4 Best Gold IRA Investment Companies Near Me in Surrey, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Insightful Wealth Group Raymond James
ADDRESS: 5455 152 St #309, Surrey, BC V3S 5A5, Canada
NUMBER: +1 604-575-6911
SERVICES: Retirement planning, Estate planning, Financial planning, General investment consulting, Investment advising, Tax planning, Wealth management, Estate Strategies, Investment Advisors, Investment Planning, Long Term Plans
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been working with The Insightful Wealth Team and Christine for 12 years now, and couldn’t be happier. Christine and her team has navigated some tough economic times for me and outperformed the market and other investments I hold. Communication is clear and constant and they have been very sensitive to my conservative nature. I highly recommend this team as they are very adept in what they do. – Kerry McKearney
REVIEW #2 – We can’t say enough about how great our experience has been dealing with Joni ,Christine, and the rest of the team at Insightful Wealth group. We respect their expertise, advice and appreciate their guidance with our investments. I have other family members and friends who also have invested with them and they have nothing but positive experiences as well. – Bruce Campbell
REVIEW #3 – Christine and the team at Insightful are amazing. We trust them explicitly. They have managed our portfolios and their attention to detail is second to none. And because of their team, we are connected with a great lawyer and accountant. They looked after both our aging parents and assisted greatly with estate planning issues. We feel so well looked after! – Sue Peck
REVIEW #4 – We have been associated with Insightful Wealth Group for 10 years, and have appreciated their expertise, advice, and professionalism in managing our financial affairs. There is a confidence that our assets and financial goals are being diligently monitored, and changes are made only after a consultation either by phone, or in office. There are also monthly statements to further inform us of changes in our accounts. The timely reviews of our portfolio give us a complete updated view of our present investments, information on possible future investments, and a review of our financial goals. The staff are always helpful, pleasant, and available for questions or advice. It has been a pleasure working with the advisors and staff of Insightful Wealth Group-Raymond James. – Gail Lee
REVIEW #5 – We are very pleased and grateful to have Christine and the IWG team looking after our nestegg. We have been with IWG for more than 15 years. Right from the beginning, it was evident that they care about their clients. They are dedicated to ensuring that our investments align with our needs, both now and in future. Despite market conditions and monthly withdrawals, our investments continue to grow. We could never have achieved that on our own. – Maria Davies
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
WESTGROUP FINANCIAL MANAGEMENT INC
ADDRESS: 2411 160 St #210, Surrey, BC V3Z 0C8, Canada
NUMBER: +1 604-588-9688
SERVICES: University savings-related financial consulting, Education savings consulting, Estate planning, Financial coaching, Financial planning, General investment consulting, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, Comprehensive Financial Plan, Financial Investments
OFFICE HOURS
| Mon | 9:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:30 PM | |
| Wed | 9:30 AM – 5:30 PM | |
| Thu | 9:30 AM – 5:30 PM | |
| Fri | 9:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have a great experience with Westgroup Financial. Their service has been outstanding, professional, reliable, and very detail-oriented. The team is responsive and easy to work with, making the whole process smooth and stress-free. Highly recommend! – Raj Panesar
REVIEW #2 – It’s been a pleasure to work with Westgroup Financial. Their team are exceptionally well-informed with wealth management. They believe in the value of having a one-on-one relationship with their clients. They have been fundamental in understanding my current financial situation and what my future goals are. Sharan is always a pleasure to talk to and is very empathetic and friendly. I get instant response from the team for my queries and they go over & above to help me with my investments and overall financial planning. I highly recommend their services to anyone looking for a great working relationship and simplify your financial life – Majid Khan
REVIEW #3 – Westgroup and my wealth advisor, Brent Forsyth, have been phenomenal assets in guiding my financial journey. From our very first meeting, Brent took the time to understand my financial goals and tailored his advice to suit my unique situation. His in-depth knowledge, combined with his clear and patient explanations, has made complex financial concepts easy to grasp.
What sets Westgroup and Brent apart from other financial advisors I’ve worked with is their genuine commitment to their clients’ success. Brent is always available to answer questions and provide support, ensuring that I feel confident and informed every step of the way. His proactive approach and personalized strategies have significantly improved my financial outlook.
I wholeheartedly recommend Westgroup and Brent to anyone seeking a trustworthy and skilled financial advisor. With Brent’s guidance, I’ve achieved financial milestones I never thought possible. He’s not just an advisor; he’s a true partner in my financial well-being. – Graham Travers
REVIEW #4 – Thank You for Your Outstanding Support and Guidance –
It has been a real pleasure working with you and your team and receiving your expert guidance. We truly appreciate the time, patience, and dedication you’ve shown in helping us navigate our investment decisions. Your ability to break down complex financial concepts into clear, understandable terms has been invaluable.
Thanks to your insight, we’ve consistently felt informed, supported, and confident in our choices. It’s rare to find someone who combines deep market knowledge with such a genuine commitment to client success. We rate your service solid 5 out of 5 stars — for professionalism, clarity, and care. Your advice has not only guided us toward smarter decisions, but has also given us peace of mind and that is truly priceless.
Please also extend our sincere thanks to everyone on your team. Every person we’ve interacted with has been a pleasure to talk to, always friendly, professional, and eager to help. The entire team’s warmth and responsiveness have made working with you an even better experience.
Thank you for always being available, for answering every question thoroughly, and for treating our financial goals as if they were your own. We look forward to continuing this journey together and highly recommend you to anyone seeking top-tier financial guidance. – Jatinder Sohal
REVIEW #5 – Working with Westgroup Financial was an absolute game‑changer in my mortgage process. From the beginning, they made something that felt overwhelming suddenly feel clear, manageable, and exciting. The team was there supporting me every step of the way.
I explained what my goals were and they explained to me in plain, understandable language what my best options were. Their expertise helped me feel confident in this very important decision in my life.Thanks to their guidance, I was able to secure the mortgage that was right for me, and I felt informed and supported the entire way through.
I’m truly grateful for everything Westgroup Financial did to help me reach this milestone. I would recommend them wholeheartedly to anyone looking for a team that goes above and beyond. – Justine Redpath
Skyward Financial
ADDRESS: 13303 Central Ave #1409, Surrey, BC V3T 0K6, Canada
NUMBER: +1 778-938-4112
SERVICES: Financial planning, Investment advising, Wealth management, Budgeting assistance, Financial Strategy, Financial education, Pension Plans, Personalized Financial Strategy, Planning Services, Retirement planning, Strategy Planning
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am so thankful to have come across skyward and to have had the pleasure of one on one coaching/information sessions with Curtis! He is so personable and very thorough and was able to teach me a lot in each free session we had. I feel a lot more confident and motivated in the area of finances and savings. I would truly recommend skyward to anyone and everyone! If you feel a bit lost or undereducated on financial literacy or you just want to better your understanding of how to save and be responsible with your finances Skyward is for you 100%!! – Alexis Whitely
REVIEW #2 – Incredible company with incredible people! I have worked with Skyward for a few years now and Curtis and Tara deserve more than 5 stars. I chatted with Curtis about my FHSA account and he was more than helpful, answering all my questions with ease. They are professional and open-minded in their approach, with clear intentions that they only want what is best for you and the understanding that everyone’s situation is different.
This isn’t your typical financial planning company with the only goal of turning a profit… they operate because they truly value ALL of their clients and believe in what they do; the importance of accessible financial education. – Veryna Schwuchow
REVIEW #3 – I met Curtis through a friend in university. Personally I had next to no prior knowledge regarding finances except that saving = good. So I was grateful that these guys offered free sessions and even more-so after taking them. Curtis made our session very accessible to someone who has none of the financial lingo. They didn’t push me to invest and even recommended that I hold off until I’m in a more stable place. A refreshing change of pace from the banks who are commission based. Both Tara and Curtis have great hearts and are doing a wonderful thing here making financial success accessible to everyone. – Kris Giesbrecht
REVIEW #4 – Curtis and Tara are the most heart-warming people; they truly have the client’s best interest at heart. They are wonderful people, professional, straightforward (in the best way), and transparent. I loved the free educational sessions, and so happy I have Curtis and Tara to help me confidently navigate finances and investments – and in a realistic way. Exceptional service, Google needs more stars for them! – Grace Martin-Wirta
REVIEW #5 – Seeking financial advice can be very intimidating for many people, especially those new to the market, but Skyward Financial really transformed my anxiety into excitement when it came to understanding my portfolio. Curtis and Tara are two of the friendliest and most devoted people I have ever worked with, as you will come to understand during your consultation.
