Financial Consultants near Burnaby

“Daniel is professional and knowledgeable!I decided to join Edward Jones after his long time approach.I believe what he says, "good company's products give good returns"!He is always available when you have any questions.Very good service and take care of your products.Highly recommended!“

“Landon is a passionate and caring individual who has helped my family and I in many occasions. From debt management to general investing knowledge, you will be in great hands with Landon!“

“My partner and I visited Adam to help us understand how we can make our money work better for us, and how we can manage our investments more efficiently. Adam answered all of our questions and more, and was very patient with us. We would absolutely go to visit him again and recommend him to anyone looking for a knowledgeable and friendly person to help them with their financial situation.“

“Emily was extremely helpful throughout the loan process. She is efficient, knowledgeable, and always quick to respond. She took the time to understand my needs and explained every step clearly, making the process straightforward and stress-free. Her attention to detail and professionalism gave me confidence from start to finish. I highly recommend Emily to anyone looking for a reliable and dedicated mortgage broker.“

“Its been eight years of working with Jun Shin, and working with him has been life-changing. My fortunate privilege to meet Jun several years ago after inquiring on how he could help me with my goals. Many things set Jun apart from other financial advisors. From when our financial relationship started, Jun was very clear that education was key, in that I truly understood what finance terms meant, and what type of risk I really wanted, and not what I thought I should be doing. Throughout the years, I have never once felt pressured in our dealings, and Jun has always been extremely punctual with responding personally to my concerns. I trust Jun with my finances, and my family's. Jun has called me on holidays, birthdays to wish me well as a human being, and most recently, during the more dark days of COVID times to see how we were holding up. He really cares about his clients, and I never feel like a number. His phone calls and his concern are genuine, and when you discuss what you want your financial future to look like, Jun gets excited with you and does everything to create a realistic yet inspiring strategy. Jun has seen me through the changing various life situations, and we've been able to pivot around certain points and being very successful in the process. I'm so glad I met Jun. I highly recommend Jun's services.“

“Awesome financial planner! Very approachable and understanding with my personal finances.“

“Nathan D. Charlton was kind, knowledgable and incredibly generous with his time and savoir-faire. As a recent inheritor, Nate’s guidance and professionalism have proven to be indispensable.“

“D'Arcy is a fantastic financial planner and I would certainly recommend her to others. I first connected with D'Arcy to start some investing. Right away, D'Arcy was incredibly professional, highly-knowledgable, and very kind. I appreciated her taking the time to get to know me and gain a true understanding of what I was hoping to get out of my investments. She presented some great options that were tailored to my needs and supported them with helpful resources. D'Arcy is also great at communicating complex topics in a way that makes them very easy to understand. Thanks to D'Arcy I am feeling confident and excited for my financial future.“

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