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Financial Advisors in Ladner, BC: 2026 rankings

535 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ladner: Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER, RFA Score 76/100; 5.0★ from 483 Google reviews.

  2. 25

    Most-reviewed: Kalkine Canada Advisory Services Inc, 426 Google reviews at 4.2★, the most of 535 ranked after Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER; ranked #25.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

535 Ladner financial advisors are ranked here by RFA Score, from eight published factors. 149 open Saturdays and 30 open Sundays, based on posted hours. The median Google rating is 4.9★ across 535 rated firms.

Top 10 financial advisors in Ladner at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Ladner at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER765.0★ (483)Surrey, 17 km away—Top score
2Athena Financial Inc.745.0★ (106)Ladner——
3Way Financial734.9★ (187)Richmond, 9 km away——
4RightFit Advisors735.0★ (184)Richmond, 15 km away——
5GT Wealth 安加財稅734.9★ (143)Richmond, 9 km away——
6Ai Financial (BC Branch)725.0★ (153)Burnaby, 16 km away——
7The Mortgage Specialist Burnaby - Vancouver725.0★ (129)Burnaby, 14 km away——
8Vidit Paruthi - Mortgage Professional715.0★ (149)Surrey, 22 km awaySat · Sun · Evenings—
9Parallel Wealth Financial Group Inc.715.0★ (234)Coquitlam, 31 km away——
10Mode Money Managers Inc.715.0★ (113)Surrey, 16 km awaySat—

All 535 financial advisors in Ladner, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Way Financial

    Based in Richmond, 9 km away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 187 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 187 Google reviews
    Hours
    Mon–Tue 9:30 AM–5:30 PM · Wed closed · Thu–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    6388 Number 3 Rd #400, Richmond, BC V6Y 0L4
    View profile for Way Financial(604) 279-0866

  4. #4 RightFit Advisors

    Based in Richmond, 15 km away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 184 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 184 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for RightFit Advisors

  5. #5 GT Wealth 安加財稅

    Based in Richmond, 9 km away

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 143 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    6388 Number 3 Rd Ste 405, Richmond, BC V6Y 0L4
    View profile for GT Wealth 安加財稅(604) 278-0122

  10. #10 Mode Money Managers Inc.

    Based in Surrey, 16 km away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 113 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 113 Google reviews
    Hours
    Mon–Fri 8 AM–1 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1921 Ocean Wind Dr, Surrey, BC V4A 3M3
    View profile for Mode Money Managers Inc.(604) 503-6644

  11. #11 Sanjay Gupta

    Based in Surrey, 16 km away

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–5 PM · Sun closed
    Address
    1921 Ocean Wind Dr, Surrey, BC V4A 9P2
    View profile for Sanjay Gupta(604) 503-6644

  18. #18 ARC Wealth: Vancouver Wealth Management + Financial Planner

    Based in Vancouver, 22 km away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 88 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 9 AM–2:30 PM · Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    329 Howe St #741, Vancouver, BC V6C 3N2
    View profile for ARC Wealth: Vancouver Wealth Management + Financial Planner(604) 360-1426

  19. #19 Spark Mortgage: Ryan Cooper

    Based in Burnaby, 14 km away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–8 PM · Sat 9 AM–4 PM · Sun closed
    Address
    5589 Byrne Rd #227, Burnaby, BC V5J 3J1
    View profile for Spark Mortgage: Ryan Cooper(604) 515-4430

  20. #20 FOURSQUARE FINANCIAL INC.

    Based in Burnaby, 14 km away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    4300 N Fraser Wy, Burnaby, BC V5J 5J8
    View profile for FOURSQUARE FINANCIAL INC.

  21. #21 Camlife Financial

    Based in Vancouver, 19 km away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    439 W Broadway #201, Vancouver, BC V5Y 1R4
    View profile for Camlife Financial(778) 382-2934

  22. #22 Credit Lift

    Based in Langley, 31 km away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 145 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 145 Google reviews
    Address
    20611 Fraser Hwy #108, Langley, BC V3A 4G4
    View profile for Credit Lift(778) 653-7310

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 535 ranked financial advisors here; the rest are on their profiles.

