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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Family
Questions
Travel 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

(42)

Investment
Insurance
Information

“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”

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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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Sanjay Gupta

(25)

Marriage
Insurance
Heart

“Very positive recommend to come here good experience”

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The 24 firms listed for Surrey, 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: Surrey, BC

All 24 firms we list here are in Surrey itself. We have 44 firms in Surrey on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.8 to 5.0 across 663 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (85%) and quality (76%). The topics that come up most in reviews of the firms on this page are "knowledge", "understanding" and "expertise". 2 are open on Saturdays. The services the firms on this page list most often on their websites are insurance (4), investments (4) and mortgages (2). 1 shows a licence on its website and 1 lists staff certifications (CFP). 9 have ten or more years of experience, the longest 35 years. 1 offers payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; all 24 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Surrey offer a free first meeting?

3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

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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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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.”

i

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Family Tree Financial Group

(7)

“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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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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Bettina Macconnell, B.comm, CFP , CEA

(4)

Information

“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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Million Dollar Baby

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Schmidt, Berg & Co.

(3)

“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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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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Bogress Financial Group

(2)

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

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Mitchell Premier Wealth Solutions

(1)

“Excellent investment advise coupled to outstanding, responsive service make for a winning situation.”

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Sana Family Office

(5)

Invested

“My wife and I just had a meeting yesterday with John and Josh from the Sana Family Office and I have to say after having invested with Assante for the past ten years, John has continued to make us feel comforted and assured that our financial goals a...”

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Cantrust Financial Services

(5)

Knowledge
Family
Insurance

“Simon brings a massive amount of knowledge to the table and is well versed in providing his clients with high-value tax effective programs that are BEST IN CLASS!”

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Jas Salh - iA Private Wealth White Rock

(2)

“Fantastic financial advisor...”

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Sea Glass Wealth Advisory Group - Harbourfront Wealth Management

(2)

“You can trust that they will work in your best interest and advise you patiently.”

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Giving You Credit Financial Services

(2)

“If you're looking for a stress free way to finance a car, I highly recommend working with Giving You Credit.”

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CRS Financial Wealth Management

(2)

“Shannon went above and beyond to smooth any and all bumps we experienced along this journey until at last my wife and I have the coverage we were looking for and can carry on with our plans stress-free.”

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Canada Financial Group

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Best Financial Advisors in Surrey, BC

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Sunny Kalsi - Kalsi Wealth Management

IPC Securities Corp - CEV Wealth

Mode Money Managers

Different Financial

Sanjay Gupta

Area overview: Surrey, BC

Arts Of Finance Services

Connect Wealth

Karasick Crabtree & Murray - IG Private Wealth Management

Family Tree Financial Group

Insightful Wealth Group - Raymond James

Bettina Macconnell, B.comm, CFP , CEA

Million Dollar Baby

Schmidt, Berg & Co.

Right Direction Financial

Bogress Financial Group

Mitchell Premier Wealth Solutions

Sana Family Office

Cantrust Financial Services

Jas Salh - iA Private Wealth White Rock

Sea Glass Wealth Advisory Group - Harbourfront Wealth Management

Giving You Credit Financial Services

CRS Financial Wealth Management

Canada Financial Group

Why these companies made our list

Financial Advisors near Surrey

Popular in Surrey

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