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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner
“Excellent service and honest advice,Great guidance on investments, insurance, business investments, and overall financial planning.”
Best Financial Advisors in Surrey, BC
23 firms listed · all 23 in Surrey · 4 open weekends · all 23 rated 4.5+ · 1 shows a licence
Data verified October 21, 2026
Mode Money Managers
“She was swift in responding to my inquiry and gave me helpful advice and information about my options.”
Sunny Kalsi - Kalsi Wealth Management
“I would like to sincerely thank Sunny for his excellent service delivery and would highly recommend him for all financial and insurance services.”
IPC Wealth
“Carey is a very knowledgeable advisor, gives give insights and takes care of our investment needs and concerns, and honest.”
Arts Of Finance Services
“I highly recommend Arts of finance to those who needs any help in any kind of insurance or finances management.”
Different Financial
“I am so thankful to have someone so knowledgeable and willing to take the time to help me understand what are more beneficial moves for my future”
The 23 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 23 firms we list here are in Surrey itself. We have 44 firms in Surrey on file; this page shows the highest-rated 23. The firms on this page are rated from 4.8 to 5.0 across 949 reviews; 4 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge", "understanding" and "expertise". 4 are open on Saturdays. 1 shows a licence on its website and 1 lists staff certifications (CFP). 7 have ten or more years of experience, the longest 35 years. 1 offers payment plans; 2 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 23 of the firms on this page; 21 publish a contact page; all 23 list a public email and 8 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?
2 of the 23 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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A O Winter Financial Services
“She's interested in the clients well being as well as the well being of the investments.”
Insightful Wealth Group Raymond James
“We take a good chunk of money out each month for life and living expenses and every year we take a major vacation (or two) and our investments remain steady.”
Skyward Financial
“They are professional and open-minded in their approach, with clear intentions that they only want what is best for you and the understanding that everyones situation is different.”
Connect Wealth
“My emails are answered as immediately as an email can be, and I've always been able to schedule a meeting with Vince or another planner at my convenience.”
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Right Direction Financial
“Our advisor is always available to answer my questions and we have regular meetings to analyze my status and goals.”
Karasick Crabtree & Murray - IG Private Wealth Management
“They are a knowledgeable, kind, attentive group and are truly there to help you with your financial planning, every step of the way!”
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Family Tree Financial Group
“She is a very kind, warm, and friendly person, who is very passionate about sharing her knowledge, to help others.”
Bettina Macconnell, B.comm, CFP , CEA
“Always gets back to us right away with any questions we have, have reg meetings at the time intervals that work for us.”
Schmidt, Berg & Co.
“Jamie and his team prepared my taxes last year they were easy to work with i would highly recommend them in the future.”
Bogress Financial Group
“Caring, honest and really do look out for the best interest of their clients.”
Sana Family Office
“They have looked after our finances for over 30 years now, and during that time they have shown respect whether we were investing $25 or $250,000!”
Cantrust Financial Services
“Simon's knowledge and guidance has meant the world to me, my family and my business.”
Mitchell Premier Wealth Solutions
“Excellent investment advise coupled to outstanding, responsive service make for a winning situation.”
CRS Financial Wealth Management
“My Uncle wanted his estate donated to his two favourite charities and Rick and Isha have helped me greatly over the last 5 years to accomplish his goals in the most efficient way possible”
Jas Salh - iA Private Wealth White Rock
“Jas is also the most giving of her time, energy and support to local charities in the community.”
Sea Glass Wealth Advisory Group - Harbourfront Wealth Management
“Tracey is so knowledgeable and has been able to help with all my questions relating to my business.”
Giving You Credit Financial Services
“Chris worked his magic, secured me the exact work van that I wanted, with payments that are within my ability to pay!”
Why these companies made our list
What clients say about firms in Surrey
- “We trust them explicitly. They have managed our portfolios and their attention to detail is second to none.” — client of Insightful Wealth Group Raymond James
- “Laura and her team are professional, thorough and thoughtful in managing our portfolio as we shift to retirement.” — client of Right Direction Financial
- “Great people who helped me create a financial plan and set me up with an investment account.” — client of Skyward Financial
- “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.” — client of Karasick Crabtree & Murray - IG Private Wealth Management
Excerpts from public reviews of the firms listed on this page.
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