MOBIUS PLANNING CORP.
10271 Shellbridge Way, #210, Richmond, BC V6X 2W8 DIRECTIONS
Since 2014
Here’s The Deal:
Mobius Planning Corp. is one of the leading financial services in Richmond. Bily Xiao is the founder and principal & Certified Financial Planner of the firm. He has been interviewed by CBC Radio and cited in publications such as The Globe & Mail, Forbes, and Financial Post. He is a founding member of the Financial Planning Association of Canada. Mobius Planning Corp. provides comprehensive financial planning and wealth management to clients. They work primarily with those who have the heart to give and make a difference in the world to steward and maximize their wealth to live well and give generously. The firm provides globally diversified and evidence-based investment strategies. They offer retirement, financial, tax, cash flow, estate planning, insurance, and investment management. You can get fee-for-service fiduciary financial advice. Mobius Planning Corp. provides free consultations to clients.
SPECIALTY:
Life, Disability and Critical Illness Insurance, Registered Retirement Savings Plan, Tax-Free Savings Accounts, Registered-Disability Savings Plan, Discretionary Portfolio Management, IPP, RCA, Charitable Giving, Withdrawal Strategies, Wealth Transfer & Management
Price: Starts from $200 per month
License #723475711
TBR® Inspection Report:
ELITE WEALTH MANAGEMENT INC
241-7080 River Road, Richmond, BC V6X 1X5 DIRECTIONS
Since 2005
Here’s The Deal:
Elite Wealth Management Group is an independent financial services brokerage firm in Richmond. Angela Fok is the founder and president of the firm. Elite Wealth Management Group provides a broad range of financial vehicles, including banking, lending, investment and risk management products, to optimize their financial strategy and maximize their wealth potential. They create tailored financial plans based on each of their client’s unique financial needs. The firm is committed to building long-term financial wealth and guide clients every step of the way. They provide insightful and personalized financial advice. Elite Wealth Management Group operates at the highest levels of integrity and transparency.
SPECIALTY:
Financial, Retirement, Planning, Tax Savings, Loan Interest Reduction Solutions, Specialized Strategies, Investment & Insurance Strategies
License #861629897
TBR® Inspection Report:
PLANTAX PACIFIC FINANCIAL INC.
10451 Shellbridge Way, Unit 140, Richmond, BC V6X 2W8 DIRECTIONS
Since 2013
Here’s The Deal:
Plantax Pacific Financial Inc. is a fast-growing firm with advisors who are dedicated to providing the best services to clients. Each client will be assigned to an experienced advisor so that everyone will benefit from its excellent services. Plantax Pacific Financial Inc. provides a comprehensive range of financial services, including tax, investment, retirement & estate planning and risk management. They offer financial services for locals. The firm also provides immigration consulting services. Plantax Pacific Financial Inc. offers night or weekend appointments to accommodate your busy schedule.
SPECIALTY:
Investment, Retirement, Education, Insurance, Tax and Estate Planning, Stocks, Bonds, Asset Allocation, Registered Retirement Savings Planning, Budgeting, Cash Flow, Financial & Risk Management
License #830758835