Updated October 2026 · 61 verified financial advisors · CASL-aware

Financial Advisors in Surrey, British Columbia — 61 verified financial advisors, 23 with email

PublicLeads offers a verified list of 61 financial advisors operating in Surrey, British Columbia. This database provides current contact information for direct outreach campaigns. Secure your prospect list instantly.

Total Financial Advisors
61
Across Surrey
With Email
23
38% of listings · 57% corporate domain
Avg Rating
2.23/5
595 total reviews
Top Rated
24
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 61-row dataset, sorted by rating & review count. The complete CSV includes phone, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain — plus the street address where the business publishes one. Service-area businesses (mobile mechanics, handymen, cleaners) deliberately don’t list an address on Google, so that column is blank for about 2% of rows.

publicleads-surrey-financial-advisors.csv · 61 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Vidit Paruthi - Mortgage Professional★ 5.0153vparuthi@xeva.ca
Mode Money Managers Inc.★ 5.0113advise@modemoney.ca
LoanBox Inc. - Mortgage Advisors★ 5.086ajit@loanbox.ca
A O Winter Financial Services - Ainslie Winter - Insurance Advisor★ 5.033info@winterfinancial.ca
VastuVera ---- Vastu | Astrology | Renovation | Surrey, Vancouver, Burnaby, Langley, Delta - serving lower mainland BC★ 5.027—
+ 56 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightSurrey's financial advisors market in numbers

“

The Surrey financial advisor market shows a strong preference for professional communication, with 14 (78%) of contacts featuring corporate email addresses like info@ or contact@. Only 4 use webmail services. Currently, specific Google ratings or review counts are not available for these advisors, indicating an opportunity for new market entrants.

61
Active financial advisors
21%
Corporate domain emails
10
Avg Google reviews

/ 03 — Built forWho buys this list

A

Reach Key Decision-Makers

Target financial advisor practices in Surrey with specialized SaaS and CRM tools. Our list provides direct contact details, simplifying your outreach to professionals who need workflow improvements.

B

Expand Your Territory

Build your sales presence among Surrey's financial advisors. Connect with 18 verified contacts to introduce your equipment, distribution services, or supply offerings.

C

Identify New Clients

Find high-value financial advisor practices in Surrey for your marketing services. The list helps agencies offering local SEO, paid ads, and reputation management to pinpoint prospects.

/ 04 — QuestionsFrequently asked

How many financial advisors are on this list for Surrey, BC?+

Our current database for Surrey, British Columbia, includes 61 verified financial advisors. This list is updated regularly to ensure accuracy and relevance for your outreach efforts.

What contact information is included?+

Each entry typically includes business name, address, phone number, and email address. For Surrey, 78% of contacts have corporate email addresses, providing professional direct outreach options.

Is the data current?+

Yes, PublicLeads verifies all contact information prior to listing. We prioritize accuracy so you can trust the data for your cold outreach campaigns.

How do I receive the list?+

Upon purchase, you receive an instant download link for a CSV file. This format integrates easily with most CRM systems and email marketing platforms.

Can I filter the list by specific criteria?+

For the Surrey financial advisors list, the primary filter is location. We provide all 18 verified contacts in a single, ready-to-use file. Custom filtering options may be available for larger regional lists.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Surrey

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Vidit Paruthi - Mortgage Professional

★ 5.0 · 153 reviews
Financial Advisor · Surrey

Mode Money Managers Inc.

★ 5.0 · 113 reviews
Financial Advisor · Surrey

LoanBox Inc. - Mortgage Advisors

★ 5.0 · 86 reviews
Financial Advisor · Surrey

A O Winter Financial Services - Ainslie Winter - Insurance Advisor

★ 5.0 · 33 reviews
Financial Advisor · Surrey

VastuVera ---- Vastu | Astrology | Renovation | Surrey, Vancouver, Burnaby, Langley, Delta - serving lower mainland BC

★ 5.0 · 27 reviews
Financial Advisor · Surrey

Advantum Financial Solutions Ltd.

