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

(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.”
In Business Since 2019
5148 Ladner Trunk Rd Unit #353, Delta, BC V4K 5B6
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Aban Accounting

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.”
In Business Since 2018
211-3030 Lincoln Ave, Coquitlam, BC V3B 6B4
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RGF Integrated Wealth Management

RGF Integrated Wealth Management

(31)
  • Retirement
  • Financial Security
  • Confident
“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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Steven Joe Financial | Assante Financial Management

Steven Joe Financial | Assante Financial Management

(27)
  • Team
  • Advice
  • Teaching
“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.”
In Business Since 2022
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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Connect Wealth

Connect Wealth

(15)
  • Understanding
  • Future
  • Financial Literacy
“She's always available and willing to address any questions or concerns I may have; whether it's a quick clarification or a more in-depth discussion, she always makes time for me.”
CFP, CFP, CFP Certified
In Business Since 2011
2970 King George Blvd #13, Surrey, BC V4P
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Sana Family Office

Sana Family Office

(5)
  • Invested
“My wife and I just had a meeting yesterday with John and Josh from the Sana Family Office and I have to say after having invested with Assante for the past ten years, John has continued to make us feel comforted and assured that our financial goals a...”
In Business Since 2019
15288 54a Ave #310, Surrey, BC V3S 6T4
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Success Business Coach

Success Business Coach

(4)
  • Call
“If you want to take your business to the next level get on a call with them.”
1239 W Georgia St Suite 2702, Vancouver, BC V6E 4R8
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Vidit Paruthi - Mortgage Professional

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.”
Offers Financing Options
2626 Croydon Dr #106, Surrey, BC V3Z 0S8
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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
“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.”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Portfolio Planning

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...”
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.”
Transparent Fees & Pricing
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Adventure Immigration Services

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.”
In Business Since 2013
5118 Joyce St #300, Vancouver, BC V5R 4H1
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Thomas C. Chan Financial Service

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.”
Free Initial Consultation
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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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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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.”
Licensed
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2006
3430 Horizon Drive, Coquitlam, BC, V3E 3H2
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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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IPC Securities Corp - CEV Wealth

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”
Coupons & Offers
In Business Since 1999
3388 Rosemary Heights Crescent Suite 217, Surrey, BC V3S 0X8
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Mode Money Managers

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.”
In Business Since 2021
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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Abhishek Grover - Mortgage Broker @ Sun Capitalists

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...”
Transparent Fees & Pricing
6678 152 St Unit 104 & 105, Surrey, BC V3S 3L4
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Canadian Wiseinvest

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...”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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Athena Financial

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.”
Ladner, BC
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AG Accounting Services

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.”
In Business Since 2005
6366 126 St Unit 16, Surrey, BC V3X 1T9
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Ascendant Financial

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.”
Licensed
Serving Ladner Area
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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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