Best Financial Advisors in Langford, BC
The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Langford area.
View Profile
“The DesignWealth approach really makes you stop & think about what you want in life & the process isn't always comfortable but this gave Jared a clear picture of my situation”
View Profile
Cody Rowe - Mortgage Broker
Reverse Mortgage, Mortgage Renewal, First Time Home Buyer Mortgage
“Our mortgage situation ended up being way more complicated than expected due to an interprovincial move, probationary periods on new jobs, realtor errors in our previous home sale documents, etc.”
View Profile
Doug Lee & Associates
- Payments
- Financial
- Team
“This time though between the two companies ,4 pillars and Fresh start ,I am absolutely better equipped to see the areas where I was weak and be more proactive in management.”
View Profile
Hutcheson & Co
Corporate Tax Preparation & Planning, Trust & Estate Planning, Bookkeeping, Accounting and Personal Tax
“His vast expertise and genuine willingness to help are only superseded by his ability to explain complex tax issues in a clear and easy-to-understand manner; so clear even novices (like us) can understand them.”
View Profile
Beacon Hill Wealth Management
- Meeting
- Investment
- Questions
“He was so kind, approachable, and knowledgable that I walked away after only 30 minutes of talking with him feeling much more confident that I'll be able to do this without stubbing my toe or damaging my financial situation.”
View Profile
Smart Choice Mortgage - Bobby Smart
- Questions
- Home
- Rate
“It has been a pleasure working with him, and now, from the comfort of our new home, we are reflecting pleasantly on what could have been a very stressful experience.”
View Profile
Phil Hogan, Cpa, CA, CPA
- Planning
- Investment
- Information
“Have watched a number of Phil's videos and find them very well done and extremely informative…as a Dual Canadian/US citizen living in the USA I would love to see a guide for us as well….”
View Profile
IPC Securities Corporation
Environmental/Social/Governance
“I find her investment suggestions clear and insightful, and she is good at putting the whole financial picture in focus as we make planning decisions together.”
View Profile
Aact Financial Solutions
- Price
- Small Business
- Tax Return
“They've not only helped with filing my tax returns, but also with setting up & running payroll for my business, getting things together for me to incorporate my business and also helping prepare my affairs correctly to get the mortgage that I got.”
View Profile
Royale British Columbia Financial
- Business
- Products
- Investment
“Frank was warm and personable right from the get go and he was able to get me substantially better life insurance and critical illness coverage than I already had for a small increase in premiums.”
View Profile
W. Pan & Company
- Organization
- Work
- Questions
“She was invaluable as we transitioned from a DBA company to a LTD company and continues to provide excellent service, advice and is always available to answer any questions we may have.”
View Profile
Sterling Financial Accounting Services
Divorce and Separation, Tax Compliance and Filings, Financial Coaching and Support
“Even so much as to give me a heads up call on a large tax amount due this year that would have resulted in a significant penalty had I not had the time to arrange for the payment!”
View Profile
Blair & Associates With IG Private Wealth Management
- Confidence
- Investments
- Team
“I HAVE BEEN Dealing with Blair and Associates for over 10 years now, and I would hand on heart recommend them to any/all of my friends that are looking for a good company to put your investments into”
View Profile
Bobby Vu Financial Solutions
Insurance, Rdsp, Financial Planning
“He has experienced lots with insurance companies and banks in his past work and has seen that they often don't look out for the best for their clients, but he definitely does.”
View Profile
Mortgage Designers
- Questions
“Stephen was very diligent, made sure all the paperwork are in order (as our developer gave the wrong address etc), responded to our queries right away and even beyond office hours.”
View Profile
Willow Wealth Management of Raymond James
- Integrity
- Team
- Portfolio
“And she is very smart and very knowledgeable - she has already suggested several strategies that will benefit my family's situation, and which no previous advisor of mine had ever thought to suggest.”
View Profile
Fischer Financial Services
Insurance Services, Virtual Family Office, Wealth Management
“Knowledgable and professional, he helped myself and my business partners source and implement a benefit program that fits our needs, and works great for our employees.”
View Profile
Jennifer Thompson Money Coach
- Goals
- Knowledge
- Investment
“It's hard to know what questions to ask when you feel so lost, and I'm now excited to discover ways to increase my financial abundance by knowing what I want to create for my life.”
View Profile
Riddell Private Wealth Management
- Advisor
- Needs
- Team
“He has taken the time to get to know us, gives us confidence, and has done a terrific job guiding us through the times when we both were working through to our retirement.”
View Profile
Burkett Asset Management Limited
Family Office Services, Private Wealth Clients, Services For Other Advisers
“Always friendly and professional, everyone at BAM has been a pleasure to deal with and I feel that I am in good hands!”
View Profile
XPS Group
Mergers & Acquisitions, Business Valuations, Financing Advisory
“We needed an expert assessment of a complex problem, XPS gave us that.”
View Profile
Exceptional Wealth Management Canada
Business Services, Personal Services
“They have always done their best for me, and I have recommended them to friends, family and coworkers for many, many years.”
View Profile
McEwen Financial
- Expertise
- Knowledge
- Insurance
“He has helped me countless times with any financial questions or problems that I have had, and has always taken every moment to personal teach me more about the way that this world works.”
View Profile
TPC Financial Group
“Great sevices”
Retirement Planning and Investment Management Services in Langford, BC Cost Estimates
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?