- 150/100
Methorst & Associates - DEAN METHORST, CFP, RRC
financial planning · yes · yes · CFP, RRC · 5 ★, 8 reviews
- 241/100
Capital Concepts Group
investments · yes · yes · FMA, CIM
- 334/100
Anna Li
investments · team website · 1 advisors · CFP
- 434/100
Kevin Tam
investments · team website · 1 advisors · CFP
- 531/100
Alex Toth
investments · team website · CFP, CIM, FCSI, CFA
- 631/100
David Jaager
investments · team website · FCSI
- 731/100
Elsa Liu
investments · team website · CFP
- 831/100
Joe Lee
investments · team website · PFP
- 931/100
Kevin Lian
investments · team website · CFP, CIWM
- 1031/100
Leo Leung, CMT, CIM, FCSI
investments · team website · CIM, FCSI
The criteria
| Criterion | Points | Source |
|---|---|---|
| Disciplines shown | 20 | Firm website or network locator |
| Registration shown on its own website | 10 | Firm website |
| Independent firm | 10 | Advisor Index |
| Team size | 10 | Network locator |
| Years in business (stated on its website) | 10 | Firm website |
| Professional designations shown on its website | 15 | Firm website (source sentence kept) |
| Google reviews | 15 | Google Maps listing |
| Named by AI assistants | 10 | Advisor 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