The Best Financial Services in Surrey

Handpicked Top 3 Financial Services in Surrey, BC. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


18896 - 67A Avenue, Surrey, BC V4N 5Z9

Since 2006

Financial Planning, Investment, Tax Planning, Retirement Planning, Portfolio Analysis, Estate Planning & Insurance Analysis

Focuses on small to medium size business as well as working professionals to provide independent Financial Planning and Wealth Management advice

Mon - Fri 8:30 am - 4:30 pm

We highly recommend Adam as a financial advisor - we consider him to be a man of integrity. He was recommended to us several years ago and we have been very pleased with his service through Parallel Wealth. We are kept informed regarding current general financial information on a regular basis via email and have found that he responds quickly to any questions we have. Whenever we wish to have a discussion on any financial issues, he is always willing to meet with us.

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1688 152 St, #404, Surrey, BC V4A 4N2

Since 2011

Cash Flow Planning, Retirement Planning, Estate Planning, Insurance Planning, Education Planning, Pension Planning & Tax Planning

Provides truly objective, expert Financial, Estate and Succession Planning services

Mon 9:00 am - 12:00 pm Tue - Fri 9:00 am - 5:00 pm

When looking for a financial planner, my fiancé and I wanted someone who understood our goals, as well as our relationship to money. Julia did a great job with walking us through exactly what was needed to buy a house, put away money for retirement and also still have accessible funds for emergencies. As a business owner it was also important for me to have someone who understood the risks and challenges involved in this choice of career. Julia was able to give financial advice in this area.

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309 - 15240 56th Ave (Hwy 10), Surrey, BC V3S 5K7

Since 2005

Insurance Solutions, Investment, Educational Planning, Payout Annuities, Life, Tax Free Savings Accounts, Retirement Planning & Critical Illness Insurance

Free, no obligation financial planning session - Offers a full range of Investment, Insurance and Retirement Income Products

Mon - Fri 8:30 am - 4:30 pm

Nadir and his team are definitely the go to people for long term planning.!
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