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.

Intrepidium Consulting CPA

Intrepidium Consulting CPA

(6)
Bookkeeping, Fractional CFO, Accounting Services
“Ryan and his team are a delight to work with!”
In Business Since 2017
Free Initial Consultation
11918 Bonson Rd, Pitt Meadows, BC V3Y 1K4
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Blom Wealth and Associates | IPC Securities

Blom Wealth and Associates | IPC Securities

“Join the most powerful platform for Financial Advisors to create, manage and archive beautifully tailored websites.”
In Business Since 2017
19237 122a Ave #206, Pitt Meadows, BC V3Y 2T1
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Insightful Wealth Group - Raymond James

Insightful Wealth Group - Raymond James

(11)
  • Market
  • Team
  • Estate Planning
“We have an excellent repoire with Christine and have been clients for many years.”
In Business Since 2016
5455 152 St #309, Surrey, BC V3S 5A5
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JPS Accounting Services

JPS Accounting Services

(1)
“A must for cross border accounting, Pat is way more helpful than my 2 previous accountants, so glad I found her”
Transparent Fees & Pricing
In Business Since 2005
Licensed
2248 Elgin Ave, Port Coquitlam, BC V3C 2B2
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Vidit Paruthi - Mortgage Professional

Vidit Paruthi - Mortgage Professional

(50)
Mortgage Renewal, New Home Purchase Mortgage, Mortgage Refinancing
“As first time home buyers, the process felt overwhelming at times, but he was great about answering questions that we had, clearly and in a timely manner.”
Offers Financing Options
2626 Croydon Dr #106, Surrey, BC V3Z 0S8
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)
Super Visa Insurance, Disability Savings (Rdsp), Insurance
“Yogesh helped me to better understand all considerations for my investing planning as well as focussing me on the single most important aspect that needs to be prioritized based on my situation.”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Visionvest Financial Planning & Services

Visionvest Financial Planning & Services

(50)
  • Portfolio
  • Questions
  • Understand
“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.”
Transparent Fees & Pricing
15178 Buena Vista Ave, White Rock, BC V4B 1Y3
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Cedar Rock Financial Group

Cedar Rock Financial Group

(50)
Estate Planning, Tax Planning, Budgeting
“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 Pitt Meadows Area
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(50)
  • Knowledge
  • Life Insurance
  • Health
“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.”
In Business Since 2011
6325 204 St Suite 306, Langley, BC V2Y 3B3
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Sunny Kalsi - Kalsi Wealth Management

Sunny Kalsi - Kalsi Wealth Management

(42)
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.”
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(49)
  • Videos
  • Advice
  • Emails
“I was pleasantly surprised by the financial plan we received and the presenter, Jon, was very personalble and knowledgable about what he was talking about.”
In Business Since 2014
20020 84 Ave Unit A505, Langley Twp, BC V2Y 5K8
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Livian Smith

Livian Smith

(50)
  • Financing
  • Questions
  • Opinion
“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.”
Transparent Fees & Pricing
In Business Since 2006
Licensed
Offers Financing Options
3430 Horizon Drive, Coquitlam, BC, V3E 3H2
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IPC Securities Corp - CEV Wealth

IPC Securities Corp - CEV Wealth

(8)
“He continually keeps in touch with me about how the markets are going, and has suggested, numerous times, when he thinks that I should transfer some of my funds to another company that is showing a positive outlook”
In Business Since 1999
Coupons & Offers
3388 Rosemary Heights Crescent Suite 217, Surrey, BC V3S 0X8
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Mode Money Managers

Mode Money Managers

(44)
  • Meeting
  • Visa
  • Plan
“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.”
In Business Since 2021
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Abhishek Grover - Mortgage Broker @ Sun Capitalists

Abhishek Grover - Mortgage Broker @ Sun Capitalists

(34)
First Time Buyers, Buy To Let, Pre Approval Application
“It Can be considered as the symbol of trust, it has sure shot solution for your mortgage problems and answer to all sorts of queries related mortgage...”
Transparent Fees & Pricing
6678 152 St Unit 104 & 105, Surrey, BC V3S 3L4
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Different Financial

Different Financial

(38)
  • 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.”
Free Initial Consultation
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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MS Tax & Accounting

MS Tax & Accounting

(38)
Bookkeeping Mission BC, Bookkeeping Abbotsford BC, Bookkeeping Chilliwack BC
“Manmeet helped us file taxes, he made the processes very seamless, gave our file that extra care it needed and also guided us on maximizing our returns.”
In Business Since 2018
3045 Townline Rd, Abbotsford, BC V2T 5K2
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Aban Accounting

Aban Accounting

(37)
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.”
In Business Since 2018
211-3030 Lincoln Ave, Coquitlam, BC V3B 6B4
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AG Accounting Services

AG Accounting Services

(50)
  • Financial
  • Questions
  • Nature
“I have been doing my taxes with Arpit and his team for a very long time and he and his team have always given me great service and extremely beneficial advice to save on my taxes.”
In Business Since 2005
6366 126 St Unit 16, Surrey, BC V3X 1T9
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Richard Kosick & Co. Chartered Professional Accountant

Richard Kosick & Co. Chartered Professional Accountant

(34)
International Taxation, Bookkeeping, Personal Tax
“Went to Richard for over 30 years does great job ,excellent service, very carimg, honest and reasonable price i'ce recommeneded him hany time to family and friends Positive Responsiveness, Quality, Professionalism, Value”
10090 152 St #308, Surrey, BC V3R 8X8
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(23)
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.”
Family Business
In Business Since 2015
Transparent Fees & Pricing
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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Complete Accounting Solutions

Complete Accounting Solutions

(24)
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.”
Transparent Fees & Pricing
17619 96 Ave #100, Surrey, BC V4N 4A9
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Business Solutions & Credit Counselling Services

Business Solutions & Credit Counselling Services

(27)
  • Company
  • Financial
  • Debt
“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.”
Free Initial Consultation
12033 92a Ave #205, Surrey, BC V3V 4B8
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Sanjay Gupta

Sanjay Gupta

(25)
  • Heart
  • Insurance
  • Essence
“Whole process was easy and smooth, Sanjay Gupta such a great person.”
In Business Since 2009
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Retirement Planning and Investment Management Services in Pitt Meadows, BC Cost Estimates

Minimum cost
$1197
Maximum cost
$10169
National Average
$3589
Avg Per Hour Rates
$359
$2393
$6580
Typical price range is based on 525 cost profiles
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Average Cost $3589
Minimum cost $1197
Maximum cost $10169
Avg Per Hour Rates $359

Typical range $2393 to $6580 is based on 525 cost profiles.

Why these companies made our list

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