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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.
5 open weekends · all 24 rated 4.5+
Data verified October 16, 2026
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Visionvest Financial Planning & Services
- 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.”
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Cedar Rock Financial Group
- Information
- Future
- Confident
“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.”
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
- Travel Insurance
- Questions
- Financial Planning
“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.”
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Sunny Kalsi - Kalsi Wealth Management
- Information
- Insurance
- Mortgage
“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
- 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.”
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 4.7 to 5.0 across 1,155 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". 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), insurance (2) and investments (2). 1 lists staff certifications (CFP). 10 have ten or more years of experience, the longest 27 years. 2 offer 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; 19 publish a contact page; 23 list a public email and 6 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.
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Parallel Wealth Financial Group
- 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.”
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IPC Securities Corp - CEV Wealth
“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”
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Mode Money Managers
- 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.”
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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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MS Tax & Accounting
- Service and Good
- Honest
- Questions
“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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Sanjay Gupta
- Heart
- Insurance
- Essence
“Whole process was easy and smooth, Sanjay Gupta such a great person.”
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Mainland Wealth | Financial Advisor
- Advice
- Goals
- Integrity
“Speaking about financial matters and goals was hard, but Dallas created a comfortable environment, and allowed me to openly share my thoughts and ideas.”
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Arts Of Finance Services
- Knowledge
- Family
- Savings
“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.”
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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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Cloudiverse Cpas
- Team
“After struggling with my business taxes, I reached out to Amandeep who offered me a free consultation and completely exceeded my expectations with his level of professionalism and willingness to help - I am now working with him as a result of the val...”
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Lane Cuthbert Financial
- Understand
- Goals
- Saving
“As my wife and just recently got married we knew it would be important to take our finances seriously to set ourselves (and our marriage) up for long term success.”
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Bhamji Taxation Services CPA
“He makes sure to send a test email to see if you received it and made sure everything is good before you walk out the door and you do not need to worry about needing to go back.”
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Connect Wealth
- Savings
- Confidence
- Learned
“We feel very comfortable with the path she has laid out for us and look forward to continuing working with her over the years to see our financial goals achieved!”
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Flann Financial Group
- Team
“Now Penny has joined the the team, I have found her kind & thorough She takes a big load off my mind & I know that she deals with my affairs with expertise & always pleasantly!”
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My Wealthy Quest
- Dream
- Passionate
- Regards
“I would recommend that anyone who wants to be happy not only in their finances, but also in life, career, business and making their dreams happen connect with her.”
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True Value Financial
- Team
- Financial Advisor
- Goals
“He brings a sophisticated understanding of the global markets to bear, and has always developed investment strategies that are well-tailored to our particular needs and preferences.”
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Investwell Wealth Management
- Products
- Need
- Advisor
“For over a decade now I have had my insurances and investment portfolio managed by Investwell and have been completely satisfied with the level of advice provided.”
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Raymond James
“Always top-notch service, and always impressed with their expertise.”
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
Why these companies made our list
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