Absolutely the best! I've been with Scott for several years and have found him to be extremely…read morehonest and trustworthy. His focus is his clients always putting them first. His investment strategy protects your money.

From the owner: Investment management, financial planning, retirement planning, estate planning.read more

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.

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.

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!

When I was looking for a tax accountant for my parents in Delta a quick Google search took me to a…read morenumber of options close to their residence. Sukhpreet (Sukh) Lehal of Spectrum Accounting was the one I chose after a brief phone conversation which convinced me that we would be in caring hands. As I live miles away from his office it could have proven an inconvenience to make multiple trips to get this done. He, however, offered to pick up my parents tax forms, a trip out of his way to another client's home. The returns were completed in a timely efficient manner and all documents returned shortly thereafter. Sukh proved to be very dedicated to the welfare of his clients especially seniors. I would highly recommend him for his services and would use him again in the future.

From the owner: Accountant | Accounting | Tax | Tax Preparation | Taxation | Taxes | Income Tax | Personal Tax |…read moreBusiness Tax | Corporate Tax | Bookkeeping | Payroll | Business | Company | Surrey | Delta | Vancouver | Richmond | Burnaby | Langley | New Westminister | Financial Advisor | Business Planning | Tax Planning | Business Plan | Online | Mobile | Remote | Virtual | GST/PST | Accounting Firm | Bookkeeping Service | Payroll Service Provider | Investment Service | Tax Advisor | Tax Office | Tax Preparation Service

I came to inquire about parking insurance for my car and also to make changes to my current…read moreinsurance yesterday, August 8, 2022. Loveleen answered all my questions clearly and gave me tips. This is my second time visiting this locations (SouthPoint) and I am very satisfied with service here. Keep it up!

Special thank you to Monica, who went above and beyond to make sure we only pay for coverage that…read morewe need.. Glenn