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Canada › British Columbia

Financial advisors in Surrey

53 advisory teams and firms in Surrey, British Columbia.

🏆 Top financial advisors in Surrey: the ranking

Surrey in figures

568,322residents in 2021 (+9.7% since 2016)
$98,000median total household income, 2020
69.5%of households own their home
$1,000,000median dwelling value
15.3%aged 65 and over
33.8%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Surrey

How to pass on a home in Surrey and limit probate?

The median dwelling value is $1,000,000 in Surrey (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.

RRSP or TFSA: which to choose in Surrey?

The right choice depends on your tax rate today and in retirement; in Surrey, the median household income was $98,000 (census).

RRSP or TFSA? →

Property taxes in Surrey

$7,729property taxes and charges on a representative house, 2026
$1,599,454assessed value of that representative house

Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.

Frequently asked questions

How many financial advisory firms are there in Surrey?

Advisor Index lists 53 advisory teams and firms in Surrey, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Surrey?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in British Columbia

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

Are you an advisor? Your firm is missing, or its profile is incomplete: list it, free of charge and with no paid ranking.

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