Best Financial Services in Burnaby

Stratego Financial / Manulife Securities Incorporated, operating under the umbrella of Manulife Securities Incorporated, presents itself as a comprehensive financial practice situated in Burnaby. At the helm of this endeavour stands Vanson Field, a multifaceted professional donning the roles of financial planner, financial advisor, and insurance agent. With an impressive tenure of over 12 years within the financial services sector, Vanson Field brings a wealth of expertise to his role. The Firm has carved a niche in providing adept financial solutions to a diverse clientele, including retirees, pre-retirees, and business proprietors. The firm places paramount importance on simplifying financial planning, rendering it both comprehensible and easily manageable throughout the journey. A cornerstone of their approach involves devising financial strategies that simultaneously nurture and safeguard their clients' wealth. By offering a spectrum of professional financial solutions and high-caliber financial products, They are dedicated to enriching the quality of life of its clients, ensuring they lead their best possible lives through sound financial choices.

UNIQUE FACTS:
• Complimentary Consultation
• On-Site Services
• Online Appointments.

MGM Financial Group stands as an autonomous financial advisory firm located in Burnaby. Boasting an inventive and adept team, the firm encompasses a diverse array of qualifications and expertise. Guiding this enterprise is Mike Mollica, the esteemed founder and senior advisor. His tenure in the field, marked by unwavering dedication, has garnered him a plethora of commendations, with recognition resonating throughout his peers, partners, and community. At the heart of MGM Financial Group's operations lies a specialization in comprehensive financial planning, which is approached with a holistic perspective. Their focus is centered on crafting astute wealth management strategies tailored for business proprietors, professionals, and families. In the pursuit of aiding clients in achieving their financial and lifestyle aspirations, the firm customizes holistic plans aligned with individualized goals. Notably, MGM Financial Group brings innovation to the forefront, with a strong emphasis on tax-smart savings plans that contribute to the expansion of wealth. Additionally, the firm provides invaluable guidance on navigating the intricacies of wealth transfer through estate planning, legacy creation, and seamless business succession strategies. Through their multifaceted expertise, MGM Financial Group demonstrates a commitment to ensuring their clients' financial prosperity and legacy.

UNIQUE FACTS:
• customized holistic plan
• Discovery Meeting
• On-Site Services
• Online Appointments.

Scott Zheng serves as a certified financial planner at TD Financial Planner. In his capacity, he plays a pivotal role in assisting clients in the creation of their financial destinies. Scott Zheng is adept at providing an all-encompassing suite of investment and wealth services, offering valuable insights into financial priorities and meticulously devising tailored plans that strike a harmonious balance between immediate necessities and future aspirations. Recognizing the fluid nature of financial requirements over the course of one's life, Scott Zheng and the TD Wealth Financial Planning team understand the evolving nature of goals and objectives. With a commitment to unwavering client support, they diligently oversee the entirety of wealth plans, ensuring that you and your loved ones remain steadfast in the face of life's various transitions. Through adept guidance and meticulous planning, Scott Zheng and TD Wealth Financial Planning serve as a steady anchor, ensuring you stay on course regardless of the shifts life may bring.

UNIQUE FACTS:
• Personalized Financial Plans
• On-Site Services
• Online Appointments.