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Financial Planners in Port Coquitlam, BC

How to choose a financial planner in Port Coquitlam

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Tammy Lam

Investment Advisor

Prospera Credit Union

Coquitlam, BC

ProfileNo contact yet

Corry Staff

Certified Financial Planner

Investia Financial Services Inc.

Coquitlam, BC

ProfileNo contact yet

Layne Oakhart

Financial Advisor & Owner

Inner Circle Wealth Management Inc.

Coquitlam, BC

ProfileNo contact yet

Harry Perler

Financial Planner

Worldsource Wealth Management

Port Coquitlam, BC

ProfileNo contact yet

Kosoo Ng

Associate

World Financial Group Insurance Agency of Canada Inc.

Port Coquitlam, BC

ProfileNo contact yet

Jeremy Low

Financial Planner

Worldsource Wealth Management

Port Coquitlam, BC

ProfileNo contact yet

Frank Ding

Financial Planner

TD Waterhouse Financial Planning

Coquitlam, BC

ProfileNo contact yet

Craig Perler

Financial Planner

Worldsource Wealth Management

Port Coquitlam, BC

ProfileNo contact yet

EMSON FAN

Financial Planner

TD Wealth Financial Planning

Coquitlam, BC

ProfileNo contact yet

Shamim Kasiri

Financial Planner

TD Waterhouse Financial Planning

Port Coquitlam, BC

ProfileNo contact yet

Hung Cheng Lai

Certified Financial Planner

Kingwell Financial Corporation

Coquitlam, BC

ProfileNo contact yet

Crystal Wong

Financial Planner

TD Waterhouse Financial Planning

coquitlam, BC

ProfileNo contact yet
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