3 Best Gold IRA Investment Companies Near Me in Squamish, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Steven Praet
ADDRESS: 40381 Tantalus Rd Ste 1, Squamish, BC V8B 0P2, Canada
NUMBER: +1 778-906-4697
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had the pleasure of working with Stephen Praett as my financial advisor, Stephen combines deep financial expertise with a genuine commitment to his clients’ success. From the very first meeting, he took the time to understand my goals, priorities, and concerns. What really sets Stephen apart is his communication style. If you’re looking for a financial advisor in the Squamish area who truly cares about your financial wellbeing and delivers results with clarity and professionalism, Stephen Praett is a fantastic choice. – Victoria Jolley
REVIEW #2 – I feel fortunate to have found Steven for a financial advisor, not only for his exceptional knowledge of wealth management, and excellent ability to teach about it, but also for his sensitivity to the clients individual circumstances and needs. I can recommend him without reservation. – Lorraine Haskell
REVIEW #3 – I’ve been working with Steven for a few years now. He is knowledgeable, thoughtful, and a kind person. He is always willing to take the time needed to discuss my options thoroughly before we decide where and how to invest. He strives to make sure that my decisions are in line with my current and future plans and that we make choices that make sense according to my investing timeline and current financial situation. He genuinely cares about helping me reach my financial goals and about my personal and financial well being. He takes the time to explain market trends and financial vocabulary and strives to understand my personal needs and objectives. – Prosad Music
REVIEW #4 – Steven have help me and my family making decisions that have had positive implications for my financial goals. Steven is experienced expert who is easy to talk to and he guided us through out the process for making our personalized investments that encourages us to make choices based on our risk tolerance and that which allows us to sleep well at night. I’d strongly recommend Steven to anyone seeking assistance with planning for the future. – Koichi Watanabe
REVIEW #5 – Steven is a very knowledgeable and thoughtful advisor. He truly cares about his clients and has a passion for holistic wealth management. He takes a proactive approach and invokes confidence and trust. I highly recommend Steven. – Rose Walter
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Vocari Financial Solutions Inc.
ADDRESS: 40775 Tantalus Rd #105, Squamish, BC V0N 1T0, Canada
NUMBER: +1 604-898-6697
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning and Wealth management
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Highly recommend Jamie at Vocari! He took the time to set my partner and I up with a plan to manage our debt and set us up for success. He gave us a detailed plan of how to pay down our debt and when to put money into our RRSP. His expertise helped us leverage the new home buyers RRSP program for a down payment. Honestly I was pretty lost before working with Jamie, but he articulated the importance of his recommendations in a way that made sense to me. Now anytime we have a question he is happy to answer. Thanks Jamie! – Paul Greenwood
REVIEW #2 – We have worked with James Sparling for many years now and he has done such a great job for us. He put us at ease with his manner, efficiency and knowledge of the markets. We are not experts in this field at all but he has definitely expanded our breadth of understanding. We felt so comfortable in our experience that we also used him as our investment advisor for my mother. I highly recommend James and Vocari Financial. – Shannon Grantham
REVIEW #3 – We have been working with Vocari for over a decade and are extremely happy. Peter, Jamie, Marielle and Jasmine do a fantastic job take care of our investments, life insurance and employee benefits. They are easy to contact if we ever have any questions or concerns and have great knowledge of the investment market. I would recommend Vocari for anyone looking for a hard working, honest and knowledgeable team. – Lisa Templeton
REVIEW #4 – Jamie has made a very positive impact on our family’s financial goals. He has a wealth of knowledge, and has a great ability to tune the conversation based on the clients level of understanding. Always willing to take the time to review our portfolio and dive in to the details – I would highly recommend Jamie and the Vocari team. – Dylan Smith
REVIEW #5 – Jamie at Vocari was super knowledgeable. He easily answered all of my questions and made sure that I felt confident making decisions while getting life Insurance. I have my TFSA saving accounts for my children here. It is easy and seamless adding any contributions. 10/10 would recommend Jamie and Vocari if you have any sort of financial planning questions or needs. – Jenny Disney
REVIEW #6 – Jamie and the Vocari team have all been very accommodating and helpful. Jamie has a talent for making complex finances and investments more understandable for us. He is definitely very trust worthy too. Not to mention we just got a nice Thanksgiving card 😉 – Dan Blais
REVIEW #7 – Jamie and the team at Vocari are very professional. He takes the time to understand your goals and your values, and provides excellent guidance and products to manage our retirement planning and life insurance. – Kyle Goertzen
REVIEW #8 – Jaime and the Vicari team has been supporting our finances since 2017. From investments to our life insurance, they have supported us in ensuring our future investments will be successful. Continuously grateful for their services. – Michelle Ford
REVIEW #9 – We’ve had the pleasure of working with Jamie Sparling from Vocari and we are extremely satisfied. He took the time to thoroughly understand all of our financial goals and thoughtfully answer all of our questions, helping us to make informed decisions. – Sara Evans
