11 Best Financial Consultants in Surrey

Kamal Atwal's excellence as a RESP Sales Representative at Knowledge First Financial guarantees a top ten rank in the industry. Many customers admire her extensive expertise, quick responses, and adeptness at explaining complex RESP concepts. Kamal makes the entire experience smooth and friendly, easing clients' worries with her professionalism and comprehensive knowledge. Numer more...

Kamal Atwal's excellence as a RESP Sales Representative at Knowledge First Financial guarantees a top ten rank in the industry. Many customers admire her extensive expertise, quick responses, and adeptness at explaining complex RESP concepts. Kamal makes the entire experience smooth and friendly, easing clients' worries with her professionalism and comprehensive knowledge. Numerous reviews remark on how Kamal’s tailored advice and constant support help clients make sound financial decisions for their future students. Her capacity to instill confidence and simplify finances makes her a respected and invaluable partner for families across Canada.

Yogesh Bansal, CPA, CGA, and CFP, is listed in the top ten financial planners based on prominent reviews. Reports of his expertise, commitment, and capacity to meet and exceed customer expectations are in most reviews. The majority of clients note that they appreciate his tailored support, in-depth answers, and quick responses at every step, which makes them feel secure and supp more...

Yogesh Bansal, CPA, CGA, and CFP, is listed in the top ten financial planners based on prominent reviews. Reports of his expertise, commitment, and capacity to meet and exceed customer expectations are in most reviews. The majority of clients note that they appreciate his tailored support, in-depth answers, and quick responses at every step, which makes them feel secure and supported in their financial journey. Clients specifically say that their experience with Yogesh Bansal's services has had a huge effect on them. His extensive training and financial knowledge, notably in the fields of tax reduction and retirement planning, provide clients with the information they require to feel secure about their finances. His clients frequently praise him for developing customized tax and insurance strategies tailored to their financial goals.

WESTGROUP FINANCIAL MANAGEMENT INC is a top-ranked firm based on its commitment to personalized holistic financial planning and investment strategies. numerous positive reviews feature the firm's commitment to tailored solutions, integrity, and client-focused relationships. Clients rave about the organization’s knowledgeable consultants, particularly Jayan Jayabal and Meenakshi more...

WESTGROUP FINANCIAL MANAGEMENT INC is a top-ranked firm based on its commitment to personalized holistic financial planning and investment strategies. numerous positive reviews feature the firm's commitment to tailored solutions, integrity, and client-focused relationships. Clients rave about the organization’s knowledgeable consultants, particularly Jayan Jayabal and Meenakshi Sareen, for their professionalism and availability in assisting clients get even the most nuanced wealth management counseling. Additionally, WESTGROUP FINANCIAL MANAGEMENT INC commits to making complex financial decisions easier to understand, which aligns with their promise of comprehensive financial guidance. This is why many clients recognize WESTGROUP FINANCIAL MANAGEMENT INC's motivation and ability to improve their financial journey.

Karasick & Associates - IG Private Wealth Management is among the top ten private wealth management firms owing to its comprehensive customized wealth management, tax planning, and estate planning solutions. The firm ensures that its clients are financially secure and receive expert advice throughout their lives. Long-term clients praise the firm’s exceptional personalized servi more...

Karasick & Associates - IG Private Wealth Management is among the top ten private wealth management firms owing to its comprehensive customized wealth management, tax planning, and estate planning solutions. The firm ensures that its clients are financially secure and receive expert advice throughout their lives. Long-term clients praise the firm’s exceptional personalized service, exceptional financial expertise, and supportive team. The firm regularly reviews the written financial plan, which assists clients in understanding where they stand financially now and in the future. Clients also appreciate the firm for providing informative investment advice and bringing in industry experts to cater to their needs. Clients’ security and confidence in the firm’s financial management approach, which uses a long-term strategy to help clients build and maintain wealth individually and collectively, contribute to the firm’s status in the top ten.

Kevin Parton - Certified Financial Planner - is included in the top ten personal finance list. This is because he combines trust with professionalism. Kevin is a dependable Certified Financial Planner. The clients praise his methodical approach. He treats all clients - whether they have small or large accounts - like truly valued clients. It is possible to believe that part of t more...

Kevin Parton - Certified Financial Planner - is included in the top ten personal finance list. This is because he combines trust with professionalism. Kevin is a dependable Certified Financial Planner. The clients praise his methodical approach. He treats all clients - whether they have small or large accounts - like truly valued clients. It is possible to believe that part of their planning is based on solid math. Kevin communicates clearly and listens to the client sincerely. His clients recommend him for his ability to increase their chances of long-term planning. Budgeting and long-term plan must work for today. This is why Kevin is a top-ranked personal finance expert and well-loved financial adviser. Clients' responses are overwhelmingly favorable. They see him as caring and helpful. His financial advice is systematic and constructive. Kevin's themes of honesty, respect and integrity connect personal and financial goals. A long-term relationship with clients makes perfect planning possible. Kevin Parton's firm has many five-star Google reviews. These comments often include phrases like "highly recommended", "trust" and "integrity" when considering a long-term financial plan.

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 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 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 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 foundat 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 ret 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.

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. After a long career as a Canadian Banker, I came to Edward Jones. Although I had many jobs in the industry, I enjoyed working with cli 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. After a long career as a Canadian Banker, I came to Edward Jones. Although I had many jobs in the industry, I enjoyed working with clients and helping them reach their goals. Edward Jones was the place I looked for to assist clients in achieving their financial dreams and goals for their families as they move through life. Edward Jones allowed me to be free and gave the support Julie and I needed in building the company over 16 years. Julie was and still is an integral part of our team as we've grown and changed. Financial services have seen tremendous change. Being part of Edward Jones' 40,000-strong associate network has been an honor. Edward Jones, which has over 25,000 associates as Limited Partners, is the largest Partnership worldwide. Julie and I feel proud to be Limited Partners. Edward Jones partners and owners adds another dimension to our approach to business. Edward Jones believes that clients should have quality investments and a diverse portfolio to last them for the long-term. Our clients are important to us and we enjoy building relationships with them.