Best Financial Advisors in New Westminster, BC

Handpicked from 57 vetted & reviewed Financial Planning & Wealth Management firms in the New Westminster area, explore the top 5 leaders in their field among the selected group of 24 finalists.

Sarabia Wealth Solutions

Sarabia Wealth Solutions

(11)
Protecting Your Wealth, Added Value Services, Building Your Wealth
“It is without hesitation that I highly recommend Carlo Sarabia Insurance Broker for outstanding in securing and advising on the most suitable insurance for my family, both in a professional and friendly manner.”
In Business Since 2020
610 6th St #255, New Westminster, BC V3L 3C2
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Bhamji Taxation Services CPA

Bhamji Taxation Services CPA

(10)
Bookkeeping, Payroll Services, Small Business Accounting
“He makes sure to send a test email to see if you received it and made sure everything is good before you walk out the door and you do not need to worry about needing to go back.”
In Business Since 2016
709 12th St #3A, New Westminster, BC V3M 4J7
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Kaushal & Company, Canadian & US Tax Advisors

Kaushal & Company, Canadian & US Tax Advisors

(10)
“Previously I was fed up going from one accounting firm to another until I was referred by my business parter to Kaushal & Company.”
In Business Since 2012
713 Columbia St Suite 400, New Westminster, BC V3M 1B2
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Braun Financial Services

Braun Financial Services

Family Income Protection Plan, Family Wealth Transfer Plan, Retirement Readiness Report
“Do you know how much income you will have when it's time to retire? Or even if you can retire comfortably? Between pension plans, personal savings and government benefits there is a lot to consider. We can provide you with an after tax estimation, in...”
In Business Since 2000
555 6th St #325, New Westminster, BC V3L 5H1
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Pacific New West Tax & Financial Consulting Services

Pacific New West Tax & Financial Consulting Services

(1)
“Mike is great I have been using him and his services for 20 years, he was my father's tax guy before mine.”
In Business Since 2009
604 Columbia St #301, New Westminster, BC V3M 1A5
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.7 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
Wealth Blueprint Strategies

Wealth Blueprint Strategies

“Early in his education and career as an Engineer and Senior Business Analyst, he learned that working a 9-5 job would not get him to where he wanted to be. He became eager to find other ways to make his money work better for him. As he increased his ...”
In Business Since 2015
610 6th St #255, New Westminster, BC V3L 3C2
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Balanced Financial Services

Balanced Financial Services

(22)
  • Team
  • Confidence
  • Managing
“I have always been totally satisfied and impressed by his professionalism, his absolute passion for his work, fantastic results, his ability to explain the world of financial planning in accessible and clear terms, and his honesty and transparency.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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Cedar Rock Financial Group

Cedar Rock Financial Group

(30)
  • Retirement
  • Financial Plan
  • Investment
“Between my wife and I, and with me being one of those people who seemed to change careers every 10 years or so, we had accumulated a trail of pensions and investments that needed some serious organization.”
In Business Since 2018
Serving New Westminster Area
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Odlum Brown Limited

Odlum Brown Limited

(9)
  • Investment
  • Company
“If attention to detail and expertise honed over 90 years mean anything then look no further.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Mobius Financial Planning

Mobius Financial Planning

(30)
Retirement Planning, Investments, Financial Planning
“Bily first of all asked US a lot of questions to really understand our situation and then guided us to look at things in detail and showed us where we are at and where we may need to make any adjustments.”
OUR, OUR, OUR Certified
Free Initial Consultation
In Business Since 2019
10271 Shellbridge Way #210, Richmond, BC V6X 2W8
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Sunny Kalsi - Advice & Planning

Sunny Kalsi - Advice & Planning

(30)
Mortgages, Advice & Planning, Investments
“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
In Business Since 2012
5550 152 St #206, Surrey, BC V3S 5J9
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(30)
  • Plan
  • Pleasure
  • Business
“We have been thrilled with Justin's level of service and consideration into what options are best for our family and his continued attentiveness throughout the decision making process and to this date.”
Remote Consultations Available
Free Initial Consultation
In Business Since 2011
6325 204 St #306, Langley, BC V2Y 3B3
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Leskun & Son Accounting and Tax

