Mobius Financial Planning - Bily Xiao, CFP - Top Rated Vancouver Financial Planner / Financial Advisor - Richmond, British Columbia

Joshua Power

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.

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!

Jennifer Lee

We are so happy we decided to work with Bily to streamline our personal and business finances/taxes. Bily asks the right questions, takes the time to really listen and provides solutions that are best suited for you. I can confidently say Bily has provided more value in the past 4 months than any other financial advisor, accountant or financial planner has in 5 years. We would not hesitate to refer Bily to our family and friends.

Josh and Charlene

Finances are SO important but I don't have time to learn about all the options and stay on top of things myself! I just want to meet regularly with someone to help me summarize and optimize things. Working with Bily has been a great decision. His advice is free of conflict of interest because it's not based on commission. He makes things easy to understand and educates us on financial concepts. He is a great listener and completely personalizes things based on our needs. Without him we'd just set it and forget it. Bily is constantly looking out for our interests, going above and beyond to find us the best quotes, connecting us with the right people. Really appreciate having him as a resource and really trust him as an adviser!

Gabriel Chan

Bily is a great advisor who takes the time to really understand your financial and insurance needs. As a result, he has laid out a comprehensive plan that is tailored to help me to reach my goals within my budget. He is always quick to respond and effectively explains finance and insurance concepts and jargon. Bily never pressured me to buy any products from him, but gave me the time and resources to make informed decisions. He's someone that has my best interests at heart and I would recommend him for his value-added service

Karen Lo

Bily has been helping me for the past year to get my financial things in order since I've never bothered with investments or financial planning in the past. He was very straightforward and explained that I had many financial planning options to choose from and he advised me on what would make the most sense for my situation. He was very thorough, detailed, knowledgeable and gave me the sense that my financial planning was in good hands. He doesn't try to up sell or make you buy options you don't need. I feel like I have a good financial foundation now both in knowledge and finances.

vince

Bily has been a great financial advisor when I was starting my career and in the phase of just getting engaged. He taught me the financial knowledge that I wouldn't have known and was really deliberate and patient with teaching the financial fundamentals. He presents the best options based on personal financial goals and never tries to push anything on you, but rather he has a heart to provide the best service to every individual client to his utmost ability.

Carolina S

My partner and I were looking for an advisor because we had no experience with tax and retirement planning and the sooner we do that, the better. Bily heard all our goals and helped us to build a solid but also flexible plan for our future without changing too much of our current lifestyle.

Bily knows a lot about stock options, RSU's, registered accounts and portfolio management, and more importantly, he makes us think a lot about hard subjects that we normally would avoid (i.e. insurance, risk appetite).

I feel that instead of advising, Bily is our "Finance Therapist" because we switched from seeing money as the pure goal to actually being toughtful about how can we build the future we want to live in.

Thank you Bily.