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.

Sana Family Office

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...”
In Business Since 2019
15288 54a Ave #310, Surrey, BC V3S 6T4
i
Connect Wealth

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.”
CFP, CFP, CFP Certified
In Business Since 2011
2970 King George Blvd #13, Surrey, BC V4P
i
Vidit Paruthi - Mortgage Professional

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.”
Offers Financing Options
2626 Croydon Dr #106, Surrey, BC V3Z 0S8
i
Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

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.”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
i
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
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.7 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
IPC Securities Corp - CEV Wealth

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”
Coupons & Offers
In Business Since 1999
3388 Rosemary Heights Crescent Suite 217, Surrey, BC V3S 0X8
i
Mode Money Managers

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.”
In Business Since 2021
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
i
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
i
Abhishek Grover - Mortgage Broker @ Sun Capitalists

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...”
Transparent Fees & Pricing
6678 152 St Unit 104 & 105, Surrey, BC V3S 3L4
i
AG Accounting Services

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.”
In Business Since 2005
6366 126 St Unit 16, Surrey, BC V3X 1T9
i
Richard Kosick & Co. Chartered Professional Accountant

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”
10090 152 St #308, Surrey, BC V3R 8X8
i
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
i
Business Solutions & Credit Counselling Services

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.”
Free Initial Consultation
12033 92a Ave #205, Surrey, BC V3V 4B8
i
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
i
Sanjay Gupta

Sanjay Gupta

(25)
  • Marriage
  • Insurance
  • Heart
“Very positive recommend to come here good experience”
In Business Since 2009
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
i
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 .”
In Business Since 2022
12899 76 Ave unit 265, Surrey, BC V3W
i
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.”
In Business Since 2000
15117 101 Ave #255, Surrey, BC V3R 8P7
i
Karasick Crabtree & Murray - IG Private Wealth Management

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.”
In Business Since 2023
2121 152 St Suite 220, Surrey, BC V4A 4P1
i
Insightful Wealth Group - Raymond James

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.”
In Business Since 2016
5455 152 St #309, Surrey, BC V3S 5A5
i
Family Tree Financial Group

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.”
2727 164 St, Surrey, BC V3S
i
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
In Business Since 2024
7565 132 St Unit 107, Surrey, BC V3W 1K5
i
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
i
Right Direction Financial

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.”
1688 152 St #302, Surrey, BC V4A 4N2
i
Schmidt, Berg & Co.

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.”
In Business Since 2001
15399 102a Ave #201, Surrey, BC V3R 7K1
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top