Best Financial Advisors in Pitt Meadows, BC
The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Pitt Meadows area.
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Bookkeeping, Fractional CFO, Accounting Services
“Ryan and his team are a delight to work with!”
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DC Benefits
“Getting benefits for myself and my family has been a game changer – we now have access to dental, chiro, physio, RMTs and many other wellness services.”
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Blom Wealth and Associates | IPC Securities
“Join the most powerful platform for Financial Advisors to create, manage and archive beautifully tailored websites.”
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Parallel Wealth Financial Group
- Needs
- Information
- Decisions
“For the past year I have followed Parallel Wealth's on-line program and thought they should have a look at our retirement planning as we are 3-4 years out.”
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Aban Accounting
Accounting Consulting, Tax, Bookkeeping
“They are very excellent and very precise and very honorable people, and during these years I realized that they have a lot of that kind of special respect.”
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Loney Financial
- Business
- Financial Planning
- Team
“A professional business that looks after my investments and includes me in decisions with a down-to-earth explanation so that my decisions are informed, and my mind is at ease knowing my money is safe.”
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Connect Wealth
Personal Planning, Business Planning
“We have felt incredibly supported by Vince on all fronts - whether it is directly related to our personal finances, our business, or other family goals.”
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Sana Family Office
“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...”
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Livian Smith
- Financing
- Questions
- Options
“Livian and her team have the most dialed in system, incredible relationships with dozens of lenders, absolutely above and beyond professional in the friendliest and warmest manner.”
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Leskun & Son Accounting and Tax
Tax Filing, Tax Preparation, Tax Planning
“Doug himself is so personable and knowledgable and I always feel like I am in the best hands possible when it comes to getting my taxes done and the advice he provides.”
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
Super Visa Insurance, Disability Savings (Rdsp), Insurance
“Though he was late once by 10-15 minutes for our meeting but I would recommend Mr Bansal to others because of the positive and enjoyable experience from start to finish we had.”
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Visionvest Financial Planning & Services
- Portfolio
- Questions
- Manage
“In terms of service and attention to detail they, their family, and their staff are exceptional and we highly recommend them to anyone who needs financial / investment assistance and advice.”
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Sunny Kalsi - Kalsi Wealth Management
Advice & Planning, Investments, Leasing & Financing
“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.”
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Justin Manning - Vegan Financial Advisor
- Knowledge
- Life Insurance
- Communication
“However, even if you're not vegan, Justin is a great choice for a financial advisor as he is extremely knowledgeable about insurance and has his clients' best interests in mind.”
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Cedar Rock Financial Group
- Information
- Future
- Goals
“Jay and his staff at Cedar Rock have been extremely helpful in guiding us through a financial plan as well as making recommendations that have been timely and with our best interest in mind.”
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Mode Money Managers
- Parents
- Visa
- Team
“I went and saw Sanjay Gupta yesterday to seek for some financial advice and he made everything so easy to understand with the use of very helpful resources.”
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Different Financial
- Knowledge
- Interest
- Financial Advisor
“She provides information which allows me to follow along with her line of thinking and her rationale for my investments, and I Iose no sleep because I have confidence in my decisions.”
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Sanjay Gupta
- Knowledge
- Marriage
- Travel
“Sanjay and we are infinitely grateful to him and his team for all the details, the time they took so that our language was not a barrier and we could take in this special day, they really achieved something unforgettable.”
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MS Tax & Accounting
Bookkeeping Mission BC, Bookkeeping Abbotsford BC, Bookkeeping Chilliwack BC
“Fast, dependable, knowledgeable, fair advice, which saves me a lot of time and I have peace of mind because I know my accountant has good accounting practices.”
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Michael Atkinson Dominion Lending Centres
- Professional
- Rate
- Questions
“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.”
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CPA Accountants Coquitlam - Tax Returns
US Income Tax Returns, Bookkeeping Services, Non Profit Accounting Services
“Like all lawyers who open their own firm, I was audited three years in a row, twice by an independent accounting firm and the third time by the Law Society.”
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Complete Accounting Solutions
Tax Deductible Mortgage, Corporate Accounting, Personal Accounting
“He's helped me set up and run my small business, and from my experience with Complete Accounting I've learned to trust the advise I receive here, I appreciate their honesty.”
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Business Solutions & Credit Counselling Services - Surrey
- Financial
- Debt
- Work
“Mr Avineet is very supportive and knowledgeable person as well as clear my all doubts frequently in a good way Im fully satisfied about his services and I recommended to all for his benefical supervision and guidance.”
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Yourrespspecialist Kamal Atwal
- Plan
- Understand
- Communication
“Being a first time parent and not really know much about this stuff can be overwhelming but Kamal was great she explained everything very thoroughly and made sure we knew what she was talking about.”
Retirement Planning and Investment Management Services in Pitt Meadows, BC Cost Estimates
Why these companies made our list
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