Best Financial Advisors in Ladner, BC

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

“His contact and referral network for other professionals is also unparalled; whether it be a lawyer, accountant or business consultant, being his client gets you access to one of the best networks in the city.”

“He's always listened and taken into account my thoughts and goals, and has met me where I'm at while making me feel positive and encouraged about moving forward with my savings.”

“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.”

“Yogesh helped with proper guidance with how and which kind of insurance would be best suited for my needs and gave me a step by step walk through about the details , he was always one call away for any questions that i had later and was very helpful ...”

“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...”

“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.”

“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.”

“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!”

“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.”

“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.”

“The credit for this remarkable celebration goes to Sanjay  a true professional and attentive individual who was responsible for curating every intricate detail of the event.”

“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...”

“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.”

“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.”

“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.”

“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...”

“I recommend 100% CPA services, I reached Nafees due an error occurred with my 2022 Tax Return due to double national taxation (Canada-Chile) and he help me to correct the issue and resubmit my file getting a satisfactory responses from a new CRA asse...”

“I know some people are fine going it alone when it comes to investing, but with Bryn's guidance I have saved much more than I would have done on my own and am better off and more confident for the long term.”

“They did not hurry us through the process but helped us with a solution that suited our needs the best after scanning the various products available in the market.”

“The business staff have high professional level, actively and efficiently complete the problems submitted by customers, and have a good service attitude.”

“Not only he would attend to my inquiries in a prompt and professional manner, but he would also set up meetings from time to time to provide updates on my portfolio and recommendations.”