Leskun & Son Accounting and Tax

(29)
Tax Planning, Tax Filing, Tax Preparation
“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.”
Family Business
In Business Since 2006
20353 64 Ave #102, Langley, BC V2Y 1N5
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(19)
Personal Tax Returns, US Income Tax Returns, Estate and Trust Tax Returns
“Nafees and his professional team have provided me with a broad range of services to help manage my small business for the last ten years including recent support through the sale of the business to new owners.”
Transparent Fees & Pricing
Free Initial Consultation
Family Business
In Business Since 2015
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(30)
Investments, Super Visa Insurance, Disability Savings (Rdsp)
“Yogesh helped with proper guidance with how and which kind of insurance would be best suited for my needs and gave me a step by step walk through about the details , he was always one call away for any questions that i had later and was very helpful ...”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Portfolio Planning

Portfolio Planning

(30)
  • Questions
  • Information
  • Insurance
“Not only he is a great resource for nearly all financial decisions you face but also has access to some of the best professionals you would need such as Realtors, Accountants, RESP specialists etc.”
Free Initial Consultation
In Business Since 2019
1500 W Georgia St #1900, Vancouver, BC V6G 2Z6
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Michael Atkinson Dominion Lending Centres

Michael Atkinson Dominion Lending Centres

(28)
  • Questions
  • Professional
  • Passionate
“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.”
Licensed
Transparent Fees & Pricing
In Business Since 2013
19978 72 Ave #302, Langley, BC V2Y 1R7
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Complete Accounting Solutions

Complete Accounting Solutions

(24)
Small Business Accounting, Tax Deductible Mortgage, Domestic and International Business
“Solomon and Muneeb have been a pleasure to work with and I would highly recommend Complete Accounting Solutions to anyone and have already referred friends and family to them!”
Transparent Fees & Pricing
In Business Since 2007
17619 96 Ave #100, Surrey, BC V4N 4A9
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Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

(30)
  • Informative
  • Learned
  • Financial Literacy
“Investing in the stock market felt so intimidating for me, especially as someone with no prior knowledge of it but after having taking Gina's class, I have a much better understanding!”
In Business Since 2022
1200 W 73rd Ave, Vancouver, BC V6P 6G5
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Visionvest Financial Planning & Services

Visionvest Financial Planning & Services

(30)
  • Portfolio
  • Questions
  • Understand
“I have full faith that his team are diligently steering our retirement ship in the right direction, weathering the many storms and navigating dangers to ensure we have a safe and comfortable passage to our golden years.”
In Business Since 2006
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(30)
  • Financial Advisor
  • Investments
  • Goals
“Not only he would attend to my inquiries in a prompt and professional manner, but he would also set up meetings from time to time to provide updates on my portfolio and recommendations.”
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(30)
  • Family
  • Honest
  • Knowledge
“I have been reading many best selling Canadian retirement finance books and most recommend using an unbiased fee for service financial advisor for the decumulation stage of retirement, but recommend taking care when choosing.”
In Business Since 2014
22139 44a Ave, Langley, BC V2Z 1B6
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Business Solutions & Credit Counselling Services - Surrey

Business Solutions & Credit Counselling Services - Surrey

(29)
  • Financial
  • Work
  • Company
“Really helpful group of people - they take the time to educate you on your financial options and share solutions that the banks just don't want to because it isn't in their best interest.”
In Business Since 2001
12033 92a Ave #205, Surrey, BC V3V 4B8
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Yourrespspecialist  Kamal Atwal

Yourrespspecialist Kamal Atwal

(26)
  • Informative
  • Plan
  • Baby
“I must say, she has in-depth knowledge about the product and she knows what she is doing, you know not one of those who just want to sell for the sake of it.”
In Business Since 2017
14360 64 Ave Unit 205, Surrey, BC V3W 1Z1
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Retirement Planning and Investment Management Services in New Westminster, BC Cost Estimates

Minimum cost
$1231
Maximum cost
$10464
National Average
$3694
Avg Per Hour Rates
$370
$2462
$6771
Average price range is based on 526 cost profiles
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Average Cost $3694
Minimum cost $1231
Maximum cost $10464
Avg Per Hour Rates $370

Average range $2462 to $6771 is based on 526 cost profiles.

Why these companies made our list

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