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Livian Smith

(50)

Professional
Communication
Options

“She has worked so well with our realtor and has made the transition from our original townhouse to a detached home, upkeep of our mortgage on an investment property, as well as moving us into our dream home and ensuring that our investments and mortg...”

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First Oak Financial

(20)

Life Insurance
Benefits
Pleasure

“Jeff successfully supported me with some Financial Advice for my Business and made it easy for me to manoeuvre through some of the required applications to continue to succeed in my business and making smart decisions.”

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Perler Wealth

(13)

Business

“We have no hesitation whatsoever about recommending Harry and Anita and their extraordinary team at The Perler Financial Group to anyone looking for sound investment advice, with a family friendly approach to client care, and who = just like us - con...”

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Cole Dowling

(8)

Professional

“He is extremely knowledgable of past, present and future rate cycles and patiently breaks down my mortgage scenario into a step-by-step easy to understand plan.”

Featured

APR represents the total cost of your mortgage loan over a year, expressed as a percentage. It includes both the interest rate on the loan and any additional fees or charges associated with obtaining the mortgage. Interest Rate: The interest rate is the cost you pay to borrow the money, expressed as a percentage of the loan amount. It determines your monthly mortgage payment. Fees and Charges: In addition to the interest rate, lenders may have various fees and charges associated with the mortgage, such as origination fees, closing costs, and discount points. These costs can vary among lenders and significantly impact the overall cost of the loan. Amortization and Term: The APR takes into account the length of the loan and the way the interest is amortized over time. It considers factors such as whether the loan has a fixed or adjustable interest rate and the repayment schedule. Comparison Tool: The APR serves as a valuable tool for comparing mortgage offers from different lenders. Since it includes both the interest rate and additional costs, it provides a more accurate picture of the true cost of borrowing. Limitations: It's important to note that APR has some limitations. It assumes you'll keep the loan for its entire term and doesn't consider future changes in interest rates. Additionally, not all fees may be included in the APR calculation, so it's essential to review the loan estimate and closing documents for a comprehensive understanding of the costs.

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Concept Group Financial Planning

(5)

“Being his first mortgage was a bit of a challenge for Jenny but she got us the best rate and assisted Jordan through every step.”

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JPS Accounting Services

“Compliance with Canadian or US tax rules by themselves can be difficult but having to report both together and be sensitive to how they interact and effect the end goals can be an overwhelming nightmare for many - we are here to help. Each situation ...”

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Parallel Wealth Financial Group

(49)

Questions
Retirement Plan
Decisions

“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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Steven Joe Financial | Assante Financial Management

(27)

Tax
Knowledge
Teaching

“This not only ensures that the advice he imparts is of the highest quality but also alleviates my sense of uncertainty, as his guidance provides for a clearer understanding, preventing me from feeling overwhelmed in the complexities of these areas.”

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Leskun & Son Accounting and Tax

(49)

Tax Preparation, Tax Filing, Tax Planning

“Margie and Tia on his team were equally helpful, and completed everything in a timely manner, asked clarifying questions where needed, and I feel confident that everything was completed properly.”

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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Insurance, Disability Savings (Rdsp), Investments

“Would definitely recommend for everyone so attentive and responsible i believe thats the toughest part being in business and yogesh tops it all the constant check making sure of everything loved the service would recommend and suggest for...”

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Portfolio Planning

(50)

Flat-Fee Financial Planning, Investments, Insurance

“Portfolio Planning is commitment to ongoing support and attention to details, Vishal was able to give me peace of mind when it came to the backend of my finances, I would recommend anyone seeking reliable professional financial services to book a cal...”

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Justin Manning - Vegan Financial Advisor

(50)

Benefit
Small Business
Communication

“I learnt a lot about insurance intricacy while meeting with Justin and I was impressed by the amount of knowledge he has and the patience he showed with the endless questions and enquiries I sent his way before we agreed on the best options.”

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Sunny Kalsi - Kalsi Wealth Management

(42)

Leasing & Financing, Investments, Mortgages

“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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Cedar Rock Financial Group

(50)

Team
Portfolio
Goals

“We came upon Jay and Chris at Cedar Rock Financial we met with them multiple times and they were very professional and patient with all the many questions we had and pointed us in the right direction to double check the facts about a switch to their ...”

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Linda Sun Cpa, Accounting 孙世玲注册会计师

(48)

Profession
Known
Family

“Since the first day I started my business, Linda has been there helping me with the most professional services, and giving advices whenever I need her!”

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Aban Accounting

(36)

Tax, Accounting Consulting, Bookkeeping

“Just trust Aban Accounting and be sure your accounting will be done rapidly, correctly and properly by them and they won't forget even smallest details to make your tax payment lower, as much as possible.”

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Rightfit Advisors

(50)

“I am in AWE at what level of care & professionalism they operate in - at the time of contact I wasn't interesting in investing so I was wary if I would be pushed or sold something, but it wasn't the case - they work FOR you and your needs, based on y...”

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Ascendant Financial

(50)

Team
Understand
Whole Life Insurance

“At no point did I ever feel pressured or uncomfortable and very quickly after speaking with Sarbloh and Tarran I felt like I was talking to old friends and discussing topics that I find extremely interesting and learning new ways to build my families...”

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Athena Financial

(49)

Investing
Information
Decisions

“I felt included in the whole process in achieving my goals and after each meeting, I felt re-inspired knowing I was working with someone who was on top of their work, had the experience and knowledge to address my concerns (especially with these unst...”

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Mobius Financial Planning

(30)

Financial Planning, Investments, Retirement Planning

“I really am pleased with his level of clarity and professionalism he displays, he managed to clearly give me a better understanding of my investment and savings options and so far its been sound financial advice.”

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Canadian Wiseinvest

(31)

Corporate Services, Individual Services

“I am working with "Peyman Salari" as a Financial Advisor for more than three years, He is very smart, knowledgeable, patient and always offer you the best of possible investment, We had some product in the past from other company without any follow u...”

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Michael Atkinson Dominion Lending Centres

(31)

Rate
Professional
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.”

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Ocean 6 Wealth Advisory

(31)

Investment Solutions, Partners, Insurance Strategies

“In addition to this, my wife is a high school business teacher and Jacky and Jasmine have made time to talk to her classes in order to start educating the next generation on financial literacy early, which has been greatly appreciated and well receiv...”

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CPA Accountants Coquitlam - Tax Returns

(22)

Corporate Taxes and Assurance, Estate and Trust Tax Returns, Non Profit Accounting Services

“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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Average Cost	$3651
Minimum cost	$1217
Maximum cost	$10343
Avg Per Hour Rates	$366

Best Financial Advisors in Port Moody, BC

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Port Moody area.

Livian Smith

First Oak Financial

Perler Wealth

Cole Dowling

Concept Group Financial Planning

JPS Accounting Services

Parallel Wealth Financial Group

Steven Joe Financial | Assante Financial Management

Leskun & Son Accounting and Tax

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Portfolio Planning

Justin Manning - Vegan Financial Advisor

Sunny Kalsi - Kalsi Wealth Management

Cedar Rock Financial Group

Linda Sun Cpa, Accounting 孙世玲注册会计师

Aban Accounting

Rightfit Advisors

Ascendant Financial

Athena Financial

Mobius Financial Planning

Canadian Wiseinvest

Michael Atkinson Dominion Lending Centres

Ocean 6 Wealth Advisory

CPA Accountants Coquitlam - Tax Returns

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

Why these companies made our list

Wealth Management Advisors near Port Moody

Popular in Port Moody