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Canada › British Columbia

Financial advisors in Coquitlam

16 advisory teams and firms in Coquitlam, British Columbia.

🏆 Top financial advisors in Coquitlam: the ranking

Coquitlam in figures

148,625residents in 2021 (+6.7% since 2016)
$92,000median total household income, 2020
69.3%of households own their home
$1,100,000median dwelling value
16.3%aged 65 and over
44.5%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Coquitlam

Tech worker in Coquitlam: RSUs and tax?

3.8% of jobs in Coquitlam 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 Coquitlam and limit probate?

The median dwelling value is $1,100,000 in Coquitlam (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.

RRSP or TFSA: which to choose in Coquitlam?

The right choice depends on your tax rate today and in retirement; in Coquitlam, the median household income was $92,000 (census).

RRSP or TFSA? →

Property taxes in Coquitlam

$8,304property taxes and charges on a representative house, 2026
$1,700,545assessed value of that representative house

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 Coquitlam?

Advisor Index lists 16 advisory teams and firms in Coquitlam, 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 Coquitlam?

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

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

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