Best Wealth Management Companies 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.

Known for combining financial protection insurance with investment strategies, Sunny Kalsi works closely with clients to align plans with their changing life needs. The team offers services including wealth management, mortgages, and group benefits, with clients appreciating clear communication and a smooth, responsive process throughout.

With over a decade of experience, Arts of Finance Services Inc. focuses on helping individuals and families grow and protect their wealth through personalized financial and insurance planning. The team is praised for clear explanations and attentive support, though some clients note the close involvement may feel intense for those preferring a more hands-off approach.

Investwell Wealth Management Inc. focuses on providing objective, personalized financial advice to individuals, families, and businesses. Their experienced team listens carefully and develops tailored strategies covering insurance, investments, and long-term planning. Clients appreciate their clear guidance and ongoing support, though some note that building trust takes time.

Connect Wealth focuses on creating personalized financial strategies that align with each client’s unique goals. The team offers ongoing support through complex financial situations, connecting clients with trusted experts to simplify decision-making. Customers appreciate the approachable, steady guidance and long-term relationships they build here.

Pacifica Partners specializes in independent discretionary wealth management for high-net-worth families, professionals, and business owners. Their team focuses on portfolio management and financial advice without conflicts of interest, working alongside outside specialists for tax, legal, and insurance needs. Clients appreciate their knowledgeable and respectful approach, though some note delays… more...

Pacifica Partners specializes in independent discretionary wealth management for high-net-worth families, professionals, and business owners. Their team focuses on portfolio management and financial advice without conflicts of interest, working alongside outside specialists for tax, legal, and insurance needs. Clients appreciate their knowledgeable and respectful approach, though some note delays in account management.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. RBC Dominion Securities White Rock. Our Investment Advisors and portfolio managers help… more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. RBC Dominion Securities White Rock. Our Investment Advisors and portfolio managers help businesses and families build and preserve their wealth. They offer personalized advice that is backed up by the experience and strength of Canada's top Wealth Management company. No matter if you are investing for yourself or your business, Portfolio Managers and Investment Advisors can create a portfolio that meets all of your needs. We helped clients keep connected as the internet became more prevalent in the first days of the pandemic. Our new client website is secure and includes applications that allow clients to sign documents and open accounts from their homes. In a brand new category called Client Onboarding Tools, we received the highest marks.

Your business relationship is dependent on the information you provide to us. It is important to us and we will do everything in our power to keep it safe. This Privacy Policy (or "Policy") describes how we protect your privacy and information. We want to communicate with you. This policy covers the disclosure and use of information about you, as well as the way in which Bank 1 and its… more...

Your business relationship is dependent on the information you provide to us. It is important to us and we will do everything in our power to keep it safe. This Privacy Policy (or "Policy") describes how we protect your privacy and information. We want to communicate with you. This policy covers the disclosure and use of information about you, as well as the way in which Bank 1 and its subsidiaries collect this information during your business relationship. The Policy is valid for the duration of any information we have about you, even after our business relationship ends. When you interact or communicate with us, or update or change your account settings and preferences, we may obtain your personal information. Your information may be collected indirectly from the sources below. We will ask for your permission if necessary.

IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG… more...

IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Management can help with taxes strategies, mortgages, and estate planning. You can grow your career while being in complete control. Entrepreneurs have access to expert support and your expertise is valued. You can also dedicate time to client work, which allows you to succeed. Our culture is built on the idea of helping each other grow their careers. We have the tools and people to assist you and your clients. IG Wealth Management will provide support and assistance for your community participation.

Mobius Planning focuses on retirement planning for Canadians aged 55 and older, helping clients navigate transitions into or through retirement. The team offers personalized financial and wealth management services, with clients appreciating their clear explanations, patient approach, and thoughtful guidance through complex decisions. Some find the process detailed but helpful for long-term peace… more...

Mobius Planning focuses on retirement planning for Canadians aged 55 and older, helping clients navigate transitions into or through retirement. The team offers personalized financial and wealth management services, with clients appreciating their clear explanations, patient approach, and thoughtful guidance through complex decisions. Some find the process detailed but helpful for long-term peace of mind.

