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BEST RATED RICHMOND, BC FINANCIAL SERVICES

3 Best Financial Services in Richmond, BC

Expert-recommended Top 3 Financial Services in Richmond, 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!

Richmond financial service Mobius Planning Corp.
Richmond financial service Mobius Planning Corp.
Richmond financial service Mobius Planning Corp.
7+ YEARS IN TBR
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MOBIUS PLANNING CORP.

(4.8 Score)
10271 Shellbridge Way, Suite 210,
Richmond, BC V6X 2W8 Directions

Since 2014

Specialty:

✓ Retirement Income ✓ Risk and Investment Management ✓ Life ✓ Disability and Critical Illness Insurance ✓ Registered Retirement Savings Plan ✓ Tax-Free Savings Accounts ✓ Registered-Disability Savings Plan ✓ Portfolio Management ✓ Ipp ✓ Rca ✓ Charitable Giving ✓ Tax and Estate Planning ✓ Cashflow and Retirement Planning ✓ Withdrawal Strategies ✓ Wealth Transfer and Management

“Mobius Planning Corp. stands at the forefront of Richmond's financial services landscape. At the helm of this establishment is Bily Xiao, the founder, principal, and Certified Financial Planner. His expertise has garnered recognition through interviews with CBC Radio and features in esteemed publications like The Globe and Mail, Forbes, and Financial Post. Notably, he holds the distinction of being a founding member of the Financial Planning Association of Canada. They extend comprehensive financial planning and wealth management services to their clientele. Their primary focus is on individuals driven by a desire to create positive change and contribute meaningfully to the world. This firm dedicates itself to guiding and optimizing the financial well-being of such individuals, enabling them to lead fulfilling lives while also making generous contributions. Central to their approach is a globally diversified, evidence-based investment strategy. These strategies are complemented by a comprehensive suite of services encompassing retirement planning, financial analysis, tax management, cash flow optimization, estate planning, insurance solutions, and investment management. A defining feature of Mobius Planning Corp. is its provision of fee-for-service fiduciary financial advice, ensuring its clients' best interests remain paramount. Additionally, they offer complimentary consultations. They also offer On-Site Services.

2025 Update: Mobius Planning Corp. specializes in retirement planning for those aged 50 and over, as well as tax optimization for business owners.”

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License #723475711

Price:

One-Time Planning Projects:
Starts From: $3000
To: $8000
Monthly Flat Fee per Month:
Starts from: $100
To: $800

Contact:

(604) 249-3572

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Richmond financial service Elite Wealth Management
Richmond financial service Elite Wealth Management
Richmond financial service Elite Wealth Management
Richmond financial service Elite Wealth Management video
6+ YEARS IN TBR
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ELITE WEALTH MANAGEMENT

(4.8 Score)
7080 River Road,
Richmond, BC V6X 1X5 Directions

Since 2005

Specialty:

✓ Financial and Retirement Planning ✓ Wealth Transfer and Estate Transfer Strategy ✓ Tax Savings ✓ Loan Interest Reduction Solutions ✓ Specialized Strategies ✓ Investment and Insurance Strategies ✓ Business Planning ✓ RRSP ✓ Tax Sheltering and Planning ✓ Corporate Tax and Succession Planning ✓ TFSA ✓ FHSA ✓ RESP

“Elite Wealth Management Group is an independent financial consultant that provides insightful and personalized financial advice designed to meet its clients' needs. Angela Fok is the founder and president of the firm. The Elite Wealth Management team's mission is focused on their clients' success. Operating with the highest levels of integrity and transparency, they give their clients clarity and peace of mind about their financial future. In every service they provide, they strive to create trusted relationships with their clients and work diligently to ensure they become a valued part of their wealth management team. They create tailored financial plans based on their clients' unique financial needs. The firm is committed to building long-term financial wealth and guiding clients every step of the way.

2025 Update: Elite Wealth Management has over 20 years of experience and serves more than 3,480 clients, managing assets worth $291 million. They offer a wide range of financial services, including banking, lending, investment, and risk management products, to help clients optimize their financial strategies and maximize their wealth potential. They have offices in Calgary, Winnipeg, Woodbridge, and Saskatoon.”

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License #861629897

Contact:

(604) 330-2708 (604) 670-5170

Mon-Fri: 9:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Richmond financial service Affinity Financial Services Inc.
Richmond financial service Affinity Financial Services Inc.
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AFFINITY FINANCIAL SERVICES INC.

