Updated September 2026 · 65 verified financial advisors · CASL-aware

Financial Advisors in Coquitlam, British Columbia 65 verified financial advisors with email

A clean, deduplicated database of every operational financial advisor across Coquitlam and surrounding British Columbia, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 2 corporate emails (info@, contact@, hello@) plus 63 webmail. Instant CSV download.

Total Financial Advisors
65
Across Coquitlam
With Email
3
5% of listings · 67% corporate domain
Avg Rating
1.91/5
1,123 total reviews
Top Rated
20
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 65-row dataset, sorted by rating & review count. The complete CSV includes phone, full street address, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain.

publicleads-coquitlam-financial-advisors.csv · 65 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
ABAN ACCOUNTING5.0170info@abanaccounting.com
Shannon Dupuis Tri-Cities REALTOR® - Coquitlam, Port Coquitlam, Port Moody, & Greater Vancouver5.095realty@shannondupuis.ca
Westlife Financial Services5.013
Dare 2 Dream Mortgage Company5.010
CIBC Financial Advisor: David Yi5.03
+ 60 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightCoquitlam's financial advisors market in numbers

Coquitlam holds one of the largest concentrations of financial advisors in British Columbia at 65 active operations. The market is mature: 3% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 17 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

65
Active financial advisors
3%
Corporate domain emails
17
Avg Google reviews

/ 03 — Built forWho buys this list

A

Vertical software vendors

Specialized SaaS, CRM, and operations tools targeting this industry's workflows.

B

Suppliers & vendors

Distributors, supply houses, and equipment vendors building rep territory in this market.

C

Marketing agencies

Local SEO, paid ads, and reputation management firms targeting high-revenue operators.

/ 04 — QuestionsFrequently asked

What exactly is in the download?+

A row per business with name, phone, full street address, postal code, website URL, parent domain, Google rating, review count, and the email address where one was found — as CSV, XLSX and JSON. 3% of the emails here are corporate-domain rather than webmail. The five-row preview above is drawn live from the file you will receive.

Can I use this list for cold email outreach under CASL?+

These are publicly-listed business contacts, not an opt-in email list. CASL's implied-consent provision for published business addresses is narrow, and whether it covers your message is a legal judgment. Buying this list is not a compliance guarantee and this is not legal advice — you are responsible for evaluating CASL and any other applicable law, and should talk to a lawyer if you are unsure. Our Compliance & Responsible Use page sets out the rules.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Coquitlam

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

ABAN ACCOUNTING

5.0 · 170 reviews
Financial Advisor · Coquitlam

Shannon Dupuis Tri-Cities REALTOR® - Coquitlam, Port Coquitlam, Port Moody, & Greater Vancouver

5.0 · 95 reviews
Financial Advisor · Coquitlam

Westlife Financial Services

5.0 · 13 reviews
Financial Advisor · Coquitlam

Dare 2 Dream Mortgage Company

5.0 · 10 reviews
Financial Advisor · Coquitlam

CIBC Financial Advisor: David Yi

5.0 · 3 reviews
Financial Advisor · Coquitlam

Barnett & Associates Financial Services

5.0 · 3 reviews
Financial Advisor · Coquitlam

Raymond James

5.0 · 2 reviews
Financial Advisor · Coquitlam

Kinny Dhaliwal

5.0 · 2 reviews
Financial Advisor · Coquitlam

Ghaith Ghane - BMO Financial Planner

5.0 · 1 review
Financial Advisor · Coquitlam

Envoier Financial LTD

5.0 · 1 review
Financial Advisor · Coquitlam

Edward Jones - Financial Advisor: James Leung, CFP®|CIWM|CIM®|FCSI®

5.0 · 1 review
Financial Advisor · Coquitlam

CIBC Financial Advisor: Reez Sajan

5.0 · 1 review
Financial Advisor · Coquitlam

CIBC Financial Advisor: Aileen Li

5.0 · 1 review
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: Coco Zhang

5.0 · 1 review
Financial Advisor · Coquitlam

TD Wealth Private Investment Advice

5.0 · 1 review
Financial Advisor · Coquitlam

Jon Chan, RBC Mortgage Specialist

4.9 · 73 reviews
Financial Advisor · Coquitlam

Craig Johnston, PREC | Coquitlam Real Estate Expert

4.9 · 36 reviews
Financial Advisor · Coquitlam

ARZSINA | Coquitlam Currency Exchange | Burnaby Currency Exchange

4.7 · 536 reviews
Financial Advisor · Coquitlam

4 Pillars Coquitlam - Debt Relief Specialists

4.7 · 3 reviews
Financial Advisor · Coquitlam

Co-operators - Hickman Insurance and Financial Services Ltd

4.6 · 17 reviews
Financial Advisor · Coquitlam

Terence van der Woude, Financial Consultant - Investors Group

4.3 · 8 reviews
Financial Advisor · Coquitlam

Coquitlam of RBC Dominion Securities Inc.

4.3 · 4 reviews
Financial Advisor · Coquitlam

CIBC Financial Advisor: Golnaz Shahsavari

3.8 · 4 reviews
Financial Advisor · Coquitlam

Scotiabank

2.4 · 127 reviews
Financial Advisor · Coquitlam

Channing Chang - TD Wealth Private Investment Advice

2.3 · 3 reviews
Financial Advisor · Coquitlam

CIBC Financial Advisor: Janice Ho

2.0 · 1 review
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: Daisy Yang

1.0 · 1 review
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: Jagadish Kadel

1.0 · 1 review
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: Will Yang

1.0 · 1 review
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: Nishi Bhutani

1.0 · 1 review
Financial Advisor · Coquitlam

Kevin Oh - TD Financial Planner

1.0 · 1 review
Financial Advisor · Coquitlam

CIBC Financial Advisor: Lan Wang

1.0 · 1 review
Financial Advisor · Coquitlam

CIBC Financial Advisor: Justin Black

No rating yet
Financial Advisor · Coquitlam

CIBC Financial Advisor: John Shen

No rating yet
Financial Advisor · Coquitlam

CIBC Financial Advisor: Shirun Wang

No rating yet
Financial Advisor · Coquitlam

CIBC Financial Advisor: Jessica Zhao

No rating yet
Financial Advisor · Coquitlam

Carson Hamill - Raymond James Ltd.

No rating yet
Financial Advisor · Coquitlam

Theresa Szeto

No rating yet
Financial Advisor · Coquitlam

CIBC Financial Advisor: Ada Yuan

No rating yet
Financial Advisor · Coquitlam

CIBC Financial Advisor: Yen-Ming Lai

No rating yet
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: Stone Shi

No rating yet
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: Faris Khairati

No rating yet
Financial Advisor · Coquitlam

CIBC Financial Advisor: Jag Kadel

No rating yet
Financial Advisor · Coquitlam

Lifequity Canada

No rating yet
Financial Advisor · Coquitlam

CIBC Business Advisor: Daniel Bialecki

No rating yet
Financial Advisor · Coquitlam

CIBC Business Advisor: Michelle Khosravi

No rating yet
Financial Advisor · Coquitlam

CIBC Financial Advisor: Roy Yang

No rating yet
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: John Fletcher

No rating yet
Financial Advisor · Coquitlam

CIBC Mortgage Advisor: Michelle Yuan

No rating yet
Financial Advisor · Coquitlam

Money Concepts

No rating yet
Financial Advisor · Coquitlam

/ HelpCommon Questions

How do I choose a reliable financial advisor in Coquitlam?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Coquitlam?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.