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Guaranti Wealthplus Financial 温顶金融

(32)

Service
Personal Financial
Loan

“The business staff have high professional level, actively and efficiently complete the problems submitted by customers, and have a good service attitude.”

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Bhamji Taxation Services CPA

(14)

Bookkeeping Services, Payroll Services, Sr&ed CRA Incentive

“He makes sure to send a test email to see if you received it and made sure everything is good before you walk out the door and you do not need to worry about needing to go back.”

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Braun Financial Services

Retirement Readiness Report, Family Income Protection Plan, Family Wealth Transfer Plan

“Do you know how much income you will have when it's time to retire? Or even if you can retire comfortably? Between pension plans, personal savings and government benefits there is a lot to consider. We can provide you with an after tax estimation, in...”

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Pacific New West Tax & Financial Consulting Services

(1)

“Mike is great I have been using him and his services for 20 years, he was my father's tax guy before mine.”

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Kaushal & Company, Canadian & US Tax Advisors

(10)

Financial

“Previously I was fed up going from one accounting firm to another until I was referred by my business parter to Kaushal & Company.”

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Wealth Blueprint Strategies

“They're attentive both in informing us of the latest financial trends—both good and more importantly, bad—and come prepared with options on how we should navigate. Since we started relying on them, we sleep better, knowing that we have experts monito...”

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Parallel Wealth Financial Group

(49)

Retirement
Videos
Needs

“Bornn presented at YouTube real examples and the product that Parallel Wealth offered to clients, which was not only the calculation of the withdrawal allocation, but the way to do it, the fiscal implications and the taxes to be paid per year.”

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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.”

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RGF Integrated Wealth Management

(31)

Retirement
Decisions
People

“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.”

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Steven Joe Financial | Assante Financial Management

(27)

Team
Knowledge
Wealth Management

“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.”

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Loney Financial

(23)

Trust
Business
Family

“The leadership he has provided me has made a wonderful contribution to the present, and am confident will have a continued positive affect on my business at the M&M Food Market in Langley and also my personal life going forward.”

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Connect Wealth

(15)

Understanding
Savings
Questions

“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.”

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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...”

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Success Business Coach

(4)

Call

“If you want to take your business to the next level get on a call with them.”

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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.”

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Leskun & Son Accounting and Tax

(49)

Tax Planning, Tax Filing, Tax Preparation

“Taxes for me have always been cumbersome and tedious but Doug and his team made it a great experience and helped me with great ideas for record keeping ideas for future.”

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Cedar Rock Financial Group

(50)

Budgeting, Estate Planning, Business Succession

“Chris has helped us to invest our money in vehicles that have been appropriate to our risk tolerance and we've done well and come out ahead after every market fluctuation as a result of being invested in quality companies.”

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Visionvest Financial Planning & Services

(50)

Retirement
Portfolio
Feel

“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.”

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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Investments, Super Visa Insurance, Disability Savings (Rdsp)

“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.”

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Adventure Immigration Services

(50)

Permanent Residence, Business Immigration, Other Immigration Categories

“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.”

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Thomas C. Chan Financial Service

(50)

Knowledge
Presentation
Videos

“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.”

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Portfolio Planning

(50)

Insurance, Mortgage Calculator, 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...”

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Justin Manning - Vegan Financial Advisor

(50)

Questions
Knowledge
Patient

“He has shown himself to be client-focused and has aptly demonstrated his ability and willingness to ensure we, the client, have the information and direct assistance necessary to launch a successful benefits programs with the company.”

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Sunny Kalsi - Kalsi Wealth Management

(42)

Mortgages, Advice & Planning, Investments

“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.”

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Average Cost	$3694
Minimum cost	$1231
Maximum cost	$10464
Avg Per Hour Rates	$370

Best Financial Advisors in New Westminster, BC

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the New Westminster area.

Guaranti Wealthplus Financial 温顶金融

Bhamji Taxation Services CPA

Braun Financial Services

Pacific New West Tax & Financial Consulting Services

Kaushal & Company, Canadian & US Tax Advisors

Wealth Blueprint Strategies

Parallel Wealth Financial Group

Aban Accounting

RGF Integrated Wealth Management

Steven Joe Financial | Assante Financial Management

Loney Financial

Connect Wealth

Sana Family Office

Success Business Coach

Vidit Paruthi - Mortgage Professional

Leskun & Son Accounting and Tax

Cedar Rock Financial Group

Visionvest Financial Planning & Services

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Adventure Immigration Services

Thomas C. Chan Financial Service

Portfolio Planning

Justin Manning - Vegan Financial Advisor

Sunny Kalsi - Kalsi Wealth Management

Retirement Planning and Investment Management Services in New Westminster, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near New Westminster

Popular in New Westminster