(4.7 Score)
10271 Shellbridge Way, Building 10 Unit 218,
Richmond, BC V6X 2W8 Directions

Specialty:

✓ Investment Planning ✓ Tax Planning ✓ Retirement Planning ✓ Mortgage Planning ✓ Risk Management ✓ Asset Inheritance ✓ First-time Homebuyer Savings Account (FHSA) ✓ Tax-free Savings Account (TFSA) ✓ Registered Education Savings Plan (RESP) ✓ Registered Retirement Income Accounts ( RRIFs) and Locked-in Retirement Income Accounts (LIFs) ✓ Registered Disability Savings Plan (RDSP) ✓ Life Insurance ✓ Critical Illness Insurance ✓ Travel Insurance ✓ Group Insurance ✓ Disability Income ✓ Long Term Care

“2025 Update: Affinity Financial Services Inc.’s mission is to provide families with personalized, one-stop financial solutions tailored to their needs. Shulei (Chloe) Tong is the president and founder. Affinity Financial Services Inc. has a skilled team with deep knowledge of the market and lots of experience in investing and managing money. They create personalized plans to help each client reach their financial goals, making the company a convenient one-stop place for financial services. They are committed to protecting their clients’ privacy and needs. With their expertise and dedication, they help clients achieve their financial dreams. Affinity Financial Services Inc. has branch offices in Vancouver, Toronto, Edmonton, and Calgary, as well as business centers in Mississauga, Ontario, and White Rock, British Columbia.”

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Contact:

(604) 285-7175 (800) 800-3039

Mon-Fri: 9:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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MOBIUS PLANNING CORP. REVIEWS

It has been great working with Bily. I think it's hard to establish a bond of trust when financial matters are involved, but Bily was quick to reassure me and made me feel comfortable with every decision we've made throughout this path. He explained concepts diligently and presented multiple options to every aspect we discussed, and this made me learn quite a bit on personal finances. Lastly, what I really appreciate is how he is always easy to reach out to whenever I have any questions. Thank you Bily, and hope to continue working together for many years ahead.

My wife and I had the pleasure of working with Bily to develop a short term financial plan to help us meet our long term goals. Bily guided us through a thorough process where he came to understand our spending/goals and created a tailored plan for us. He came to each meeting organized and prepared and he always made lots of room for patient discussion and questions. You can tell from the moment you start working with Bily that he cares deeply about what he does and supporting the people he works with. I’d highly recommend working with him to anyone looking for honest, thoughtful support with their financial planning journey.

Bily is a great advisor who takes the time to really understand your financial and insurance needs. As a result, he has laid out a comprehensive plan that is tailored to help me to reach my goals within my budget. He is always quick to respond and effectively explains finance and insurance concepts and jargon. Bily never pressured me to buy any products from him, but gave me the time and resources to make informed decisions. He's someone that has my best interests at heart and I would recommend him for his value-added service.

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ELITE WEALTH MANAGEMENT REVIEWS

My impression for Angela Fok and her team is that they are all knowledgeable and intelligent financial plan advisors Their seminars demonstrate various choices of investment , estate plans and insurance for their clients. I found that they are very informative and helpful to me and my family in making a right choice when come to financial planning for now and future. I am so thankful for their service provided to me and my family. Keep up the great work.

I have been a client of Elite for a number of years! Ms. Joann Yu is my advisor and it has been a very positive experience thru the years. She is careful and professional in her work. Her investment advise have always been prospective and client centered. As I am approaching retirement years, I am very thankful that my investments have grown steadily and I can sleep soundly knowing that my investments are in good hands.

I would highly recommend working with Kinson Lai. He is very knowledgeable and professional when it comes to explaining various life insurance options. Not only is he flexible in terms of availability, he is also very accommodating and patient when answering financial questions my mom and I had. Transparent, honest, and friendly summarizes my overall impression of him.

AFFINITY FINANCIAL SERVICES INC. REVIEWS

I am extremely impressed with Affinity Financial Service. Their team is incredibly professional, helpful, and customer-focused. They truly go above and beyond to ensure that their clients are well taken care of. Every interaction I’ve had with them has been smooth, informative, and efficient. Their expertise and commitment to providing valuable financial solutions make them a standout in the industry. I highly recommend Affinity Financial Service to anyone looking for reliable and top-notch financial assistance.

Thanks to the Affinity financial advisor for reviewing my financial strategy! I’ve learned a lot about investments and insurance and have a clearer understanding of my wealth. With their guidance, I now have a better plan for managing my assets. I highly recommend their services for anyone looking to improve their finances—professional and helpful all the way!.

Affinity Financial advisors offer creative financial strategies to achieve their goals. Professional services are provided with offering help with registered accounts and creative insurance solutions. Book a free consultation with their advisors - you may find that you could get richer than you think!.

TBR® Inspection Score Report

MOBIUS PLANNING CORP. Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

ELITE WEALTH MANAGEMENT Total Inspection Points: 115/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

AFFINITY FINANCIAL SERVICES INC. Total Inspection Points: 113/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Exact Services: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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