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Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNERFinancial advisor in Surrey, BC

Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER is a financial advisor at 7565 132 St Unit 107, Surrey, BC V3W 1K5, ranked #1 of 574 financial advisors in Surrey and rated 5.0 from 483 Google reviews. Open Monday and Tuesday and Thursday and 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) 715-7542Website ↗

Key facts

Key facts about Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
Address7565 132 St Unit 107, Surrey, BC V3W 1K5Get directions
Phone(604) 715-7542
Websiteyogeshbansal.ca
HoursMonday and Tuesday: 9 AM – 5 PM; Thursday and Friday: 9 AM – 5 PM
Google rating5.0 from 483 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

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

Based in Surrey, BCView on map

Opening hours

Opening hours for Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
WednesdayClosed
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER

How is Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER ranked in Surrey?

Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER is ranked #1 of 574 financial advisors in Surrey by RFA Score, with 78 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 Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER’s hours?

Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 9 AM – 5 PM; Thursday and Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER serve?

Serves Surrey and 11 towns within 40 km: Delta, New Westminster, White Rock, Langley, Pitt Meadows, Port Coquitlam, Burnaby, Port Moody, Walnut Grove, 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 Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER?

Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER has a rating of 5.0 from 483 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 Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER?

Call Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER on (604) 715-7542. The business is at 7565 132 St Unit 107, Surrey, BC V3W 1K5. 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.

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Compare nearby financial advisors

Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER compared with nearby businesses
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Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER (this business)—785.0 (483)NoNo
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