Best Financial Advisors in Coquitlam, BC

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Coquitlam area.

CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(19)
Corporate Taxes and Assurance, US Income Tax Returns, Estate and Trust Tax Returns
“Nafees and his team are incredible professionals, my company, my family, my parents, my sister, my brother's family and my adult kids are using his services in past several years and we are all happy with the services and fees very reliable and affor...”
In Business Since 2015
Transparent Fees & Pricing
Free Initial Consultation
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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Perler Wealth

Perler Wealth

(13)
  • Investment
“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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Westlife Financial Services

Westlife Financial Services

(11)
  • Insurance
  • Family
“Many of my family and friends have had great experiences with him, and I have had the pleasure of working with him on a variety of insurance and investment projects.”
In Business Since 2018
1332 Canary Pl, Coquitlam, BC V3E 0E1
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Rise CPA

Rise CPA

(10)
“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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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

(5)
  • Financial
“I remember always being challenged with very little knowledge about tax planning, but having met Andy was the first sign of relief, he really takes the time to explain numbers to you in an easy to understand way.”
In Business Since 2019
1015 Austin Ave #203, Coquitlam, BC V3K 3N9
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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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Royal Rock Wealth

Royal Rock Wealth

Financial Planning, Corp-Owned Critical Illness Insurance (“cii”), More Services
“Service-focused and client-centric, Royal Rock Wealth provides bespoke financial advice and strategies according to your needs. Whether you are looking for help in investments or planning your retirement or tax structuring, we have you covered. Royal...”
In Business Since 2022
Offers Financing Options
1220 Lasalle Pl #210, Coquitlam, BC V3B 7L6
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JPS Accounting Services

JPS Accounting Services

“Compliance with Canadian or US tax rules by themselves can be difficult but having to report both together and be sensitive to how they interact and effect the end goals can be an overwhelming nightmare for many - we are here to help. Each situation ...”
In Business Since 2005
Licensed
Transparent Fees & Pricing
2248 Elgin Ave, Port Coquitlam, BC V3C 2B2
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Scott Moro Wealth Management - Check Your Retirement

Scott Moro Wealth Management - Check Your Retirement

(1)
“Always top-notch service, and always impressed with their expertise.”
566 Lougheed Hwy. #302, Coquitlam, BC V3K 3S3
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(24)
  • Team
  • Value
  • Business
“In addition to this, my wife is a high school business teacher and Jacky and Jasmine have made time to talk to her classes in order to start educating the next generation on financial literacy early, which has been greatly appreciated and well receiv...”
In Business Since 2018
680-375 Water St, Vancouver, BC V6B 5C6
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Cedar Rock Financial Group

Cedar Rock Financial Group

(30)
  • Team
  • Financial Plan
  • Retirement
“Chris has helped us to invest our money in vehicles that have been appropriate to our risk tolerance and we've done well and come out ahead after every market fluctuation as a result of being invested in quality companies.”
In Business Since 2018
Serving Coquitlam Area
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LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(11)
Lawyers, Cross-Border
“Most significantly, he keeps us focussed on all the elements of a successful long term financial strategy (investment horizons for different family members, risk tolerance and profile, diversification, periodic re-balancing, tax considerations, etc.”
In Business Since 2017
Transparent Fees & Pricing
555 Burrard St #100, Vancouver, BC V7X 1M8
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Sarabia Wealth Solutions

Sarabia Wealth Solutions

(11)
Building Your Wealth, Protecting Your Wealth, Added Value Services
“This are the the kind of Insurance Agents that everybody should look for, they are very professional, very knowledgeable, soft approach, gives you alot of options, unlike other agent who just sells you to get their sales commision.”
In Business Since 2020
610 6th St #255, New Westminster, BC V3L 3C2
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Odlum Brown Limited

Odlum Brown Limited

(9)
  • Company
  • Investment
“I am clueless when it comes to investing, so having Odlum Brown dealing with my investments is the best decision I have made.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Mobius Financial Planning

Mobius Financial Planning

(30)
Financial Planning, Retirement Planning, Investments
“I really am pleased with his level of clarity and professionalism he displays, he managed to clearly give me a better understanding of my investment and savings options and so far its been sound financial advice.”
In Business Since 2019
OUR, OUR, OUR Certified
Free Initial Consultation
10271 Shellbridge Way #210, Richmond, BC V6X 2W8
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(30)
  • Benefit
  • Pleasure
  • Business
“Justin, knowing his licence only covered serving Western Canadians still set up a meeting, spent a solid hour answering questions and giving informative answers and if we could, we would be working with him now.”
In Business Since 2011
Remote Consultations Available
Free Initial Consultation
6325 204 St #306, Langley, BC V2Y 3B3
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Sunny Kalsi - Advice & Planning

Sunny Kalsi - Advice & Planning

(30)
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.”
In Business Since 2012
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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Leskun & Son Accounting and Tax

Leskun & Son Accounting and Tax

(29)
Tax Preparation, Tax Planning, Tax Filing
“I had some mis information about capital gains tax I believed I needed to pay on the sale of my house through a divorce, and Doug cleared it up for me.”
In Business Since 2006
Family Business
20353 64 Ave #102, Langley, BC V2Y 1N5
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(30)
Insurance, Super Visa Insurance, Investments
“I would personally feel , he is not a insurance agent 👨‍💼 or business but great human being and friend he is very professional, passionate ,soft spoken & most important very understanding he really help us according to our mortgage insurance requirem...”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Michael Atkinson Dominion Lending Centres

Michael Atkinson Dominion Lending Centres

(28)
  • Rate
  • Questions
  • Professional
“I was thinking of coast capital at one point, but he found a different lender for me that would be able to greenlight a mortgage far sooner, and even paid me back the difference in pricing so I wouldn't have to think too hard on the decision.”
In Business Since 2013
Licensed
Transparent Fees & Pricing
19978 72 Ave #302, Langley, BC V2Y 1R7
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Complete Accounting Solutions

Complete Accounting Solutions

(24)
Personal Accounting, Tax Deductible Mortgage, Domestic and International Business
“Solomon's team also helped with my whole life insurance policy and other wealth management solutions which has been the financial advice and expertise I was waiting for and finally found it.”
In Business Since 2007
Transparent Fees & Pricing
17619 96 Ave #100, Surrey, BC V4N 4A9
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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(30)
  • Team
  • Honest
  • Knowledge
“If you have any concerns about your financial future coming up to, or if you are already in retirement, Parallel Wealth can present you with a great plan for your peace of mind to minimize taxes owing and maximize your retirement income.”
In Business Since 2014
22139 44a Ave, Langley, BC V2Z 1B6
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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.

Why these companies made our list

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