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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
“He always takes care of his clients and I would definitely recommend him!”
Best Financial Advisors near Ladner, BC
These firms serve Ladner from nearby bases in towns including Surrey, Vancouver and Richmond.
15 firms listed · 3 open weekends · all 15 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
Sunny Kalsi - Kalsi Wealth Management
“I would recommend sunny to anybody, looking for a mortgage or wealth management portfolio.”
IPC Securities Corp - CEV Wealth
“My wife and I have entrusted this firm with our financial planning for over ten years and are very satisfied.”
Mode Money Managers
“She helped me a lot to take a correct policy and suggested what the best suitable for me.”
Different Financial
“Melissa has been easy to deal with and gives advice relative to current financial realities while keeping future goals in mind.”
Ascendant Financial
“He helped me in all stages and made sure I am left with no questions before taking a decision.”
The 15 firms listed for Ladner, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Ladner, BC
The 15 firms on this page are rated from 4.8 to 5.0 across 1,134 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (82%) and quality (70%). The topics that come up most in reviews of the firms on this page are "knowledge", "understanding" and "expertise". 3 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Ladner take financial planning bookings online?
3 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Rightfit Advisors
“They've not only helped me get my finances in check, but helped provide security for me and my family.”
Athena Financial
“Ken's explanations for why certain financial paths/options have been instrumental in ensuring I meet my long-term financial goals.”
RGF Integrated Wealth Management
“Teresa Black Hughes has treated my family with the utmost respect and built trust over many, many years, first with my mother, and now for myself as well.”
GT Wealth 安加財稅
“Great service and always there to help with any questions we have”
Guaranti Wealthplus Financial 温顶金融
“The explanation is detailed, the attitude is very good, the customer is fully helped to consider the problem, and the work is professional.”
Balanced Financial Services
“Without the assistance of both Earle and Sia, navigating these complex financial decisions would have been significantly more challenging, and we are truly grateful for their expertise and assistance.”
Sanjay Gupta
“Whole process was easy and smooth, Sanjay Gupta such a great person.”
Arts Of Finance Services
“The top financial advisor is Sandeep Jawandha, she goes above and beyond to offer guidance and is so welcoming and encouraging.”
Skyward Financial
“Both Tara and Curtis have great hearts and are doing a wonderful thing here making financial success accessible to everyone.”
Why these companies made our list
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