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Financial Planning

Bakerview Financial

34Limited

2309 McCallum Rd Unit E, Abbotsford, BC V2S 3N7, Canada

5.0(6 Google reviews)on Google

About

Bakerview Financial is a local financial planning provider in Abbotsford, British Columbia. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

Photos via Google Maps

Google Reviews

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5.0

6 Google reviews

Most recent reviews

Krysta Murray
a year ago · via Google
Lyle and Jeramy are a wonderful team, I walked in looking for cleaning services and learned more about what Lyle does. He hooked me up with a wonderful advisor, very professional and has worked in line with my hobbies. I am a relationship builder and have been a leader most of my professional life. In sales for over 20 years. I was never a pushy salesperson, I like a person who has a similar technique. Jeramy is your guy, has a very soft approach, has good follow-up skills, and leads you in the proper direction with confidence it's right for you. Financial planning can be a very vulnerable thing to do, so most don't do it. You won't feel uncomfortable with this team! Highly suggest!
Jeanne Kellett
4 years ago · via Google
Lyle showed his integrity and honesty when providing information and solutions for my situation. I have no problem refering other to him
Samantha Jamieson
6 years ago · via Google
I have used Lyle a few different times now and he is always fantastic to work with! Got us exactly what we wanted in life insurance in a timely manner and gave us some great options to think about for other options that will fit out lifestyles later on. Highly recommend him for all your financial needs!

See all 6 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Bakerview Financial's Google rating and recent reviews. Confirm specifics with the provider.

Bakerview Financial holds an excellent 5.0-star rating across 6 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.

Most common praise

Caring, attentive staff
Responsive, helpful communication

ThemesStaff & careCommunication

Services

Financial Planning

Licenses & Registrations

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Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Verify a CFP professional (FP Canada)

Associations & Accreditations

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Languages Supported

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Location

2309 McCallum Rd Unit E, Abbotsford, BC V2S 3N7, Canada

Also serves

Abbotsford and surrounding areas