3 Best Financial Services in Maple Ridge, BC

Expert-recommended Top 3 Financial Services in Maple Ridge, 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!

8+ YEARS ON TBR
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MATTHEW SHELLBORN

EDWARD JONES 22470 Dewdney Trunk Road, Suite 180,
Maple Ridge, BC V2X 5Z6 Directions

Since 2016

Specialty:

✓Financial Advisory Services ✓Investment Planning ✓Retirement Planning ✓Registered Education Savings Plan ✓Wealth Strategies ✓Fixed-income Investments ✓Insurance and Annuities ✓Business Insurance ✓Life Insurance ✓Living Benefits Insurance

"Matthew Shellborn began his financial career at a local Credit Union. He enjoyed his time there, but one thing became clear after three years of selling financial products. With 9 years of experience in the financial field, he joined Edward Jones in 2016. Matthew Shellborn works hard to provide unique strategies to his clients and spends the time needed to help them understand their financial direction. Matthew Shellborn and his team have a holistic approach to retirement and help their clients understand where they stand with their financial goals. They want your investments to reflect your goals as a business owner or family and fit into your broader financial plan. Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation.

2026 Highlights: Matthew Shellborn helps clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies."

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Price:

Edward Jones Guided Portfolios
Fee-Based Annual Program Fee Starting 1.5%

Contact:

(604) 463-2347

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: By Appointment

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MIROSLAVA SANIK

PRIMERICA 11841 224th Street, #4,
Maple Ridge, BC V2X 0P1 Directions

Since 2010

Specialty:

✓Investments and Savings ✓Term Life Insurance ✓Segregated Funds ✓Financial Needs Analysis ✓Income Protection ✓Retirement Protection ✓Debt Solutions ✓Education Funding ✓Identity Theft Protection ✓Prepaid Legal Services ✓Mortgage Loan Referrals

"Miroslava Sanik is a Primerica Financial Representative. She wants to help her neighbours and communities with their financial and life goals with a personalized investment strategy. Her highest priority is to create value and peace of mind for her clients. Whether you are interested in financial services, investment management services, term life insurance or a mortgage loan, she can help find the financial solutions that meet your needs. She prides herself on providing excellent customer service to each person who walks through her office doors.

2026 Highlights: Miroslava Sanik helps clients by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy."

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11+ YEARS ON TBR
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MANION & ASSOCIATES FINANCIAL SERVICES LTD.

22374 Lougheed Highway, Suite #2,
Maple Ridge, BC V2X 2T5 Directions

Since 1996

Specialty:

✓Financial Planning ✓Retirement Planning ✓Investment Planning ✓Estate Planning ✓Insurance Planning ✓Risk Planning ✓Cash Management ✓Tax Planning ✓Life Insurance ✓Critical Illness Insurance ✓Disability Insurance ✓Mortgage Protection ✓Health Insurance ✓Dental Insurance ✓Employee Group Benefits ✓Retirement Savings Plans

"Manion & Associates Financial Services Ltd. is an independent financial consulting firm founded by Tom Manion. From day one, the goal of the Manion & Associates team has been to remove the mystique from the financial services industry. They firmly believe that everyone needs someone to speak with comfortably about their finances. They make it their mission to be that trusted advisor by putting your financial situation in plain English. They believe true wealth involves more than just the return on your investments. They are very proud to say that they have never sold products to their clients. Instead, they present options, allowing clients to choose the financial products that best suit their needs. They respond to all calls within 24 hours.

2026 Highlights: Manion & Associates Financial Services Ltd. creates a level of comfort that allows clients to be active in the management of their personal finances."

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License #828119677

Contact:

(604) 463-6060 (800) 715-7526

Mon-Thu: 9am - 4pm
Fri: 9am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

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