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Livian Smith

(50)

Team
Reality
Job

“Livian and her team went above and beyond to make what is normally a stressful time, buying a house, into an easy experience by thoroughly explaining everything to me and always being available/punctual for an answer.”

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Aban Accounting

(37)

Bookkeeping, Tax, Accounting Consulting

“Since then , while I received prompt services in dealing with CRA ,WCB , Personal & GST accounts; I also received advises and suggestions that increased and regulated the cash flow on multiple occasions.”

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CPA Accountants Coquitlam - Tax Returns

(23)

Personal Tax Returns, CFO and Controller Services, Medical Practitioners Bookkeeping

“Nafees and his team are incredible professionals, my company, my family, my parents, my sister, my brother's family and my adult kids are using his services in past several years and we are all happy with the services and fees very reliable and affor...”

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Consumer Credit Counselling

(2)

“!! They were so responsive and they are absolutely always there to answer any of your questions that you may need, they are truly amazing to work with”

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Rise CPA

(13)

Taxation, Accounting & Assurance, Business Advisory

“They were diligent, highly knowledgeable, delivered to the promised deadlines and everyone from the receptionist to the Senior Accountants were a total pleasure to work with.”

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Cole Dowling

(12)

Communication
Professional
Interest

“Anytime I reach out with questions, Cole responds promptly, professionally, and thoroughly explains what is important and what would be in my best interest.”

Featured

Do you want access to the best lenders, with the best mortgage options? Of course you do! Everyone wants to get the best rate with the best lenders available. Your credit score plays a key role in determining which lenders will offer you a mortgage, but there's more to it than just a good credit score. A good credit score is considered 680+. Your credit score is based on how much debt you have in relation to your credit limit, how many credit cards or tradelines you have, and your history paying back credit. The 2-2-2 rule is a used by lenders along with a good credit score. Lenders like to see 2 forms of revolving credit like credit cards, lines of credit, or car loans with a limit of at least $2,000 and a clean history of paying off the credit cards for 2 years. It takes more than just having the credit cards active. The key to the 2-2-2 rule is to use the credit cards regularly, keep the balance below 30% of the overall limit and the most important thing is to pay off the cards in full every month.

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Raymond James

(1)

Working With a Raymond James Advisor, Advice, Products & Services, Investment Products

“Always top-notch service, and always impressed with their expertise.”

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Perler Wealth

(13)

Charities
Business
Advisor

“Perler Financial has always provided the most professional service, efficient responses to all of our requests and questions, regular personal follow up of our status, and solids returns on our investments.”

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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”

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Concept Group Financial Planning

(5)

“From the start they got to know us and made informed decisions only after learning about what we wanted and needed.”

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Kinny Dhaliwal

“For more than a century, our dedicated investment advisors have helped individuals, families, businesses, charitable foundations and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice an...”

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Terence van der Woude, Financial Consultant - Investors Group

(7)

Information

“Terence's knowledge is fantastic as his ability to explain things in a clear & concise way makes working with him a breath of fresh air.”

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Envoier Financial

“At Envoier we are committed to providing our clients with exceptional service. We take that to our heart to know of all the changes taking place with the legislations governing the financial institutions, improvements of existing products and be well...”

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Andy Dhillon CPA

(7)

Financial

“We can't thank him enough for taking us through a deep dive, reviewing hidden issues, and also opportunities, and putting a plan together that really made sense!”

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4 Pillars Coquitlam - Debt Relief Specialists

(3)

“Highly recommend dealing with Peter.”

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Flann Financial Group

(11)

Team

“Afterwards, my fund withdrawal process was in good hand and the fund was direct deposited, as promised and expected, to my Canadian bank account without any further intervention.”

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Vidit Paruthi - Mortgage Professional

(50)

Mortgage Refinancing, New Home Purchase Mortgage, Mortgage Renewal

“Vidit is a true professional - he is knowledgeable about mortgages and the lending process, he leverages his strong relationships with professionals in the industry, and he is always willing to go the extra mile.”

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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Investments, Insurance, Disability Savings (Rdsp)

“Your depth of knowledge in Super Visa Insurance is commendable, but most importantly I am grateful for the valuable timely advise you provided for my parents, and hearing me out every time with a smile and being always there for me.”

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Adventure Immigration Services

(50)

Permanent Residence, Temporary Resident Visa, Business Immigration

“I got my vulnerable open work permit approved recently, Mizpah and team took care of my file and all the immigration process, experience was very professional and information provided was legitimate, consultant and immigration service best in town.”

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Cedar Rock Financial Group

(50)

Budgeting, Tax Planning, Estate Planning

“Chris has helped us to invest our money in vehicles that have been appropriate to our risk tolerance and we've done well and come out ahead after every market fluctuation as a result of being invested in quality companies.”

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Justin Manning - Vegan Financial Advisor

(50)

Questions
Values
Small Business

“He has shown himself to be client-focused and has aptly demonstrated his ability and willingness to ensure we, the client, have the information and direct assistance necessary to launch a successful benefits programs with the company.”

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Sunny Kalsi - Kalsi Wealth Management

(42)

Mortgages, Leasing & Financing, Investments

“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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Parallel Wealth Financial Group

(49)

Retirement
Honest
Integrity

“Bornn presented at YouTube real examples and the product that Parallel Wealth offered to clients, which was not only the calculation of the withdrawal allocation, but the way to do it, the fiscal implications and the taxes to be paid per year.”

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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”

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Average Cost	$3684
Minimum cost	$1228
Maximum cost	$10436
Avg Per Hour Rates	$369

Best Financial Advisors in Port Coquitlam, BC

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Port Coquitlam area.

Livian Smith

Aban Accounting

CPA Accountants Coquitlam - Tax Returns

Consumer Credit Counselling

Rise CPA

Cole Dowling

Raymond James

Perler Wealth

JPS Accounting Services

Concept Group Financial Planning

Kinny Dhaliwal

Terence van der Woude, Financial Consultant - Investors Group

Envoier Financial

Andy Dhillon CPA

4 Pillars Coquitlam - Debt Relief Specialists

Flann Financial Group

Vidit Paruthi - Mortgage Professional

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Adventure Immigration Services

Cedar Rock Financial Group

Justin Manning - Vegan Financial Advisor

Sunny Kalsi - Kalsi Wealth Management

Parallel Wealth Financial Group

IPC Securities Corp - CEV Wealth

Retirement Planning and Investment Management Services in Port Coquitlam, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Port Coquitlam

Popular in Port Coquitlam