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Vidit Paruthi - Mortgage Professional

(50)

Mortgage Refinancing, Mortgage Renewal, New Home Purchase Mortgage

“Vidit is a true professional - he is knowledgeable about mortgages and the lending process, he leverages his strong relationships with professionals in the industry, and he is always willing to go the extra mile.”

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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Investments, Disability Savings (Rdsp), Super Visa Insurance

“Your depth of knowledge in Super Visa Insurance is commendable, but most importantly I am grateful for the valuable timely advise you provided for my parents, and hearing me out every time with a smile and being always there for me.”

i

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Sunny Kalsi - Kalsi Wealth Management

(42)

Mortgages, Investments, Advice & Planning

“His flexibility and the fact that he will come to your house made it very easy for us to get all the information we needed to make RESP decisions with a newborn.”

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IPC Securities Corp - CEV Wealth

(8)

“He continually keeps in touch with me about how the markets are going, and has suggested, numerous times, when he thinks that I should transfer some of my funds to another company that is showing a positive outlook”

i

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Mode Money Managers

(44)

Travel Insurance
Visa
Meeting

“Being a new migrant , I suggest everyone to visit him once to know about BC Government and its system that can benefit you, irrespective of any kind of temporary and permanent visa.”

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Different Financial

(38)

Goals
Interest
Knowledge

“As a single mother and a woman who values integrity and authenticity, I highly recommend Melissa to others looking to make smart choices for you/your family with your hard-earned money.”

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Abhishek Grover - Mortgage Broker @ Sun Capitalists

(34)

Remortgaging, Buy To Let, First Time Buyers

“It Can be considered as the symbol of trust, it has sure shot solution for your mortgage problems and answer to all sorts of queries related mortgage...”

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AG Accounting Services

(50)

Knowledge
Questions
Financial

“I have been doing my taxes with Arpit and his team for a very long time and he and his team have always given me great service and extremely beneficial advice to save on my taxes.”

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Richard Kosick & Co. Chartered Professional Accountant

(34)

Corporate Tax, Bookkeeping, International Taxation

“Went to Richard for over 30 years does great job ,excellent service, very carimg, honest and reasonable price i'ce recommeneded him hany time to family and friends Positive Responsiveness, Quality, Professionalism, Value”

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Complete Accounting Solutions

(24)

Small Business Accounting, Corporate Accounting, Tax Deductible Mortgage

“Solomon and Muneeb have been a pleasure to work with and I would highly recommend Complete Accounting Solutions to anyone and have already referred friends and family to them!”

i

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Business Solutions & Credit Counselling Services

(27)

Work
Financial
Company

“Mr Avineet is very supportive and knowledgeable person as well as clear my all doubts frequently in a good way Im fully satisfied about his services and I recommended to all for his benefical supervision and guidance.”

i

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Sanjay Gupta

(25)

Marriage
Insurance
Heart

“Very positive recommend to come here good experience”

i

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Arts Of Finance Services

(24)

Insurance
Family
Knowledge

“Sandeep is extremely professional highly skilled and very knowledgeable , She didn't only help us decide how and where to invest but made sure it was actually needed or not .”

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Connect Wealth

(15)

Understanding
Confidence
Savings

“She's always available and willing to address any questions or concerns I may have; whether it's a quick clarification or a more in-depth discussion, she always makes time for me.”

i

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R West & Associates

(14)

Debt
Payments
Cost

“West to get basic information on Consumer proposal process and was pressured to do sign up with them quickly without a consultation like the one I had with Randy.”

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Karasick Crabtree & Murray - IG Private Wealth Management

(13)

Advice
Retirement
Understand

“Over the past few years the world has experienced volatility in the markets, which can make even the most seasoned investor somewhat nervous, but Lyle has always provided me with the very best advice in financial planning.”

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Insightful Wealth Group - Raymond James

(11)

Estate Planning
Market
Investments

“They are dedicated to ensuring that our investments align with our needs, both now and in future.”

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Family Tree Financial Group

(7)

Retirement Planning, Insurance, Women in Transition

“My agent was super friendly & understanding in terms of my decision making; I felt really welcomed to the Family Tree Financial family.”

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Million Dollar Baby

Critical Illness Insurance, Resp, Healthlink Financial Services

“I first met Anita at a baby show after I was referred to her company by a friend. After speaking with her briefly, I was impressed with how informative and approachable she was. My fiancé and I scheduled a meeting with Anita to get to know each other...”

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Bettina Macconnell, B.comm, CFP , CEA

(4)

Business Owners, Insurance, Investment

“It's a relationship that has extended through the years because of the confidence and trust we have in our relationship with Bettina.”

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Right Direction Financial

(7)

Retirement
Questions
Manage

“She always checks these against my current thinking -- and keeps me fully in the loop as she monitors my portfolio performance and looks for suitable opportunities to expand or renew.”

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Schmidt, Berg & Co.

(3)

Personal Taxes, Estate Taxes, Small Business Accounting

“Jamie and his team prepared my taxes last year they were easy to work with i would highly recommend them in the future.”

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Bogress Financial Group

(2)

“He cares about his clients, does impeccable work and is trustworthy.”

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Deol and Company CPA

(6)

“Great accounting firm, very knowledgeable.”

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Average Cost	$3742
Minimum cost	$1248
Maximum cost	$10602
Avg Per Hour Rates	$375

Best Financial Advisors in Surrey, BC

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Surrey area.

Vidit Paruthi - Mortgage Professional

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Sunny Kalsi - Kalsi Wealth Management

IPC Securities Corp - CEV Wealth

Mode Money Managers

Different Financial

Abhishek Grover - Mortgage Broker @ Sun Capitalists

AG Accounting Services

Richard Kosick & Co. Chartered Professional Accountant

Complete Accounting Solutions

Business Solutions & Credit Counselling Services

Sanjay Gupta

Arts Of Finance Services

Connect Wealth

R West & Associates

Karasick Crabtree & Murray - IG Private Wealth Management

Insightful Wealth Group - Raymond James

Family Tree Financial Group

Million Dollar Baby

Bettina Macconnell, B.comm, CFP , CEA

Right Direction Financial

Schmidt, Berg & Co.

Bogress Financial Group

Deol and Company CPA

Retirement Planning and Investment Management Services in Surrey, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Surrey

Popular in Surrey