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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 undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

CorePlan Financial Inc. - Burnaby, BC Financial Services - Portrait
9+ YEARS ON TBR
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COREPLAN FINANCIAL INC.

(4.8 Score)
602 – 4211 Kingsway,
Burnaby, BC V5H 1Z6 Directions

Since 1987

Specialty:

✓Financial Planning ✓Wealth Management ✓Investment Planning ✓Insurance Planning ✓Retirement Planning ✓Estate Planning ✓Business Succession Planning ✓Tax-free Savings Accounts ✓Registered Retirement Savings Plans ✓Registered Retirement Income Funds ✓Registered Education Savings Plans ✓Registered Disability Savings Plans

“CorePlan Financial Inc.'s mission is to empower individuals, families, and business owners to build lasting financial confidence through personalized advice, thoughtful planning, and trusted relationships. They are committed to delivering practical, transparent, and client-focused financial solutions that help protect, grow, and preserve wealth, enabling clients to achieve their goals today while creating a secure legacy for tomorrow. They will develop the best personalized financial solutions that are clear and simple to understand, and tailored accordingly to your future aspirations.”

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License #00163706

Contact:

(604) 434-4960 (866) 434-4960

Mon-Thu: 9am - 4:30pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

WealthViser Private Wealth - Burnaby, BC Financial Services - Portrait
WealthViser Private Wealth - Burnaby, BC Financial Services - Office Image
WealthViser Private Wealth - Burnaby, BC Financial Services - Work Image
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WEALTHVISER PRIVATE WEALTH

(4.8 Score)
2025 Willingdon Avenue, Suite #900,
Burnaby, BC V5C 0J3 Directions

Since 2021

Specialty:

✓Estate Planning ✓Tax Optimization ✓Investment Management ✓Financial Strategy ✓Retirement Planning ✓Legacy Security

“2026 Highlights: WealthViser Private Wealth is dedicated to helping entrepreneurs and high-net-worth families find financial independence by providing strategic investment and financial planning advice. They specialize in elevating your wealth management with precision. They focus on crafting a roadmap that ensures you not only retire comfortably but also thrive financially in your golden years. WealthViser Private Wealth creates a tailored plan that aligns with your unique goals, considering your personal and business dynamics”

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License #766609143

Contact:

(778) 372-8354

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

TBR® Inspection Report:

Scott Zheng - Burnaby, BC Financial Services - Portrait
Burnaby financial service Scott Zheng - TD GROUP FINANCIAL SERVICES video
7+ YEARS ON TBR
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SCOTT ZHENG

(4.7 Score)
TD GROUP FINANCIAL SERVICES
4994 Kingsway,
Burnaby, BC V5H 2E2 Directions

Since 2014

Specialty:

✓Financial Planning ✓Investment Strategies ✓Tax Planning ✓Retirement Planning ✓Estate Planning ✓Asset Protection ✓Education Funding ✓Business Succession Planning ✓Wealth Transfer ✓Banking and Credit Guidance

"Scott Zheng is a senior financial planner, and his team offers 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. He is passionately committed to providing his clients with a fully integrated financial plan that balances living life today with setting goals for tomorrow.

2026 Highlights: Scott Zheng will understand your financial priorities and develop a detailed plan balancing your everyday and future needs."

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Contact:

(604) 235-9826

By Appointment

TBR® Inspection Report:

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COREPLAN FINANCIAL INC. REVIEWS

My family and I have had a wonderful experience with Core Plan Financial. Their team has helped us create a clear plan for our future and has always taken the time to answer our questions and explain our options. They are knowledgeable, professional, and genuinely care about helping their clients reach their financial goals. We feel much more confident about our future thanks to their guidance and support. I highly recommend Core Plan Financial to anyone looking for trusted financial advice and long-term planning. Also, a huge shout-out to Alicia we love you.

Eila is great to work with and makes everything feel straightforward and stress free. He takes the time to understand my goals, explained my options clearly, and helped me make informed decisions about my finances. I always feel comfortable asking questions and appreciate how responsive he is. I would recommend him to anyone looking for a reliable wealth manager.

I’ve been working with CorePlan Financial and Eila for the last couple of years, and it’s been a great experience. They’ve helped me and my family feel much more confident about our financial future. Eila is knowledgeable, professional, and always takes the time to answer questions and explain things clearly. I really appreciate the support and would definitely recommend them to anyone looking for a financial advisor.

These reviews are provided for information purposes and to help you make informed decisions.

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WEALTHVISER PRIVATE WEALTH REVIEWS

Thank you for always explaining things in a way that we understand and keeping us well informed about our financial position and how we can meet our goals. You have helped us a lot through the years. It was one of the best decisions to come to you for our financial planning. You and your team at Wealthviser truly show that you care. We have gained confidence because you and your team provide the safety net for us. We can rely on all of you! Thank you for looking after our financial health.

I was reached out to by Lawrence who was a great help by explaining how accounts are managed in detail and getting me started on my investing journey early on in my life.

Lawrence Hermis is the best of the best! He puts an emphasis on excellence in the service he provides.

SCOTT ZHENG - TD GROUP FINANCIAL SERVICES REVIEWS

I was recommended by my friend to connect with Scott to review my financial needs and his service was exceptional. Scott has been with TD for over 13 years and have done various roles at TD before he became a Financial Planner. When I had my initial meeting with Scott, he was knowledgeable, attentive and understood what I need and provided advice and recommendations that will help me achieve my financial goals. He is caring and is able to explained to me about the products and services that TD offers and I am so thankful for all that he has done for me. He is fluent in Mandarin and I highly recommend to reach out to him for any Financial Planning needs.

Scott has helped my family with our finances for the past 5 years now, he’s responsible always follow up with us regularly to keep us informed.

TBR® Inspection Score Report

COREPLAN FINANCIAL INC. Total Inspection Points: 115/120
Business Images: 8
Current Evaluation: 8
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Emblem: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WEALTHVISER PRIVATE WEALTH Total Inspection Points: 114/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10

TBR® Inspection Score Report

SCOTT ZHENG - TD GROUP FINANCIAL SERVICES Total Inspection Points: 113/120
Acknowledgments: 8
Business Images: 8
Complete Info: 8
Contact Info: 9
Business Hours: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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