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Financial advisors in Pitt Meadows
4 advisory teams and firms in Pitt Meadows, British Columbia.
- Blom Wealth and Associates | IPC SecuritiesPitt MeadowsRegistration shown on its website
- Financial planning
blomwealth.comSee profile → - Brad KirklandPitt MeadowsTeam at Edward Jones
- Portfolio management and investment advice
- Hedieh Rahmani-TehraniPitt MeadowsTeam at Edward Jones
- Portfolio management and investment advice
- Michelle LawPitt MeadowsTeam at Edward Jones
- Portfolio management and investment advice
Pitt Meadows in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Pitt Meadows
Tech worker in Pitt Meadows: RSUs and tax?
3% of jobs in Pitt Meadows 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 Pitt Meadows and limit probate?
The median dwelling value is $890,000 in Pitt Meadows (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.
RRSP or TFSA: which to choose in Pitt Meadows?
The right choice depends on your tax rate today and in retirement; in Pitt Meadows, the median household income was $104,000 (census).
RRSP or TFSA? →Property taxes in Pitt Meadows
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 Pitt Meadows?
Advisor Index lists 4 advisory teams and firms in Pitt Meadows, 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 Pitt Meadows?
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
- Burnaby · 44
- Nanaimo · 38
- Kamloops · 28
- Abbotsford · 26
- Vernon · 21
- West Vancouver · 19
- North Vancouver · 17
- Coquitlam · 16
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.