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

(4)
Fraud Investigations, Forgery Identification, Contract Disputes
“I had a situation and needed someone to sort all the financial documents to help me prove my innocence.”
In Business Since 2019
5148 Ladner Trunk Rd Unit #353, Delta, BC V4K 5B6
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Odlum Brown Limited

Odlum Brown Limited

(9)
  • Investment
  • Company
“If attention to detail and expertise honed over 90 years mean anything then look no further.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Sunny Kalsi - Advice & Planning

Sunny Kalsi - Advice & Planning

(30)
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
In Business Since 2012
5550 152 St #206, Surrey, BC V3S 5J9
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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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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(19)
Personal Tax Returns, Non-Resident Taxes, NPO Bookkeeping Services
“Nafees and his professional team have provided me with a broad range of services to help manage my small business for the last ten years including recent support through the sale of the business to new owners.”
Transparent Fees & Pricing
Family Business
Free Initial Consultation
In Business Since 2015
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(30)
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 ...”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Portfolio Planning

Portfolio Planning

(30)
  • Questions
  • Family
  • Future
“Not only he is a great resource for nearly all financial decisions you face but also has access to some of the best professionals you would need such as Realtors, Accountants, RESP specialists etc.”
Free Initial Consultation
In Business Since 2019
1500 W Georgia St #1900, Vancouver, BC V6G 2Z6
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Visionvest Financial Planning & Services

Visionvest Financial Planning & Services

(30)
  • Portfolio
  • Retirement
  • Trust
“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.”
In Business Since 2006
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

(30)
  • Informative
  • Feel
  • Podcast
“Investing in the stock market felt so intimidating for me, especially as someone with no prior knowledge of it but after having taking Gina's class, I have a much better understanding!”
In Business Since 2022
1200 W 73rd Ave, Vancouver, BC V6P 6G5
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(30)
  • Financial Advisor
  • Knowledge
  • Videos
“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.”
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Business Solutions & Credit Counselling Services - Surrey

Business Solutions & Credit Counselling Services - Surrey

(29)
  • Financial
  • Company
  • Work
“Really helpful group of people - they take the time to educate you on your financial options and share solutions that the banks just don't want to because it isn't in their best interest.”
In Business Since 2001
12033 92a Ave #205, Surrey, BC V3V 4B8
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Yourrespspecialist  Kamal Atwal

Yourrespspecialist Kamal Atwal

(26)
  • Informative
  • Knowledge
  • Product
“I must say, she has in-depth knowledge about the product and she knows what she is doing, you know not one of those who just want to sell for the sake of it.”
In Business Since 2017
14360 64 Ave Unit 205, Surrey, BC V3W 1Z1
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Mode Money Managers

Mode Money Managers

(25)
  • Travel Insurance
  • Meeting
  • Investments
“I went and saw Sanjay Gupta yesterday to seek for some financial advice and he made everything so easy to understand with the use of very helpful resources.”
In Business Since 2021
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Rightfit Advisors

Rightfit Advisors

(30)
  • Questions
  • Learn
  • Responsive
“Authenticity is the most important thing when it comes to finding someone else to handle your finance, and that is what makes me feel comfortable to trust my best interests are in good hands.”
Transparent Fees & Pricing
In Business Since 2022
Serving Ladner Area
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(24)
  • Planning
  • Knowledge
  • Tools
“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.”
In Business Since 2018
680-375 Water St, Vancouver, BC V6B 5C6
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BBA Accounting Group

BBA Accounting Group

(19)
Advisory & Management Consulting, Business Tax Compliance, US Personal Taxes
“After years of trial and error working with different accountants who gave me so much stress and uncertainty, I stepped in BBA's office and they changed my life!”
In Business Since 2009
650 W Georgia St #1760, Vancouver, BC V6B 4N8
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Balanced Financial Services

Balanced Financial Services

(22)
  • Team
  • Knowledge
  • Meeting
“I have always been totally satisfied and impressed by his professionalism, his absolute passion for his work, fantastic results, his ability to explain the world of financial planning in accessible and clear terms, and his honesty and transparency.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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Elementus Wealth Management

Elementus Wealth Management

(22)
  • Company
  • Plan
  • Pleasure
“We have entrusted Jeff and his team to look after our company health benefits plan -- and it has been a sincere pleasure to be placed under the watchful care of Emily from Elementus Wealth from Day 1.”
In Business Since 2010
1075 W Georgia St #1810, Vancouver, BC V6E 3C9
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Keystone Financial Publishing Corporation

Keystone Financial Publishing Corporation

(13)
Income Stock Research Service, Simple Tfsa Portfolio, U.S. Growth Stock Research Service
“Just like I won't typically go to a big box store to acquire something I can get from somebody who specializes in it, I apply the same approach here.”
Transparent Fees & Pricing
In Business Since 1999
This business has movwd, 71513 – 1463 Johnston Rd, White Rock, BC V4B 5J5
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Cloudiverse Cpas

Cloudiverse Cpas

(17)
Advisory Services, Financial Statements, Nonprofit Accounting Services
“Unlike most of them, Lydia understood right away what had to be done and revised my tax returns to get me a refund which was more than what I had expected.”
In Business Since 2018
4538 Kingsway #513, Burnaby, BC V5H 4T9
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Different Financial

Different Financial

(17)
  • Interest
  • Family
  • Meetings
“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
In Business Since 2019
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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First Oak Financial

First Oak Financial

(20)
  • Pleasure
  • Financial Services
  • Questions
“I look forward to an ongoing “partnership” and would absolutely encourage anyone in need of guidance, in the often confusing world of finance, to give Jeff a call.”
In Business Since 2017
3190 St Johns St #212, Port Moody, BC V3H 2C7
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Consumer Credit Counselling

Consumer Credit Counselling

(2)
“!! They were so responsive and they are absolutely always there to answer any of your questions that you may need, they are truly amazing to work with”
Licensed, BBB Accredited
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2004
1120 Westwood St #206, Coquitlam, BC V3B 7K8
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LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(11)
Cross-Border, Lawyers
“I had a call with Patrick Caffrey for advice on US-Canada cross border financial planning -- he was friendly, professional, and extremely knowledgeable, giving me excellent advice that I learned so much from.”
Transparent Fees & Pricing
In Business Since 2017
555 Burrard St #100, Vancouver, BC V7X 1M8
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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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