Best Financial Advisors near New Westminster, BC
2 of these firms are based in New Westminster; the others serve New Westminster from towns including Vancouver (15 km), Surrey (5 km) and Richmond (17 km).
3 open weekends · 14 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Wealth Blueprint Strategies
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
“Yogesh ji is really awesome in his services, always goes above and beyond to help customers in timely manner.”
Thomas C. Chan Financial Service
“The presentation was organized and the information was presented in an orderly fashion.”
Sunny Kalsi - Kalsi Wealth Management
“He is very knowledgeable and goes the extra mile for his clients”
IPC Securities Corp - CEV Wealth
“Being one of his clients and he has been a trustworthy investment advisor and also has an good newsletter each month.”
The 15 firms listed for New Westminster, 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: New Westminster, BC
14 of the 15 firms on this page have a rating, from 4.8 to 5.0 across 995 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (84%) and quality (68%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 3 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. Domain records put 3 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 13 list a public email and 3 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 New Westminster listed here?
2 of the 15 firms are in New Westminster itself. The rest come from other towns within 20 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Canadian Wiseinvest
“They are incredibly knowledgeable in the world of finance and have been instrumental in helping me make informed decisions for my financial future.”
Rightfit Advisors
“They helped me gain a better understanding of my finances and gave me great advice regarding future steps.”
Athena Financial
“Ken was able to explain investing to me in a way I can understand and set up a plan for me.”
Ascendant Financial
“His patient, transparency, and willingness to share personal financial information with real life examples made us feel safe and reassure that he is looking out for our best interest.”
Ocean 6 Wealth Advisory
“I've basically handed over the keys to my financial management for the future over to Dave and his team and they have been excellent.”
Virani Financial
“Latif and Abeed will do a fantastic job looking after all your financial needs .”
RGF Integrated Wealth Management
“All emails are responded to rapidly and professionally and it's easy to talk to my advisor and his assistant at any time.”
GT Wealth 安加財稅
“The scale is probably the most professional investment and financial management company I have ever seen.”
Steven Joe Financial | Assante Financial Management
“He makes the effort to understand the person before he addresses the issues, which has been key in helping me reach my goals.”
Why these companies made our list
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