Bily Xiao
Mobius Planning · Richmond, British Columbia, Canada
Bily Xiao is a fee-only financial advisor at Mobius Planning in Richmond, British Columbia, Canada, who holds the CFP and CKA credentials. Bily focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Mobius Planning |
|---|---|
| Based in | Richmond, British Columbia, Canada |
| Accepting new clients | Yes |
| Credentials | CFP · CKA |
| Website | mobiusplanning.com |
Request an introduction to Bily
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Questions about Bily
Is Bily Xiao a fee-only financial advisor?
Yes. Bily Xiao is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
Where is Bily Xiao based?
Bily Xiao is based in Richmond, British Columbia, Canada.
What does Bily specialize in?
Bily's specialties include retirement planning, tax planning and small business owners. Bily works with pre-retirees and retirees.
What credentials does Bily Xiao hold?
Bily Xiao holds the CFP and CKA credentials.
How do I contact Bily Xiao?
Through Bily's website, mobiusplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Mobius Planning website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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