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Burnaby
We are an independent financial advisory firm serving clients throughout Canada. We specialize in holistic financial planning with a focus on wealth management strategies for business owners, professionals and families.
Burnaby
Everyone knows how to help someone who has excellent credit. We help by getting these clients qualified for a bigger place. Where our experience shines is through someone who has bruised credit or someone who is self employed and does not declare a lot due to expenses. We are able to find a lender who can help in these situations. If you are someone with bruised credit, we will educate you on how to go forward with this and get you into a better situation through credit worthiness to hopefully get into a big bank interest rate status.
Christina
It was a great experience . Hu had been most helpful and knowledgeable and always smiling. He was able to answer my questions and if I don't understand, he was very patient in explaining. He will find out information for me if he's not sure. He would not just answer a question if he doesn't know. I already recommend him to my friends and family. Love his personality.
Burnaby
Representing multiple brand name companies to tailor their offerings to your specific investing, wealth protection and retirement planning needs. Our group has a combined experience of over 30 years serving clients in the Lower Mainland.
Burnaby
MGM Financial Group is an independent financial advisory firm. We specialize in holistic financial planning with a focus on wealth management strategies for business owners, professionals and families.
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. As our client, you have access to a full suite of resources, including the expertise and personal attention of me as your advisor. Whether you're running a business or running a family, planning your retirement or your children's future, I offer expert advice and guidance to help you achieve a greater peace of mind and financial confidence. I have a deep professional commitment to, and experience in, evidence-based investing, backed by decades of empirical research. I use this methodology to help you achieve the goals that are distinct to you and your personal situation. In my practice, you come first. My commitment to delivering a premium experience is demonstrated through by my service to you and my education. By completing both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) programs - most highly respected and recognized designations in investment management and financial planning - I have dedicated my career to continuous learning and development to deliver the advice, outcomes and experience you deserve.
Helping clients identify what's important to them and guiding them to achieve their goals. When I see my clients achieve their financial goals, the joy that brings them brings me satisfaction and reminds me why I love doing what I do.
Hameet Dhillon joined the financial industry over five years ago, motivated to positively affect people’s lives by providing clarity and confidence through an evidence-based investing approach.
His previous roles, which include financial planner and financial advisor, as well as his commitment to education, have prepared him to deliver a high standard of advice for his clients, equipping him with the knowledge, skills, experience and ethics required to examine his clients’ entire financial picture at the highest level of complexity. In fact, Hameet has earned the Chartered Financial Analyst (CFA) credential, the most highly respected designation in investment management, as well as the Certified Financial Planner (CFP) certification, which is considered the “gold standard” for the profession. These designations complement the Bachelor of Business Administration (BBA) degree he earned at Simon Fraser University’s Beedie School of Business.
Yes. I provide my services both in person and remotely. For convenience, I can conduct meetings virtually and have enabled esign for clients that would like to sign electronically as well. I do this through our service, Webex.
