Skip to content

Insightful Wealth Group Raymond JamesFinancial advisor in Surrey, BC

Insightful Wealth Group Raymond James is a financial advisor at 5455 152 St #309, Surrey, BC V3S 5A5, ranked #28 of 574 financial advisors in Surrey and rated 5.0 from 30 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Surrey, BCUpdated 0 paid placements in any rankingHow we rank

Call (604) 575-6911Website ↗

Key facts

Key facts about Insightful Wealth Group Raymond James
Address5455 152 St #309, Surrey, BC V3S 5A5Get directions
Phone(604) 575-6911
Websiteinsightfulwealth.com
HoursMonday to Thursday: 8 AM – 4 PM; Friday: 8 AM – 3:30 PM
Google rating5.0 from 30 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Surrey and 11 towns within 40 km: Delta, White Rock, Langley, Walnut Grove, New Westminster, Pitt Meadows, Port Coquitlam, Maple Ridge, Port Moody, Coquitlam and Ladner.

Based in Surrey, BCView on map

Opening hours

Opening hours for Insightful Wealth Group Raymond James
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Insightful Wealth Group Raymond James

How is Insightful Wealth Group Raymond James ranked in Surrey?

Insightful Wealth Group Raymond James is ranked #28 of 574 financial advisors in Surrey by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Insightful Wealth Group Raymond James’ hours?

Insightful Wealth Group Raymond James is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4 PM; Friday, 8 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Insightful Wealth Group Raymond James serve?

Serves Surrey and 11 towns within 40 km: Delta, White Rock, Langley, Walnut Grove, New Westminster, Pitt Meadows, Port Coquitlam, Maple Ridge, Port Moody, Coquitlam and Ladner. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Insightful Wealth Group Raymond James?

Insightful Wealth Group Raymond James has a rating of 5.0 from 30 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Insightful Wealth Group Raymond James?

Call Insightful Wealth Group Raymond James on (604) 575-6911. The business is at 5455 152 St #309, Surrey, BC V3S 5A5. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Insightful Wealth Group Raymond James? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Insightful Wealth Group Raymond James compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Insightful Wealth Group Raymond James (this business)—695.0 (30)NoNo
Spark Mortgage: Ryan Cooper#26695.0 (62)YesNo17.2 km
Ascendant Financial Inc: Financial Advisor - Vancouver#27695.0 (104)NoNo29.1 km
FOURSQUARE FINANCIAL INC.#29695.0 (59)NoNo18.4 km

See all 574 ranked financial advisors in Surrey