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Livian Smith

(50)

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

(12)

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.”

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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Perler Wealth

(13)

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

(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

(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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Cedar Rock Financial Group

(50)

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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Adventure Immigration Services

(50)

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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Thomas C. Chan Financial Service

(50)

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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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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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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Justin Manning - Vegan Financial Advisor

(50)

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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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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Parallel Wealth Financial Group

(49)

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

(34)

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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Canadian Wiseinvest

(37)

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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Aban Accounting

(37)

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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Athena Financial

(50)

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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AG Accounting Services

(50)

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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Ascendant Financial

(50)

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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Ocean 6 Wealth Advisory

(34)

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

(34)

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

(33)

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...”

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CPA Accountants Coquitlam - Tax Returns

(23)

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

“I recommend 100% CPA services, I reached Nafees due an error occurred with my 2022 Tax Return due to double national taxation (Canada-Chile) and he help me to correct the issue and resubmit my file getting a satisfactory responses from a new CRA asse...”

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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

Cole Dowling

Perler Wealth

Concept Group Financial Planning

JPS Accounting Services

Cedar Rock Financial Group

Adventure Immigration Services

Thomas C. Chan Financial Service

Portfolio Planning

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Justin Manning - Vegan Financial Advisor

Sunny Kalsi - Kalsi Wealth Management

Parallel Wealth Financial Group

Abhishek Grover - Mortgage Broker @ Sun Capitalists

Canadian Wiseinvest

Aban Accounting

Rightfit Advisors

Athena Financial

AG Accounting Services

Ascendant Financial

Ocean 6 Wealth Advisory

Richard Kosick & Co. Chartered Professional Accountant

Druckerpro International

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