Financial Consultants in Surrey, BC
Find accurate info on the best financial consultants in Surrey. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 21 - 40 out of 242
Showing results: 21 - 40 out of 242
Other results from the 'Financial Consultants' category in Surrey
Closed now
8788 120 St #205, Surrey, V3W 3N6
(778) 578-1100
Accountant, Tax preparation service, Financial consultant, Chartered Accountant, Chartered Accountants 
P S Sohi Inc receives high praise for assisting clients with various accounting needs, providing valuable financial advice, and ensuring efficient tax preparation and filing. 
Closed now
14103 71 Avenue, NEWTON, Surrey, V3W 2K8
(604) 597-1950
Accounting Services, Mortgage broker, Financial consultant, Mortgage Brokers, Accountant 
Closed now
2411 160th Street, Suite #210, Surrey, V3Z 0C8
(604) 588-9688
Closed now
1676 Martin Dr, Suite 210, Surrey, V4A 6E7
(604) 506-5838
Closed now
2121 152 St, Suite 220, Surrey, V4A 4P1
(604) 541-5300
Closed now
Unit 8 – 9613 192 St, Surrey, V4N 4C7
(604) 503-1673
Mortgage broker, Finance broker, Financial Service, Mortgage Brokers Customers express high satisfaction with East to West Group's financial consulting services, specifically praising the professionalism, quick response, and dedication of representatives Inderveer Johal, Nav Dhaliwal, Jass Bai, Navmanpreet, Pallavi, and Jas Akali. They appreciate the ease of the financing process, clear communication, and personalized attention. Some customers mention quick turnaround times and individualized solutions. 
Closed now
1676 Martin Drive, Suite 100, Surrey, V4A 6E7
(604) 535-4721
Financial Planner, Investment service, Investing Service, Financial consultant 
Closed now
2121 152 St #120, Surrey, V4A 4P1
(604) 541-9334
Closed now
Unit 211 - 12830 80th Avenue, NEWTON, Surrey, V3W 3A8
(604) 592-0602
Established in 1992, Jiwan Dhillon & Co. Inc. has provided accounting, auditing, tax planning and business advisory services to our corporate, public sector, not-for-profit, and personal clients for over 21 years. Since our inception, we have maintained a proactive approach in executing business strategies and have built our reputation on consistently providing outstanding service and advice. In addition to servicing clients throughout the lower mainland and the Province of B.C., we assist clients requiring professional services throughout Canada. Jiwan Dhillon & Co Inc is highly recommended by their clients for their expertise in business structuring and tax planning, with a team of passionate, committed professionals who provide prompt and patient service. Anoop Dhillon, in particular, is praised for his knowledge and guidance, and Sukh is commended for helping clients save on taxes. Alka is also highly regarded for her help and responsiveness. 
Closed now
12639 80 Ave #209, NEWTON, Surrey, V3W 3A6
(778) 999-7700
Mr. Talwar has over 14 years of experience in accountancy field, and he acquires very vast knowledge in this field, we provide timely and quality services to our clients, So that our clients can easily make financial decisions related to their business in very effective and efficient way. We provide our clients regular reports on regular basis. 
Closed now
#186- 19567 Fraser Hwy, Surrey, V3S 9A4
604-427-0505
A Life settlement occurs when an individual, typically 75 years of age or older, sells his/her Life Insurance policy to a third party for a lump sum. The cash purchase is greater than the cash surrender value but less than the net death benefit of the policy. The third party becomes the new owner of the policy, pays the monthly premiums, and receives the full benefit when the life insurance policy matures. Investment characteristics could be described as a reverse annuity; Investor makes a series of payments (premiums) in exchange for the future payment of a lump sum (death benefit). The Life Settlement industry has created many opportunities for individuals to sell, transfer or trade what has traditionally been one of their largest assets, in a secondary market place. This flexibility has changed many lives when historically, the only way to recoup any cash from a policy is through a loan or to turn the policy in for its cash surrender value which typically is much less that what the policy could be sold for on the secondary market. What once was a very illiquid market has changed. Life Settlements have become a viable alternative for retired individuals as they plan their future financial needs. Historically, according to the actuarial consulting firm of Milliman & Robertson, 90% of all universal Life policies lapse or are surrendered back to the life insurance company prior to maturity. Essentially, the insurance companies had created a market situation where the only option a person no longer in need of insurance company was to “sell back” the policy to the issuing company for the cash surrender value. The Life Settlement industry has created this secondary market lessening the monopsony power of the insurance companies and creating a free market for life insurance policy owners to sell as they deem fit. Additionally, it has given accountants, financial planners and brokers another tool to utilize in the estate planning of individuals. 
Open now
16878 Greenway Dr, Surrey, V4N 5A4
604-374-1832
Peter Y. H. Shum Inc. Chartered Professional Accountant (CPA) - A boutique accounting firm located in Surrey, British Columbia providing professional accounting, business advisory and tax services to small to medium sized business and individual taxpayers. Peter Y. H. Shum Inc. is a reliable and professional accountancy firm, known for their friendly and helpful customer service. They specialize in tax filing services for Canadian expats residing in Hong Kong. Customers appreciate their affordability, responsiveness, and attention to detail. 
Closed now
15303 31 st Avenue, Surrey, V3Z 6X2
(778) 571-3537
With more than 120 offices across the country, MNP provides tailored expertise in tax, accounting and a wide range of business advisory services. MNP is there, wherever business takes you 
Open now
2121 152Nd Street, Surrey, V4A 4P1
(604) 541-9334
Financial consultant, financial services, Financial Service, Financial Planner, financial consultants 
Closed now
10470 - 152Nd St, Suite 170, Surrey, V3R 0Y3
(604) 818-0822
insurance agents, financial services, Insurance company, Financial Planner Closed now
10470 - 152Nd St, Suite 170, Surrey, V3R 0Y3
(604) 308-9502
insurance agents, financial services, Financial Planner 
2411 160th St, Surrey, V3S 0C8
(778) 284-2607
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
Closed now
7360 137 St #413, Surrey, V3W 1A3
(778) 654-7181
Auto title loans, or car title loans, allow you to borrow money using the value of a vehicle that you own to secure immediate cash. At Canada Loan Shop, with dozens of locations across the nation, we’ve loaned money to thousands of people using their cars, automobiles, trucks, SUVs, vans, and motorcycles. We have also refinanced many title loans made by other companies, offering better terms and easier loan payment schedules