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Insightful Wealth Group - Raymond James
- Estate Planning
- Market
- Investments
“They are dedicated to ensuring that our investments align with our needs, both now and in future.”
Best Financial Advisors in Surrey, BC
Handpicked from 48 vetted & reviewed Financial Planning & Wealth Management firms in the Surrey area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Vidit Paruthi - Mortgage Professional
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
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.”
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Sunny Kalsi - Kalsi Wealth Management
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
“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”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Mode Money Managers
- 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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Abhishek Grover - Mortgage Broker @ Sun Capitalists
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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Different Financial
- 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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AG Accounting Services
- 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
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
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!”
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Business Solutions & Credit Counselling Services
- 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.”
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Sanjay Gupta
- Marriage
- Insurance
- Heart
“Very positive recommend to come here good experience”
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Arts Of Finance Services
- 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
- 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.”
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R West & Associates
- 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
- 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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Family Tree Financial Group
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
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
- 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.
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
“He cares about his clients, does impeccable work and is trustworthy.”
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Deol and Company CPA
“Great accounting firm, very knowledgeable.”
Retirement Planning and Investment Management Services in Surrey, BC Cost Estimates
Minimum cost
$1248
Maximum cost
$10602
National Average
$3742
Avg Per Hour Rates
$375
$2495
$6860
Average price range is based on
475 cost profiles
Why these companies made our list
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