Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner - Financial Advisor - Vancouver
5/5
β
based on 5 reviews
Contact Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor
| Address : | 595 Burrard St 16th Floor, Vancouver, BC V7X 1L4, Canada |
| Phone : | π +97 |
| Postal code : | 7 |
| Website : | https://mobiusplanning.com/ |
| Categories : | |
| City : | X |
|
B
|
Brianna Persall on Google
β β β β β My favourite thing about working with Bily is how promptly he responses to all of my questions and inquiries. He really takes the time to explain things in a simple way that I am able to understand. Highly recommend!
|
|
K
|
Kristoffer Vik Hansen on Google
β β β β β My biggest challenge prior to working with Bily and his team was that I did not know how to optimize my financials. While I tend to think I am very good with my financials, Mobius brings a wealth of knowledge about all things personal finances and beyond. While it may be hard to see the ROI before signing up, it is truly an amazing investment in more financial freedom and more financial knowledge.
|
|
M
|
Mark Leung on Google
β β β β β In terms of financial advisers, Bily was a real breath of fresh air - someone who clearly cares about his clients, who takes sincere pride in helping others achieve their goals, and who gives the time to explain himself and to answer questions. I highly recommend Bily to those who want to find an adviser who is focused on you and your situation, as opposed to financial transactions (potential or otherwise).
|
|
E
|
Eric Cheng on Google
β β β β β We had the privilege of having Bily review our family's financial plan and advise on a home-based business. We were most impressed with the time he took to understand our unique situation, take time to generate a couple long term pathways in a simulator for us to consider and empower us to make the right decision for our family. We appreciated the clarity with which he explained financial concepts and his willingness to meet virtually. Bily is a knowledgeable financial planner who in keen and gifted in empowering people.
In the rare situation that he doesn't know the answer to an obscure question, he has been honest with his limitations of knowledge, goes off and does the research and gets back to us with a clear explanation of the situation from our required perspective. Absolutely no hesitation in recommending his financial planning expertise.
|
|
I
|
Ian Hibbert on Google
β β β β β TLDR; Exceptional service from someone who cares about helping you get the most out of life. Money well spent.
If you're reading this, you're probably looking for some help figuring out how to handle your finances. Money is a difficult and complex topic to speak about, you need someone you can trust and has your best interest at heart. What I loved about working with Bily is that he took the time to understand who I am and what I wanted from life. His advice always came from the perspective of what would be best for the life I wanted. It is well worth the money, within the first strategy session his advice more than paid for the fee.
If you're looking for a financial advisor, financial planner or retirement planner, you'd be doing yourself a disservice if you didn't at least try out the free consultation with Bily.
|
Write some of your reviews for the company Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor
Your reviews will be very helpful to other customers in finding and evaluating information
Nearby places in the field of Financial consultant,
Nearby places Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor
