Working with Oliver has improved my financial understanding. He took the time to explain the…read morevarious types of accounts that would be good options for me and discussed how these options would benefit me in the future. Oliver is genuinely interested in taking care of his client's financial well-being.

From the owner: As a Certified Financial Planner®, your goals are my top priority…read more Whether you're planning for retirement, saving for post-secondary education for your children or grandchildren, running or winding down your business, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. As an independent financial advisor, I work for you, not the bank.

We reached out to Steve and Money Coaches Canada as we wanted true objective, independent advice on…read moreour financial state. Steve answered our questions, developed a plan, and now we are feeling far less stressed about our financial future. We felt like our plan was individualized and directed toward our goals. The process was worth the investment! We highly recommend him for younger people starting out, mid-career, and nearing retirement! I have already referred him to family and colleagues.

I found Money Coaches Canada and Steve in particular when researching the difference between a…read morefinancial adviser, financial planner and a financial coach. I was at a place in my life where I really wanting to take charge of my finances; however my bad habits and thoughts around spending and saving money were acting as huge hurtle. Because of these bad habits my savings were non-existent, my credit cards were maxed out and I was in no place to invest so naturally a money coach fit. After speaking with Steve on the phone my wife and I decided to meet with Steve for a FREE consultation. Steve is very knowledgeable and personable and seemed like a great fit to work with. I'm not going to lie; at first I was very skeptical and hesitant to commit to a program with Steve as I was barely getting by and thoughts of paying someone to tell me how to save/spend my money seemed foreign. Steve told us not to worry that we wouldn't even notice his fees in the long run.(Yeah right!) Well I pleasantly surprised by this experience! Not only did we not notice his fees but he actually helped us to get on track. Within 6 months of working with Steve our lives have changed so much for the better. The stress we use to feel in regards to finances has been lifted greatly. We are on track to pay off all of our debt in a record amount of time, AND we actually have savings building up monthly. In 5 months of working with Steve we were able to pay off over $12,000 in debt - YES you read that right 12K! He is not by any means a magician that just makes money appear and fixes your finances; you have to want to make changes for the better. Much like losing weight; you can't just do it for a bit and hope for the best; you need to be prepared to change your life style and habits and commit to the program. My wife and I both agree that working with Steve was the best decision we made in 2017 and we are looking forward to walking the path that Steve has help to create. Debt Freedom is on now on the horizon were I have never seen it before. Give him a call and see what he can do for you!

Back in 2003 I was referred to this Edward Jones location by a friend in North Delta who has Carman…read more(a CFP) as his financial advisor. He actually makes house calls, so after coming to see me one evening, I decided to give him a try. Carmen's now been looking after my RRSPs for over 11 years. Although the markets have gone up-and-down during that time, he has managed our investments very well and the result has been reliable & steady long term growth. He takes the time to explain things well, and he understands and respects my risk tolerance for investing (I'm not really a risk-taker). Another thing that's impressed me about Carman is that he's good at keeping me up to date on matters without ever ringing my phone off the hook. But any time I've ever needed to phone him, I can usually get through to his office or mobile number immediately. And his staff (Tanya and Marjie) are quite friendly. You can get to his Edward Jones office from Surrey or Delta pretty easily (or really anywhere in the Lower Mainland as the Alex Fraser and Hwy 99 and 91 are all close by) and there is always lots of parking spots that are free.

Alison is an extremely intelligent professional who really takes the time to educate her clients on…read morefinancial concepts. What stood out to me the most out of all the other financial planners I've talked to is her wholistic and comprehensive approach. She covers everything from cradle to grave, including assisting with will preparation. Her service is stellar and really catered to clients' needs. She goes above and beyond to make sure we are taken cared of. At first I thought I was set with my previous financial planner, but Alison educated me on a permanent tax sheltering retirement plan that I had no idea existed! I wish someone had told me earlier! I highly recommend Alison if you're in need of financial information and even a second opinion or review of your finn

From the owner: Specializes in helping individuals, families and corporations / small businesses in cutting and…read moresheltering taxes, maximizing cash flow, saving and growing wealth, protecting from loss of income, protecting assets at time of death, and planning for passing on their legacy to future generations in a tax-efficient manner.

Travis Strain and the team at A.W. Gray and associates are great. If you are looking for someone…read moreto help manage your investments and give solid advice, do not hesitate to give them a call. Travis will listen to your needs and give advice that few in the industry have his level of expertise in.

From the owner: Wealth creation, preservation and transition are challenges not easily overcome in today's…read moreturbulent markets. The multiple forces of sub-prime mortgage crises, covert inflation and skyrocketing healthcare, food and fuel prices impact every aspect of our material lifestyle and daily existence. There is an increased need to build a financial plan and protect ourselves, our families and businesses against the ravages of unpredictable and unstable circumstances which can crush the dreams of those not acting in a financially prudent manner. Life is too unpredictable to navigate the future landscape with the wrong financial guide and uncertain maps and directions. Stock markets may fluctuate, but personal service delivery should not. You should always receive top not service from your financial planner. What we do is to consolidate all of your family assets into one balanced program so that you can improve your asset accumulation in less time with fewer risks along the way.

Taayla worked with me for the last 10 years. She helped me save with the right investment program…read moreand educates me on what is required to reach my goals. I really appreciate her patience, her easy to understand solutions and the ongoing support. Super grateful that she's in my corner!

From the owner: We specialize in helping families get clear about their financial goals. That involves identifying…read morecash flow, protecting their income and using the right savings vehicles to minimise taxes. Our approach is holistic in that we walk alongside families for the long term in supporting their financial needs. We also work with business owners in developing unique strategies to flow money out of the corporation with tax-effective solutions.