Novella Wealth has been providing integrated wealth management and financial services across several Canadian provinces since 2013. Their licensed team offers retirement and legacy planning, tax-saving strategies, life and corporate insurance, and mortgage planning. Clients appreciate their patient, clear communication and thoughtful, personalized advice.

Specializing exclusively in representing debtors, 4 Pillars Consulting helps clients reduce their debts by up to 80%. The team offers debt relief services focused on long-term financial success, with many customers appreciating their clear guidance and supportive approach throughout the process. Some find the experience emotionally challenging but ultimately worthwhile.

Monic Financial Group focuses on helping Canadians from diverse backgrounds better manage their finances through personalized investment and financial planning. Their team offers guidance on portfolio diversification, tax shelters, and insurance, with clients appreciating their patient, clear communication and accessibility. Some find the process detailed but informative.

With over 40 years of experience, Sands & Associates specializes in guiding clients through debt relief options with a caring and nonjudgmental approach. Their team offers confidential consultations and support in multiple languages, including Cantonese and Mandarin. While some clients have had mixed experiences, many appreciate the professionalism and responsiveness of the management and staff.

Sarabia Wealth Solutions focuses on helping young individuals, families, and small businesses create worry-free financial plans tailored to goals like homeownership, tax-free retirement, and debt reduction. Their team offers personalized advice and a clear, organized approach, with clients appreciating their professionalism and responsive service.

Specializing in life and health insurance along with long-term investments like RESP and RRSP, Crius Financial Services Corp has supported Canadian clients since 2005. Their team of licensed advisors offers professional guidance and personalized financial planning, though some clients have noted challenges reaching support after advisor changes. Overall, customers appreciate knowledgeable advice… more...

Specializing in life and health insurance along with long-term investments like RESP and RRSP, Crius Financial Services Corp has supported Canadian clients since 2005. Their team of licensed advisors offers professional guidance and personalized financial planning, though some clients have noted challenges reaching support after advisor changes. Overall, customers appreciate knowledgeable advice and helpful service.

Licensed by the British Columbia Financial Services Authority, Gentai Capital Corporation specializes in mortgage investments tailored for builders, developers, and real estate owners across BC, Alberta, and Ontario. The team also offers loan servicing and asset management, with clients appreciating their steady performance and responsive customer service. Some note the company’s focus is more on… more...

Licensed by the British Columbia Financial Services Authority, Gentai Capital Corporation specializes in mortgage investments tailored for builders, developers, and real estate owners across BC, Alberta, and Ontario. The team also offers loan servicing and asset management, with clients appreciating their steady performance and responsive customer service. Some note the company’s focus is more on investment stability than quick turnaround.

WealthSmart Incorporated specializes in a structured, goal-oriented financial planning process that adapts to life changes and market conditions. Their team offers services including investment guidance, retirement planning, and life insurance, with a focus on educating clients and maintaining ongoing communication. Customers appreciate their integrity and personalized approach, though some note… more...

WealthSmart Incorporated specializes in a structured, goal-oriented financial planning process that adapts to life changes and market conditions. Their team offers services including investment guidance, retirement planning, and life insurance, with a focus on educating clients and maintaining ongoing communication. Customers appreciate their integrity and personalized approach, though some note that detailed planning requires active involvement.

New Life Management Services Inc. specializes in tailored management solutions for housing cooperatives, adapting to each co-op’s unique goals and policies. Their team handles everything from fiscal oversight to governance support, with many clients appreciating their responsiveness and hands-on assistance, though some have noted concerns about professionalism in certain interactions.

Specializing in wealth management, this team offers financial planning, tax strategies, and investment management tailored to individual goals. Clients appreciate their clear communication and thorough approach, noting a strong focus on education and empowerment throughout the process. Some find the detailed analysis intensive but ultimately helpful for long-term planning.

Nicola Wealth, a Wealth Management company that offers full services to clients across Canada has four locations. We offer more than just financial planning. Our wealth management services help professionals, business owners and others with high net worth achieve their financial goals. We have built Wealth Preservation and Wealth Management businesses that are continually improving to give you… more...

