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Investment Advisors in Coquitlam, BC: 2026 rankings

230 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Coquitlam: Ai Financial (BC Branch), RFA Score 72/100; 5.0★ from 153 Google reviews.

  2. 3

    Most-reviewed: Steadyhand Investment Funds Inc, 80 Google reviews at 5.0★, the most of 230 ranked after Ai Financial (BC Branch); ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

230 Coquitlam investment advisors are ranked here by RFA Score, from eight published factors. 64 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.3★ across 230 rated firms.

Most of this list also appears on the Investment advisors in Vancouver ranking. See Investment advisors in Vancouver

Top 10 investment advisors in Coquitlam at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Coquitlam at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ai Financial (BC Branch)725.0★ (153)Burnaby, 18 km away—Top score
2Spark Mortgage: Ryan Cooper685.0★ (62)Burnaby, 17 km awaySat · Evenings—
3Steadyhand Investment Funds Inc685.0★ (80)Vancouver, 26 km away—Most reviews
4FOURSQUARE FINANCIAL INC.675.0★ (59)Burnaby, 19 km away——
5Sherry (Chenoor) Shajiei - Senior Financial Independent Broker (Insurance, investment and Mortgages)665.0★ (56)Vancouver, 24 km awaySat · Sun · Evenings—
6RIHANA Peiman665.0★ (23)CoquitlamSat · Sun—
7ModernAdvisor654.8★ (59)Vancouver, 25 km away——
8Capital Direct I Income Trust One655.0★ (42)Vancouver, 24 km away——
9Armada Wealth Management - Investments645.0★ (27)Langley, 15 km away——
10Odlum Brown614.6★ (24)Vancouver, 24 km away——

All 230 investment advisors in Coquitlam, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Coquitlam

    #1 Ai Financial (BC Branch)

    Based in Burnaby, 18 km away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 153 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 153 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    6378 Silver Ave Unit 405, Burnaby, BC V5H 0J2
    View profile for Ai Financial (BC Branch)(778) 994-2341

  2. #2 Spark Mortgage: Ryan Cooper

    Based in Burnaby, 17 km away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–8 PM · Sat 9 AM–4 PM · Sun closed
    Address
    5589 Byrne Rd #227, Burnaby, BC V5J 3J1
    View profile for Spark Mortgage: Ryan Cooper(604) 515-4430

  4. #4 FOURSQUARE FINANCIAL INC.

    Based in Burnaby, 19 km away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    4300 N Fraser Wy, Burnaby, BC V5J 5J8
    View profile for FOURSQUARE FINANCIAL INC.

  5. #5 Sherry (Chenoor) Shajiei - Senior Financial Independent Broker (Insurance, investment and Mortgages)

    Based in Vancouver, 24 km away

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Fri 9 AM–8:30 PM · Sat 10 AM–6:30 PM · Sun 11 AM–5:30 PM
    Address
    1055 W Hastings St #300, Vancouver, BC V6E 2E9
    View profile for Sherry (Chenoor) Shajiei - Senior Financial Independent Broker (Insurance, investment and Mortgages)(780) 235-2020

  6. #6 RIHANA Peiman

    Based in Coquitlam

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 10 AM–2 PM · Sun 10 AM–12 PM
    View profile for RIHANA Peiman(778) 512-3038

  7. #7 ModernAdvisor

    Based in Vancouver, 25 km away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 59 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 59 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1075 W Georgia St #1880, Vancouver, BC V6E 2Y2
    View profile for ModernAdvisor(888) 365-0075

  10. #10 Odlum Brown

    Based in Vancouver, 24 km away

    61/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.6★ from 24 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 24 Google reviews
    Hours
    Mon–Fri 6:30 AM–4 PM · Sat–Sun closed
    Address
    250 Howe St Ste 1100, Vancouver, BC V6C 3S9
    View profile for Odlum Brown(604) 669-1600

  11. #11 Insurity Financial Group

    Based in Maple Ridge, 20 km away

    60/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9084 Glover Rd #210, Fort Langley, BC V1M 0E6
    View profile for Insurity Financial Group(604) 908-6715

  13. #13 Nation Capital Corp.

    Based in Vancouver, 24 km away

    59/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Terminal City Club Tower, 837 W Hastings St Ste 608, Vancouver, BC V6C 3N6
    View profile for Nation Capital Corp.(604) 681-7772

  15. #15 Grace Wealth

    Based in Vancouver, 25 km away

    58/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    8188 Manitoba St #622, Vancouver, BC V5X 0L5
    View profile for Grace Wealth(604) 629-8511

  17. #17 Active Impact Investments

    Based in North Vancouver, 22 km away

    58/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    106 W 1st St #401, North Vancouver, BC V7M 1A9
    View profile for Active Impact Investments

  20. #20 Co-operators

    Based in Burnaby, 16 km away

    57/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.7★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 74 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4318 Hastings St, Burnaby, BC V5C 2J9
    View profile for Co-operators(604) 205-1755

  21. #21 Hawkeye Wealth Ltd.

    Based in Vancouver, 25 km away

    57/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 9 Google reviews, listed on Google as “Investment company”.

    • 4.9★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1500 W Georgia St #1300, Vancouver, BC V6G 2Z6
    View profile for Hawkeye Wealth Ltd.

  22. #22 Leede Financial Inc.

    Based in Vancouver, 25 km away

    57/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Fri 7 AM–3 PM · Sat–Sun closed
    Address
    1075 W Georgia St #400, Vancouver, BC V6E 3C9
    View profile for Leede Financial Inc.(604) 658-3000

  23. #23 Camlife Financial

    Based in Vancouver, 24 km away

    57/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    439 W Broadway #201, Vancouver, BC V5Y 1R4
    View profile for Camlife Financial(778) 382-2934

  24. #24 First Oak Financial Inc.

    Based in Port Moody, 6 km away

    57/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2227 St Johns St #302, Port Moody, BC V3H 2A6
    View profile for First Oak Financial Inc.(604) 363-7549

How we ranked Coquitlam investment advisors

We scored 230 Coquitlam investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Coquitlam data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Coquitlam: frequently asked questions

Which investment advisor has the highest RFA Score in Coquitlam?

By RFA Score, the highest-ranked investment advisor in Coquitlam, BC is Ai Financial (BC Branch) with an RFA Score of 72/100. It has 5.0★ from 153 Google reviews. Spark Mortgage: Ryan Cooper (#2) and Steadyhand Investment Funds Inc (#3) follow. We ranked 230 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Coquitlam?

RankedFinancialAdvisors ranks 230 investment advisors serving Coquitlam, BC. 1 of them is based in Coquitlam; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Coquitlam work on weekends?

64 of 230 ranked investment advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Spark Mortgage: Ryan Cooper (#2), Sherry (Chenoor) Shajiei - Senior Financial Independent Broker (Insurance, investment and Mortgages) (#5) and RIHANA Peiman (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Coquitlam investment advisors have?

The median Google rating among 230 rated investment advisors in Coquitlam is 4.3★, with a median of 17 reviews. Ai Financial (BC Branch) has the most, 153 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Coquitlam count in this ranking?

Yes, if they are within 40 km of the Coquitlam city centre, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Coquitlam ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates investment advisors in Coquitlam?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Coquitlam

  1. November 2026: RFA Scores recalculated for 230 investment advisors serving Coquitlam.

More investment advisors and Coquitlam pages