White Rock, BC

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White Rock, BC
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Best Financial Advisors in White Rock, BC

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the White Rock area.

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Visionvest Financial Planning & Services

Visionvest Financial Planning & Services

(50)
  • Understand
  • Team
  • Advice
“Over the years we gained some great insight into how we can & should plan our financial future and retirement ,that suited both, our goals and risk tolerance.”
Transparent Fees & Pricing
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Noah Belcher - iA Private Wealth

Noah Belcher - iA Private Wealth

(1)
“They made this process of dealing with the loss of my mom and all the things to do for life insurance very easy for me.”
In Business Since 2012
Transparent Fees & Pricing
1461 Johnston Rd #206, White Rock, BC V4B 3Z4
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Davis Benefits & Pensions

Davis Benefits & Pensions

(2)
“Having done one full year of research and planning before carefully selecting our companies benefit provider I can say with confidence that we made the right decision by enrolling with Davis Benefits & Pensions!”
1281 Johnston Rd, White Rock, BC V4B 3Y9
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Keystone Financial Publishing Corporation

Keystone Financial Publishing Corporation

(10)
Small-Cap Research Service, Simple Tfsa Portfolio, Income Stock Research Service
“If you are interested in the stock market but not so much in all the research it entails, you should most definitely be interested in KeyStone Financial.”
In Business Since 1999
Transparent Fees & Pricing
This business has movwd, 71513 – 1463 Johnston Rd, White Rock, BC V4B 5J5
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Dave Lee

Dave Lee

“®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private...”
In Business Since 2006
1676 Martin Dr Suite 100, White Rock, BC V4A
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Beaton Annuity Services

Beaton Annuity Services

“You may also have accumulated non-registered savings which you are holding in term deposits, low interest or non-interest chequing-savings bank accounts. If your savings are earning interest income, you will pay tax on that income. There are opportun...”
In Business Since 2001
Transparent Fees & Pricing
15310 Pacific Ave, White Rock, BC V4B 1P9
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Brendan Lal Wealth Management - BMO Nesbitt Burns

Brendan Lal Wealth Management - BMO Nesbitt Burns

(2)
  • Goals
“When I first approached Brendan I knew nothing about the market and I am now 100 percent confident that I will reach my financial goals through simplicity and consistency.”
1959 152 St #270, White Rock, BC V4A
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Insightful Wealth Group - Raymond James

Insightful Wealth Group - Raymond James

(11)
  • Team
  • Investments
  • Estate Planning
“Christine and her team are true professionals that really take of us.”
In Business Since 2016
5455 152 St #309, Surrey, BC V3S 5A5
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Vidit Paruthi - Mortgage Professional

Vidit Paruthi - Mortgage Professional

(50)
New Home Purchase Mortgage, Mortgage Refinancing, Mortgage Renewal
“Not only was he able to secure a low rate in this unstable market, but he pleasantly surprised customers by negotiating it even further with the lender!”
Offers Financing Options
2626 Croydon Dr #106, Surrey, BC V3Z 0S8
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Cedar Rock Financial Group

Cedar Rock Financial Group

(50)
Tax Planning, Business Succession, Budgeting
“He's been great - very professional; highly committed in helping us with our financial goals and direction; and truly approachable even with the "silliest" questions.”
In Business Since 2018
Serving White Rock Area
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Adventure Immigration Services

Adventure Immigration Services

(50)
Temporary Resident Visa, Other Immigration Categories, Permanent Residence
“She was not only quick and efficient but also exceptionally kind, making the entire process smooth and I highly recommend Teresa for any visa-related services!”
In Business Since 2013
5118 Joyce St #300, Vancouver, BC V5R 4H1
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)
Insurance, Travel Insurance, Investments
“Yogesh stands out from the rest, whome I have been in touch with, in the way he empathises and supports me in taking the decisions that proved to be critical in my case.”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Sunny Kalsi - Kalsi Wealth Management

