Best Financial Consultants in Surrey

Westgroup Financial Management specializes in integrating investment, tax, insurance, and estate strategies into cohesive wealth plans for families, business owners, and corporations. Their services include advanced estate planning, corporate structuring, and private investments, with clients appreciating the team’s clear communication and responsive support throughout complex financial decisions.

A Chartered Professional Accountant (CPA, CGA) and Certified Financial Planner (CFP), this financial consultant specializes in insurance planning, tax reduction, and retirement strategies. The team works closely with clients to develop personalized savings and investment plans, including RRSPs and TFSAs. Clients appreciate their clear guidance, responsiveness, and thorough explanations… more...

A Chartered Professional Accountant (CPA, CGA) and Certified Financial Planner (CFP), this financial consultant specializes in insurance planning, tax reduction, and retirement strategies. The team works closely with clients to develop personalized savings and investment plans, including RRSPs and TFSAs. Clients appreciate their clear guidance, responsiveness, and thorough explanations, especially for visitor and senior insurance needs.

Specializing in comprehensive wealth management for high-net-worth individuals, Karasick & Associates offers retirement, tax, and estate planning designed to preserve and grow assets over a lifetime. Their team works closely with entrepreneurs, business owners, and professionals, providing clear guidance and personalized strategies, though some clients note the process can require patience as… more...

Specializing in comprehensive wealth management for high-net-worth individuals, Karasick & Associates offers retirement, tax, and estate planning designed to preserve and grow assets over a lifetime. Their team works closely with entrepreneurs, business owners, and professionals, providing clear guidance and personalized strategies, though some clients note the process can require patience as plans evolve.

Kevin Parton is a Certified Financial Planner known for his patient, trustworthy approach and thorough financial advice tailored to individual needs. His team offers services including retirement and education planning, with clients appreciating clear explanations and genuine care. Some note the detailed process can take time but results in well-considered plans.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Edward Jones is my Financial Advisor. I am also the General Partner. My focus is on creating customized wealth strategies. My passion is building… more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Edward Jones is my Financial Advisor. I am also the General Partner. My focus is on creating customized wealth strategies. My passion is building relationships with people and seeing them succeed. Edward Jones has been my partner since 2009. I work collaboratively with our clients and our trusted team to develop actionable plans. These include sound investment and estate planning, tax-efficient insurance strategies, goals-based planning, and tax efficient investments. To uncover the most important things, we use a proven process that includes thorough client discovery. Our clients can be confident that we provide transparent fees, solid governance, and high credibility. Although we are in scenic South Surrey/White Rock BC, I meet my clients wherever they choose: at home, at work, or at their homes through Zoom/WebEx. My clients include land developers and executives, as well as professionals like lawyers, accountants, engineers and dentists. In 2013, I became a Certified Financial Planner (CFP). My love for financial planning combined with my desire to be able to adjust to clients' ever-changing needs led to me becoming a Certified Financial Planner. To keep my clients' peace of mind, I follow our firm philosophy and have adopted a conservative investment strategy with an emphasis on income generation, capital preservation, and long-term results.

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Polly was driven to create a wonderful life for her family when she moved to Canada. Although years of perseverance and hard work led to success, Polly had to restart her… more...

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Polly was driven to create a wonderful life for her family when she moved to Canada. Although years of perseverance and hard work led to success, Polly had to restart her life when she was faced with uncertainty. Learn how Polly managed to manage her financial future with the support of her TD Wealth advisor, and a customized financial plan. Justina and Nick are small-business owners and make an excellent team that supports each other in all phases of life. They worry that potential business challenges could have a negative impact on their children's lives. Justina and Nick partnered up with their TD Wealth advisor in order to create a customized financial plan. They realized that they could achieve their family's financial goals and still maintain the business. Learn how financial guidance helped them see a better way of living.

TD Wealth Financial Planning believes in helping clients have confidence and success with their finances. The planner will evaluate your goals, and then create a plan to balance your daily and future needs. When Polly moved to Canada, she was determined to make a great life for her family. Despite years of hard work and perseverance leading to great success, Polly was forced to start over when… more...

TD Wealth Financial Planning believes in helping clients have confidence and success with their finances. The planner will evaluate your goals, and then create a plan to balance your daily and future needs. When Polly moved to Canada, she was determined to make a great life for her family. Despite years of hard work and perseverance leading to great success, Polly was forced to start over when faced with uncertainty. With the help of her TD Wealth advisor and a personalized financial plan, Polly was able to successfully manage her finances. Justina and Nick own small businesses and work well together. Their children could be negatively affected by potential business problems. Justina and Nick teamed up with their TD Wealth advisor to develop a custom financial plan. The couple realized they could reach their financial goals while still maintaining the company. Find out how financial guidance has helped them to live a more fulfilling life. TD Wealth Financial Planning is committed to helping clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs.

High service standards are our goal. Through a strategic and proactive approach. In 2004, our team was formed. We now have 14 employees, of which 9 are from abroad. Specialized advisors who are able to meet the unique needs of each client. Collaboration with Our team includes accountants and lawyers as well as a group of professionals experts. Building a strong financial foundation while… more...

