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.

First Oak Financial

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.”
In Business Since 2017
3190 St Johns St #212, Port Moody, BC V3H 2C7
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Perler Wealth

Perler Wealth

(13)
  • Investment
“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...”
In Business Since 2016
2232 Elgin Ave, Port Coquitlam, BC V3C 2B2
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Concept Group Financial Planning

Concept Group Financial Planning

(4)
“From the start they got to know us and made informed decisions only after learning about what we wanted and needed.”
In Business Since 2009
2222 St Johns St, Port Moody, BC V3H 2A7
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JPS Accounting Services

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 ...”
In Business Since 2005
Transparent Fees & Pricing
Licensed
2248 Elgin Ave, Port Coquitlam, BC V3C 2B2
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(24)
  • Team
  • Business
  • Workshop
“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...”
In Business Since 2018
680-375 Water St, Vancouver, BC V6B 5C6
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Balanced Financial Services

Balanced Financial Services

(22)
  • Portfolio
  • Managing
  • Goals
“Earle is always available for face-to-face consultations, where he is more than willing to share his expansive knowledge of market behaviour and to take as much time as needed to make sure that the client understands, and is comfortable with, his inv...”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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Cedar Rock Financial Group

Cedar Rock Financial Group

(30)
  • Team
  • Investment
  • Retirement
“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.”
In Business Since 2018
Serving Port Moody Area
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LT Wealth Management Partners, Raymond James

LT Wealth Management Partners, Raymond James

(11)
Lawyers, Cross-Border
“Most significantly, he keeps us focussed on all the elements of a successful long term financial strategy (investment horizons for different family members, risk tolerance and profile, diversification, periodic re-balancing, tax considerations, etc.”
In Business Since 2017
Transparent Fees & Pricing
555 Burrard St #100, Vancouver, BC V7X 1M8
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Sarabia Wealth Solutions

Sarabia Wealth Solutions

(11)
Building Your Wealth, Added Value Services, Protecting Your Wealth
“This are the the kind of Insurance Agents that everybody should look for, they are very professional, very knowledgeable, soft approach, gives you alot of options, unlike other agent who just sells you to get their sales commision.”
In Business Since 2020
610 6th St #255, New Westminster, BC V3L 3C2
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Odlum Brown Limited

Odlum Brown Limited

(9)
  • Company
  • Investment
“I am clueless when it comes to investing, so having Odlum Brown dealing with my investments is the best decision I have made.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Sunny Kalsi - Advice & Planning

Sunny Kalsi - Advice & Planning

(30)
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.”
In Business Since 2012
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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Mobius Financial Planning

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.”
In Business Since 2019
Free Initial Consultation
OUR, OUR, OUR Certified
10271 Shellbridge Way #210, Richmond, BC V6X 2W8
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Justin Manning - Vegan Financial Advisor

Justin Manning - Vegan Financial Advisor

(30)
  • Benefit
  • Business
  • Communication
“Justin, knowing his licence only covered serving Western Canadians still set up a meeting, spent a solid hour answering questions and giving informative answers and if we could, we would be working with him now.”
In Business Since 2011
Free Initial Consultation
Remote Consultations Available
6325 204 St #306, Langley, BC V2Y 3B3
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Leskun & Son Accounting and Tax

Leskun & Son Accounting and Tax

(29)
Tax Preparation, Tax Filing, Tax Planning
“I had some mis information about capital gains tax I believed I needed to pay on the sale of my house through a divorce, and Doug cleared it up for me.”
In Business Since 2006
Family Business
20353 64 Ave #102, Langley, BC V2Y 1N5
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CPA Accountants Coquitlam - Tax Returns

CPA Accountants Coquitlam - Tax Returns

(19)
Corporate Taxes and Assurance, Estate and Trust Tax Returns, Business Advisory 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...”
In Business Since 2015
Free Initial Consultation
Transparent Fees & Pricing
Family Business
201-3025 Anson Ave, Coquitlam, BC V3B 2H6
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Portfolio Planning

Portfolio Planning

(30)
  • Understand
  • Insurance
  • Investments
“You have spent countless hours listening to us, understanding our needs and our financial situation and have put all that to great use, now we are establishing a family budget, a backup savings for our family and our kids will be getting education fu...”
In Business Since 2019
Free Initial Consultation
1500 W Georgia St #1900, Vancouver, BC V6G 2Z6
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(30)
Insurance, Disability Savings (Rdsp), Investments
“I would personally feel , he is not a insurance agent 👨‍💼 or business but great human being and friend he is very professional, passionate ,soft spoken & most important very understanding he really help us according to our mortgage insurance requirem...”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Michael Atkinson Dominion Lending Centres

Michael Atkinson Dominion Lending Centres

(28)
  • 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.”
In Business Since 2013
Transparent Fees & Pricing
Licensed
19978 72 Ave #302, Langley, BC V2Y 1R7
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Complete Accounting Solutions

Complete Accounting Solutions

(24)
Personal Accounting, Domestic and International Business, Corporate Accounting
“Solomon's team also helped with my whole life insurance policy and other wealth management solutions which has been the financial advice and expertise I was waiting for and finally found it.”
In Business Since 2007
Transparent Fees & Pricing
17619 96 Ave #100, Surrey, BC V4N 4A9
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Thomas C. Chan Financial Service

Thomas C. Chan Financial Service

(30)
  • Professional
  • Goals
  • Future
“He will proactively check in once in a while to make sure everything is up to date and go through the plan and see if the goal is still the same, not like others who just leaves the clients all on their own after investing.”
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(30)
  • Team
  • Knowledge
  • Options
“If you have any concerns about your financial future coming up to, or if you are already in retirement, Parallel Wealth can present you with a great plan for your peace of mind to minimize taxes owing and maximize your retirement income.”
In Business Since 2014
22139 44a Ave, Langley, BC V2Z 1B6
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Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

Gina Judge- the Millennial Money Guide & Clear Trust Mortgages

(30)
  • Investing
  • Financial Literacy
  • Budget
“Investing and the stock market seemed so intimidating for me, as someone with no prior knowledge of it - but after having taken Gina's class, I can say I now have a much better understanding going forward.”
In Business Since 2022
1200 W 73rd Ave, Vancouver, BC V6P 6G5
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Business Solutions & Credit Counselling Services - Surrey

Business Solutions & Credit Counselling Services - Surrey

(29)
  • Debt
  • Work
  • Financial
“Mr Avineet is very supportive and knowledgeable person as well as clear my all doubts frequently in a good way Im fully satisfied about his services and I recommended to all for his benefical supervision and guidance.”
In Business Since 2001
12033 92a Ave #205, Surrey, BC V3V 4B8
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Yourrespspecialist  Kamal Atwal

Yourrespspecialist Kamal Atwal

(26)
  • Questions
  • Baby
  • Communication
“Being a first time parent and not really know much about this stuff can be overwhelming but Kamal was great she explained everything very thoroughly and made sure we knew what she was talking about.”
In Business Since 2017
14360 64 Ave Unit 205, Surrey, BC V3W 1Z1
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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
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Average Cost $3651
Minimum cost $1217
Maximum cost $10343
Avg Per Hour Rates $366

Fair range $2434 to $6693 is based on 274 cost profiles.

Why these companies made our list

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