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Financial advisors in Port Moody

3 advisory teams and firms in Port Moody, British Columbia.

Alyson NicolPort Moody
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Bryan StarkPort Moody
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Oxana BenderPort Moody
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Port Moody in figures

33,535residents in 2021 (0% since 2016)

$115,000median total household income, 2020

75.6%of households own their home

$1,000,000median dwelling value

14.4%aged 65 and over

48.4%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 Port Moody

Tech worker in Port Moody: RSUs and tax?

5.1% of jobs in Port Moody 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 Port Moody and limit probate?

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

RRSP or TFSA: which to choose in Port Moody?

The right choice depends on your tax rate today and in retirement; in Port Moody, the median household income was $115,000 (census).

RRSP or TFSA? →

Property taxes in Port Moody

$9,819property taxes and charges on a representative house, 2026

$1,855,611assessed 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 Port Moody?

Advisor Index lists 3 advisory teams and firms in Port Moody, 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 Port Moody?

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.