Sandy Gao, PFP-Financial Planner, RBC Financ Ialplanning

Defco Financial Inc is a financial services company based in Richmond, BC, specializing in a range of financial solutions for individuals and businesses. With a team of experienced professionals, Defco Financial Inc offers personalized financial planning, investment advice, and insurance services to meet the diverse needs of its clients. Generated from their business information

iA Private Wealth, located in Richmond, British Columbia, is dedicated to helping individuals, families, and business owners achieve their financial aspirations through a comprehensive range of wealth management services and investment solutions. With a network of over 500 independent Investment Advisor teams, the firm offers tailored wealth planning solutions and access to a wide array of individual securities and mutual funds, managing over $62 billion in assets. Additionally, iA Private Wealth is associated with iA Clarington, which provides high-conviction, actively managed investment solutions through diverse strategies like mutual funds, portfolio solutions, Active ETF Series, and socially responsible investments, overseeing over $22 billion in assets. Moreover, iA Capital Markets, another division of iA Wealth, combines personalized services with the resources of one of Canada's largest financial institutions, offering underwriting, M&A advisory, market research, and access to global securities markets. As part of iA Financial Group, one of Canada's largest insurance and wealth management companies with over 125 years of experience, iA Wealth upholds a legacy of strength, stability, and trust. With operations in the United States and over $249.7 billion in assets under management and administration, iA Financial Group continues to deliver exceptional financial services while providing rewarding career opportunities for professionals in the financial services industry. Generated from the website content

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.