Financial Consultants near Burnaby

“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!“

“Daniel Tu at Edward Jones is a knowledgeable and trustworthy financial advisor who takes the time to truly understand your goals. He explains complex topics clearly and provides thoughtful, personalized guidance. I highly recommend Daniel to anyone looking for professional and reliable financial advice for wealth planning!“

“It was such a pleasure working with Emily Li. She made the mortgage process so much easier than we expected. She was quick to respond to every question, explained each step clearly, and made sure we understood our options before deciding. Her attention to detail gave us real confidence, and she worked hard to get us an amazing rate!
Buying a home comes with a lot of moving parts, but Emily's professionalism and patience took a lot of the stress out of it. Highly recommend her to anyone looking for a mortgage advisor!“

“I have a high level of trust in Adam and feel confident in his guidance. He is knowledgeable, professional, and has strong integrity, and he explains his recommendations in a clear, easy-to-understand way.

He first reached out to me over 10 years ago and stayed in touch in a respectful, low-pressure way until I decided to move forward about five years ago. Since then, he has been attentive, conscientious, and very responsive, as is his entire team including Fen-Fen his assistant. I’ve been very pleased with the results he has delivered and I’m so glad I chose to work with him.“

“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.“

“I had a great experience with the advisor ((Marzieh Nazari Samani))at this location, she spent more than 20 more minutes rather than my 1hour appointment! She listened very well, told me the options and explained all the steps one by one, patiently. I felt like she is a compassionate friend listening to me and giving me the advice! I definitely recommend her as a financial advisor!“

“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.“