Browse the Top 8 Financial Advisors Serving Surrey, BC

See what 8 financial advisors serving Surrey, BC offer, from retirement planning to investment guidance and ongoing financial advice. Review professional profiles, read client feedback and contact advisors who match your financial needs.
Farrow & Associates Private Wealth Management provides tailored financial planning and wealth management solutions for affluent individuals and businesses. Our services include tax, investment, estate, and retirement planning, leveraging a team-based approach with access to national experts. We prioritize client-centric strategies to ensure long-term financial security and satisfaction.
Tax Planning Investment Planning Estate Planning
Expert advice Personalized strategies Proactive planning
Not rated yet
Pacifica Partners
18 Years
Not rated yet
Pacifica Partners provides tailored cross-border wealth management solutions for Canadians, Americans, and expatriates. Our core services include discretionary portfolio management, responsible investing, and institutional investment advisory. We combine fiduciary responsibility with advanced analytics to optimize investment outcomes across borders.
Cross-border Investment Management Responsible Investing Portfolio Migration
AAR Financial provides flexible personal, home equity, and business loan solutions across Canada. We specialize in debt consolidation and financial services for underbanked individuals, combining rapid approvals with transparent terms to help clients achieve financial stability and freedom.
Personal Loans Home Equity Loans Debt Consolidation
99% approval rate Transparent process Quick funding
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Five Seasons Financial
19 Years
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Five Seasons Financial provides expert financial planning and wealth management services for families and business owners in Western Canada. Specializing in investment strategies, insurance solutions, and estate preservation, we help clients build sustainable wealth and secure their financial futures. Our client-centric approach combines personalized advice with industry-leading expertise to create tailored financial roadmaps.
Mutual Funds Annuities GICs & Term Deposits
Huge relief Detailed financial projections Prompt responses
Integral Financial Service provides expert financial advisory services, including insurance solutions, estate planning, investment management, and employee benefits. Our certified advisors combine decades of experience with personalized strategies to help clients achieve financial security. We specialize in navigating complex financial challenges, offering tailored solutions for individuals, families, and businesses.
Life Insurance Estate Planning Employee Benefits
Amazing to work with Helpful in explaining options Coverage suits needs
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Connect Wealth
22 Years
Not rated yet
Connect Wealth provides personalized financial planning services for individuals and businesses. Specializing in tax optimization, estate planning, retirement strategies, and investment management, we combine technical expertise with client-centered service. Our team of certified advisors serves clients nationwide from our Surrey, BC headquarters.
Financial Planning Tax Planning Estate Planning
Personalized strategies Deep expertise Clear communication
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Cantrust Financial
30 Years
Not rated yet
Cantrust Financial offers expert financial advisory services for business owners and professionals, specializing in tax strategies, wealth preservation, and insurance solutions. Our proprietary Wealth Wise FORMula integrates personalized planning to minimize tax burdens and enhance wealth. With over 30 years of industry experience, we deliver tailored solutions that prioritize client goals and long-term financial security.
Risk Management Tax Management Income Planning
Knowledgeable, professional, responsive Secure financial future Tax savings
Not rated yet
Family Tree Financial
48 Years
Not rated yet
Family Tree Financial provides tailored financial planning services, specializing in estate management, retirement strategies, and insurance solutions. Our client-centric approach combines decades of industry experience with a focus on generational wealth preservation. We empower individuals and businesses to achieve financial stability through customized plans that address both immediate needs and long-term objectives.
Financial Planning Estate Planning Retirement Strategies
Approachable professionals Timely service Customized results
Vancouver (20.7 km) North Vancouver (21.7 km) Port Moody (10.2 km) Langley (17.2 km) Delta (19.2 km) Richmond (21.2 km) Abbotsford (40.8 km)