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Financial Planners in Surrey, BC: 2026 rankings

299 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Surrey: Vidit Paruthi - Mortgage Professional, RFA Score 76/100; 5.0★ from 149 Google reviews; open 7 days a week.

  2. 37

    Most-reviewed: BMO Bank of Montreal, 274 Google reviews at 3.2★, the most of 299 ranked; ranked #37.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

299 Surrey financial planners are ranked here by RFA Score, from eight published factors. 107 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.6★ across 299 rated firms.

Top 10 financial planners in Surrey at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Surrey at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Vidit Paruthi - Mortgage Professional765.0★ (149)SurreySat · Sun · EveningsTop score
2Parallel Wealth Financial Group Inc.755.0★ (234)Coquitlam, 13 km away——
3Sanjay Gupta745.0★ (104)SurreySat—
4RightFit Advisors745.0★ (184)Richmond, 15 km away——
5Cedar Rock Financial Group745.0★ (159)Langley, 13 km away——
6The Mortgage Specialist Burnaby - Vancouver725.0★ (129)Burnaby, 16 km away——
7Moulik Toor, Senior Mortgage & Wealth Advisor - Westgroup Financial Management Inc.725.0★ (65)SurreySat · Sun · Evenings—
8Visionvest Financial Planning & Services (IPC)715.0★ (76)White Rock, 9 km away——
9GT Wealth 安加財稅714.9★ (143)Richmond, 23 km away——
10Well Built Wealth715.0★ (241)Abbotsford, 39 km away——

All 299 financial planners in Surrey, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Sanjay Gupta

    Based in Surrey

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–5 PM · Sun closed
    Address
    1921 Ocean Wind Dr, Surrey, BC V4A 9P2
    View profile for Sanjay Gupta(604) 503-6644

  4. #4 RightFit Advisors

    Based in Richmond, 15 km away

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 184 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 184 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for RightFit Advisors

  9. #9 GT Wealth 安加財稅

    Based in Richmond, 23 km away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 143 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    6388 Number 3 Rd Ste 405, Richmond, BC V6Y 0L4
    View profile for GT Wealth 安加財稅(604) 278-0122

  10. #10 Well Built Wealth

    Based in Abbotsford, 39 km away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 241 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 241 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
    View profile for Well Built Wealth(778) 749-8060

  11. #11 Bromwich+Smith

    Based in Surrey

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 46 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri–Sun 8 AM–5 PM
    Address
    7404 King George Blvd #200, Surrey, BC V3W 1N6
    View profile for Bromwich+Smith(855) 884-9243

  12. #12 Different Financial

    Based in Surrey

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon closed · Tue–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    15300 Croydon Dr #300, Surrey, BC V3Z 0Z5
    View profile for Different Financial(778) 381-8657

  16. #16 ARC Wealth: Vancouver Wealth Management + Financial Planner

    Based in Vancouver, 29 km away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 88 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 9 AM–2:30 PM · Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    329 Howe St #741, Vancouver, BC V6C 3N2
    View profile for ARC Wealth: Vancouver Wealth Management + Financial Planner(604) 360-1426

  18. #18 TE Financial Group Inc.

    Based in Burnaby, 15 km away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    800, 7300 Edmonds St #833, Burnaby, BC V3N 0G8
    View profile for TE Financial Group Inc.(604) 565-9353

  20. #20 HB Tax Services

    Based in Surrey

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.1★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 63 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 12 PM–4 PM · Sun closed
    Address
    8388 128 St Unit 204, Surrey, BC V3W 4G2
    View profile for HB Tax Services(604) 598-2330

  22. #22 Camlife Financial

    Based in Vancouver, 27 km away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    439 W Broadway #201, Vancouver, BC V5Y 1R4
    View profile for Camlife Financial(778) 382-2934

  23. #23 Prospera

    Based in Surrey

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.2★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 52 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    7488 King George Blvd #500, Surrey, BC V3W 0H9
    View profile for Prospera(888) 440-4480

  24. #24 Skyward Financial

    Based in Surrey

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    13303 Central Ave #1409, Surrey, BC V3T 0K6
    View profile for Skyward Financial(778) 938-4112

  25. #25 Co-operators

    Based in Burnaby, 23 km away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 74 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4318 Hastings St, Burnaby, BC V5C 2J9
    View profile for Co-operators(604) 205-1755

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 299 ranked financial planners here; the rest are on their profiles.