financial advisors in Ladner, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wendy Valerio Financial Advisor695.0★ (74)22 km
27Rosa Lin | Brightway Financial | Financial Planner 財務規劃師695.0★ (46)11 km
28Moulik Toor, Senior Mortgage & Wealth Advisor - Westgroup Financial Management Inc.685.0★ (65)21 km
29Portfolio Planning684.9★ (75)23 km
30Raghav Sharma | Wealth Management Advisor | Financial Advisor685.0★ (40)13 km
31Michael Gao Inc | 嘉岳会计师事务所 | Richmond 中文会计师 | 公司税务申报专家684.9★ (41)11 km
32TE Financial Group Inc.685.0★ (49)17 km
33Canadian WiseInvest Inc.684.9★ (66)22 km
34Sunny Kalsi - Kalsi Wealth Management684.9★ (60)21 km
35Sherry (Chenoor) Shajiei - Senior Financial Independent Broker (Insurance, investment and Mortgages)685.0★ (56)22 km
36Interhealth Financial Inc.685.0★ (50)20 km
37Grow Your Wealth Financial Planning675.0★ (32)10 km
38Co-operators - Tanious Insurance & Investment Services Inc674.8★ (48)16 km
39Sahar Emili675.0★ (47)20 km
40Co-operators674.7★ (74)22 km
41Ocean 6 Wealth Advisory Inc.675.0★ (47)20 km
42Bromwich+Smith674.9★ (46)18 km
43CIBC Mortgage Advisor: Emily Li675.0★ (59)26 km
44MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals675.0★ (56)25 km
45Elite Wealth Management674.5★ (53)11 km
46Virani Financial Inc.675.0★ (47)20 km
47Clearpoint Wealth674.9★ (54)22 km
48ModernAdvisor674.8★ (59)22 km
49Business Solutions & Credit Counselling Services - Surrey, Vancouver674.8★ (45)17 km
50Monic Financial Group675.0★ (27)11 km

Also serving Ladner

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Ladner
BusinessGoogle ratingDistance
Andrew Tsui - BMO Financial Planner3.0★ (2)10 km
Aristo Wealth Management5.0★ (2)9 km
AssetPlus Capital Inc.5.0★ (2)11 km
Beem Credit Union3.0★ (2)10 km
Beem Credit Union3.0★ (2)16 km
BMO Financial Planner5.0★ (2)18 km
Calvin Lee: Financial Planner at BMO5.0★ (2)14 km
CIBC Financial Advisor: Anthony Stelcer1.0★ (2)18 km
CIBC Financial Advisor: Harish Kumar4.0★ (2)16 km
CIBC Financial Advisor: Kwok Fong1.0★ (2)17 km
Edward Jones - Financial Advisor: Antonio Lee4.5★ (2)11 km
Edward Jones - Financial Advisor: Taejong Kang5.0★ (2)17 km
Fransen Financial Inc5.0★ (2)12 km
Mark Schoeffel, BBA, CIM, CFP®5.0★ (2)6 km
Michael Wen - TD Financial Planner5.0★ (2)10 km
Nathan Chan - TD Financial Planner5.0★ (2)7 km
Philip Ma Insurance1.0★ (2)11 km
Phoebe Ng - TD Financial Planner5.0★ (2)17 km
Rajan Arora - TD Financial Planner5.0★ (2)15 km
Raymond James Ltd5.0★ (2)17 km

How we ranked Ladner financial advisors

We scored 535 Ladner financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Ladner data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Ladner: frequently asked questions

Which financial advisor has the highest RFA Score in Ladner?

By RFA Score, the highest-ranked financial advisor in Ladner, BC is Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER with an RFA Score of 76/100. It has 5.0★ from 483 Google reviews. Athena Financial Inc. (#2) and Way Financial (#3) follow. We ranked 535 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ladner?

RankedFinancialAdvisors ranks 535 financial advisors serving Ladner, BC. 1 of them is based in Ladner; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Ladner work on weekends?

149 of 535 ranked financial advisors post Saturday hours and 30 post Sunday hours. The highest-ranked open Saturdays are Vidit Paruthi - Mortgage Professional (#8), Mode Money Managers Inc. (#10) and Sanjay Gupta (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ladner financial advisors have?

The median Google rating among 535 rated financial advisors in Ladner is 4.9★, with a median of 14 reviews. Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER has the most, 483 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Ladner count in this ranking?

Yes, if they are within 40 km of the Ladner city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Ladner ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Ladner?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Ladner

  1. November 2026: RFA Scores recalculated for 535 financial advisors serving Ladner.

More financial advisors and Ladner pages