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

Walters Financial Forensics

(5)
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.”
In Business Since 2019
5148 Ladner Trunk Rd Unit #353, Delta, BC V4K 5B6
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(31)
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.”
680-375 Water St, Vancouver, BC V6B 5C6
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Balanced Financial Services

Balanced Financial Services

(26)
  • Team
  • Market
  • Managing
“Earle is always available for face-to-face consultations, where he is more than willing to share his expansive knowledge of market behaviour and to take as much time as needed to make sure that the client understands, and is comfortable with, his inv...”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(16)
  • Team
“I have no hesitation in recommending Terry Wright to anyone seeking an investment advisor of integrity and a leader who is dedicated to delivering outstanding results with a genuine concern for the well-being of his clients.”
Transparent Fees & Pricing
555 Burrard St Suite 100, Vancouver, BC V7X 1M8
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Carlo Sarabia - Financial Advisor

Carlo Sarabia - Financial Advisor

(11)
Protecting Your Wealth, Added Value Services, Building Your Wealth
“It is without hesitation that I highly recommend Carlo Sarabia Insurance Broker for outstanding in securing and advising on the most suitable insurance for my family, both in a professional and friendly manner.”
In Business Since 2020
4710 Kingsway, Burnaby, BC V5H 4J5
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Odlum Brown Limited

Odlum Brown Limited

(12)
  • Investment
“I can only say, based on my experience with Mr Davidson, that the service and wise advice that I have received over the years, has been both personal and exemplary .”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Livian Smith

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.”
Transparent Fees & Pricing
Offers Financing Options
Licensed
2558 Parkview Ln, Port Coquitlam, BC V3C 6L8
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)
Investments, Travel Insurance, Super Visa Insurance
“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 ...”
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Portfolio Planning

Portfolio Planning

(50)
Insurance, Mortgage Insurance, Investments
“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...”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Visionvest Financial Planning & Services

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.”
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Sunny Kalsi - Kalsi Wealth Management

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.”
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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Linda Sun Cpa, Accounting 孙世玲注册会计师

Linda Sun Cpa, Accounting 孙世玲注册会计师

(48)
  • Family
  • Patience
  • Known
“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!”
In Business Since 2009
12560 Bridgeport Rd #260, Richmond, BC V6V 2N5
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Mode Money Managers

Mode Money Managers

(42)
  • Travel Insurance
  • Investments
  • Family
“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.”
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Different Financial

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.”
Free Initial Consultation
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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Sanjay Gupta

Sanjay Gupta

(40)
  • Insurance
  • Investment
  • Decision
“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.”
In Business Since 2009
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Ascendant Financial

Ascendant Financial

(50)
  • Concept
  • Information
  • Education
“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.”
Licensed
Serving Ladner Area
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Rightfit Advisors

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...”
Serving Ladner Area
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Aban Accounting

Aban Accounting

(36)
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.”
In Business Since 2018
211-3030 Lincoln Ave, Coquitlam, BC V3B 6B4
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Athena Financial

Athena Financial

(49)
  • Knowledge
  • Goals
  • Strategy
“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.”
Ladner, BC
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Mobius Financial Planning

Mobius Financial Planning

(30)
Retirement Planning, Investments, Financial Planning
“Bily first of all asked US a lot of questions to really understand our situation and then guided us to look at things in detail and showed us where we are at and where we may need to make any adjustments.”
OUR, OUR, OUR Certified
Free Initial Consultation
In Business Since 2019
10271 Shellbridge Way #210, Richmond, BC V6X 2W8
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Canadian Wiseinvest

Canadian Wiseinvest

(31)
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...”
850, 1185 W Georgia St w, Vancouver, BC V6E
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(22)
Personal Tax Returns, Non-Resident Taxes, Medical Practitioners Bookkeeping
“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...”
Family Business
Transparent Fees & Pricing
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(29)
  • Retirement
  • Financial Security
  • Questions
“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.”
Transparent Fees & Pricing
In Business Since 2017
1701 W Broadway, Vancouver, BC V6J 1Y3
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Virani Financial

Virani Financial

(32)
  • Financial Advisors
  • Insurance
  • Economic Growth
“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.”
1650 W 2nd Ave #340, Vancouver, BC V6J 1H4
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Retirement Planning and Investment Management Services in Ladner, BC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 352 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 352 cost profiles.

Why these companies made our list

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