RGF Integrated Wealth Management stands as a prominent financial planning firm in Vancouver. Their team of advisors is highly qualified, holding one or more accreditations and boasting an average of over 15 years of experience in the financial services industry. The firm's financial advisors follow a proven process that focuses on creating genuine happiness for their clients. This process involves identifying how clients envision their ideal life and then crafting a clear and concise financial plan to help them achieve their goals. RGF Integrated Wealth Management firmly believes that wealth goes beyond monetary value; it is about living a fulfilling life that is free from financial worry. Their approach to wealth management is centered around helping clients lead a meaningful and contented life.
UNIQUE FACTS:
• Over 50 Years of Experience
• Online Consultations
• Book an Introductory Call.
3 Best Financial Services in Vancouver, BC
Expert recommended Top 3 Financial Services in Vancouver, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
RGF INTEGRATED WEALTH MANAGEMENT REVIEWS
We have been working with Bryn at RGF for many years. He and his team have helped us navigate our investments through so many of life’s milestones; from setting up our first RRSPs, buying our first condo, to financial security for our new baby. Whenever we have questions, the RGF Team responds in a timely way and uses their extensive network to support us with our financial needs.
Bryn has been my financial advisor for years. He and his team bring a wealth of experience (pun intended!) and have helped me build a strong portfolio. I know some people are fine going it alone when it comes to investing, but with Bryn's guidance I have saved much more than I would have done on my own and am better off and more confident for the long term.
My husband and I have dealt with Teresa since our retirement in 2005. When she moved to RGF a few years ago we were confident in her decision because we are so confident in her. We have been very happy in the way our portfolio has been handled and we know that without her we would not be as secure as we are today.
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AU Financial Group's is an accomplished Certified Financial Planner, and he and his team of certified financial planners adhere to the highest standards of competence and professionalism. AU Financial Group specializes in providing comprehensive financial plans and investment strategies that cater to individual needs. Their objective is to assist clients in achieving their financial goals, safeguarding their savings, and building wealth for a secure future. The firm takes pride in offering the most personalized advice and guidance, ensuring that each client receives tailored solutions. They provide a range of financial plans, including full financial, commission-based, and fee-based options to suit different preferences. To enhance accessibility, AU Financial Group offers virtual meeting appointments, making it convenient for clients to connect with their financial planners.
UNIQUE FACTS:
• Onsite Services
• Virtual Appointment
• 22 Years of Experience.
Specialty:
$Price:
Corporate Financial Plans - $4999
Contact:
Working Hours:
TBR® Inspection Report:
AU FINANCIAL GROUP REVIEWS
Aaron is a very friendly and knowledgeable person to talk to. Extremely helpful and made me feel very comfortable and confident when asking for the guidance I need. I would recommend him to all of my friends/contacts wanting to take control of their finances. I felt very heard and supported through all of my experiences with Aaron. If you are looking for a person that you can easily get along with and feel comfortable opening up about your finance situation, this is the guy to contact! I look forward to chatting with him in the future!
Aaron has been in the financial business for as long as I've known him. He puts his clients first and very attentive in their investment and growth. He is very up to date with trends and continuously providing excellent financial advice. I would high recommend his expertise.
I've been a client with AU financial group for just over two years. They have helped me with my insurance, and investments. Tad and Aaron have a way of making money easy to understand, (as it was a bit intimidating because, I was so new to it all) made this experience such a pleasurable one. I have been very happy with the results, and I highly recommend their services!
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Balanced Financial Services, located in Vancouver, is a self-reliant financial planning and investment management firm. They are guided by a set of principles rooted in the certified financial planner board of standards code of ethics. Leading the team is Earle Yasin, who serves as a life insurance advisor and also holds the position of president at Balanced Financial Services Ltd. The firm excels in constructing personalized solutions that seamlessly integrate the financial requirements of individuals, their families, and corporate clients. Their services encompass corporations, individuals, and families, with a focus on establishing enduring relationships with their clients. Balanced Financial Services remains up-to-date with the latest trends, products, regulations, and issues in the financial landscape to ensure its clients receive the most informed and relevant advice.
UNIQUE FACTS:
• Professionalism
• Certified Financial Planner
• Online Consultations.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BALANCED FINANCIAL SERVICES REVIEWS
Earle at Balanced Financial has been my financial advisor for more than 25 years. His love and knowledge of history, trading markets/trends and investing, along with the ability to explain things in a comprehensive way have helped me to understand and grow my portfolio over the years. Our regular review meetings keep me on track and I appreciate knowing he invests in many of the same things I have invested in. I know if I have questions or concerns Earle is only a phone call away. I appreciate the time, support, and guidance Earle puts into understanding my needs as I work toward retirement with confidence and ease that my money has been wisely invested. Balanced Financial will continue to manage my investments and I would recommend Earle and his team without hesitation, the service is impeccable.
I had the pleasure to meet Earle and Sia and the team at Balanced Financial Services recently. I had many questions around my current finances, investment portfolio, insurance and taxes etc. Earle and Sia were very patient, caring knowledgeable, and responsive. I feel more and more confident in my financial future after each meeting and look forward to a long-lasting professional relationship.
I have been working with Earle for over 25 years. I have always been totally satisfied and impressed by his professionalism, his absolute passion for his work, fantastic results, his ability to explain the world of financial planning in accessible and clear terms, and his honesty and transparency. Earle's staff and colleagues have also provided excellent support and service.I HIGHLY recommend Balanced Financial Services.
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