4 Best Gold IRA Investment Companies Near Me in Richmond, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Mobius Financial Planning
ADDRESS: 10271 Shellbridge Way Suite 210, Richmond, BC V6X 2W8, Canada
NUMBER: +1 604-249-3572
SERVICES: Comprehensive Financial Planning, Education Savings, Estate Planning, Financial Advisor, Financial Advisory Service, Financial Planning And Wealth Management, Financial Strategies, Investment Management Service, Investment Portfolio, Investment Strategies, Personalized Plan, Planning For Retirement, Retirement Planning Service, Strategic Planning, Tax Planning
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 had a great experience working with Bily!
He’s very understanding and developed a plan that was suited to my needs.
I had some unexpected “life stuff” happen and had to liquidate my investments and Bily was very understanding and helped me navigate it. I would definitely recommend Bily to my friends and family. I am hopeful to return to work with Bily in the future. – Matt Cowan
REVIEW #2 – Finances are SO important but I don’t have time to learn about all the options and stay on top of things myself! I just want to meet regularly with someone to help me summarize and optimize things. Working with Bily has been a great decision. His advice is free of conflict of interest because it’s not based on commission. He makes things easy to understand and educates us on financial concepts. He is a great listener and completely personalizes things based on our needs. Without him we’d just set it and forget it. Bily is constantly looking out for our interests, going above and beyond to find us the best quotes, connecting us with the right people. Really appreciate having him as a resource and really trust him as an adviser! – Josh and Charlene
REVIEW #3 – 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 – Gabriel Chan
REVIEW #4 – Bily has been helping me for the past year to get my financial things in order since I’ve never bothered with investments or financial planning in the past. He was very straightforward and explained that I had many financial planning options to choose from and he advised me on what would make the most sense for my situation. He was very thorough, detailed, knowledgeable and gave me the sense that my financial planning was in good hands. He doesn’t try to up sell or make you buy options you don’t need. I feel like I have a good financial foundation now both in knowledge and finances. – Karen L
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Grow Your Wealth Financial Planning
ADDRESS: South Tower, 5811 Cooney Rd. Suite 305, Richmond, BC V6X 3M1, Canada
NUMBER: +1 780-747-1248
SERVICES: Debt management counselling, Tax planning, Wealth management, Cash Flow Planning, Estate Planning, Financial Planning, Investment Planning, Retirement Planning and Wealth Planning
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Very pleased with the services I’ve received – Shyam is extremely knowledgeable, well-organized, and good at generating different scenarios according to clients’ financial priorities. Also, he doesn’t talk down or presume that clients don’t know anything about personal finance, even though his own (professional) knowledge is much greater. Strongly recommend! – Amy Kaler
REVIEW #2 – Shyam has been our financial adviser for the past three years and we are extremely happy with his services. Shyam is very professional and sincere and is always available whenever we have any questions. Whats more important however is that he has the knowledge, experience and expertise to make sure everything is done properly and with your family’s best interest at heart. Highly recommend! – Anusha Srinivasa
REVIEW #3 – Shyam is amazing. He is knowledgeable, professional and responsive. No matter what time it is, or what your question is, he will respond promptly. He is very involved with clients and their satisfaction is his main goal. I would recommend him to my friends and family again and again. – charu Pandey
REVIEW #4 – Shyam is a very accomplished financial planner. We liked his holistic approach to financial planning. He has an excellent system covering all aspects of the financial planning piece. This helps families like us to feel financially secured & safe for future. We would highly recommend him to anyone. – Dhiraj & Rruchi Pachauri
REVIEW #5 – Shyam has been my financial advisor for the past year. I’m a smart, overachieving engineer, who was already financially savvy before meeting Shyam…. so the fact that he gained my trust and respect as a financial planner says a lot about the level of care and attention he gives his clients. He goes above and beyond to listen to his customers’ needs and to meet them where they are at in terms of financial knowledge.
I would recommend Shyam to any of my family and friends, without hesitation. He is smart and dedicated, and knows his stuff. In short, if you are looking for a competent, financial planner that you can trust, give Shyam a call. – Rebecca Pinto
Wynners Financial Group Inc.
