Coquitlam, BC

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Coquitlam, BC
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Best Financial Advisors in Coquitlam, BC

Handpicked from 45 vetted & reviewed Financial Planning & Wealth Management firms in the Coquitlam area, discover the top 5 elite providers among the selected group of 24 finalists.

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Aban Accounting

Aban Accounting

(36)
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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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...”
Licensed
Transparent Fees & Pricing
Offers Financing Options
2558 Parkview Ln, Port Coquitlam, BC V3C 6L8
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(22)
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...”
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”
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.”
566 Lougheed Hwy. 2nd floor, Coquitlam, BC V3K 3S3
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Snowbirds Wealth Management of Raymond James

Snowbirds Wealth Management of 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
“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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Cole Dowling

Cole Dowling

(8)
  • Professional
“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
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Westlife Financial Services

Westlife Financial Services

(11)
“He patiently walked me through all details with various quotes, addressed all my questions and concerns, showed high level of integrity and was extremely professional all the way through.”
1332 Canary Pl, Coquitlam, BC V3E
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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
Featured

Remember the name, Mark Swan! The powerlifting star was named winner of SportsAid 's prestigious One-to-Watch award at the charity's #CelebrateTheNext event, supported by RBC. The award follows a sensational year for Mark, having claimed gold in the men's -65kg category at the European Open Para...

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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

(6)
“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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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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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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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(49)
  • Questions
  • Needs
  • Retirement Plan
“Bornn presented at YouTube real examples and the product that Parallel Wealth offered to clients, which was not only the calculation of the withdrawal allocation, but the way to do it, the fiscal implications and the taxes to be paid per year.”
In Business Since 2014
20020 84 Ave Unit A505, Langley Twp, BC V2Y 5K8
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Steven Joe Financial | Assante Financial Management

Steven Joe Financial | Assante Financial Management

(27)
  • Tax
  • Expertise
  • Knowledge
“This not only ensures that the advice he imparts is of the highest quality but also alleviates my sense of uncertainty, as his guidance provides for a clearer understanding, preventing me from feeling overwhelmed in the complexities of these areas.”
In Business Since 2022
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
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Loney Financial

Loney Financial

(22)
  • Team
  • Business
  • Family
“The leadership he has provided me has made a wonderful contribution to the present, and am confident will have a continued positive affect on my business at the M&M Food Market in Langley and also my personal life going forward.”
In Business Since 2013
8661 201 St #220, Langley Twp, BC V2Y 0G9
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Sana Family Office

Sana Family Office

(5)
“My wife and I just had a meeting yesterday with John and Josh from the Sana Family Office and I have to say after having invested with Assante for the past ten years, John has continued to make us feel comforted and assured that our financial goals a...”
In Business Since 2019
15288 54a Ave #310, Surrey, BC V3S 6T4
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Leskun & Son Accounting and Tax

Leskun & Son Accounting and Tax

(49)
Tax Preparation, Tax Planning, Tax Filing
“Margie and Tia on his team were equally helpful, and completed everything in a timely manner, asked clarifying questions where needed, and I feel confident that everything was completed properly.”
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

(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...”
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(50)
  • Benefit
  • Knowledge
  • Small Business
“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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Cedar Rock Financial Group

Cedar Rock Financial Group

(50)
  • Team
  • Information
  • Portfolio
“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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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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Wealth Management Advisors near Coquitlam

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