Find a Fee-Based or Fee-Only Financial Planner in Surrey
The #1 Hub To Choose Your Fee-Based or Fee-Only Financial Planner In Surrey and The Surrounding Area. Compare Surrey's Best Financial Advisors Effortlessly.
Yogesh Bansal
CFP®, CPA®, CGA
Yogesh Bansal
Yogesh is a very considerate and kind professional.
I have been impressed over the years at the little details he remembers, and how incredibly knowledgeable he is.
He goes out of his way to make meetings as convenient and seamless as possible.
I am also very happy with the performance of the investments he has made on my behalf.
I highly recommend Yogesh without hesitation to anyone.
Delluhle Renaud
Adam Bornn
CFP®, CLU®, BBA
Parallel Wealth Financial Group
From the very start of watching dozens of Adam’s videos, then onward to receiving our financial plan, we truly cannot say enough about the excellent service the team at Parallel Wealth has provided us!
Jon’s professional service and advice provided us with a detailed plan that we could follow and move forward with.
We are so grateful we chose Parallel Wealth!
Thank you!
Darcy Danielson
Arnold Machel
CFP®
Visionvest Financial Planning
I have been a client of Visionvest Financial Planning & Services for many years now.
Arnold has been great with me and always takes the time to explain any questions I may have.
He has always made time for me regardless of the size of my portfolio.
The entire company is very friendly and professional.
I have been with different companies in the past but in my opinion Visionvest by far has been the best.
I would highly recommend this company to any of my friends, family or colleagues.
Roderick Chapman
Choosing Your Next Fee-Based Advisor or Fee-Only Financial Planner
F.O.F. (Fee Only Financial) strives to deliver a simple user experience to financially driven Canadians looking for a Fee-Based Advisor or a Fee-Only Financial Planner near them.
Easily compare the best Certified Financial Planners and Financial Advisors in Surrey to help guide you in your financial planning journey.
Are you looking to get matched with a Canadian Financial Planner?
Fill out the short questionnaire above and we'll connect you with a Fiduciary Fee-Only Financial Planner or Fee-Based Financial Advisor that aligns with your goals and interests.
Lead Moxy, LLC (FeeOnlyFinancial.ca) does not provide and does not intend to provide investment or legal advice through this website. Information contained on this website is for informational and educational purposes only. Third party links and resources are provided for your convenience, and have not been independently verified by Lead Moxy, LLC. Lead Moxy, LLC is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Lead Moxy LLC of such content or services. Use your discretion.
Lead Moxy, LLC (FeeOnlyFinancial.ca) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyFinancial has received compensation. FeeOnlyFinancial is not a client of these advisors or firms.