ADDRESS: 3031 Viking Wy #106, Richmond, BC V6V 1W1, Canada
NUMBER: +1 604-233-0123
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Individual Pension Plan, Insured Retirement, Investment Services, Protection Plans, Registered Education Savings Plan, Registered Retirement Income Fund, Registered Retirement Savings Plan, Retirement Program
OFFICE HOURS
| Mon | 8:00 AM – 9:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 9:00 PM | |
| Wed | 8:00 AM – 9:00 PM | |
| Thu | 8:00 AM – 9:00 PM | |
| Fri | 8:00 AM – 9:00 PM | |
| Sat | 8:00 AM – 9:00 PM | |
| Sun | 8:00 AM – 9:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had the pleasure to know Benny for a long time and watch him grow into a Certified Financial Planner. I trust his stewardship completely and have had the opportunity to work with him in a professional capacity. He’s consistent, reliable, thoughtful, and takes pride in the work delivered to his clients. Benny combines strong technical knowledge with genuine integrity. I highly recommend working with him. – Tempest Aquatics Club
REVIEW #2 – Wynners provides top-tier service. The entire team is professional, but Benny deserves a special mention for his exceptional guidance and dedication. He is so win. He’s helped me feel confident and secure in my financial decisions. Highly recommend! – Tony
REVIEW #3 – I’ve been a long-time client of Benny’s and highly recommend him. He offers a strong portfolio of solutions, takes the time to understand your financial objectives, and provides excellent, attentive service. You can trust that he’ll take great care of you. – Anthony Yuen
REVIEW #4 – Benny is a dedicated Financial Planner who provides consistent stewardship over his clients’ portfolios. I’ve been a long-time client and have always felt I was in great hands. – ILups L
REVIEW #5 – Highly recommend Benny for financial planning and insurance; he’s been instrumental in helping my family prepare for the future. – Kevin Liu
GT Wealth
ADDRESS: 6388 Number 3 Rd Ste 405, Richmond, BC V6Y 0L4, Canada
NUMBER: +1 604-278-0122
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Financial Strategies, Investment Tactics, Wealth management, Pension Plans, Plans For Retirees
OFFICE HOURS
| Mon | 9:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:30 PM | |
| Wed | 9:30 AM – 5:30 PM | |
| Thu | 9:30 AM – 5:30 PM | |
| Fri | 9:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’m glad that I attended their useful session today . Apart from the beautiful atmosphere and great food , few amazing facts I learned today that none of our financial advisors had talked about. – Sonia Sobhanmanesh
REVIEW #2 – I was glad to receive an abundance of reliable tax and wealth information from their Life and Wealth lecturers. The advisor assigned to me offered valuable and professional financial advice tailored precisely to my family’s unique needs. I highly recommend their exceptional services to anyone seeking top-notch financial guidance. – Yvonne Feng
REVIEW #3 – Rebecca Wu shows her professionalism about the wealth management . Her expertise and approach is pretty wide and impressive. I truly appreciate your professionalism and commitment to helping me in my financial aspects. – roger han
REVIEW #4 – Ivan has been very patient and helpful to me and my family. At first, I was just asking about ways to save Capital Gain tax for my rental properties (which they have successfully saved over 600k for me), but turned out I actually had lots of other financial areas that can be done way better than my then-existing plan. Only wish I met Ivan and this team earlier. – Alice Wong
REVIEW #5 – I had my first meeting with Hal Deng at GT Wealth today, and even though it was brief, just 20 minutes, I was thoroughly impressed. Hal listened carefully to my financial goals and concerns, and in that short time, he offered a wealth of helpful information on topics like estate planning, RRSPs, TFSA strategies, property taxes, and investment planning.
What stood out was not just his knowledge, but his genuine professionalism and attentive listening. He also offered to connect me with a financial planner tailored to my situation and promised to send highlights of previous ran seminars that are relevant to me.
I felt heard, supported, and left with clear next steps. I would definitely recommend Hal to anyone looking for thoughtful, trustworthy financial advice! – Chloee Teng
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