Best Financial Advisors in Saanich, BC

“Over the years, Tony helped me deal with a range of issues as they pertain to satisfying both CRA's compliance requirements and also those of the IRS, as I reside in the US.”

“He's also a fiduciary and has low rates for cross border wealth management services so you can manage your investments in the US (including retirement accounts) from Canada.”

“As a fellow accountant who has done a lot of Australia-Canada tax, I know the international tax rules can have a lot of implications that are unexpected.”

“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.”

“We have trusted Frank to provide us with estate planning guidance, a very well thought out life insurance strategy (temporary types of insurance for when the kids are growing and long-term permanent types for estate planning) along with critical illn...”

“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.”

“They answered my questions, I am not a native speaker so, sometimes technical or accounting terms are a bit hard to grasp, but they explained very clearly, provided additional info and I felt treated warmly”

“Their attention to detail and expertise have been an invaluable asset to me and my family, ensuring that I can retire comfortably and be in a position to help my sons achieve their own life goals in the years ahead.”

“We have been using Kelly and Bobby for the past 10 years and we are impressed with their knowledge and expertise with all our mortgage questions-I would certainly recommend them to our family and friends.”

“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.”

“She took a holistic approach in helping us to understand the root cause behind some of our ideas/ habits surrounding finances, and reprogram our mindset to create a financial plan and (sustainable) path forward.”

“Kirsty was great at explaining the 'future' as best one can while maintaining such professionalism and knowledge in a manner that was honest and clear.”

“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.”

“Always friendly and professional, everyone at BAM has been a pleasure to deal with and I feel that I am in good hands!”

“We needed an expert assessment of a complex problem, XPS gave us that.”

“They have always done their best for me, and I have recommended them to friends, family and coworkers for many, many years.”