Here's The Rundown: 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 & 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 globally diversified, evidence-based investment strategies. 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 their provision of fee-for-service fiduciary financial advice, ensuring their client's best interests remain paramount. Additionally, they offer complimentary consultations. They also offer On-Site Services.
3 Best Financial Services in Richmond, BC
Expert recommended Top 3 Financial Services in Richmond, British Columbia. 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 cost to the general excellence. You deserve only the best!
TOP 3 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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Here's The Rundown: Elite Wealth Management Group is an independent financial consultant in Richmond, Canada. Angela Fok is the founder and president of the firm. The Elite Wealth Management team's mission is focused on their clients' success; they provide insightful and personalized financial advice designed to meet their clients' needs. 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 client's unique financial needs. The firm is committed to building long-term financial wealth and guiding clients every step of the way.
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TOP 3 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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Brightway Financial Group Inc. is one of the leading Financial planners in Richmond, Canada. Rosa Lin is the founder of the firm. She and her team specialize in building custom financial plans for Canadian families, professionals, and business owners. The firm is independent and not controlled by any bank or insurance company, which means they always work in the best interest of their clients. Their mission is to provide clients with customized financial solutions and help them achieve their financial goals. Brightway Financial Group Inc. is a Canadian wealth management and financial solution company registered in Alberta, British Columbia and Ontario. Associated with Affinity Financial Services Inc., they have grown into a leading financial services organization in Canada that sets the benchmark for excellence and customer satisfaction.
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TOP 3 BRIGHTWAY FINANCIAL GROUP INC REVIEWS
Rosa, my financial advisor for several years, continues to impress me with her professionalism and perfectionism. Her unwavering commitment to staying informed about financial investing, retirement planning, insurance, and other crucial aspects of her role sets her apart. Rosa’s extensive knowledge is not static; she actively seeks out the latest market trends and innovative strategies by connecting with prestigious fund managers worldwide. What truly stands out is Rosa’s intuition when it comes to investments. On multiple occasions, she guided me away from market downturns, demonstrating both courage and integrity. Beyond her professional expertise, Rosa is approachable and easy-going, making financial discussions comfortable and accessible. I wholeheartedly recommend Rosa as your financial advisor. With her guidance, you can pursue your passions while witnessing your portfolios thrive organically.
I’ve had the pleasure of working with Rosa for over 5 years, and I can confidently say that my experience has been positive. Rosa’s grasp of investment strategies is impressive, and she has a unique talent for breaking down complex financial concepts into digestible bits. I recommend Rosa for her expertise, responsiveness, and genuine care.
Rosa has been my trusted financial advisor for years. She is a professional and dedicated advisor who consistently excels at providing personalized solutions tailored to client's needs. Highly recommend.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.