3 Best Financial Services in Burnaby, BC

“MGM Financial Group founder and senior advisor Mike Mollica. He has obtained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Canadian Investment Manager (CIM), Certified Cash Flow Specialist (CCS), and Family Enterprise Advisor (FEA) designations. He continues to develop his knowledge in all areas of finance through industry-related courses. The team at MGM Financial Group helps their clients become more effective and efficient with their resources, whether it's providing strategies to protect their family and business, implementing innovative tax-smart savings plans to grow their wealth, or offering guidance on transferring wealth through estate, legacy, and business succession planning. Their unbiased approach allows them to focus on their clients' unique goals and objectives while continuing to grow long-lasting, dynamic relationships. Their company has been built on the confidence and trust that their clients have placed in them since their inception.

“Stratego Financial/Manulife Wealth Inc.'s founding principal is Vanson Field. The team provides professional financial solutions to retirees, pre-retirees, and business owners. They serve clients throughout Greater Vancouver, Victoria, and Nanaimo on Vancouver Island. They do what they do because they care about their clients and wish to positively impact people's lives. They aim to make financial planning easy to understand and manage throughout the process. Their team comprises experts in the field who always put their clients' satisfaction first. You can call them if you'd like to set up a complimentary consultation with any of their team members.

“Scott Zheng is a senior financial planner, and his team offer investment and wealth management services. They recognize that financial needs vary throughout life and that personal goals evolve. They are here to help you take care of all your wealth considerations so that you and your family can stay on track through life's transitions.They suggest financial priorities and develop a specific plan balancing everyday and future needs while helping you and your family stay on track through life's transitions. They take the time to understand their current financial circumstances and the objectives and motivations integral to them. Whether you are planning for retirement or starting a new business, they are here to help guide you every step of the way.