Nicola Wealth, a Wealth Management company that offers full services to clients across Canada has four locations. We offer more than just financial planning. Our wealth management services help professionals, business owners and others with high net worth achieve their financial goals. We have built Wealth Preservation and Wealth Management businesses that are continually improving to give you the best possible choice and people who care about your success. Our goal is to create lasting relationships with our clients and provide superior service. Financial professionals are able to provide independent advice and always put the client's interests first. With more than $8B in assets under management, and 85 Investment Advisors as well as Portfolio Managers, we are a rapidly growing company. Our offices are located in Toronto, Oakville, and Ottawa as well as Calgary, Montreal, and Calgary. Vancouver, Victoria, London, Edmonton, Vancouver, and Victoria.

Stratego Financial / Manulife Securities Incorporated offers professional financial services to Retirees and Pre-Retirees as well as Business Owners. Our clients are located in Vancouver, Victoria, Nanaimo, and Vancouver Island. Our sole purpose is not to compete with other Vancouver financial planning or financial service firms. We create strategies to increase wealth and protect clients'… more...

Stratego Financial / Manulife Securities Incorporated offers professional financial services to Retirees and Pre-Retirees as well as Business Owners. Our clients are located in Vancouver, Victoria, Nanaimo, and Vancouver Island. Our sole purpose is not to compete with other Vancouver financial planning or financial service firms. We create strategies to increase wealth and protect clients' wealth. Stratego Financial / Manulife Securities Incorporated does what it does because they care about its clients. We want to have a positive effect on the lives of people and would love to think that our existence is meaningful.

Plantax Pacific Inc., a financial advisory firm that provides one-toone planning and advice to clients in order to help them discover their financial goals. Our clients are provided with investment and insurance options that have different features and protections. Our platform is solid and we represent many of Canada's largest insurance and investment carriers. We have built strong financial… more...

Plantax Pacific Inc., a financial advisory firm that provides one-toone planning and advice to clients in order to help them discover their financial goals. Our clients are provided with investment and insurance options that have different features and protections. Our platform is solid and we represent many of Canada's largest insurance and investment carriers. We have built strong financial foundations around our clients' day-to-day lives and become a unique firm.

MGM Financial Group, an independent advisory firm, specializes in holistic financial planning. We focus on wealth management strategies that work for professionals as well as families. Our clients are more efficient and effective with their money, whether it's providing advice on how to transfer wealth via estate and legacy planning, or implementing tax-smart savings strategies that grow wealth.… more...

MGM Financial Group, an independent advisory firm, specializes in holistic financial planning. We focus on wealth management strategies that work for professionals as well as families. Our clients are more efficient and effective with their money, whether it's providing advice on how to transfer wealth via estate and legacy planning, or implementing tax-smart savings strategies that grow wealth. We are able to keep our eyes on the unique needs of each client and build long-lasting dynamic relationships. Since our beginning, our company was built upon the trust and confidence that clients have shown us. We help our clients become more effective and efficient with their resources whether its providing strategies to protect their family and business, implementing innovative tax smart savings plans to grow their wealth or guidance on transferring wealth through estate, legacy and business succession planning. Our unbiased approach allows us to focus on our clients unique goals and objectives while we continue to grow long lasting dynamic relationships. Our company has been built on the confidence and trust that our clients have placed in us since our inception.

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. They support 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. Better than five-minute meetings or plans that aren't tailored to your needs. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

We have established physical distance guidelines to help protect our colleagues and customers. Your wait may be longer because we are restricting the number of people in our branches. The first hour is dedicated for seniors, and vulnerable groups with urgent needs to conduct in-person banking. We serve these clients in Quebec during our regular branch hours, with an enhanced level of support to… more...

