Westlife Financial Services specializes in financial planning and insurance advisory services. Alireza Fadaie serves as the firm's president. With his guidance, numerous individuals and families have successfully reached their financial objectives, initiated retirement savings plans, and safeguarded their income and possessions. Drawing from a diverse array of products provided by prominent companies, Westlife Financial Services meticulously selects the optimal solutions for each client. The firm opts for guaranteed investment funds as the preferred investment mechanism for their clients' portfolios. This approach caters to a wide spectrum of individuals, including employees of small enterprises. Notably, Westlife Financial Services extends fee-based financial planning and consulting services, ensuring comprehensive support for their clients.
UNIQUE FACTS:
• 1,000+ Happy Customers
• 20 Years of Experience
• On-Site Services.
3 Best Financial Services in Coquitlam, BC
Expert recommended Top 3 Financial Services in Coquitlam, British Columbia. 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.
WESTLIFE FINANCIAL SERVICES REVIEWS
Working with Mr. Fadaie has always been a great experience! He is extremely knowledgable at what he does, and his main priority is his clients' interests. He goes above and beyond. Many of my family and friends have had great experiences with him, and I have had the pleasure of working with him on a variety of insurance and investment projects. Two of our companies are also long-term clients of Ali. I can say with confidence that you will be in great hands!
Alireza is very good at what he does. He always treats his clients with patience and provides the best solutions. I’ve been a client for years and always happy to recommend him to my friends and family.
Professional and honest. I recommend Alireza to everyone who is looking for someone who is not only knows what he is doing, but also cares about his clients. Highly recommended.
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Frank Ding is a prominent financial advisor in Coquitlam who boasts extensive expertise and insights in financial services. Operating as a financial advisor at TD Financial Planner, Frank Ding's prowess extends to serving clients in both Coquitlam and Port Coquitlam. At TD Financial Planner, the core belief centers on placing you at the heart of your financial strategy. The firm's unwavering dedication lies in empowering you to cultivate the assurance required for your financial journey ahead. Their approach involves meticulously crafting a comprehensive plan that harmonizes your immediate requirements with future aspirations. With a client-centered approach, TD Financial Planner offers adaptable appointment arrangements to cater to your convenience.
UNIQUE FACTS:
• Personalized Plan
• Work Together Towards Your Goals
• Online Consultations.
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FRANK DING - TD FINANCIAL PLANNER REVIEWS
Frank always provides professional advice, always been very helpful, patient and polite.
Nice and professional TD Financial planner.
Nice person with great service.
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James Leung is a financial advisor at Edward Jones in Coquitlam. He completed his Master of Business Admin at University of Ottawa. Edward Jones employs a collaborative methodology to formulate customized approaches that pave the way for the realization of your objectives. Their unwavering commitment revolves around furnishing you with exceptional client service. Embracing the belief that lasting financial prosperity is best achieved through a sustained investment strategy, Edward Jones aids clients in curating comprehensive and personalized plans to facilitate the attainment of their financial aspirations. In addition, the firm remains vigilant in tracking your advancement, ensuring you remain on course or identifying the necessity for any adjustments. Feel free to get in touch with them to schedule an appointment.
UNIQUE FACTS:
• Face to Face Conversations
• 21 Years of Experience
• Online Consultations.
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Sat & Sun: Closed
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JAMES LEUNG - EDWARD JONES REVIEWS
I have been a client of James Leung for about 20 years. I grew up in New West & worked 30 years @a major trauma centre. I had no experience in money management. I am very glad that I was given his card.
Excellent customer service. They provide the most current and comprehensive guidance.
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