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BEST RATED SURREY, BC FINANCIAL SERVICES

3 Best Financial Services in Surrey, BC

Expert-recommended Top 3 Financial Services in Surrey, BC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Surrey financial service Connect Wealth
Surrey financial service Connect Wealth
Surrey financial service Connect Wealth
Surrey financial service Connect Wealth video
10+ YEARS IN TBR
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CONNECT WEALTH

(4.9 Score)
2970 King George Boulevard, Suite 13,
Surrey, BC V4P 0E6 Directions

Since 2007

Specialty:

✓ Financial and Insurance Planning ✓ Tax and Retirement Planning ✓ Estate and Education Planning ✓ Risk and Wealth Management ✓ Pension Consulting ✓ Key Person Insurance Business ✓ Succession Planning

“Connect Wealth was founded by Vince Olfert, specializing in helping business owners and employees build and protect their wealth. The team at Connect Wealth knows that each client has unique goals, and they aim to create strategies that align with these aspirations. By working together, they set measurable targets and build plans that deliver results. They also continually build relationships with specialists who assist their clients through complex financial circumstances. This approach saves their clients valuable time in finding the right experts and assures them that they are being matched with the best in the industry. Their financial advisors and administrative support staff work hand-in-hand to provide exceptional service. With a wealth of experience in financial planning and a steadfast commitment to your success, they help you achieve your financial aspirations. Connect Wealth is dedicated to guiding you in growing your business, planning for retirement, and protecting your assets. They pride themselves on their client-first approach, ensuring that your needs and goals are always at the forefront of everything they do. Connect Wealth understands every aspect of clients’ financial situations and measurable goals. They also modify and adjust clients' strategies depending on their needs.

2025 Update: Connect Wealth is founded on the principles of value, trust, and simplicity. For decades, they have delivered exceptional service to individuals, families, and business owners, with advisors who hold the necessary certifications and qualifications.”

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License #834442576

Contact:

(604) 542-4298 (877) 542-4298

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Surrey financial service Westgroup Financial Management Inc.
Surrey financial service Westgroup Financial Management Inc.
Surrey financial service Westgroup Financial Management Inc.
5+ YEARS IN TBR
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WESTGROUP FINANCIAL MANAGEMENT INC.

(4.8 Score)
2411 160 Street, Suite #210,
Surrey, BC V3Z 0C8 Directions

Since 2018

Specialty:

✓ Estate and Retirement Planning ✓ Tax Planning ✓ Wealth and Investment Management ✓ Financial Planning ✓ Insurance Planning ✓ LLQP ✓ RRSP ✓ RESP ✓ Disability Insurance ✓ Charitable Giving ✓ Asset Management ✓ Residential Mortgage

“Westgroup Financial Management Inc. dedicated team helps families and businesses reach their financial goals. They are highly committed to ensuring your success through a well-calculated strategy. As experts in financial planning, they specialize in finding the best solutions to meet your financial needs. Westgroup Financial Management Inc. has built its business on integrity and honesty, always focusing on improving your financial path. They provide guaranteed income funds and segregated funds. They aim to offer personalized advice and support, helping you make informed decisions about your financial future. Whether you're planning for retirement, saving for your child's education, or investing wisely, the Westgroup team is here to guide you every step of the way. They pride themselves on their client-first approach, always putting your needs and goals at the forefront of everything they do. Westgroup Financial Management Inc approaches Helping Families, Individuals, and Corporations create a complete Financial Plan by Implementing Investment and Insurance Strategies to reduce exposure to Taxes and create wealth.”

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License #775063514

Contact:

(604) 588-9688

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Surrey financial service Different Financial
Surrey financial service Different Financial
Surrey financial service Different Financial
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DIFFERENT FINANCIAL

(4.7 Score)
15300 Croydon Drive, Suite 300,
Surrey, BC V3Z 0Z5 Directions

Since 2019

Specialty:

✓ Estate and Retirement Planning ✓ Financial and Insurance Planning ✓ Tax Planning ✓ Portfolio and Asset Management ✓ Wills and Mortgages

“Different Financial personal planner and investment funds advisor, Melissa. She has completed the Canadian Securities Course, the Conduct and Practices Handbook, the Branch Managers' Examination Course, and the ETFs for Mutual Fund Representatives course and holds the Personal Financial Planner (PFP) designation. At Different Financial, the team understands that every client's financial journey is unique. They take the time to listen to your individual needs and goals, crafting personalized strategies that align with your aspirations. They are dedicated to building long-term relationships based on trust and transparency. Their commitment to exceptional service and client satisfaction sets them apart. They strive to ensure that every client feels valued and supported and knows that their financial future is in good hands. She helps her clients make the most out of every opportunity to save their hard-earned money and achieve their goals sooner. Whether it is providing portfolio management, tax and estate planning solutions, or helping you get the best rates on mortgages, which can have a substantial impact over the long run, she can help you navigate through all your financial needs.”

