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My Wealthy Quest
“I really admire how passionate and dedicated she is on what she's doing and I'm so proud to witness her grow in her career.”
Best Financial Advisors in Delta, BC
15 firms listed · 5 in Delta · 2 open weekends · all 15 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Watershed Financial Solutions
“He has been so helpful with all of my financial needs for myself and my family”
The Complete Wealth Management System
Affinity Planning Group
“I've seen, first hand, the confidence in what he does, the competence in his execution, and the character he demonstrates in his day to day that most will never see.”
Mark Schoeffel, Bba, Cim, CFP
“He's got all the details & insights but is able to communicate them in ways that connect and feel relevant and relatable to the person he's working with.”
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
“Yogesh is very professional at his job and he helped me and my family a lot .”
The 15 firms listed for Delta, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Delta, BC
5 of the 15 firms we list are based in Delta; the other 10 serve Delta from towns including Surrey (19 km), Richmond (11 km) and Vancouver (19 km). The firms on this page are rated from 4.8 to 5.0 across 635 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (78%) and quality (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 2 are open on Saturdays. 1 shows a licence on its website. 4 have ten or more years of experience, the longest 29 years. 1 offers payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Delta take financial planning bookings online?
4 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Sunny Kalsi - Kalsi Wealth Management
“We have been dealing with Sunny for many years, and will continue to do so.”
IPC Securities Corp - CEV Wealth
“Our investments have shown strong and consistent growth over the years.”
Mode Money Managers
“If you are looking for financial advice from very kind people I highly recommend that you reach out to them!”
Different Financial
“Plus she sends out interesting newsletters that are long on information but short in length thereby being much more readable.”
Ascendant Financial
“He has taken the time to educate me and walk me through the main information about my whole life insurance policy.”
Athena Financial
“In every meeting we've had, he has instilled confidence in my financial decisions by thoroughly explaining all the details and ensuring I have a solid understanding.”
GT Wealth 安加財稅
“Helpful advice received from Carmen and her team and excellent services from Aaron.”
Guaranti Wealthplus Financial 温顶金融
“They really help me lower my tax and optimize my investment profit.”
Balanced Financial Services
“He has helped me tremendously in preparing for my future which includes financial, estate planning and life insurance.”
Why these companies made our list
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