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.

Visionvest Financial Planning & Services

Visionvest Financial Planning & Services

(30)
  • Manage
  • Team
  • Retirement
“I can tell you while Arnold definitely did not have a crystal ball in his office, he has used his expertise to put me on an investment plan that not only has survived covid (so far), but also has outperformed my previous investment strategy by a marg...”
In Business Since 2006
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Keystone Financial Publishing Corporation

Keystone Financial Publishing Corporation

(13)
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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Davis Benefits & Pensions

Davis Benefits & Pensions

(3)
“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!”
In Business Since 2009
1281 Johnston Rd, White Rock, BC V4B 3Y9
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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 6E7
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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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Cedar Rock Financial Group

Cedar Rock Financial Group

(30)
  • Team
  • The Future
  • Retirement
“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.”
In Business Since 2018
Serving White Rock Area
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(30)
  • Communication
  • Benefit
  • Questions
“Justin, knowing his licence only covered serving Western Canadians still set up a meeting, spent a solid hour answering questions and giving informative answers and if we could, we would be working with him now.”
In Business Since 2011
Remote Consultations Available
Free Initial Consultation
6325 204 St #306, Langley, BC V2Y 3B3
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Sunny Kalsi - Advice & Planning

Sunny Kalsi - Advice & Planning

(30)
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.”
In Business Since 2012
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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Mobius Financial Planning

Mobius Financial Planning

(30)
Financial Planning, Retirement Planning, Investments
“Financial planning has never been an area of interest for me; however, with a family and 2 young kids I understood that it was necessary to have a good plan in place.”
In Business Since 2019
OUR, OUR, OUR Certified
Free Initial Consultation
10271 Shellbridge Way #210, Richmond, BC V6X 2W8
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Leskun & Son Accounting and Tax

Leskun & Son Accounting and Tax

(29)
Tax Preparation, Tax Planning, Tax Filing
“I had some mis information about capital gains tax I believed I needed to pay on the sale of my house through a divorce, and Doug cleared it up for me.”
In Business Since 2006
Family Business
20353 64 Ave #102, Langley, BC V2Y 1N5
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(30)
Insurance, Travel Insurance, Investments
“I would personally feel , he is not a insurance agent 👨‍💼 or business but great human being and friend he is very professional, passionate ,soft spoken & most important very understanding he really help us according to our mortgage insurance requirem...”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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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.”
In Business Since 2007
Transparent Fees & Pricing
17619 96 Ave #100, Surrey, BC V4N 4A9
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Michael Atkinson Dominion Lending Centres

Michael Atkinson Dominion Lending Centres

(28)
  • Rate
  • Passionate
  • Questions
“I was thinking of coast capital at one point, but he found a different lender for me that would be able to greenlight a mortgage far sooner, and even paid me back the difference in pricing so I wouldn't have to think too hard on the decision.”
In Business Since 2013
Licensed
Transparent Fees & Pricing
19978 72 Ave #302, Langley, BC V2Y 1R7
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Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

(30)
  • Budget
  • Investing
  • Feel
“Investing and the stock market seemed so intimidating for me, as someone with no prior knowledge of it - but after having taken Gina's class, I can say I now have a much better understanding going forward.”
In Business Since 2022
1200 W 73rd Ave, Vancouver, BC V6P 6G5
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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(30)
  • Options
  • Team
  • Insurance
“If you have any concerns about your financial future coming up to, or if you are already in retirement, Parallel Wealth can present you with a great plan for your peace of mind to minimize taxes owing and maximize your retirement income.”
In Business Since 2014
22139 44a Ave, Langley, BC V2Z 1B6
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Business Solutions & Credit Counselling Services - Surrey

Business Solutions & Credit Counselling Services - Surrey

(29)
  • Debt
  • Company
  • Financial
“Mr Avineet is very supportive and knowledgeable person as well as clear my all doubts frequently in a good way Im fully satisfied about his services and I recommended to all for his benefical supervision and guidance.”
In Business Since 2001
12033 92a Ave #205, Surrey, BC V3V 4B8
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Yourrespspecialist  Kamal Atwal

Yourrespspecialist Kamal Atwal

(26)
  • Communication
  • Questions
  • Knowledge
“Being a first time parent and not really know much about this stuff can be overwhelming but Kamal was great she explained everything very thoroughly and made sure we knew what she was talking about.”
In Business Since 2017
14360 64 Ave Unit 205, Surrey, BC V3W 1Z1
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Mode Money Managers

Mode Money Managers

(25)
  • Team
  • Meeting
  • Travel Insurance
“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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Cloudiverse Cpas

Cloudiverse Cpas

(17)
Book Keeping, Financial Statements, Advisory Services
“After struggling with my business taxes, I reached out to Amandeep who offered me a free consultation and completely exceeded my expectations with his level of professionalism and willingness to help - I am now working with him as a result of the val...”
In Business Since 2018
4538 Kingsway #513, Burnaby, BC V5H 4T9
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Different Financial

Different Financial

(17)
  • Investing
  • Family
  • Interest
“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.”
In Business Since 2019
Free Initial Consultation
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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Lane Cuthbert Financial

Lane Cuthbert Financial

(19)
  • Meeting
  • Future
  • Feel
“I usually get very overwhelmed when it comes to financial talk - investing, TFSAs, RRSPs, you name it, it instantly confuses me, but Lane explains all of those things, the necessity and value, in such a simple way.”
In Business Since 2016
4498 217 St, Langley, BC V3A 9B8
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Dallas Clemyck, Financial Advisor @ Connect Wealth

Dallas Clemyck, Financial Advisor @ Connect Wealth

(27)
Personal Planning, Business Planning
“I have a family and even though you don't want to think about not being around for them, it could be a reality and you need to make sure they are taken care of.”
In Business Since 2011
Remote Consultations Available
King George Blvd. South, Surrey, BC, V4P
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Sarabia Wealth Solutions

Sarabia Wealth Solutions

(11)
Building Your Wealth, Protecting Your Wealth, Added Value Services
“This are the the kind of Insurance Agents that everybody should look for, they are very professional, very knowledgeable, soft approach, gives you alot of options, unlike other agent who just sells you to get their sales commision.”
In Business Since 2020
610 6th St #255, New Westminster, BC V3L 3C2
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Investwell Wealth Management

Investwell Wealth Management

(10)
Investment Advice, Insurance Advise
“For over a decade now I have had my insurances and investment portfolio managed by Investwell and have been completely satisfied with the level of advice provided.”
In Business Since 2011
8661 201 St 2nd Floor, Langley, BC V2Y 0G9
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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.

Why these companies made our list

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