financial planners in Surrey, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Advantum Financial Solutions Ltd.675.0★ (23)In Surrey
27Portfolio Planning674.9★ (75)30 km
28Co-operators - Tanious Insurance & Investment Services Inc674.8★ (48)17 km
29Rosa Lin | Brightway Financial | Financial Planner 財務規劃師675.0★ (46)22 km
30Canadian WiseInvest Inc.674.9★ (66)30 km
31First Oak Financial Inc.665.0★ (38)19 km
32Interhealth Financial Inc.665.0★ (50)27 km
33Connect Wealth664.8★ (20)In Surrey
34Ocean 6 Wealth Advisory Inc.665.0★ (47)27 km
35True Value Financial Inc. - Investment, Insurance, Financial & Retirement Solutions665.0★ (27)12 km
36Clearpoint Wealth664.9★ (54)29 km
37BMO Bank of Montreal663.2★ (274)In Surrey
38Virani Financial Inc.665.0★ (47)29 km
39Wfg663.7★ (49)In Surrey
40Michael Gao Inc | 嘉岳会计师事务所 | Richmond 中文会计师 | 公司税务申报专家664.9★ (41)24 km
41Vancity663.5★ (79)In Surrey
42Prospera664.3★ (46)13 km
43Rivershore Wealth Planning655.0★ (64)39 km
44Prospera654.1★ (61)14 km
45IPC Wealth - WayOaks Advisors654.9★ (15)In Surrey
46Vancity653.5★ (63)In Surrey
47Karasick Crabtree & Murray - IG Private Wealth Management655.0★ (13)In Surrey
48RGF Integrated Wealth Management654.7★ (54)29 km
49Family Tree Financial Group Inc655.0★ (13)In Surrey
50DLC A.I.M.I. Collective Mortgage Group: Harvir Mann655.0★ (30)22 km

Also serving Surrey

20 more financial planners within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Surrey
BusinessGoogle ratingDistance
ANCHOR WEALTH SOLUTIONS INC.5.0★ (7)In Surrey
CABA WEALTH PARTNERS5.0★ (16)In Surrey
CanTrust Financial Services Inc.5.0★ (5)In Surrey
East To West Group of Companies5.0★ (759)In Surrey
Emmanuel Ohana - Financial Advisor5.0★ (21)In Surrey
Insightful Wealth Group Raymond James5.0★ (30)In Surrey
Kishan Lal - Sunlife Advisor5.0★ (6)In Surrey
Livian Smith - Dominion Lending Centres Producers West Financial - Mortgage Broker5.0★ (207)In Surrey
Mode Money Managers Inc.5.0★ (113)In Surrey
PRIME TAX & ACCOUNTING SERVICES LTD Chartered Tax Practitioner5.0★ (372)In Surrey
Private Mortgage Brokers5.0★ (13)In Surrey
Raghav Sharma | Wealth Management Advisor | Financial Advisor5.0★ (40)In Surrey
Richard Kosick & Co. Chartered Professional Accountant4.6★ (58)In Surrey
Right Direction Financial5.0★ (21)In Surrey
Shane Sharma - Advisor, Sun Life5.0★ (18)In Surrey
Sun Life Financial Surrey District3.4★ (5)In Surrey
Sunny Kalsi - Kalsi Wealth Management4.9★ (60)In Surrey
Surinder Singh Kaler5.0★ (26)In Surrey
Synergist Wealth5.0★ (12)In Surrey
Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER5.0★ (483)In Surrey

How we ranked Surrey financial planners

We scored 299 Surrey financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Surrey data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Surrey: frequently asked questions

Which financial planner has the highest RFA Score in Surrey?

By RFA Score, the highest-ranked financial planner in Surrey, BC is Vidit Paruthi - Mortgage Professional with an RFA Score of 76/100. It has 5.0★ from 149 Google reviews. It is open 7 days a week. Parallel Wealth Financial Group Inc. (#2) and Sanjay Gupta (#3) follow. We ranked 299 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Surrey?

RankedFinancialAdvisors ranks 299 financial planners serving Surrey, BC. 21 of them are based in Surrey; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Surrey work on weekends?

107 of 299 ranked financial planners post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Vidit Paruthi - Mortgage Professional (#1), Sanjay Gupta (#3) and Moulik Toor, Senior Mortgage & Wealth Advisor - Westgroup Financial Management Inc. (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Surrey financial planners have?

The median Google rating among 299 rated financial planners in Surrey is 4.6★, with a median of 22 reviews. BMO Bank of Montreal has the most, 274 reviews, and ranks #37. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Surrey count in this ranking?

Yes, if they are within 40 km of the Surrey city centre, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Surrey ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial planners in Surrey?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Surrey

  1. November 2026: RFA Scores recalculated for 299 financial planners serving Surrey.

More financial planners and Surrey pages