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Walters Financial Forensics

(6)

Fraud Investigations, Fraud Prevention, Expert Witness

“Walters Financial Forensics provided us with a report for our company to help us recover losses due to an employee fraud.”

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Portfolio Planning

(50)

Insurance, Mortgage Insurance, Mortgage Calculator

“What is truly remarkable about his process was that Vishal not only helped me achieve my financial goals, but he also took the time to understand what was important to me in life and helped me create a plan that aligned with my personal values and as...”

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Canadian Wiseinvest

(37)

Individual Services, Corporate Services

“Throughout my journey, I have been associated with Wiseinvest for an extended period of time, and I can confidently say that at every stage of my financial life, I have greatly benefited from the expert advice, guidance, and valuable references provi...”

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Insightful Wealth Group - Raymond James

(11)

Estate Planning
Investments
Market

“They are dedicated to ensuring that our investments align with our needs, both now and in future.”

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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 Refinancing, Mortgage Renewal, New Home Purchase Mortgage

“Vidit is a true professional - he is knowledgeable about mortgages and the lending process, he leverages his strong relationships with professionals in the industry, and he is always willing to go the extra mile.”

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Thomas C. Chan Financial Service

(50)

Knowledge
Goals
Options

“Thomas did a one hour session at my work place over zoom and it was incredibly informative, straight to the point and really opened my eyes on some key assets I was missing out on.”

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Visionvest Financial Planning & Services

(50)

Retirement
Advice
Goals

“I have full faith that his team are diligently steering our retirement ship in the right direction, weathering the many storms and navigating dangers to ensure we have a safe and comfortable passage to our golden years.”

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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Investments, Travel Insurance, Super Visa Insurance

“Your depth of knowledge in Super Visa Insurance is commendable, but most importantly I am grateful for the valuable timely advise you provided for my parents, and hearing me out every time with a smile and being always there for me.”

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Adventure Immigration Services

(50)

Permanent Residence, Other Immigration Categories, Business Immigration

“I got my vulnerable open work permit approved recently, Mizpah and team took care of my file and all the immigration process, experience was very professional and information provided was legitimate, consultant and immigration service best in town.”

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Sunny Kalsi - Kalsi Wealth Management

(42)

Mortgages, Insurance, Advice & Planning

“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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Livian Smith

(50)

Team
Rate
Job

“Livian and her team went above and beyond to make what is normally a stressful time, buying a house, into an easy experience by thoroughly explaining everything to me and always being available/punctual for an answer.”

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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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Mode Money Managers

(44)

Travel Insurance
Parents
Expertise

“Being a new migrant , I suggest everyone to visit him once to know about BC Government and its system that can benefit you, irrespective of any kind of temporary and permanent visa.”

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Abhishek Grover - Mortgage Broker @ Sun Capitalists

(34)

Remortgaging, Home Movers, First Time Buyers

“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)

Goals
Understanding
Needs

“As a single mother and a woman who values integrity and authenticity, I highly recommend Melissa to others looking to make smart choices for you/your family with your hard-earned money.”

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Aban Accounting

(37)

Bookkeeping, Accounting Consulting, Tax

“Since then , while I received prompt services in dealing with CRA ,WCB , Personal & GST accounts; I also received advises and suggestions that increased and regulated the cash flow on multiple occasions.”

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Rightfit Advisors

(50)

“Up until this point, I can say I've been quite clueless about personal finance, especially since we were never taught about it in public education back when we were younger; In my mid 30's now, the only concept I have of finance is simply to "make mo...”

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AG Accounting Services

(50)

Knowledge
Call
Understanding

“I have been doing my taxes with Arpit and his team for a very long time and he and his team have always given me great service and extremely beneficial advice to save on my taxes.”

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Athena Financial

(50)

Understand
Meetings
Decisions

“Together, they provided truly excellent assistance in finding and securing health and disability insurance appropriate to my profession, as well as in developing effective strategies to most effectively leverage my income and investments.”

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Ascendant Financial

(50)

Concept
Future
Wealth

“The team at Ascendant Financial has a huge amount of resources & information they make available to educate people on the process of becoming your own banker & achieving generational wealth-building.”

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Richard Kosick & Co. Chartered Professional Accountant

(34)

Corporate Tax, Estates & Trusts, International Taxation

“Went to Richard for over 30 years does great job ,excellent service, very carimg, honest and reasonable price i'ce recommeneded him hany time to family and friends Positive Responsiveness, Quality, Professionalism, Value”

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Ocean 6 Wealth Advisory

(34)

Insurance Strategies, Partners, Investment Solutions

“If you have that little voice in your head that is saying things like "you are working so hard but spending very little time on planning", or "am I setup right now the best way possible for my financial objectives", you need to go see Ocean 6.”

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Druckerpro International

(33)

Business Plans
Mentorship
Internship

“If you are a business owner or a dreamer seeking guidance and support to grow/establish your business in Canada, Duckerpro is the one-stop shop where you can get all the support and resources, starting from business planning to business consulting to...”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Ladner, BC

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

Walters Financial Forensics

Portfolio Planning

Canadian Wiseinvest

Insightful Wealth Group - Raymond James

JPS Accounting Services

Vidit Paruthi - Mortgage Professional

Thomas C. Chan Financial Service

Visionvest Financial Planning & Services

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Adventure Immigration Services

Sunny Kalsi - Kalsi Wealth Management

Livian Smith

IPC Securities Corp - CEV Wealth

Mode Money Managers

Abhishek Grover - Mortgage Broker @ Sun Capitalists

Different Financial

Aban Accounting

Rightfit Advisors

AG Accounting Services

Athena Financial

Ascendant Financial

Richard Kosick & Co. Chartered Professional Accountant

Ocean 6 Wealth Advisory

Druckerpro International

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

Why these companies made our list

Wealth Management Advisors near Ladner

Popular in Ladner