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License #BC1491783

Contact:

(778) 381-8657

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CONNECT WEALTH REVIEWS

Forever grateful to the Connect Wealth team for helping me learn more about my finances, investments and budgeting. It can feel like a daunting task to sit down and map everything out you need to do in order to allocate money appropriately, invest and have a safety net of savings. Cassandra helped break this down 1-on-1 in a simple, easy to understand manor. She has your best interest at heart and finds ways to make your money work with your lifestyle. Highly recommend using her for your financial planning present and future.

I've had the pleasure of working with Cassandra for the past few years on my finances, and I can't recommend her enough. Her depth of knowledge in the financial realm is impressive, and she consistently goes above and beyond to ensure I am well-informed and confident in my financial decisions. She's always available and willing to address any questions or concerns I may have; whether it's a quick clarification or a more in-depth discussion, she always makes time for me. Cassandra is a true asset, and I feel fortunate to have her on my side.

The Connect Wealth team as a whole has be a true pleasure to work with. Our advisor Cassandra has been amazing in her approach with my wife and I in helping us gain financial literacy along with planning our financial future. Over the last year, she has navigated us through some tough financial obstacles and we couldn’t be more thankful to have her guidance. We feel very comfortable with the path she has laid out for us and look forward to continuing working with her over the years to see our financial goals achieved.

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WESTGROUP FINANCIAL MANAGEMENT INC. REVIEWS

After moving from United States to Canada, it was very difficult to learn, research and understand the financial/wealth management system in Canada. We were lucky to have met Jayan Jayabal (now our financial advisor and friend @ West Group) and his team Karm & Bal. They helped us understand the nuances of the financial system here and kickstarted our wealth management journey in Canada. We have very high praise for Jayan's vast knowledge in this sector coupled with his professionalism and communication skills. He is highly responsive, very diligent and tirelessly answers all of our questions. Jayan and West Group regularly discuss wealth management strategies with us to keep up with changing tides. We highly recommend Jayan and West Group Financial Management's services.

We cannot say enough good things about Karm, Aman, Bal and Sukhy and the rest of the team at Westgroup Financial. Their professionalism, knowledge and passion show through each time we meet. We always look forward to talking with them and learning from their vast wealth of financial experience and advice. Thank you to the team for your continued guidance and support. HIGHLY RECOMMEND! Simply the best.

Meenakshi Sareen helped me look at my finances and figure out how to better plan for the future. She helped me take a detailed look at my budget and learn how to invest funds to enjoy more financial security. I appreciate her willingness to answer questions, which allowed me to learn new ways to get to my goals. I would recommend her as a financial advisor to help you learn more about how to manage your money more effectively.

DIFFERENT FINANCIAL REVIEWS

I started going to Melissa at 18 years old. With no experience investing and no understanding of all the terminology, I was nervous going into it. Melissa completely put my mind at ease!! She put everything into terms I could understand and took the extra time to help me. She genuinely cares about her clients and I look forward to my appointments with her. I am so grateful for all her help and support and now 5 years later I have a much better understanding of all the things that scared me initially. She is the best.

Melissa was awesome! She made both of us feel very comfortable talking about our financial situation. Melissa has some great knowledge and is always available to answer any questions you might have for her. She was very professional, and maintained a high level of confidentiality. I would recommend her services to anyone looking at their financial situation.

My working relationship with Melissa as my financial advisor dates back more than ten years and, from the very first time to now, Melissa has impressed me. She provides information which allows me to follow along with her line of thinking and her rationale for my investments, and I Iose no sleep because I have confidence in my decisions. Her wealth of knowledge and broad understanding of how the world of investments ebb and flow, stand her head and shoulders above others. I am happy to recommend Melissa Different and Different Financial.

TBR® Inspection Score Report

CONNECT WEALTH Total Inspection Points: 117/120
Business Hours: 9
Complete Info: 9
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

WESTGROUP FINANCIAL MANAGEMENT INC. Total Inspection Points: 114/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

DIFFERENT FINANCIAL Total Inspection Points: 113/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

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