Best Financial Services in Surrey

My wife and I have been working with Vince since we first started planning for our future. Vince has guided us through many life phases including marriage, home purchases, kids, starting a business, and purchasing an investment property. He really seeks to understand our personal and professional goals and always has thoughtful and insightful advice to share. We have felt incredibly supported by Vince on all fronts - whether it is directly related to our personal finances, our business, or other family goals. Vince is a trusted partner in it for the long term. We appreciate him very much!

My husband and I have been dealing with the father/daughter duo of Joey and Cassandra San for years now and have had the best experience. They are experts in the field and are very knowledgeable. I highly recommend them to anyone in need of any insurance or financial advice. Thank you Cassandra and Joey for your professionalism and expertise!

I've worked with Mike Erickson and his team for the past five years and I'm grateful for his professionalism, guidance and partnership. I've referred family and he's taken great care of them. Trust is critical and you won't find anyone you can trust more than Mike Erickson. Thanks, Mike and keep up the great work.

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As an immigrant, the financial system in Canada remained obscure to me for over 5 years. My Financial advisor Jayan Jayabal, with his team Karm and Bal after understanding my current financial situation, passionately educated me with the financial system put in place and walked me through the most critical wealth tools available for wealth creation for every individual out there. Furthermore, they have created an effective and efficient wealth strategy for maximized gains and for my prosperous future. It finally makes me feel so relieved that I do not have to worry about my finances anymore. Jayan and his team were completely transparent, honest and showcased a high level of professionalism through every step of the process. I would strongly recommend their services for abundant wealth creation. The Best part is, their services are completely free except for accounting and legal services. It still makes me wonder "too good to be true

It's been a pleasure to work with Westgroup Financial. Karm, Bal and the rest of their team are exceptionally well-informed with wealth management. They believe in the value of having a one-on-one relationship with their clients. Jay has been fundamental in understanding my current financial situation and what my future goals are. He is always a pleasure to talk to and is very empathetic and friendly. I get instant responses from the team for my queries and they go over & above to help me with my investments, taxing and overall financial planning. I highly recommend their services to anyone looking for a great working relationship and simplify your financial life.

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.

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My husband and I have been clients of Karasick and Associates for over twenty years. Although our initial motivation for financial planning was for our eventual retirement, Lyle and Aaron helped us to plan for eventualities we hadn't even considered, including how to best help our children finance their post-secondary educations. Lyle and his team took the time to get to know us and our comfort zones surrounding strategies for financial management. Their expertise and patience gave us the confidence to trust in the strategies they proposed as we worked toward our retirement goals. I am thrilled that my husband and I were able to retire while we are still young enough to enjoy the fruits of our labour and the sound advice provided by Lyle and Aaron. We never could have retired when we did without them. The addition of Ryan Murray to the team has added a new generation of knowledgeable expertise and it is with confidence that we have referred our adult children to Karasick and Associates in order that they too can make sound financial decisions. We highly recommend Lyle and his team and are grateful to have them on our side.

Ryan at Karasick & Associates has managed my finances for many years, and I am extremely pleased with the services I am receiving. He has put a plan together so that I can understand the big picture around my finances. From tax planning to investments and risk management their team approach is extremely comprehensive.

The team at Karasick & Associates have been incredible in assisting us in the next chapter of our lives! We sold our business, our home, our recreational property and then retired! Their knowledge of tax implications in doing all of this was amazing. They even brought in an expert to review our financials that in turn, will save us SO much money, both now and in the future. We are very thankful to have met this team of professionals.....they are a knowledgeable, kind, attentive group and are truly there to help you with your financial planning every step of the way.

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