Best Financial Consulting Courses Vancouver Near Me

Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor Lycos Asset Management Inc. - Financial Advisors & Planners Edward Jones - Financial Advisor ABC Financial Advisor Raymond James Ltd Elementus Wealth Management Inc. Sun Life Financial Vancouver

1. Vancouver Financial Planning - Vancouver

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· 0 reviews

800 W Pender St, Vancouver, BC V6C 2V6, Canada

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2. Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor - Vancouver

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· 5 reviews

595 Burrard St 16th Floor, Vancouver, BC V7X 1L4, Canada

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Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor: what do users think?
Ian Hibbert: TLDR; Exceptional service from someone who cares about helping you get the most out of life. Money well spent.If you're reading this, you're probably looking for some help figuring out how to handle your finances. Money is a difficult and complex topic to speak about, you need someone you can trust and has your best interest at heart. What I loved about working with Bily is that he took the time to understand who I am and what I wanted from life. His advice always came from the perspective of what would be best for the life I wanted. It is well worth the money, within the first strategy session his advice more than paid for the fee.If you're looking for a financial advisor, financial planner or retirement planner, you'd be doing yourself a disservice if you didn't at least try out the free consultation with Bily.
Brianna Persall: Positive:ResponsivenessMy favourite thing about working with Bily is how promptly he responses to all of my questions and inquiries. He really takes the time to explain things in a simple way that I am able to understand. Highly recommend!
Kristoffer Vik Hansen: My biggest challenge prior to working with Bily and his team was that I did not know how to optimize my financials. While I tend to think I am very good with my financials, Mobius brings a wealth of knowledge about all things personal finances and beyond. While it may be hard to see the ROI before signing up, it is truly an amazing investment in more financial freedom and more financial knowledge.
Eric Cheng: We had the privilege of having Bily review our family's financial plan and advise on a home-based business. We were most impressed with the time he took to understand our unique situation, take time to generate a couple long term pathways in a simulator for us to consider and empower us to make the right decision for our family. We appreciated the clarity with which he explained financial concepts and his willingness to meet virtually. Bily is a knowledgeable financial planner who in keen and gifted in empowering people.In the rare situation that he doesn't know the answer to an obscure question, he has been honest with his limitations of knowledge, goes off and does the research and gets back to us with a clear explanation of the situation from our required perspective. Absolutely no hesitation in recommending his financial planning expertise.

3. Lycos Asset Management Inc. - Financial Advisors & Planners - Vancouver

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· 5 reviews

808 Nelson St Suite 1731, Vancouver, BC V6Z 2H2, Canada

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Lycos Asset Management Inc. - Financial Advisors & Planners: what do users think?
Renee Schachinger: Adrian and Constantine have provided me with the benefit of their vast experience and wisdom during our long association. They are professional, offer clear explanations and sound advice.
Stirling Faux: “Our experience with Lycos Asset Management has been very positive. Their team of financial advisors met with us in their Vancouver offices and fully discussed our financial ‘game plan’.After listening carefully, Constantine and Adrian were able to create a comprehensive plan for our financial future that suited both our goals and risk tolerance. My wife and I are grateful and excited about our future plans.”
Taylor Schnell: Constantine is a pleasure to deal with. Any questions are answered professionally, clearly and very soon. I've had multiple responses well outside of regular business hours just to make sure that I was happy about things. Investment options are discussed in a clear manner, he really makes sure that you understand what he's going to do for you. Everything is done very quickly as well.
Paul Cottle: Constantine has been a fantastic partner for my family. In addition to his investing acumen, the service at Lycos is impeccable. He is never too busy to answer a call or an email and he has always gone the extra mile to make sure we make sound financial decisionsIn addition, the fund portfolio he has created for us supports only highly sustainable businesses with no resource extraction or shady labour practices so we never have to worry about our money being used to support destructive industries.
Andrew Bennett: The Lycos Asset Management team are as advertised: an experienced team that I am confident are working for my best interest. They are open and transparent about market conditions, and offer a professional level of guidance that I was not receiving from a big banking operation. They are highly professional, personable, easy to work with, and value my business.As an extremely busy working professional, I highly recommend Lycos Asset Management. One thing I really appreciate is that I have been able to set-up, contribute, and manage my account entirely over the phone or email.

4. Edward Jones - Financial Advisor - Vancouver

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· 0 reviews

1525 Robson St Ste 202, Vancouver, BC V6G 1C3, Canada

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5. Chalten Fee-Only Advisors Ltd. - Vancouver

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· 4 reviews

1500 W Georgia St, Vancouver, BC V6G 2Z6, Canada

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6. Best West Financial Inc - Vancouver

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The Grosvenor Building, 1040 W Georgia St Suite #920, Vancouver, BC V6E 2Y2, Canada

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7. World Financial Group Downtown Vancouver - Vancouver

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· 24 reviews

1075 W Georgia St Suite 2650, Vancouver, BC V6E 3C9, Canada

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8. ABC Financial Advisor - Vancouver

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· 1 reviews

885 W Georgia St #1500, Vancouver, BC V6C 3E8, Canada

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9. Raymond James Ltd - Vancouver

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· 6 reviews

925 W Georgia St #2100, Vancouver, BC V6C 3L2, Canada

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10. Elementus Wealth Management Inc. - Vancouver

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· 30 reviews

1075 W Georgia St #1810, Vancouver, BC V6E 3C9, Canada

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11. Sun Life Financial Vancouver - Vancouver

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· 4 reviews

1508 W Broadway, Vancouver, BC V6J 1W8, Canada

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12. Tracy Theemes - Raymond James Ltd. - Vancouver

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3762 W 10th Ave W, Vancouver, BC V6R 2G4, Canada

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