch with me about how the markets are going, and has suggested, numerous times, when he thinks that I should transfer some of my funds to another company that is showing a positive outlook”

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Livian Smith

(50)

Rate
Questions
Communication

“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+ …”

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Mode Money Managers

(44)

Parents
Visa
Information

“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.”

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Abhishek Grover - Mortgage Broker @ Sun Capitalists

(34)

Home Movers, Buy To Let, Pre Approval Application

“It Can be considered as the symbol of trust, it has sure shot solution for your mortgage problems and answer to all sorts of queries related mortgage...”

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Different Financial

(38)

Understanding
Interest
Meetings

“Because of Melissa and her help I have created a healthy relationship with finances and am on the right track to achieving my all of my financial goals.”

Featured

I thought I would take a minute to say Hi! I'm Melissa and I am a financial planner who works with all different kinds of families (like yours) to navigate today's complicated financial world. From investing, to insurance, to advice, to coaching - I am here to help you achieve your dreams and goals! Thank you so much for being here and following along. Feel free to invite your friends and family to follow along too and if you need a hand with anything at all, please don't hesitate to reach out. My contact info is on my website!

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Aban Accounting

(37)

Accounting Consulting, Tax, Bookkeeping

“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.”

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Ascendant Financial

(50)

Future
Questions
Education

“The entire Ascendant financial team provided me top notch communications, professionalism and knowledge, making the entire experience easy with a simplistic way of sharing their expertise.”

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Average Cost	$3711
Minimum cost	$1237
Maximum cost	$10513
Avg Per Hour Rates	$372

Best Financial Advisors in Delta, BC

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Delta area.

My Wealthy Quest

Walters Financial Forensics

The Complete Wealth Management System

Watershed Financial Solutions

Affinity Planning Group

Mark Schoeffel, Bba, Cim, CFP

Vermeulen Group

Canadian Wiseinvest

Insightful Wealth Group - Raymond James

JPS Accounting Services

Vidit Paruthi - Mortgage Professional

Portfolio Planning

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Visionvest Financial Planning & Services

Thomas C. Chan Financial Service

Adventure Immigration Services

Sunny Kalsi - Kalsi Wealth Management

IPC Securities Corp - CEV Wealth

Livian Smith

Mode Money Managers

Abhishek Grover - Mortgage Broker @ Sun Capitalists

Different Financial

Aban Accounting

Ascendant Financial

Retirement Planning and Investment Management Services in Delta, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Delta

Popular in Delta