Best professionals offering financial advisory services in Surrey

Get free quotes from professionals.

Joshua Tricia Diaz, CFA
CAD$ 50 per hour

Joshua Tricia Diaz, CFA

Investment Banking Associate

Accounting / Finance

Highly qualified and result-oriented professional with over 6 years of extensive experience in advisory, consultancy, and investment banking. Equipped ...

Surrey, Metro Vancouver Regional District
Financial advisory + 5
Services
>
Financial advisory
>
Financial advisory in Surrey

Financial Advisory Services in Surrey, Metro Vancouver Regional District

What is a Financial Advisory Service?

A financial advisory service is a professional service that helps individuals or businesses make informed financial decisions by providing expert advice on investments, budgeting, and financial planning.

To become a financial advisor, one typically needs a degree in finance, accounting, or a related field, and may also require certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designations.

Choosing a Financial Advisor

  • What experience do you have in financial planning?
  • What certifications or designations do you hold?
  • Can you provide references or case studies of your work?
  • How do you stay up-to-date with changes in the financial industry?

References

For more information on financial advisory services, consider consulting the following resources:

Financial Consumer Agency of Canada: https://fcac-acfc.gc.ca/

Investment Industry Regulatory Organization of Canada: https://www.iiroc.ca/

Average Prices for Financial Advisory Services in Surrey, Metro Vancouver Regional District

The average prices for financial advisory services in Surrey, Metro Vancouver Regional District, can vary depending on the type of service and the advisor's experience. However, here are some general estimates:

Minimum salary per hour: 75.00

Maximum salary per hour: 150.00

Fees for Financial Advisory Services freelancers

The average daily fee for the experienced freelancers is $250.00.

The fee varies depending on the city in which the are located. For instance, the average daily for a Financial Advisory Service in Vancouver is $220.00 while in Calgary is $200.00 or in Montreal is $280.00.


financial advisory jobs near Surrey

  • Agentis Capital Advisors Vancouver, BC

    We are looking for an investment banking analyst to join our team. As an integral member of the advisory team, you will participate in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments.Participating in the ...

  • Invictus Accounting Group LLP Vancouver

    We are not your typical CPA firm. · We are creative problem solvers, strategic thinkers, and love what we do.The Manager will be responsible to plan, execute, mentor staff and deliver on projects including quarterly public company financial reporting... · ...

  • Smythe LLP Vancouver

    We are seeking a detail-oriented and proactive Senior Associate / Manager to join our Advisory team. · Bachelor's degree in accounting, Finance, Economics, or a related field; CPA designation preferred · ...