3 Best Financial Services in New Westminster, BC

“Alaphia Financial Wellness is a comprehensive financial well-being service thoughtfully crafted to address the intricate economic and emotional requirements of purpose-driven Millennial and GenX professionals. Their primary mission is to help you crystallize your fundamental beliefs concerning money and establish an emotional balance that harmonizes with your life purpose, financial objectives, and relationships. At Alaphia, true prosperity extends beyond mere wealth accumulation; it encompasses a holistic approach to enriching your life. Their innovative approach empowers you to lead your life to the fullest, on your own terms, while fostering confidence in your financial journey. If you're ready to embark on a transformative financial wellness journey, don't hesitate to reach out to Alaphia Financial Wellness and schedule a complimentary consultation. Their certified professionals offer expert guidance through both financial coaching and therapy. They provide convenient online appointments to fit your schedule.

“N. Nick Cheng has had a successful tenure at Edward Jones. He holds a Ph.D. from Cornell University (Ithaca, NY), a B.Sc. from Peking University (Beijing) and is a chartered Elder Planning Counsellor (EPC). Since joining Edward Jones in 2002, Nick has managed the New Westminster, BC branch. He is a Limited Partner of the firm and has held various leadership and mentoring roles in the Greater Vancouver region. His practice specializes in retirement and business owner strategies and estate transitions. Nick is eager to assist you with your short-or long-term financial needs to help you make informed, financially sound decisions. You can contact his branch to discuss your situation and options.

“Braun Financial Services Ltd's team helps you take care of the people you love through investment and insurance solutions and well-thought-out financial plans. Christine Conway is the firm's president. She holds the designations of Certified Financial Planner, Chartered Life Underwriter, Certified Health Insurance Specialist, and Certified Exit Planner. The team can select the best options to build a plan tailored to your needs and your family's future. Braun Financial Services Ltd. successfully integrates family values and expertise to work with multiple generations of family members. The mission at Braun Financial Services is to help you take care of the people you love through investment and insurance solutions.