REVIEW #10 – We have been with Jamie at Vocari for a number of years now and have had a great experience. Our questions are answered promptly and the advice we receive is always sound. Highly recommend to anyone looking to grow their investments! – Cory Hartling
REVIEW #11 – Vocari Financial Solutions Inc. and their team is amazing. I’ve seen consistent growth in my investments over the years, even in tough markets. Best decision I’ve made – Mike Carney
REVIEW #12 – The staff are very kind and supportive, and walked us through the several different options available for long term savings and future planning. We find we can easily book in person meetings when needed and feel comfortable with our current savings planning. Thanks Vocari! – Lauren Hartling
REVIEW #13 – I got excellent advice from Jamie Sparling. It was easy to make an appointment, he’s knowledgeable, answered all my questions with his easy going but professional manner. The work was completed the next day! – Anne Bracey
REVIEW #14 – Great experience with James Sparling. Outstanding professionalism and extremely knowledgeable management of our complex financial portfolio. – Joel Harwood
REVIEW #15 – Jamie at Vocari was great , he was very informative with many options and helped us choose a perfect life insurance policy that really catered to our lifestyle. – jesse booi
Sweeney Bride Strategic Wealth Advisory – Wellington Altus Private Wealth
ADDRESS: 37989 Cleveland Ave #404, Squamish, BC V8B 0A6, Canada
NUMBER: +1 604-892-5131
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, Investment Advisors, Investment Funds, Investment Management, Retirement And Estate Planning, Retirement Planning, Retirement Planning and Financial Independence
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am thrilled for the opportunity to write this review for Mark McGrath at Sweeny Bride. I have been a client of Mark’s since 2015. I have honestly not known a more thorough, competent, professional, kind, and dedicated advisor. He is incredibly knowledgeable and puts his knowledge to good use in serving and advising his clients as tailored to their specific needs and interests. Mark has never failed to put my best interests first, and I have felt this 100% in every interaction. He goes above and beyond for each of his clients. He is trustworthy, intelligent, and he has great integrity and transparency. He has not only given me sound advice, but he has followed up in also empowering and assisting me in acting on it in a timely manner. He has been endlessly patient and understanding with me (especially since I’ve always had more interest than I’ve had time!). I would not hesitate for a single second in recommending Mark without reservation to anyone. I am indebted to him for his honest approach and golden advice, and I feel incredibly fortunate to know him. – Fahreen Dossa
REVIEW #2 – I have been working with Mark McGrath for many years to build my retirement portfolio. Mark is professional, personable, very knowledgeable, and reliable. I would not be nearly as well positioned for retirement had I not had the benefit of his expertise. He answers any questions I have completely, promptly, and in language that I understand, as I am not a financial services professional. I have met very few people in my life that I would recommend without reservation. Mark is one of them. – Brant Forseng
REVIEW #3 – My financial advisor, Mark McGrath, is quick to respond if I have any queries. He reviews my portfolio biannually (more frequently if required) and anticipates my financial needs based on my unique situation. I feel like I’m more than a bunch of numbers to him. – Catherine Carvell
REVIEW #4 – Hannah McVean, with Sweeney Bride, has provided my partner and I with a wealth of knowledge and a safe space to discuss and plan our finances and investments. Since investing with Hannah, she has taught us so much and continues to guide us towards our goals through regular updates and check-ins. We are both immensely grateful for her knowledge, attitude, and communication style. – Steph MacNeil
REVIEW #5 – Mark is the best financial retirement nerd I have ever met. So glad I followed him from MD Management. I have a lot of clarity about my financial future now and that allows me freedom to spend and enjoy my money because I’m no longer in vagueness. – ursula gutteridge
REVIEW #6 – Mark is very thorough, well prepared ,friendly and professional. He explains everything in a clear, precise manner, and gives us excellent advice. He listens to our concerns and provides a plan of action that is appropriate for our investment portfolio. – Tony Littlewood
REVIEW #7 – Accommodating experience, with genuine advice that suits our personal financial situation. – stuart jones
REVIEW #8 – I’m so so impressed with this whole team. They’ve helped me so much with the taxes on my property and things I didn’t know I needed to apply for. They’ve also got my taxes filed on time, and communicated with me with so much care and promptness despite it being the busiest time in tax season! – Deborah Charles
REVIEW #9 – Dave Sweeney was able to clearly explain my options in developing a retirement plan including the implications of transferring international investments. They are focused on doing what is right and providing resources that will help me understand the complexity of financial planning so I can make an educated decision. I have great confidence that Dave and his team put my interests before their own and will continue to support me and my family into the next stages of our lives. I have no hesitation in recommending Sweeney Bride Strategic Wealth Advisory. – James Kirkwood
REVIEW #10 – I have been using Hannah McVean as my financial advisor for a few years now. I am in my early 30s and Hannah has been such a huge help with the purchase of my first home, helping me plan for my eventual retirement, yearly taxes and all general financial issues that come with life!
She is incredible at what she does. She is both extremely knowledgeable and passionate about her work. On top of that she is caring and I’ve left each of our meetings feeling like I was understood. Can’t recommend her enough! – Jessica
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