Best Financial Advisors in New Westminster, BC

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the New Westminster area.

Guaranti Wealthplus Financial 温顶金融

Guaranti Wealthplus Financial 温顶金融

(31)
  • Service
  • Investment
  • Profession
“The business staff have high professional level, actively and efficiently complete the problems submitted by customers, and have a good service attitude.”
6011 Westminster Hwy #211, Richmond, BC V7C 4R9
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Bhamji Taxation Services CPA

Bhamji Taxation Services CPA

(13)
Bookkeeping Services, Payroll Services, Sr&ed CRA Incentive
“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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Braun Financial Services

Braun Financial Services

Retirement Readiness Report, Family Income Protection Plan, Family Wealth Transfer Plan
“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...”
Transparent Fees & Pricing
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.”
604 Columbia St #301, New Westminster, BC V3M 1A5
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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.”
713 Columbia St Suite 400, New Westminster, BC V3M 1B2
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Wealth Blueprint Strategies

Wealth Blueprint Strategies

“They're attentive both in informing us of the latest financial trends—both good and more importantly, bad—and come prepared with options on how we should navigate. Since we started relying on them, we sleep better, knowing that we have experts monito...”
610 6th St #255, New Westminster, BC V3L 3C2
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Livian Smith

Livian Smith

(50)
  • Team
  • Financing
  • Communication
“Livian and her team went above and beyond to make what is normally a stressful time, buying a house, into an easy experience by thoroughly explaining everything to me and always being available/punctual for an answer.”
Transparent Fees & Pricing
Offers Financing Options
Licensed
2558 Parkview Ln, Port Coquitlam, BC V3C 6L8
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Leskun & Son Accounting and Tax

Leskun & Son Accounting and Tax

(49)
Tax Planning, Tax Filing, Tax Preparation
“Taxes for me have always been cumbersome and tedious but Doug and his team made it a great experience and helped me with great ideas for record keeping ideas for future.”
Family Business
In Business Since 2006
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)
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 ...”
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Portfolio Planning

Portfolio Planning

(50)
Insurance, Investments, Mortgage Insurance
“What is truly remarkable about his process was that Vishal not only helped me achieve my financial goals, but he also took the time to understand what was important to me in life and helped me create a plan that aligned with my personal values and as...”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Cedar Rock Financial Group

Cedar Rock Financial Group

(50)
  • Questions
  • Information
  • Portfolio
“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 New Westminster Area
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Sunny Kalsi - Kalsi Wealth Management

Sunny Kalsi - Kalsi Wealth Management

(42)
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
5550 152 St #206, Surrey, BC V3S 5J9
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Visionvest Financial Planning & Services

Visionvest Financial Planning & Services

(50)
  • Retirement
  • Portfolio
  • Feel
“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.”
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(50)
  • Questions
  • Knowledge
  • Small Business
“He has shown himself to be client-focused and has aptly demonstrated his ability and willingness to ensure we, the client, have the information and direct assistance necessary to launch a successful benefits programs with the company.”
In Business Since 2011
6325 204 St Suite 306, Langley, BC V2Y 3B3
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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(49)
  • Advice
  • Needs
  • Retirement Plan
“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
20020 84 Ave Unit A505, Langley Twp, BC V2Y 5K8
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Linda Sun Cpa, Accounting 孙世玲注册会计师

Linda Sun Cpa, Accounting 孙世玲注册会计师

(48)
  • Family
  • Known
  • Patience
“Since the first day I started my business, Linda has been there helping me with the most professional services, and giving advices whenever I need her!”
In Business Since 2009
12560 Bridgeport Rd #260, Richmond, BC V6V 2N5
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Different Financial

Different Financial

(38)
  • Goals
  • Knowledge
  • Meetings
“As a single mother and a woman who values integrity and authenticity, I highly recommend Melissa to others looking to make smart choices for you/your family with your hard-earned money.”
Free Initial Consultation
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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Mode Money Managers

Mode Money Managers

(42)
  • Travel Insurance
  • Parents
  • Meeting
“Being a new migrant , I suggest everyone to visit him once to know about BC Government and its system that can benefit you, irrespective of any kind of temporary and permanent visa.”
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Sanjay Gupta

Sanjay Gupta

(40)
  • Insurance
  • Knowledge
  • Heart
“The credit for this remarkable celebration goes to Sanjay  a true professional and attentive individual who was responsible for curating every intricate detail of the event.”
In Business Since 2009
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Ascendant Financial

Ascendant Financial

(50)
  • Concept
  • Patient
  • Understand
“The team at Ascendant Financial has a huge amount of resources & information they make available to educate people on the process of becoming your own banker & achieving generational wealth-building.”
Licensed
Serving New Westminster Area
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Aban Accounting

Aban Accounting

(36)
Bookkeeping, Accounting Consulting, Tax
“Since then , while I received prompt services in dealing with CRA ,WCB , Personal & GST accounts; I also received advises and suggestions that increased and regulated the cash flow on multiple occasions.”
In Business Since 2018
211-3030 Lincoln Ave, Coquitlam, BC V3B 6B4
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Rightfit Advisors

Rightfit Advisors

(50)
“Up until this point, I can say I've been quite clueless about personal finance, especially since we were never taught about it in public education back when we were younger; In my mid 30's now, the only concept I have of finance is simply to "make mo...”
Serving New Westminster Area
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Athena Financial

Athena Financial

(49)
  • Knowledge
  • Education
  • Information
“Together, they provided truly excellent assistance in finding and securing health and disability insurance appropriate to my profession, as well as in developing effective strategies to most effectively leverage my income and investments.”
Serving New Westminster Area
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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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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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