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JPS Accounting Services
“A must for cross border accounting, Pat is way more helpful than my 2 previous accountants, so glad I found her”
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.
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Livian Smith
- Professional
- Communication
- Opinion
“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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Cole Dowling
- Professional
- Understand
- Interest
“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.”
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Perler Wealth
- Business
- Advisor
- Charities
“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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Concept Group Financial Planning
“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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Canadian Wiseinvest
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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Insightful Wealth Group - Raymond James
- Team
- Market
- Estate Planning
“Christine and her team provide a full suite of services offering retirement planning , insurance and investment options, and estate planning.”
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
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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Adventure Immigration Services
Temporary Resident Visa, Business Immigration, Permanent Residence
“Apparently, my case was totally complicated, I came on a visitor visa as a nomad and had no clue how going to be my new path, applied for an open work permit which was refused by immigration and pushed me to extend my visitors record extension twice,...”
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Portfolio Planning
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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Thomas C. Chan Financial Service
- Financial Advisor
- Videos
- Expertise
“He delivered a lot of good advice in a short amount of time about a broad range of investment options and their relative performance and benefits, and I will definitely be looking to speak with him in the coming months about specifics to optimize my ...”
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Cedar Rock Financial Group
Tax Planning, Estate Planning, Budgeting
“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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Sunny Kalsi - Kalsi Wealth Management
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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Justin Manning - Vegan Financial Advisor
- Benefit
- Patient
- Health
“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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Parallel Wealth Financial Group
- Team
- Needs
- Emails
“I heard some good feedback from friends of some of your BC clients in the Blossom Social Investing App Community and have shared my wonderful fee-only financial planning experience with Michael with a number of folks nearing/ in retirement that are s...”
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Abhishek Grover - Mortgage Broker @ Sun Capitalists
Pre Approval Application, Buy To Let, Remortgaging
“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...”
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Aban Accounting
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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Ascendant Financial
- Team
- Education
- 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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Rightfit Advisors
“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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AG Accounting Services
- Tax Filing
- Benefits
- 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.”
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Athena Financial
- Investing
- Strategy
- Financial Literacy
“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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Ocean 6 Wealth Advisory
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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Richard Kosick & Co. Chartered Professional Accountant
Personal Tax, Business Consulting, Bookkeeping
“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”
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Druckerpro International
- Team
- Financing
- Professional Development
“With its commitment to helping businesses from diverse industries to thrive in an increasingly competitive business landscape, the company serves as a guide for businesses to explore new growth opportunities, helping SMEs tap into lucrative market se...”
Retirement Planning and Investment Management Services in Port Moody, BC Cost Estimates
Minimum cost
$1217
Maximum cost
$10343
National Average
$3651
Avg Per Hour Rates
$366
$2434
$6693
Fair price range is based on
274 cost profiles
Why these companies made our list
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