Best Financial Advisors near Pitt Meadows, BC
1 of these firms is based in Pitt Meadows; the others serve Pitt Meadows from towns including Surrey, Langley Twp and Langley.
4 open weekends · all 24 rated 4.5+
Data verified October 16, 2026
Visionvest Financial Planning & Services
“Ben was very professional, patience and helpful when we started working with Visionvest.”
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
“You will better service and rates and follow up till the end.”
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Cedar Rock Financial Group
“We found Jay to be professional, extremely knowledgable and helpful and would be happy to recommend him and the Cedar Rock Team.”
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Justin Manning - Vegan Financial Advisor
“Setting up benefits can be very confusing and Justin provided great support.”
Sunny Kalsi - Kalsi Wealth Management
“Sunny Kalsi is very efficient, knowledgeable and very dedicated to his job .”
The 24 firms listed for Pitt Meadows, 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: Pitt Meadows, BC
The 24 firms on this page are rated from 4.8 to 5.0 across 1,164 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (85%) and quality (70%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 4 are open on Saturdays and 1 on Sundays. 1 lists staff certifications (CFP). 10 have ten or more years of experience, the longest 27 years. 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 23 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Pitt Meadows offer a free first meeting?
2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
Parallel Wealth Financial Group
“I wish I had found them 10 years before I retired and rather than the two years after.”
IPC Securities Corp - CEV Wealth
“His office manager, Cheryl, is thorough and thoughtful, making for a fantastic financial planning team.”
Mode Money Managers
“Jashanpreet was very helpful and answered all my questions with patience and give me full details.”
Different Financial
“I have known her for years and appreciate her dedication to my portfolio and keeping me informed of all my investments.”
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MS Tax & Accounting
“MS Tax took time to sit down with me and answer all my questions regarding my filing for this year!”
Sanjay Gupta
“Very humble and kind personality experience with you was really good all the documentations was done properly you did a great job”
Mainland Wealth | Financial Advisor
“I had a session with Dallas to review my policy and he really explained everything in detail for me without bias to make an informed decision.”
Arts Of Finance Services
“The top financial advisor is Sandeep Jawandha, she is best advisor and have knowledge to give answers all your questions.”
Loney Financial
“Always amazing customer care and a great wealth of knowledge on all products and services.”
Cloudiverse Cpas
“I highly recommend Amandeep Singh and Cloudiverse CPAs to any prospective clients seeking the services of a professional accountant.”
Lane Cuthbert Financial
“He really helped me see that I am not lost with my finances and there's a way out and a way of living better.”
Connect Wealth
“Cassandra is non-judgmental, supportive, and takes time to ensure her clients understand the life and financial decisions they are making.”
Flann Financial Group
“Gordon, Calvin and in particular Penny are always prepared for any meetings, and make conversations friendly, very easy and reassuring.”
Investwell Wealth Management
“Siddiqui for his expertise guidance, helping me to choose right insurance policy which fits in for me.”
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My Wealthy Quest
“She doesn't insist on what she thinks should be the right thing to do, but she still educates about the things that need to be followed.”
True Value Financial
“We have known Shashank for many years and always look forward to visiting and reviewing our financial situation with him.”
Perler Wealth
“He has a very personal relationship with his clients, far from just the financial interest.”
Karasick Crabtree & Murray - IG Private Wealth Management
“Ryan at Karasick & Associates has managed my finances for many years, and I am extremely pleased with the services I am receiving.”
Why these companies made our list
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