Updated September 2026 · 13 verified financial advisors · CASL-aware

Financial Advisors in Port Moody, British Columbia 13 verified financial advisors, 7 with email

A clean, deduplicated database of every operational financial advisor across Port Moody and surrounding British Columbia, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 3 corporate emails (info@, contact@, hello@) plus 10 webmail. Instant CSV download.

Total Financial Advisors
13
Across Port Moody
With Email
7
54% of listings · 43% corporate domain
Avg Rating
2.95/5
461 total reviews
Top Rated
7
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 13-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-port-moody-financial-advisors.csv · 13 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
First Oak Financial Inc.5.037info@firstoakfinancial.ca
Sapling Wealth & Wellness5.016saplingfinancialplanningwellness3@saplingfp.ca
Edward Jones - Financial Advisor: Oxana Bender5.04john.smith@gmail.com
Shapi Rashidi Mortgage Consultant5.04shapi@shapirashidi.com
Edward Jones - Financial Advisor: Bryan Stark, CFP®5.03john.smith@gmail.com
+ 8 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightPort Moody's financial advisors market in numbers

Port Moody holds one of the largest concentrations of financial advisors in British Columbia at 13 active operations. The market is mature: 23% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 35 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

13
Active financial advisors
23%
Corporate domain emails
35
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. 23% 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 Port Moody

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

First Oak Financial Inc.

5.0 · 37 reviews
Financial Advisor · Port Moody

Sapling Wealth & Wellness

5.0 · 16 reviews
Financial Advisor · Port Moody

Edward Jones - Financial Advisor: Oxana Bender

5.0 · 4 reviews
Financial Advisor · Port Moody

Shapi Rashidi Mortgage Consultant

5.0 · 4 reviews
Financial Advisor · Port Moody

Edward Jones - Financial Advisor: Bryan Stark, CFP®

5.0 · 3 reviews
Financial Advisor · Port Moody

Maxpro Financials ltd.

4.9 · 347 reviews
Financial Advisor · Port Moody

DM Dynamic Mortgages

4.8 · 6 reviews
Financial Advisor · Port Moody

Scotiabank

3.6 · 44 reviews
Financial Advisor · Port Moody

Gurpreet Sohi - BMO Nesbitt Burns

No rating yet
Financial Advisor · Port Moody

Edward Jones - Financial Advisor: Alyson Nicol, CFP®|CIM®|CEPA®

No rating yet
Financial Advisor · Port Moody

Angela Sinclair - BMO Financial Planner

No rating yet
Financial Advisor · Port Moody

Queens Of Finance

No rating yet
Financial Advisor · Port Moody

HollisWealth

No rating yet
Financial Advisor · Port Moody

/ HelpCommon Questions

How do I choose a reliable financial advisor in Port Moody?+

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 Port Moody?+

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.