Canada › British Columbia
Financial advisors in Burnaby
44 advisory teams and firms in Burnaby, British Columbia.
- Alex TothBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Anna LiBurnabyTeam at Edward Jones
- Portfolio management and investment advice
- Brian StevanakBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
- Capital Concepts GroupBurnabyRegistration shown on its website
- Portfolio management and investment advice
capitalconceptsgroup.caSee profile → - Caroline EganBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
- Chris LeeBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Claudia DeSimoneBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Daniel TuBurnabyTeam at Edward Jones
- Portfolio management and investment advice
- Danni DongBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- David JaagerBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- David LuBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
- Dean MethorstBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Elsa LiuBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Emilio LacimaBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Francis AfonsoBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Ginger KuanBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Harjit SandhuBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
- Hwan Young KimBurnabyTeam at Edward Jones
- Portfolio management and investment advice
- IG Wealth ManagementBurnabyTeam at IG Wealth
- Financial planning
- Insurance
ig.caSee profile → - Team at IG Wealth
- Financial planning
ig.caSee profile → - Jason WatersBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Joe LeeBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- John LamBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
- John Stewart Benjamin CraigBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
- Kevin LianBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Kevin TamBurnabyTeam at Edward Jones
- Portfolio management and investment advice
- Leo Leung, CMT, CIM, FCSIBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Registration shown on its website
- Financial planning
methorstandassociates.caSee profile → - Team at RBC Dominion Securities
- Portfolio management and investment advice
- Paul KerrBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Prabhjot (Prab) WongBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Ross CharlesworthBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
- Sean JamiesonBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
- Sentinel Wealth ManagementBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Smiley ZhouBurnabyTeam at Edward Jones
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Sue CheungBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Tahir AmlaniBurnabyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Tanya Lyn WerkBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Terence Van Der WoudeBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Xueyun HeBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
- Yehen DhanawansaBurnabyTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
Burnaby in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Burnaby
Tech worker in Burnaby: RSUs and tax?
4.7% of jobs in Burnaby are in this sector, against 2.1% across Canada (2021 census). Restricted share units and options are taxed on vesting: sell or hold, and where to invest the proceeds.
How to pass on a home in Burnaby and limit probate?
The median dwelling value is $980,000 in Burnaby (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.
RRSP or TFSA: which to choose in Burnaby?
The right choice depends on your tax rate today and in retirement; in Burnaby, the median household income was $83,000 (census).
RRSP or TFSA? →Property taxes in Burnaby
Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.
Frequently asked questions
How many financial advisory firms are there in Burnaby?
Advisor Index lists 44 advisory teams and firms in Burnaby, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Burnaby?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in British Columbia
- Vancouver · 258
- Victoria · 102
- Kelowna · 81
- Surrey · 53
- Nanaimo · 38
- Kamloops · 28
- Abbotsford · 26
- Vernon · 21
- West Vancouver · 19
- North Vancouver · 17
- Coquitlam · 16
- Penticton · 15
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.