Balanced Financial Services - Vancouver, British Columbia

Lisa Hiebert

I recently had the pleasure of working with Earle and Sia, and I can confidently say that my experience was nothing short of exceptional! From the moment I reached out for assistance, they made me feel welcomed and valued as a client.

Earle's expertise in financial planning is truly impressive. He took the time to understand my unique financial situation and goals, providing clear, tailored advice that made me feel empowered in my decision-making. His attention to detail and commitment to my best interests were evident throughout the entire process.

Sia, with his warm and friendly demeanor, made every interaction a joy. He was always available to answer my questions and provide support, making complex financial concepts easy to understand. His positive attitude and genuine care for his clients truly set him apart.

Together, Earle and Sia create a fantastic team that combines professionalism with a personal touch. They not only helped me navigate my financial journey with confidence but also made the experience enjoyable. I wholeheartedly recommend them if you're looking for a dedicated and knowledgeable financial team. Thank you, Earle and Sia, for your outstanding service!

Linda Marylou

A colleague recommended Earle to me about 30 years ago & I've been very happy having him as my financial advisor throughout those years. His knowledge, expertise and professionalism has helped me reach my financial goals.
I'd highly recommend Earle and the great Balanced Financial Services team (Sia & Milly), to help you reach your personal financial goals.

Vahid Ghafarpour

One of the most pressing concerns for newcomers is ensuring financial security and wealth planning, including aspects like retirement savings and providing for their children's future.
In this regard, we are immensely thankful to Sia for his unwavering support and guidance, which have not only put our minds at ease but also provided us with invaluable insights and direction.
Without the assistance of both Earle and Sia, navigating these complex financial decisions would have been significantly more challenging, and we are truly grateful for their expertise and assistance.

simon chan

I have been a client of Balanced Financial Services for 5 years. Earle and Sia are very knowledgeable about investments and put me through a comprehensive financial planning process. They helped me uncover a number of financial and risk issues that I did not know I had. I’ve had a far better experience here than I’ve had with the banks. Thank you Earle and Sia!

Brian McDonald

I have know Earle more than 25 years. He has helped me tremendously in preparing for my future which includes financial, estate planning and life insurance. I trust him and his team and highly recommend his services. I appreciate his passion and excitement when advising me on the market and past history, he really knows his stuff!! I am just a blue collar worker and yet Earle makes me feel like an important client. Thank you Earle and Sia.

Shahab Samimi

Earle, Sia and the team at Balanced Financial are a pleasure to work with. You can tell that they truly care about their clients. Through their comprehensive financial planning process, they will uncover your goals, needs and risk profile and provide insightful recommendations to help you achieve your goals.

Shahdad Samimi

For the past half-decade, I've been part of the Balfin family and I couldn't be happier with the experience. Earle's financial planning style is not just personal, but it's like a symphony for your money. Instead of the usual sales pitch pressure, it's all about introspection and strategic thinking to reach your goals. I urge you to give them a shot; meet with Earle and Sia and then compare it to others. Once you do, you'll see that having them on your financial dream team is a step towards success.

Charles Noftall

Earle and Sia have been exceptional advisors for us. They have done a great job of assembling multiple scenarios/possibilities so that we are better able to evaluate the feasibility of our short and long term goals - this not only has provided us with the knowledge required to adjust our contributions, but also with peace of mind in our investment strategies. They are happy to check in regularly (we choose to check in quarterly) and engage us in directed and thoughtful discussions on what our next steps could be in the marketplace. We are happy to recommend their services to anyone who is looking for hands on planning and advice.