We have established physical distance guidelines to help protect our colleagues and customers. Your wait may be longer because we are restricting the number of people in our branches. The first hour is dedicated for seniors, and vulnerable groups with urgent needs to conduct in-person banking. We serve these clients in Quebec during our regular branch hours, with an enhanced level of support to ensure physical distance. Please visit our branch only for issues that need in-person help. You should not come to the branch if you have symptoms of COVID-19, or if your doctor has advised that you isolate yourself due to COVID-19 exposure or travel.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Wealth management encompasses many aspects: wealth transfer, retirement planning, lifestyle… more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. Wealth management encompasses many aspects: wealth transfer, retirement planning, lifestyle protection, and legacy creation. But most importantly, it is the assurance that with the right guidance and a complete plan, you will be able to achieve any financial goal. You will discover that managing your wealth can be a difficult task as you travel toward financial freedom. You will find that your wants, needs, and risk tolerance are constantly changing. Your wealth planning should also be adjusted to reflect these changes. Our goal is to assist you in navigating the complexities and details of wealth management so that you can enjoy it instead of managing it. Our team will help you create a plan to address all aspects of your financial life, and be with you every step.

My goal is to create something I will be able to value throughout my life with those I love and people I cherish. I am passionate about helping people in diverse financial situations. My goal is to create lifelong friendships by helping you understand what matters to you. I will help you identify your current and future goals and establish customized financial strategies for you and for your… more...

My goal is to create something I will be able to value throughout my life with those I love and people I cherish. I am passionate about helping people in diverse financial situations. My goal is to create lifelong friendships by helping you understand what matters to you. I will help you identify your current and future goals and establish customized financial strategies for you and for your family. Together we will become a partner and grow together. I'll help you keep on track and achieve your long-term financial goals. Before joining Edward Jones I was a manager for a large Canadian company. Also, I worked as an international investment manager. It was an amazing experience. However, it is something I have always wanted to do. Edward Jones is my financial advisor. I find that it's a great way to share my passion and vision with clients while helping them gain control over their lives and achieve the purpose they desire. Working with Catherine Wong, the Branch Office Administrator at Edward Jones is a privilege. Our goal is to offer the highest level of customer service. Our goal is to simplify your daily life and bring you convenience. When I have the time spare, I love listening to classical music. A local choir supports my community. My hobbies include skiing and golfing during winter. Personal goals include becoming a ski patrol officer and riding a Harley Davidson motorcycle across BC.

Sarah Cassidy was born in Cloverdale (BC) and moved to Okanagan with her family for high school. While raising Hailey, Sarah went to Okanagan University College. Her education was primarily in business and law administration. Sarah returned to Canada after graduation and started her financial career working for one of Canada's largest banks. Sarah made the decision to leave traditional financial… more...

Sarah Cassidy was born in Cloverdale (BC) and moved to Okanagan with her family for high school. While raising Hailey, Sarah went to Okanagan University College. Her education was primarily in business and law administration. Sarah returned to Canada after graduation and started her financial career working for one of Canada's largest banks. Sarah made the decision to leave traditional financial institutions after 15 years. Sarah is a firm believer in putting the client's needs first and offering personalized services. Sarah joined Rochdale Pacific Wealth Management because of her passion for investing. Sarah has 17 years of financial advising experience. She is a licensed Investment Advisor with the Investment Industry Regulatory Organization of Canada, (IIROC), and a licensed mortgage professional through the BC Financial Services Authority. Sarah lives in North Vancouver, with Ken, her husband, and two of their children, William and Tessa. Sarah enjoys being active and enjoying time with her family.

Zen Exits is an advisory and consulting team that specializes in selling, buying, and managing businesses. Our clients often have three main challenges before they work with us: They don't know how to start, it takes too much time and there is too little return on their investment. Your situation is unique and we will create a custom solution to help you reach your goals. We can assist you… more...

Zen Exits is an advisory and consulting team that specializes in selling, buying, and managing businesses. Our clients often have three main challenges before they work with us: They don't know how to start, it takes too much time and there is too little return on their investment. Your situation is unique and we will create a custom solution to help you reach your goals. We can assist you whether you are looking to sell or buy a company, expand your current one, or invest in another business to diversify you portfolio. Zen Exits is an advisory team, part-time psychologist, and consultant that specializes in selling, buying, and managing businesses in Vancouver. Our clients often have three main challenges before they work with us: They don't know how to start, it takes too much time and there is little return on their investment. Our team will create a custom solution for you that suits your needs and will assist you in achieving your goals. We can assist you whether you are looking to sell or buy a business or grow an existing business in preparation for sale, or if you want to make small investments to diversify your portfolio.