Mobius Financial Planning
60Developing10271 Shellbridge Way Suite 210, Richmond, BC V6X 2W8, Canada
About
Mobius Financial Planning is a local financial planning provider in Richmond, British Columbia. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
Senior Care Path Summary
Who This Provider Is Best For
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
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
Languages Supported
Location
10271 Shellbridge Way Suite 210, Richmond, BC V6X 2W8, Canada
Also serves
- Richmond and surrounding areas