Sunny Kalsi - Kalsi Wealth Management

(42)
Leasing & Financing, Insurance, Mortgages
“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
5550 152 St #206, Surrey, BC V3S 5J9
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(50)
  • Health
  • Benefit
  • Plan
“Small businesses need more people like Justin who can support and nurture the highs and lows we as business owners experience, one who is always by our side!”
In Business Since 2011
6325 204 St Suite 306, Langley, BC V2Y 3B3
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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(49)
  • Emails
  • Team
  • Interest
“We just finished our plan explanation with Brett he was very informative and he showed us different strategies and scenarios for the future of our retirement.”
In Business Since 2014
20020 84 Ave Unit A505, Langley Twp, BC V2Y 5K8
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IPC Securities Corp - CEV Wealth

IPC Securities Corp - CEV Wealth

(8)
“He continually keeps in touch with me about how the markets are going, and has suggested, numerous times, when he thinks that I should transfer some of my funds to another company that is showing a positive outlook”
In Business Since 1999
Coupons & Offers
3388 Rosemary Heights Crescent Suite 217, Surrey, BC V3S 0X8
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Mode Money Managers

Mode Money Managers

(44)
  • Plan
  • Team
  • Parents
“The calmness and the trust that was provided by Sanjay along with his professionalism & knowledge about all the processes is what set him apart from other consultants that we had interacted with.”
In Business Since 2021
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Different Financial

Different Financial

(38)
  • Financial Advisor
  • Family
  • Understanding
“Melissa puts the interest of the customer first and backs that up by thorough discussions along with ongoing follow up meetings to ensure any changes in life circumstances are addressed.”
Free Initial Consultation
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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Abhishek Grover - Mortgage Broker @ Sun Capitalists

Abhishek Grover - Mortgage Broker @ Sun Capitalists

(34)
Pre Approval Application, Home Movers, Remortgaging
“It Can be considered as the symbol of trust, it has sure shot solution for your mortgage problems and answer to all sorts of queries related mortgage...”
Transparent Fees & Pricing
6678 152 St Unit 104 & 105, Surrey, BC V3S 3L4
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AG Accounting Services

AG Accounting Services

(50)
  • Nature
  • Tax Filing
  • Call
“I have been doing my taxes with Arpit and his team for a very long time and he and his team have always given me great service and extremely beneficial advice to save on my taxes.”
In Business Since 2005
6366 126 St Unit 16, Surrey, BC V3X 1T9
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Athena Financial

Athena Financial

(50)
  • Financial Literacy
  • Investing
  • Meetings
“His deep knowledge of the financial world, paired with a superb ability to convey this understanding, has made my learning process incredibly comfortable.”
Serving White Rock Area
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Richard Kosick & Co. Chartered Professional Accountant

Richard Kosick & Co. Chartered Professional Accountant

(34)
Personal Tax, Estates & Trusts, Corporate Tax
“Went to Richard for over 30 years does great job ,excellent service, very carimg, honest and reasonable price i'ce recommeneded him hany time to family and friends Positive Responsiveness, Quality, Professionalism, Value”
10090 152 St #308, Surrey, BC V3R 8X8
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GT Wealth 安加財稅

GT Wealth 安加財稅

(44)
  • Seminar
  • Office
  • Team
“At first, I was just asking about ways to save Capital Gain tax for my rental properties (which they have successfully saved over 600k for me), but turned out I actually had lots of other financial areas that can be done way better than my then-exist...”
6388 No. 3 Rd Suite 405, Richmond, BC V6Y 0L4
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Complete Accounting Solutions

Complete Accounting Solutions

(24)
Personal Accounting, Bookkeeping, Small Business Accounting
“Solomon's team also helped with my whole life insurance policy and other wealth management solutions which has been the financial advice and expertise I was waiting for and finally found it.”
Transparent Fees & Pricing
17619 96 Ave #100, Surrey, BC V4N 4A9
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Retirement Planning and Investment Management Services in White Rock, BC Cost Estimates

Minimum cost
$1202
Maximum cost
$10213
National Average
$3605
Avg Per Hour Rates
$361
$2403
$6609
Fair price range is based on 432 cost profiles
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Average Cost $3605
Minimum cost $1202
Maximum cost $10213
Avg Per Hour Rates $361

Fair range $2403 to $6609 is based on 432 cost profiles.

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