BEST RATED » BURNABY BC » FINANCIAL SERVICES

3 Best Financial Services in Burnaby, BC

Expert recommended Top 3 Financial Services in Burnaby, BC. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

CRIUS FINANCIAL SERVICES CORP.

Metrotower II, 4720 Kingsway, Suite 2400, Burnaby, BC V5H 4N2 DIRECTIONS

Since 2005

Here’s The Deal:
Crius Financial Services Corp. is a Managing General Agency (MGA) that provides health and life insurance products & services. Jimmy Shen is the president of Crius Financial Services Corporation. Crius Financial Services Corp. supports and administrates over 1300 independent licensed advisors. The firm focuses on life insurance, health insurance, and long-term investments, including RESP & RRSP. They have built a strong relationship with many largest financial provider companies, such as Heritage Education Fund, Canada Life, Equitable Life, Industrial Alliance and Manulife. The firm helps you in finding a suitable solution to your financial needs. Crius Financial Services Corp. also conducts training programs for professional advisors.

SPECIALTY:
Universal Life, Whole Life, Critical Illness, and Disability Income Insurance, Education Fund, Savings and Investment, Long Term Investment RESP & RRSP

[email protected]

crius.ca

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Mon-Sat: 10am - 8pm Sun: 11am - 7pm

TBR® Inspection Report:

STRATEGO FINANCIAL / MANULIFE SECURITIES INCORPORATED

4545 Hastings Street, Burnaby, BC V5C 2K3 DIRECTIONS

Since 2010

Here’s The Deal:
Stratego Financial / Manulife Securities Incorporated is a full-service financial practice in Burnaby. Vanson Field is a financial planner, financial advisor and insurance agent. He has over 12 years of experience in the financial services industry. Stratego Financial / Manulife Securities Incorporated specializes in providing professional financial solutions to retirees, pre-retirees, and business owners. The firm aims to make financial planning easy to understand and easy to manage throughout the process. They provide financial strategies that build and protect the client's wealth. Stratego Financial / Manulife Securities Incorporated helps you lead the best life possible through our professional financial solutions and high-quality financial products.

SPECIALTY:
Individual Pension Plans, Retirement Lifestyle Planning, Bonds, Mutual Funds, Insurance, Monthly Savings Plans, RRSP Group Retirement Plans, Cost Management and Tax Minimization, Capital Preservation & Wealth Accumulation

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strategofinancial.com

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Mon-Sat: 8am - 8pm
Sun: Closed

TBR® Inspection Report:

MGM FINANCIAL GROUP

4561 Hastings Street, Burnaby, BC V5C 0J5 DIRECTIONS

Here’s The Deal:
MGM Financial Group is an independent financial advisory firm in Burnaby. The firm is staffed with an innovative and experienced team with a wide range of credentials. Mike Mollica is the founder and senior advisor of the firm. His experience and dedication to the industry has awarded him numerous accolades, including recognition amongst his peers, partners and community. MGM Financial Group specializes in holistic financial planning, focusing on wealth management strategies for business owners, professionals and families. They create a customized holistic plan to help you reach your financial and lifestyle goals. The firm implements innovative tax smart savings plans to grow their wealth or guidance on transferring wealth through the estate, legacy and business succession planning.

SPECIALTY:
Cashflow and Debt Management, Capital Gains, Tax Savings, Estate and Succession Planning, Risk Management, Integrated Tax Planning, Tax Smart Investment Planning, Retirement Planning, Attorney Planning & Wealth Transition Planning

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[email protected]

mgmfinancial.com

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: