Perler Wealth
“We are middle class and live within our means, but having a financial advisor like David assures our financial situation.”
Best Financial Advisors near Port Coquitlam, BC
1 of these firms is based in Port Coquitlam; the others serve Port Coquitlam from towns including Coquitlam (3 km), Surrey (9 km) and Langley Twp (14 km).
3 open weekends · 14 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
Raymond James
“Always top-notch service, and always impressed with their expertise.”
Concept Group Financial Planning
“From the start they got to know us and made informed decisions only after learning about what we wanted and needed.”
Kinny Dhaliwal
Terence van der Woude, Financial Consultant - Investors Group
“Incredibly informative and an absolute delight, Terence is an outstanding consultant that I feel lucky to work with.”
Envoier Financial
The 15 firms listed for Port Coquitlam, 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: Port Coquitlam, BC
The 15 firms on this page are rated from 4.3 to 5.0 across 1,152 reviews; 5 have 50 or more reviews and 14 are rated 4.5 or higher. 3 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 shows a licence on its website. 6 have ten or more years of experience, the longest 26 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Port Coquitlam take financial planning bookings online?
4 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
“He provided me with the right guidance in getting an insurance policy.”
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Cedar Rock Financial Group
“Chris is amazing, these guys helped me re-invest my retirement savings and they are doing amazing!”
Parallel Wealth Financial Group
“Adam was top notch in every way and very accommodating to my questions and very respectful of other prominent FP's in the YouTube community.”
Sunny Kalsi - Kalsi Wealth Management
“Sunny is a great person and will make sure he delivers as promised.”
Arts Of Finance Services
“The application process was simple and fast, and I appreciated how transparent they were about premiums, coverage, and benefits.”
Flann Financial Group
“I highly recommend the team; Calvin and Penny have been with me from the start.”
Cloudiverse Cpas
“I have been doing my taxes with Aman since 2016 and the service is always the same, excellent and professional.”
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Wealthviser Private Wealth
“He is very clear and straightforward when explaining things, extremely knowledgeable and trustworthy.”
Skyward Financial
“I personally worked with Curtis for the past year as he helped me set up some finances, he is an excellent individual that is well educated, kind, and patient”
Why these companies made our list
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