Coquitlam, BC

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Coquitlam, BC
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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

Livian Smith

(50)
  • 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...”
In Business Since 2006
Licensed
Transparent Fees & Pricing
Offers Financing Options
3430 Horizon Drive, Coquitlam, BC, V3E 3H2
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Aban Accounting

Aban Accounting

(37)
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.”
In Business Since 2018
211-3030 Lincoln Ave, Coquitlam, BC V3B 6B4
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(23)
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...”
In Business Since 2015
Transparent Fees & Pricing
Family Business
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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Consumer Credit Counselling

Consumer Credit Counselling

(2)
“!! 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”
In Business Since 2004
Licensed, BBB Accredited
Transparent Fees & Pricing
Free Initial Consultation
1120 Westwood St #206, Coquitlam, BC V3B 7K8
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Rise CPA

Rise CPA

(13)
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.”
In Business Since 2017
566 Lougheed Hwy. 2nd floor, Coquitlam, BC V3K 3S3
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Cole Dowling

Cole Dowling

(12)
  • 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.”
Transparent Fees & Pricing
2215 Coquitlam Ave, Port Coquitlam, BC V3B 1J6
Featured

Title insurance is a type of insurance that provides protection to homeowners and mortgage lenders against issues that may arise with the title of a property. In Canada, title insurance is becoming increasingly popular as it offers an additional layer of protection and peace of mind to both buyers and lenders. When purchasing a home, title insurance can protect against a variety of potential issues such as title fraud, encroachments, zoning violations, and unregistered easements. It also covers legal fees and expenses associated with resolving title-related issues, which can be costly and time-consuming. While title insurance is not mandatory in Canada, it is highly recommended as it can offer valuable protection against potential issues with the title of a property. It is important to note that title insurance is not a substitute for a thorough title search or legal advice from a qualified professional. However, it can provide an added layer of security and peace of mind for homeowners and lenders alike. In conclusion, title insurance is an important consideration for anyone purchasing a home in Canada. It provides protection against a variety of potential issues with the title of a property and offers peace of mind to both buyers and lenders. With its ease of obtaining and one-time purchase, title insurance is a smart investment for any homeowner or mortgage lender.

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Raymond James

Raymond James

(1)
Advice, Products & Services, Estate and Trust Services, Investor Resources
“Always top-notch service, and always impressed with their expertise.”
Transparent Fees & Pricing
Offers Financing Options
566 Lougheed Hwy. #302, Coquitlam, BC V3K 3S3
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Perler Wealth

Perler Wealth

(13)
  • 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...”
In Business Since 2016
2232 Elgin Ave, Port Coquitlam, BC V3C 2B2
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JPS Accounting Services

JPS Accounting Services

(1)
“A must for cross border accounting, Pat is way more helpful than my 2 previous accountants, so glad I found her”
In Business Since 2005
Licensed
Transparent Fees & Pricing
2248 Elgin Ave, Port Coquitlam, BC V3C 2B2
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Kinny Dhaliwal

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...”
In Business Since 2000
Transparent Fees & Pricing
2950 Glen Dr, Coquitlam, BC V3B 0G2
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Terence van der Woude, Financial Consultant - Investors Group

Terence van der Woude, Financial Consultant - Investors Group

(7)
  • 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.”
Licensed
Transparent Fees & Pricing
2963 Glen Dr Unit 305, Coquitlam, BC V3B 2P7
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Envoier Financial

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...”
In Business Since 2015
1178 Heffley Crescent #3709, Coquitlam, BC V3B 0A7
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Andy Dhillon CPA

Andy Dhillon CPA

(7)
  • 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!”
In Business Since 2019
1015 Austin Ave #203, Coquitlam, BC V3K 3N9
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4 Pillars Coquitlam - Debt Relief Specialists

4 Pillars Coquitlam - Debt Relief Specialists

(3)
“Peter and Margaret were so amazing and kind in helping me with debt.”
3030 Lincoln Ave #211, Coquitlam, BC V3B 6B4
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)
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...”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(50)
  • 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 ...”
In Business Since 2018
Free Initial Consultation
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Adventure Immigration Services

Adventure Immigration Services

(50)
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,...”
In Business Since 2013
5118 Joyce St #300, Vancouver, BC V5R 4H1
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Cedar Rock Financial Group

Cedar Rock Financial Group

(50)
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 ...”
In Business Since 2018
Serving Coquitlam Area
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(50)
  • 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.”
In Business Since 2011
6325 204 St Suite 306, Langley, BC V2Y 3B3
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Sunny Kalsi - Kalsi Wealth Management

Sunny Kalsi - Kalsi Wealth Management

(42)
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.”
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(49)
  • 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...”
In Business Since 2014
20020 84 Ave Unit A505, Langley Twp, BC V2Y 5K8
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Abhishek Grover - Mortgage Broker @ Sun Capitalists

Abhishek Grover - Mortgage Broker @ Sun Capitalists

(34)
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...”
Transparent Fees & Pricing
6678 152 St Unit 104 & 105, Surrey, BC V3S 3L4
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Canadian Wiseinvest

Canadian Wiseinvest

(37)
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...”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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AG Accounting Services

AG Accounting Services

(50)
  • Tax Filing
  • Financial
  • Benefits
“I have been doing my taxes with Arpit and his team for a very long time and he and his team have always given me great service and extremely beneficial advice to save on my taxes.”
In Business Since 2005
6366 126 St Unit 16, Surrey, BC V3X 1T9
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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
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Average Cost $3723
Minimum cost $1241
Maximum cost $10547
Avg Per Hour Rates $373

Fair range $2482 to $6825 is based on 352 cost profiles.

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Wealth Management Advisors near Coquitlam

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