Raymond James
“Always top-notch service, and always impressed with their expertise.”
Best Financial Advisors in Coquitlam, BC
15 firms listed · 4 in Coquitlam · 4 open weekends · 14 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
Perler Wealth
“We are middle class and live within our means, but having a financial advisor like David assures our financial situation.”
Kinny Dhaliwal
Terence van der Woude, Financial Consultant - Investors Group
“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.”
Envoier Financial
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
“Yogesh helped me to better understand all considerations for my investing planning as well as focussing me on the single most important aspect that needs to be prioritized based on my situation.”
The 15 firms listed for Coquitlam, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Coquitlam, BC
4 of the 15 firms we list are based in Coquitlam; the other 11 serve Coquitlam from towns including Surrey (11 km), Langley Twp (18 km) and Vancouver (23 km). The firms on this page are rated from 4.3 to 5.0 across 564 reviews; 4 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (77%) and quality (69%). 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), insurance (2) and investments (2). 1 shows a licence on its website. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer payment plans. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Coquitlam listed here?
4 of the 15 firms are in Coquitlam itself. The rest come from other towns within 25 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Cedar Rock Financial Group
“We have been with Cedar Rock Financial over the past number of years and Jay Brecknell and his team have been extremely professional and very helpful to us navigating our finances into retirement.”
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Justin Manning - Vegan Financial Advisor
“Very professional and diligent in helping to find the best insurance that fits our needs, excellent guidance throughout the process.”
Sunny Kalsi - Kalsi Wealth Management
“Definitely recommend going there and giving Sunny a call for your financial needs.”
Ocean 6 Wealth Advisory
“The Ocean 6 team has been wonderfully professional and informative to work with.”
Steven Joe Financial | Assante Financial Management
“Steven is amazing wealth Manager that provides value in all aspect of both Asset Management, but also provides great strategy and resources in all aspect of business.”
Mainland Wealth | Financial Advisor
“He heard me out to fully understand my situation and then offered great advice and options with scenarios of each one.”
Arts Of Finance Services
“The way they take care of their clients is something that will bring a happiness tear in your eyes.”
Loney Financial
“Dan has always had relationship and responsible trust at the top of his client priorities”
Cloudiverse Cpas
“Amandeep is prompt, informative, and a pleasure to work with.”
Why these companies made our list
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