★ 5.0 · 20 reviews
Financial Advisor · Surrey

Family Tree Financial Group Inc

★ 5.0 · 9 reviews
Financial Advisor · Surrey

Gaurav Sood

★ 5.0 · 8 reviews
Financial Advisor · Surrey

CanTrust Financial Services Inc.

★ 5.0 · 5 reviews
Financial Advisor · Surrey

Edward Jones - Financial Advisor: Scott E Porter, CFP®|CEPA®

★ 5.0 · 4 reviews
Financial Advisor · Surrey

Giving You Credit Financial Services

★ 5.0 · 3 reviews
Financial Advisor · Surrey

CRS Financial Wealth Management

★ 5.0 · 3 reviews
Financial Advisor · Surrey

JYC Financial Inc.

★ 5.0 · 3 reviews
Financial Advisor · Surrey

Jas Salh - iA Private Wealth White Rock

★ 5.0 · 3 reviews
Financial Advisor · Surrey

IG Private Wealth Management - De Boer & Associates

★ 5.0 · 2 reviews
Financial Advisor · Surrey

The Davies Wealth Management Group - TD Wealth Private Investment Advice

★ 5.0 · 1 review
Financial Advisor · Surrey

Mia Zhou - BMO Financial Planner

★ 5.0 · 1 review
Financial Advisor · Surrey

Bev Kumar - TD Wealth Private Investment Advice

★ 5.0 · 1 review
Financial Advisor · Surrey

HollisWealth

★ 5.0 · 1 review
Financial Advisor · Surrey

IFA Elite Financial Services Inc.

★ 5.0 · 1 review
Financial Advisor · Surrey

Mitchell Premier Wealth Solutions

★ 5.0 · 1 review
Financial Advisor · Surrey

WESTGROUP FINANCIAL MANAGEMENT INC

★ 4.9 · 43 reviews
Financial Advisor · Surrey

Pleiades Accounting

★ 4.8 · 43 reviews
Financial Advisor · Surrey

Edward Jones - Financial Advisor: William Yi Wang, CFP®|CEA®|CEPA®

★ 4.8 · 4 reviews
Financial Advisor · Surrey

IG Wealth Management

★ 3.8 · 4 reviews
Financial Advisor · Surrey

White Rock of RBC Dominion Securities Inc.

★ 3.7 · 3 reviews
Financial Advisor · Surrey

CIBC — Wood Gundy | White Rock Branch

★ 3.3 · 8 reviews
Financial Advisor · Surrey

Spring Planning

★ 3.2 · 6 reviews
Financial Advisor · Surrey

National Bank Financial

★ 2.3 · 6 reviews
Financial Advisor · Surrey

BMO Private Wealth

No rating yet
Financial Advisor · Surrey

Jerome So - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Surrey

TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Surrey

Terry Kung - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Surrey

Kyle Fong - BMO Financial Planner

No rating yet
Financial Advisor · Surrey

Jamie Middleton - Raymond James Ltd.

No rating yet
Financial Advisor · Surrey

Five Seasons Financial

No rating yet
Financial Advisor · Surrey

Jimmy Chattha - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Surrey

CIBC Financial Advisor: Shelly Elder

No rating yet
Financial Advisor · Surrey

Marianne Bailey - TD Financial Planner

No rating yet
Financial Advisor · Surrey

Vancouver Financial Advisor

No rating yet
Financial Advisor · Surrey

Unfold Partners Inc.

No rating yet
Financial Advisor · Surrey

Kitti Raposki - BMO Financial Planner

No rating yet
Financial Advisor · Surrey

IG Wealth Management - MINE DERY, BScEE, CFP, EPC, RRC

No rating yet
Financial Advisor · Surrey

Adam Schaeffers - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Surrey

FS Financial Strategies

No rating yet
Financial Advisor · Surrey

Caitlin Harris - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Surrey

IG Wealth Management - MELISSA PEREMAN, CFP, CLU, RRC

No rating yet
Financial Advisor · Surrey

IG Private Wealth Management - IAN ATKINSON, CFP RRC BBA

No rating yet
Financial Advisor · Surrey

The Funke Group

No rating yet
Financial Advisor · Surrey

Timothy Collins - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Surrey

/ HelpCommon Questions

How do I choose a reliable financial advisor in Surrey?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Surrey?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.