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

Intrepidium Consulting

(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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DC Benefits

DC Benefits

(7)
“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.”
Free Initial Consultation
19141 Ford Rd #203, Pitt Meadows, BC V3Y 2P8
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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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Cedar Rock Financial Group

Cedar Rock Financial Group

(50)
  • 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.”
In Business Since 2018
Serving Pitt Meadows Area
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Carlo Sarabia - Financial Advisor

Carlo Sarabia - Financial Advisor

(11)
Added Value Services, Building Your Wealth, Protecting Your Wealth
“He explained everything very clearly and in an organized manner, what is the present state, what is my goal, what it will take to reach there, timelines and prioritizing my financial goals.”
In Business Since 2020
4710 Kingsway, Burnaby, BC V5H 4J5
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Livian Smith

Livian Smith

(50)
  • 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.”
Offers Financing Options
Licensed
Transparent Fees & Pricing
2558 Parkview Ln, Port Coquitlam, BC V3C 6L8
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Leskun & Son Accounting and Tax

Leskun & Son Accounting and Tax

(49)
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.”
In Business Since 2006
Family Business
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)
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.”
7565 132 St Unit 107, Surrey, BC V3W 1K5
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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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Visionvest Financial Planning & Services

Visionvest Financial Planning & Services

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

Justin Manning - Vegan Financial Advisor

(50)
  • 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.”
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)
  • 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.”
In Business Since 2014
20020 84 Ave Unit A505, Langley Twp, BC V2Y 5K8
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Mode Money Managers

Mode Money Managers

(42)
  • 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.”
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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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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Sanjay Gupta

Sanjay Gupta

(40)
  • 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.”
In Business Since 2009
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Aban Accounting

Aban Accounting

(36)
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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MS Tax & Accounting

MS Tax & Accounting

(32)
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.”
In Business Since 2018
3045 Townline Rd, Abbotsford, BC V2T 5K2
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Michael Atkinson Dominion Lending Centres

Michael Atkinson Dominion Lending Centres

(31)
  • 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.”
Licensed
Transparent Fees & Pricing
19978 72 Ave #302, Langley, BC V2Y 1R7
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(22)
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.”
Transparent Fees & Pricing
Family Business
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 - Surrey

Business Solutions & Credit Counselling Services - Surrey

(27)
  • 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.”
12033 92a Ave #205, Surrey, BC V3V 4B8
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Yourrespspecialist  Kamal Atwal

Yourrespspecialist Kamal Atwal

(26)
  • 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.”
In Business Since 2017
14360 64 Ave Unit 205, Surrey, BC V3W 1Z1
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Mainland Wealth | Financial Advisor

Mainland Wealth | Financial Advisor

(36)
  • Meeting
  • Goals
  • Life Insurance
“Speaking about financial matters and goals was hard, but Dallas created a comfortable environment, and allowed me to openly share my thoughts and ideas.”
In Business Since 2023
Surrey, BC
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Arts Of Finance Services

Arts Of Finance Services

(24)
  • Knowledge
  • Family
  • Financial Advisor
“So far I have purchased a life insurance, visitor's insurance for my parents as well as RESP for my kids with full clarity and satisfaction at a very competitive pricing.”
12899 76 Ave unit 265, Surrey, BC V3W
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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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