High service standards are our goal. Through a strategic and proactive approach. In 2004, our team was formed. We now have 14 employees, of which 9 are from abroad. Specialized advisors who are able to meet the unique needs of each client. Collaboration with Our team includes accountants and lawyers as well as a group of professionals experts. Building a strong financial foundation while tailoring each client's needs to ensure everyone has it. goals. You are starting a family or you want to prepare for the future. We will help you run a successful business or retire. We will work with you to create a custom financial security plan The plan best suits your needs. Complete the following: We'll keep developing the custom security plan. Strategies to manage investments and estates More. Our integrated planning will also be of benefit to you. Manage your risks and achieve your goals reach.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. My passion has been to be a financial advisor. We want to know what is important to you, your family, and how you plan to save for retirement or… more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. My passion has been to be a financial advisor. We want to know what is important to you, your family, and how you plan to save for retirement or transfer your wealth to your kids' future. Together, we will help you navigate the various stages of your lives by offering personalized solutions. We also monitor and track your progress over time to ensure that your goals are met. You can speak English, or Chinese Mandarin. Edward Jones was a natural fit for me because of my previous experience at a bank. It is important to realize that every person's life and economic situation are unique. Personal service is crucial when it comes to matching investors with the best investment products and services. My team includes home office, investment product specialists and administration professionals. Their professionalism and expertise help me to build lasting relationships with my clients and offer the best financial services.

Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. That’s a given. Our mission is to do so in full collaboration with you, working diligently to understand the big picture. Equally important is understanding all the smaller moving parts within. Think of it as a toolbox; we use all the tools necessary to produce a Total Wealth Plan that will guide… more...

Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. That’s a given. Our mission is to do so in full collaboration with you, working diligently to understand the big picture. Equally important is understanding all the smaller moving parts within. Think of it as a toolbox; we use all the tools necessary to produce a Total Wealth Plan that will guide your decisions as life changes. Your Total Wealth Plan integrates all of our specialists’ strategies together in one place, with your priorities at the centre, showcasing the power of our unique team-based approach. It considers every facet of your life—now and in the future— resulting in a dynamic and cohesive roadmap that will help guide your life’s financial journey. Proper planning can help you make the most of your wealth while optimizing the prospect of reaching your goals and fulfilling your life priorities. Creating a Total Wealth Plan is more than a document; it is an ongoing conversation that focuses on you. Our distinctive process of developing a Total Wealth Plan can fundamentally help you realize your dreams and achieve future success; however, you define it.

With over two decades of experience, Visionvest Financial Planning & Services (IPC) offers personalized investment and retirement planning to clients locally and internationally. The team provides clear, thorough advice and is known for being approachable and responsive to questions. Some clients note the depth of information can feel detailed but appreciate the guidance it offers.

Certified Financial Planner (CFP®) credential highlights this Edward Jones office’s focus on personalized financial planning for business owners and immigrants. The team offers investment advice and retirement planning through a proven, client-centered process, with customers appreciating their patience, clear explanations, and approachable service.

Lycos Asset Management operates as an independent fiduciary financial advisory firm, prioritizing clients’ best interests without affiliations to products or institutions. Their team offers clear, transparent guidance on retirement planning and investment management for individuals, families, and businesses. Clients appreciate their responsive communication and straightforward explanations… more...

Lycos Asset Management operates as an independent fiduciary financial advisory firm, prioritizing clients’ best interests without affiliations to products or institutions. Their team offers clear, transparent guidance on retirement planning and investment management for individuals, families, and businesses. Clients appreciate their responsive communication and straightforward explanations, though some interactions occur primarily via phone or email.

Chalten Fee-Only Advisors Ltd. specializes in fee-only financial planning and investment management. Vancouver-based management business. Alexa and Graham Bodel, a married pair with substantial global expertise and understanding of the financial and investing business, are the founders.

We work with individual clients and businesses in White Rock, Surrey, and throughout Vancouver to invest for the future. We take the time to get to know each client and their personal needs, goals, and objectives, to create a unique investment plan specific to their situation. We provide tax-efficient strategies for clients with complex investment portfolios, complex estates, international and… more...

We work with individual clients and businesses in White Rock, Surrey, and throughout Vancouver to invest for the future. We take the time to get to know each client and their personal needs, goals, and objectives, to create a unique investment plan specific to their situation. We provide tax-efficient strategies for clients with complex investment portfolios, complex estates, international and cross-border assets, and complex tax liabilities. Noah’s mission is to serve others by helping them achieve their financial goals and objectives. His passions include working with entrepreneurs, business owners, and individuals who strive to make a positive impact in their community. With a background in personal finance, wealth management, and corporate finance, Noah’s skill set truly makes him unique in the industry. His in-depth financial knowledge and experience allows every client to experience the highest level of service and education from a holistic approach.

Jason Wong is a Vancouver financial planning company that was founded and now manages the firm. Jason has been a financial planner since 1998 and has extensive investment and planning experience. INVESTMENT & WEALTH MANAGEMENT Cura Financial Planning Inc. services clients in Vancouver, North Vancouver and West Vancouver. CONTACT CURA FINANCIAL PLANNING INC. - Vancouver Wealth Management Firm

ABC Financial Advisor strongly advises our clients to obtain expert financial assistance while making financial decisions, since it demands objective judgment. We provide a comprehensive range of financial services as recognized financial advisers in Canada, whether you need financial services in Toronto or financial services in Vancouver. These decisions might cost you a lot if you do not have… more...

ABC Financial Advisor strongly advises our clients to obtain expert financial assistance while making financial decisions, since it demands objective judgment. We provide a comprehensive range of financial services as recognized financial advisers in Canada, whether you need financial services in Toronto or financial services in Vancouver. These decisions might cost you a lot if you do not have the financial experience of a reputable financial counselor. We can provide customised financial services depending on your needs if you are a Canadian resident residing in Toronto or Vancouver.