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JPS Accounting Services
“A must for cross border accounting, Pat is way more helpful than my 2 previous accountants, so glad I found her”
Best Financial Advisors in Coquitlam, BC
The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Coquitlam area.
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Livian Smith
- Professional
- Financing
- Communication
“She has worked so well with our realtor and has made the transition from our original townhouse to a detached home, upkeep of our mortgage on an investment property, as well as moving us into our dream home and ensuring that our investments and mortg...”
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Aban Accounting
Tax, Bookkeeping, Accounting Consulting
“Just trust Aban Accounting and be sure your accounting will be done rapidly, correctly and properly by them and they won't forget even smallest details to make your tax payment lower, as much as possible.”
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CPA Accountants Coquitlam - Tax Returns
Corporate Taxes and Assurance, US Income Tax Returns, Estate and Trust Tax Returns
“I recommend 100% CPA services, I reached Nafees due an error occurred with my 2022 Tax Return due to double national taxation (Canada-Chile) and he help me to correct the issue and resubmit my file getting a satisfactory responses from a new CRA asse...”
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Consumer Credit Counselling
“!! They were so responsive and they are absolutely always there to answer any of your questions that you may need, they are truly amazing to work with”
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Rise CPA
Accounting & Assurance, Taxation, Business Advisory
“In our first few years, we struggled to manage and understand the complexities of business accounting and suffered through a series of accountants who were either ineffective or condescending.”
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Cole Dowling
- Professional
- Lender
- Understand
“He is extremely knowledgable of past, present and future rate cycles and patiently breaks down my mortgage scenario into a step-by-step easy to understand plan.”
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Perler Wealth
- Business
- Charities
- Advisor
“We have no hesitation whatsoever about recommending Harry and Anita and their extraordinary team at The Perler Financial Group to anyone looking for sound investment advice, with a family friendly approach to client care, and who = just like us - con...”
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Raymond James
Advice, Products & Services, Estate and Trust Services, Investor Resources
“Always top-notch service, and always impressed with their expertise.”
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Kinny Dhaliwal
“For more than a century, our dedicated investment advisors have helped individuals, families, businesses, charitable foundations and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice an...”
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Terence van der Woude, Financial Consultant - Investors Group
- Information
“He has helped our family with a sensible plan in order to reach our goals that fits within our budget but also will leave us in a comfortable place.”
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Envoier Financial
“At Envoier we are committed to providing our clients with exceptional service. We take that to our heart to know of all the changes taking place with the legislations governing the financial institutions, improvements of existing products and be well...”
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Andy Dhillon CPA
- Financial
“We can't thank him enough for taking us through a deep dive, reviewing hidden issues, and also opportunities, and putting a plan together that really made sense!”
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4 Pillars Coquitlam - Debt Relief Specialists
“Peter and Margaret were so amazing and kind in helping me with debt.”
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Canadian Wiseinvest
Corporate Services, Individual Services
“I am working with "Peyman Salari" as a Financial Advisor for more than three years, He is very smart, knowledgeable, patient and always offer you the best of possible investment, We had some product in the past from other company without any follow u...”
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Insightful Wealth Group - Raymond James
- Team
- Estate Planning
- Market
“Christine and her team provide a full suite of services offering retirement planning , insurance and investment options, and estate planning.”
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Cedar Rock Financial Group
Tax Planning, Budgeting, Estate Planning
“We came upon Jay and Chris at Cedar Rock Financial we met with them multiple times and they were very professional and patient with all the many questions we had and pointed us in the right direction to double check the facts about a switch to their ...”
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Adventure Immigration Services
Temporary Resident Visa, Permanent Residence, Business Immigration
“Apparently, my case was totally complicated, I came on a visitor visa as a nomad and had no clue how going to be my new path, applied for an open work permit which was refused by immigration and pushed me to extend my visitors record extension twice,...”
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
Insurance, Super Visa Insurance, Investments
“Would definitely recommend for everyone so attentive and responsible i believe thats the toughest part being in business and yogesh tops it all the constant check making sure of everything loved the service would recommend and suggest for...”
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Thomas C. Chan Financial Service
- Financial Advisor
- Presentation
- Videos
“He delivered a lot of good advice in a short amount of time about a broad range of investment options and their relative performance and benefits, and I will definitely be looking to speak with him in the coming months about specifics to optimize my ...”
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Sunny Kalsi - Kalsi Wealth Management
Leasing & Financing, Advice & Planning, Mortgages
“His flexibility and the fact that he will come to your house made it very easy for us to get all the information we needed to make RESP decisions with a newborn.”
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Justin Manning - Vegan Financial Advisor
- Benefit
- Knowledge
- Patient
“I learnt a lot about insurance intricacy while meeting with Justin and I was impressed by the amount of knowledge he has and the patience he showed with the endless questions and enquiries I sent his way before we agreed on the best options.”
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Parallel Wealth Financial Group
- Team
- Videos
- Needs
“I heard some good feedback from friends of some of your BC clients in the Blossom Social Investing App Community and have shared my wonderful fee-only financial planning experience with Michael with a number of folks nearing/ in retirement that are s...”
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Abhishek Grover - Mortgage Broker @ Sun Capitalists
Pre Approval Application, First Time Buyers, Remortgaging
“It Can be considered as the symbol of trust, it has sure shot solution for your mortgage problems and answer to all sorts of queries related mortgage...”
Retirement Planning and Investment Management Services in Coquitlam, BC Cost Estimates
Minimum cost
$1241
Maximum cost
$10547
National Average
$3723
Avg Per Hour Rates
$373
$2482
$6825
Fair price range is based on
352 cost profiles
Why these companies made our list
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