Best Financial Advisors in Surrey, BC

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

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)
Investments, Disability Savings (Rdsp), Super Visa Insurance
“Yogesh helped with proper guidance with how and which kind of insurance would be best suited for my needs and gave me a step by step walk through about the details , he was always one call away for any questions that i had later and was very helpful ...”
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Sunny Kalsi - Kalsi Wealth Management

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.”
Offers Financing Options
5550 152 St #206, Surrey, BC V3S 5J9
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Mode Money Managers

Mode Money Managers

(42)
  • Travel Insurance
  • Visa
  • Parents
“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.”
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Different Financial

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.”
Free Initial Consultation
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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Sanjay Gupta

Sanjay Gupta

(40)
  • Insurance
  • Marriage
  • Knowledge
“The credit for this remarkable celebration goes to Sanjay  a true professional and attentive individual who was responsible for curating every intricate detail of the event.”
In Business Since 2009
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Complete Accounting Solutions

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!”
Transparent Fees & Pricing
17619 96 Ave #100, Surrey, BC V4N 4A9
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Business Solutions & Credit Counselling Services - Surrey

Business Solutions & Credit Counselling Services - Surrey

(27)
  • Work
  • Financial
  • Debt
“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.”
12033 92a Ave #205, Surrey, BC V3V 4B8
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Yourrespspecialist  Kamal Atwal

Yourrespspecialist Kamal Atwal

(26)
  • Informative
  • Understand
  • Plan
“I must say, she has in-depth knowledge about the product and she knows what she is doing, you know not one of those who just want to sell for the sake of it.”
In Business Since 2017
14360 64 Ave Unit 205, Surrey, BC V3W 1Z1
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Arts Of Finance Services

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 .”
12899 76 Ave unit 265, Surrey, BC V3W
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Connect Wealth

Connect Wealth

(11)
Business Planning, Personal Planning
“He's always listened and taken into account my thoughts and goals, and has met me where I'm at while making me feel positive and encouraged about moving forward with my savings.”
In Business Since 2011
2970 King George Blvd #13, Surrey, BC V4P
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R West & Associates

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.”
15117 101 Ave #255, Surrey, BC V3R 8P7
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Karasick Crabtree & Murray - IG Private Wealth Management

Karasick Crabtree & Murray - IG Private Wealth Management

(13)
  • Advice
  • Retirement
  • Comfortable
“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.”
2121 152 St Suite 220, Surrey, BC V4A 4P1
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Family Tree Financial Group

Family Tree Financial Group

(6)
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.”
2727 164 St, Surrey, BC V3S
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Million Dollar Baby

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...”
Free Initial Consultation
7565 132 St Unit 107, Surrey, BC V3W 1K5
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Bettina Macconnell, B.comm, CFP , CEA

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.”
In Business Since 2017
3388 Rosemary Heights Crescent #214, Surrey, BC V3S 0K7
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IPC Securities Corp - CEV Wealth

IPC Securities Corp - CEV Wealth

(7)
“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”
In Business Since 1999
3388 Rosemary Heights Crescent Suite 217, Surrey, BC V3S 0X8
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Affinity Accountants

Affinity Accountants

(16)
  • Small Business
  • Questions
  • Price
“At almost half the price of my previous accountant (who, though nice enough as a person, was less interested in smaller clients and provided a bare minimum of the above.”
In Business Since 2018
2630 Croydon Dr Unit 200, Surrey, BC V3Z 6T3
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Tax Planning Centre

Tax Planning Centre

(2)
Tax Preparation, Estate Planning, CRA Audit Assistance
“Went for my tax returns last year.”
In Business Since 2000
15225 104 Ave #410, Surrey, BC V3R 6Y8
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Bogress Financial Group

Bogress Financial Group

(2)
“He cares about his clients, does impeccable work and is trustworthy.”
Free Initial Consultation
3388 Rosemary Heights Crescent #216, Surrey, BC V3S 0K7
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Deol and Company CPA

Deol and Company CPA

(6)
“Great accounting firm, very knowledgeable.”
5620 152 St #310, Surrey, BC V3S 3K2
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Lifeone Financial Services

Lifeone Financial Services

(2)
Investment, Insurance, Life Stages
“Highly recommended for all financial services !!”
In Business Since 2011
7928 128 St, Surrey, BC V3W 4E8
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Mitchell Premier Wealth Solutions

Mitchell Premier Wealth Solutions

(1)
“Excellent investment advise coupled to outstanding, responsive service make for a winning situation.”
Family Business
2630 Croydon Dr Suite 108, Surrey, BC V3Z 6T3
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Harry Kim

Harry Kim

(1)
“They are friendly and get the job done very quickly.”
Family Business
In Business Since 2015
10330 152 St #280, Surrey, BC V3R 4G8
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Sana Family Office

Sana Family Office

(5)
“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...”
In Business Since 2019
15288 54a Ave #310, Surrey, BC V3S 6T4
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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
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Average Cost $3742
Minimum cost $1248
Maximum cost $10602
Avg Per Hour Rates $375

Average range $2495 to $6860 is based on 475 cost profiles.

Why these companies made our list

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