Perler Wealth
“They have taken the time to work with my children to set them up on a financial plan for the rest of their lives.”
Best Financial Advisors near Port Moody, BC
1 of these firms is based in Port Moody; the others serve Port Moody from towns including Vancouver (20 km), Surrey (10 km) and Port Coquitlam (4 km).
4 open weekends · all 15 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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.”
Book onlineBook
Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
“He always goes above and beyond by caring for his clients on a personal level as well not only for his own profit, which is rarely seen nowadays.”
Book onlineBook
Portfolio Planning
“My time spent with her has been invaluable to my personal and financial growth.”
Thomas C. Chan Financial Service
“Very humble person and advisor who doesn't mind sharing his knowledge on sales.”
Sunny Kalsi - Kalsi Wealth Management
“Was having hard time getting mortgage, sunny worked hard and got us quick approval.”
The 15 firms listed for Port Moody, 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 Moody, BC
The 15 firms on this page are rated from 4.9 to 5.0 across 830 reviews; 7 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), quality (79%) and responsiveness (79%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 4 are open on Saturdays. 1 shows a licence on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2009. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; all 15 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 Moody 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.
Book onlineBook
Canadian Wiseinvest
“I've had all my meetings with Peyman; everything was explained clearly and I never felt like they were talking to me about getting money from me.”
Ascendant Financial
“She's very informative, easy communicator, kind and has been extremely helpful from the very beginning.”
Athena Financial
“Ken has graciously shared his financial knowledge and experience to not only help us grow our wealth, but to also teach us how and why he does what he does.”
Ocean 6 Wealth Advisory
“Moving to Ocean6 has been transformational not only in the way I think and feel about money, but also in the way I am able to feel about my family's future.”
Steven Joe Financial | Assante Financial Management
“He has the amazing ability to take a complex taxation / financial situation and break it down into clear, easy-to-understand and actionable steps.”
Modernadvisor
“I'd recommend ModernAdvisor and Chad to anyone who wants clear language and good growth advice.”
Mainland Wealth | Financial Advisor
“Speaking about financial matters and goals was hard, but Dallas created a comfortable environment, and allowed me to openly share my thoughts and ideas.”
Arts Of Finance Services
“She has guided us since then for our finances, personal protection, investments(registered and non-registered).”
Loney Financial
“I find that Dan and his team are there at any time to support me with my financial planning as well as other professional needs.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
