Best Financial Advisors in Surrey, BC

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

Sunny Kalsi - Advice & Planning

Sunny Kalsi - Advice & Planning

(30)
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
In Business Since 2012
5550 152 St #206, Surrey, BC V3S 5J9
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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(30)
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 ...”
In Business Since 2014
7565 132 St Unit 107, Surrey, BC V3W 1K5
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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
In Business Since 2007
17619 96 Ave #100, Surrey, BC V4N 4A9
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Business Solutions & Credit Counselling Services - Surrey

Business Solutions & Credit Counselling Services - Surrey

(29)
  • Financial
  • Work
  • Company
“Really helpful group of people - they take the time to educate you on your financial options and share solutions that the banks just don't want to because it isn't in their best interest.”
In Business Since 2001
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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Mode Money Managers

Mode Money Managers

(25)
  • Travel Insurance
  • Investments
  • Meeting
“I went and saw Sanjay Gupta yesterday to seek for some financial advice and he made everything so easy to understand with the use of very helpful resources.”
In Business Since 2021
1921 Ocean Wind Dr, Surrey, BC V4A 9P2
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Different Financial

Different Financial

(17)
  • Interest
  • Goals
  • Meetings
“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
In Business Since 2019
15300 Croydon Dr Suite 300, Surrey, BC V3Z 0Z5
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Arts Of Finance Services

Arts Of Finance Services

(14)
  • Family
  • Needs
“Shout out to Sandeep, very kind and supportive, and went above and beyond to provide advice and make sure we understood not only the financial service being provided, but also how to get yourself back on track in the longer term.”
In Business Since 2022
12899 76 Ave unit 265, Surrey, BC V3W 1E6
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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.”
In Business Since 2000
15117 101 Ave #255, Surrey, BC V3R 8P7
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Karasick & Associates - IG Private Wealth Management

Karasick & Associates - IG Private Wealth Management

(12)
  • Investments
  • 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.”
In Business Since 2014
2121 152 St Suite 220, Surrey, BC V4A 4P1
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Soluzone Consulting

Soluzone Consulting

(5)
Hiring Services, HR Consulting, Business Consulting
“Soluzone provides professional service and advice to improve and clarify our startup business plan for a convenience store.”
In Business Since 2020
17700 56 Ave, Surrey, BC V3S 1C7
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Family Tree Financial Group

Family Tree Financial Group

(5)
Retirement Planning, Rrsps and Resps, Insurance
“My agent was super friendly & understanding in terms of my decision making; I felt really welcomed to the Family Tree Financial family.”
In Business Since 2007
2727 164 St, Surrey, BC V3Z 0E2
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Pacifica Partners

Pacifica Partners

(4)
Fee For Service: no Third Party Inducements, Growth, Income and Balanced Strategies, Customized Client Portfolios
“Any interaction with their group has been nothing but a professional, trusting experience.”
In Business Since 2007
5455 152 St #213, Surrey, BC V3S 5A5
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New Life Debt Solutions

New Life Debt Solutions

(4)
Credit Rebuilding, Corporate Debt Reconstruction, Student Loan Debt
“I still can't believe how they helped me easily to get out of my problems during this pandemic when i was struggling to manage my expenses due to temporary lay off.”
In Business Since 2006
9200 120 St #208, Surrey, BC V3V 4B7
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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
In Business Since 2016
7565 132 St #107, Surrey, BC V3W 1K5
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Bettina Macconnell, B.comm, Cfp, CEA

Bettina Macconnell, B.comm, Cfp, CEA

(3)
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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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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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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Noah Belcher - iA Private Wealth

Noah Belcher - iA Private Wealth

(2)
“Dealing with experts who truly care about you and your situation is one of the best investments you can make!”
Transparent Fees & Pricing
In Business Since 2012
1688 152 St #302, Surrey, BC V4A 4N2
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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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Bogress Financial Group

Bogress Financial Group

(1)
“He cares about his clients, does impeccable work and is trustworthy.”
Free Initial Consultation
In Business Since 2020
3388 Rosemary Heights Crescent #213, Surrey, BC V3S 0K7
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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
In Business Since 2017
2630 Croydon Dr Suite 108, Surrey, BC V3Z 6T3
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Cantrust Financial Services

Cantrust Financial Services

(5)
  • Team
“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!”
In Business Since 2007
3237 King George Blvd #205, Surrey, BC V4P 1B7
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Deol and Company CPA

Deol and Company CPA

(4)
“Harinder is the best accountant in Surrey”
In Business Since 2009
6678 152 St Unit 209, Surrey, BC V3S 7J2
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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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