AdvisorIndex
Your financial game plan in 3 minutesYour game plan in 3 minPriorities, articles, pre-filled calculators and advisers near youStart →

Canada › Burnaby

The 10 best financial advisors in Burnaby in 2026

Ranking of October 2026, built on 44 firms with public criteria. No firm pays for its position.

  1. 1

    Methorst & Associates - DEAN METHORST, CFP, RRC

    financial planning · yes · yes · CFP, RRC · 5 ★, 8 reviews

    50/100
  2. 2

    Capital Concepts Group

    investments · yes · yes · FMA, CIM

    41/100
  3. 3

    Anna Li

    investments · team website · 1 advisors · CFP

    34/100
  4. 4

    Kevin Tam

    investments · team website · 1 advisors · CFP

    34/100
  5. 5

    Alex Toth

    investments · team website · CFP, CIM, FCSI, CFA

    31/100
  6. 6

    David Jaager

    investments · team website · FCSI

    31/100
  7. 7

    Elsa Liu

    investments · team website · CFP

    31/100
  8. 8

    Joe Lee

    investments · team website · PFP

    31/100
  9. 9

    Kevin Lian

    investments · team website · CFP, CIWM

    31/100
  10. 10

    Leo Leung, CMT, CIM, FCSI

    investments · team website · CIM, FCSI

    31/100

The criteria

CriterionPointsSource
Disciplines shown20Firm website or network locator
Registration shown on its own website10Firm website
Independent firm10Advisor Index
Team size10Network locator
Years in business (stated on its website)10Firm website
Professional designations shown on its website15Firm website (source sentence kept)
Google reviews15Google Maps listing
Named by AI assistants10Advisor Index AI barometer

Frequently asked questions

Who is the best financial advisor in Burnaby?

On our public criteria, Methorst & Associates - DEAN METHORST, CFP, RRC ranks first in Burnaby, ahead of Capital Concepts Group and Anna Li. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method

Are you an advisor? Your firm is missing, or its profile is incomplete: list it, free of charge and with no paid ranking.

List my firm →