Mobius Financial Planning
78Good10271 Shellbridge Way Suite 210, Richmond, BC V6X 2W8, Canada
About
Mobius Planning is a fee-only financial planning firm founded by Certified Financial Planner Bily Xiao, specializing in retirement planning for age 50+ and tax optimization. Based in Richmond and Vancouver, BC, they serve clients across Canada.
Senior Care Path Summary
Mobius Planning offers comprehensive financial planning and wealth management with a focus on retirement income, investment management, and tax efficiency. They work especially with clients who want to live well and give generously to causes they care about. The firm is led by a Certified Financial Planner with a background in tech and engineering, and partners with specialists in portfolio management, law, and tax.
The process begins with a free 15-minute phone call to ensure a good fit, followed by a detailed discovery meeting and formal proposal. Mobius works with clients on cashflow planning, insurance needs, wealth transfer, charitable giving, and creating sound withdrawal strategies for retirement. They commit to ongoing monitoring and course corrections, with clients receiving straightforward advice based on evidence rather than commission-based sales.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirement planning for age 50+
- Tax optimization for business owners
- Retirees mapping withdrawal strategies and lifetime income
- Families wanting sound financial advice without sales pressure
- Clients interested in strategic charitable giving
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
66 Google reviews
Most recent reviews
Matt Cowan
a year ago · via Google
I had a great experience working with Bily! He’s very understanding and developed a plan that was suited to my needs. I had some unexpected “life stuff” happen and had to liquidate my investments and Bily was very understanding and helped me navigate it. I would definitely recommend Bily to my friends and family. I am hopeful to return to work with Bily in the future. Thank you Bily.
Joshua Power
3 years ago · via Google
My wife and I had the pleasure of working with Bily to develop a short term financial plan to help us meet our long term goals. Bily guided us through a thorough process where he came to understand our spending/goals and created a tailored plan for us. He came to each meeting organized and prepared and he always made lots of room for patient discussion and questions. You can tell from the moment you start working with Bily that he cares deeply about what he does and supporting the people he works with. I’d highly recommend working with him to anyone looking for honest, thoughtful support with their financial planning journey.
Fabio K.
4 years ago · via Google
It has been great working with Bily. I think it's hard to establish a bond of trust when financial matters are involved, but Bily was quick to reassure me and made me feel comfortable with every decision we've made throughout this path. He explained concepts diligently and presented multiple options to every aspect we discussed, and this made me learn quite a bit on personal finances. Lastly, what I really appreciate is how he is always easy to reach out to whenever I have any questions. Thank you Bily, and hope to continue working together for many years ahead!
Summary of Google Reviews
Summarized by Senior Care Path from Mobius Financial Planning's Google rating and recent reviews. Confirm specifics with the provider.
Mobius Financial Planning holds an excellent 5.0-star rating across 66 Google reviews. Recent reviewers most often highlight warm, welcoming community and responsive, helpful communication.
Most common praise
- Warm, welcoming community
- Responsive, helpful communication
- A safe, reassuring environment
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
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.
Associations & Accreditations
- Member, Financial Planning Association of Canada
Languages Supported
- English
Frequently Asked Questions
What services does Mobius Financial Planning offer?
Mobius Financial Planning is a financial planning provider in Richmond, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Mobius Financial Planning speak?
Staff at Mobius Financial Planning are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Mobius Financial Planning?
You can call Mobius Financial Planning directly at (604) 249-3572, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Richmond. It is free, with no pressure.
Is Mobius Financial Planning verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
10271 Shellbridge Way Suite 210, Richmond, BC V6X 2W8, Canada
Also serves
- Richmond, British Columbia
- Vancouver, British Columbia
- Lower Mainland BC
- Across Canada