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Visionvest Financial Planning & Services

(50)

Manage
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.”

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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.”

i

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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.”

i

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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!”

i

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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...”

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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...”

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Brendan Lal Wealth Management - BMO Nesbitt Burns

(2)

“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.”

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Parallel Wealth Financial Group

(49)

Decisions
Questions
Interest

“For the past year I have followed Parallel Wealth's on-line program and thought they should have a look at our retirement planning as we are 3-4 years out.”

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Loney Financial

(22)

Team
Investment
Trust

“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

(11)

Personal Planning, Business Planning

“They are doing a great job with the portfolio and meetings with Vince are always a great opportunity to get educated, ask for advice, financial or not, share ideas and have a laugh.”

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Sana Family Office

(5)

“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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Leskun & Son Accounting and Tax

(49)

Tax Preparation, Tax Planning, Tax Filing

“Margie and Tia on his team were equally helpful, and completed everything in a timely manner, asked clarifying questions where needed, and I feel confident that everything was completed properly.”

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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Insurance, Travel Insurance, Investments

“We have recently shopped a life insurance policy from Yogesh and he has been very patient with us and has been very articulate in explaining each clause and term.”

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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.”

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Justin Manning - Vegan Financial Advisor

(50)

Communication
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!”

i

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Cedar Rock Financial Group

(50)

Goals
Team
Retirement

“Chris & the Cedar Rock team have provided solid informed beneficial investment and insurance recommendations and exceptional attention to detail customer service.”

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Linda Sun Cpa, Accounting 孙世玲注册会计师

(48)

Profession
Patience
Family

“Since the first day I started my business, Linda has been there helping me with the most professional services, and giving advices whenever I need her!”

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Mode Money Managers

(42)

Team
Investments
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.”

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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.”

i

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Sanjay Gupta

(40)

Travel
Team
Investment

“Sanjay and we are infinitely grateful to him and his team for all the details, the time they took so that our language was not a barrier and we could take in this special day, they really achieved something unforgettable.”

i

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Athena Financial

(49)

Decisions
Investing
Goals

“In every meeting we've had, he has instilled confidence in my financial decisions by thoroughly explaining all the details and ensuring I have a solid understanding.”

i

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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.”

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Michael Atkinson Dominion Lending Centres

(31)

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.”

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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.”

i

Average Cost	$3605
Minimum cost	$1202
Maximum cost	$10213
Avg Per Hour Rates	$361

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

Keystone Financial Publishing Corporation

Noah Belcher - iA Private Wealth

Davis Benefits & Pensions

Dave Lee

Beaton Annuity Services

Brendan Lal Wealth Management - BMO Nesbitt Burns

Parallel Wealth Financial Group

Loney Financial

Connect Wealth

Sana Family Office

Leskun & Son Accounting and Tax

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Sunny Kalsi - Kalsi Wealth Management

Justin Manning - Vegan Financial Advisor

Cedar Rock Financial Group

Linda Sun Cpa, Accounting 孙世玲注册会计师

Mode Money Managers

Different Financial

Sanjay Gupta

Athena Financial

Mobius Financial Planning

Michael Atkinson Dominion Lending Centres

Complete Accounting Solutions

Retirement Planning and Investment Management Services in White Rock, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near White Rock

Popular in White Rock