Financial Advisor in Richmond
Richmond is one of the most internationally diverse cities in Canada, with a large entrepreneurial community and deep cross-border ties. Many households here run businesses, hold assets in more than one country, and need planning that respects both.
Planning that fits Richmond
A high concentration of business owners means corporate structures, tax efficiency, and cross-border income are everyday planning topics in Richmond, not edge cases.
Whether you are in Steveston, Brighouse, City Centre or anywhere across Richmond, we build a plan around your goals and shop the whole market on your behalf.
Who we help in Richmond
Tailored strategies for the people and priorities most common across Metro Vancouver.
Business owners and entrepreneurs
Families with cross-border income and assets
Investors balancing registered and corporate accounts
Parents arranging Super Visa coverage for visiting grandparents
Insurance & investment solutions in Richmond
Full-market access to the protection and growth strategies that matter most.
Serving every community in Richmond
Also serving the areas around Richmond
Financial advice in Richmond, answered
Yes. Mode Money Managers™ serves clients throughout Richmond and the surrounding Metro Vancouver, both in person and virtually. As an independent fiduciary firm led by Sanjay Gupta, CFP®, we work across all of British Columbia, so Richmond residents get the same full-market access to insurance and investment solutions as our Surrey head office clients.
We are fully independent. We are not tied to any single bank or insurer, which means we shop the entire Canadian market on behalf of Richmond clients and recommend what genuinely fits your situation, not a proprietary product line.
For insurance products there is no direct fee to you; the insurer pays a commission embedded in the premium. Initial consultations for Richmond residents are always complimentary. For investment planning, fee structures depend on the accounts and products involved and are explained transparently up front.
Absolutely. A large part of our practice is helping newcomers across Metro Vancouver set up their first RRSP and TFSA, build Canadian credit, arrange life and Super Visa insurance, and understand how worldwide income is taxed in Canada.
Ready to plan your future in Richmond?
Book a complimentary discovery call with Sanjay Gupta, CFP®, and see what independent, fiduciary advice looks like.
