The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Pitt Meadows area.
Learn how we score.
Prominent finalists A-Z in Pitt Meadows
AG Accounting Services
Aban Accounting – CPA
Abhishek Grover – MORTGAGE BROKER @ Sun Capitalists
Blom Wealth and Associates | IPC Securities
Business Solutions & Credit Counselling Services – Surrey
CPA Accountants Coquitlam – Tax Returns
Cedar Rock Financial Group
Complete Accounting Solutions
Different Financial
IPC Securities Corp – CEV Wealth
Insightful Wealth Group – Raymond James
Intrepidium Consulting
JPS Accounting Services
Justin Manning – Vegan Financial Advisor
Livian Smith
MS Tax & Accounting
Mode Money Managers
Parallel Wealth Financial Group
Richard Kosick & Co. Chartered Professional Accountant
Sanjay Gupta
Sunny Kalsi – Advice & Planning
Vidit Paruthi – Mortgage Professional
Visionvest Financial Planning & Services
Yogesh Bansal, Cpa, Cga, CFP – Financial Planner
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Intrepidium Consulting CPA
(6)
Bookkeeping, Fractional CFO, Accounting Services
“Ryan and his team are a delight to work with!”
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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.”
i
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Insightful Wealth Group - Raymond James
(11)
Market
Team
Estate Planning
“We have an excellent repoire with Christine and have been clients for many years.”
i
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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”
i
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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.”
i
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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.”
i
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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.”
i
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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.”
i
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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.”
“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.”
i
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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.”
i
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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.”
i
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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”
i
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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.”
i
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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...”
i
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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.”
i
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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.”
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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.”
i
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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.”
i
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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”
i
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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.”
i
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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.”
i
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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.”
i
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Sanjay Gupta
(25)
Heart
Insurance
Essence
“Whole process was easy and smooth, Sanjay Gupta such a great person.”
i
Retirement Planning and Investment Management Services in Pitt Meadows, BC Cost Estimates