When I met with Curtis to discuss my current circumstances and future goals, he took his time to truly listen to how I felt, and learn what was important to me. After our conversation, he worked to design a personalized financial plan for my future, which he clearly communicated me through, answering any of my questions. The 1 hour sessions seem to fly by due to how much it felt like a casual conversation. Even when I had to reschedule my appointments, he was very accommodating and understood my schedule as a student.
Tara also has always been super inviting and excited to share her passion for Economics and Financial Literacy. Her background in macroeconomics really shines through when having bigger picture discussions. She is always talking about finding new ways to help provide financial security to those who are new to Canada, and she has been super insightful and easy to approach. I would still feel comfortable going into a session, even with zero background knowledge about our discussion.
I would 100% recommend Skyward Financial to those who are at all unsure about how to start being smart with their money. Even if you have no previous experience, Curtis and Tara form a great team who will go the extra mile to help you feel comfortable and confident with your finances. – Braden Harding
Melody Liao – TD Financial Planner
ADDRESS: 15976 108 Ave Unit 109, Surrey, BC V4N 5V6, Canada
NUMBER: +1 604-595-9502
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had the pleasure of working with my planner Melody Liao for many years. I can honestly say it has been a game-changer for my financial well-being. From the very beginning, Melody took the time to understand my goals, concerns, and financial situation. The approach is thorough, personalized, and easy to understand.
With limited capital in the bank, It wasn’t an easy decision for me to join TD wealth. I was given all the details upfront, and I was clearly informed about the minimum investment before joining TD Wealth. I am glad I made the right decision. Definitely making me a lot more money than just putting them in the bank. Melody was incredibly helpful to our family, offering valuable recommendations and planning tailored to our needs. I would 100% recommend – Li Ruth
REVIEW #2 – I’ve had the pleasure of working with Melody for several months now and cannot recommend her services enough. Her expertise as a financial planner is evident, but what sets her apart is her genuine interest in understanding your personal financial goals and creating a tailored plan to achieve them. – André Côté
REVIEW #3 – Melody is amazing not only she educated me on how tfsa and rrsp works but also made me think why am I investing ? A lot of self reflection and amazing plan from her for myself. Definitely recommend! – ADITI PANWAR
REVIEW #4 – I have been a loyal TD customer since 1998, and their service has consistently exceeded my expectations.
This year, Melody achieved her CFP designation and began offering expert guidance tailored to our financial needs.
She is exceptionally patient and compassionate, always making herself available for face-to-face or phone consultations—even during her personal time off.
Her expertise is impressive, and when she doesn’t have an immediate answer, she makes it a priority to follow up with accurate information—and she always delivers on her promises.
I wholeheartedly recommend Melody and have complete confidence in her abilities – 羽三Sailor
REVIEW #5 – I’ve been working with Melody for two years now and she’s been nothing but professional, transparent, and patient throughout the entire process. Right from the start, she explained the differences between working with a financial advisor at TD Canada Trust, managing investments on my own with TD Direct Investing, and what she could offer through TD Wealth.
Even though I was ready to invest more, she clearly explained that $150,000 is the minimum for her services, which I really appreciated—it never felt like she was hiding anything or trying to pressure me. She made sure I fully understood all the fees and how everything worked before I made any decisions, which gave me so much confidence in her approach.
Let’s be honest, no financial planner works for free, but Melody really goes above and beyond to make sure her clients understand the value they’re getting. She took her time with me, never rushed me, and made sure I was comfortable every step of the way.
If you’re looking for someone who’s honest, straightforward, and genuinely interested in helping you achieve your goals, I’d highly recommend working with Melody – H Chen
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