Financial Advisor in Surrey
Surrey is the fastest-growing major city in British Columbia and home to one of Canada's largest newcomer and South Asian communities. From young families buying their first home in Clayton to incorporated business owners in Newton, the financial questions here are rarely simple, and almost never one-size-fits-all.
Planning that fits Surrey
With thousands of new residents arriving every year, many Surrey households are balancing a new mortgage, world income from another country, and first-time RRSP and TFSA decisions all at once.
Whether you are in Newton, Guildford, Cloverdale or anywhere across Surrey, we build a plan around your goals and shop the whole market on your behalf.
Who we help in Surrey
Tailored strategies for the people and priorities most common across Metro Vancouver.
Newcomers organizing their first few years of Canadian finances
Young families protecting a mortgage and growing children
Small business and franchise owners in Newton, Guildford and Cloverdale
Parents arranging Super Visa insurance for visiting family
Insurance & investment solutions in Surrey
Full-market access to the protection and growth strategies that matter most.
Serving every community in Surrey
Financial advice in Surrey, answered
Yes. Mode Money Managers™ serves clients throughout Surrey and the surrounding Metro Vancouver, both in person and virtually. As an independent fiduciary firm led by Sanjay Gupta, CFP®, we work across all of British Columbia, so Surrey residents get the same full-market access to insurance and investment solutions as our Surrey head office clients.
We are fully independent. We are not tied to any single bank or insurer, which means we shop the entire Canadian market on behalf of Surrey clients and recommend what genuinely fits your situation, not a proprietary product line.
For insurance products there is no direct fee to you; the insurer pays a commission embedded in the premium. Initial consultations for Surrey residents are always complimentary. For investment planning, fee structures depend on the accounts and products involved and are explained transparently up front.
Absolutely. A large part of our practice is helping newcomers across Metro Vancouver set up their first RRSP and TFSA, build Canadian credit, arrange life and Super Visa insurance, and understand how worldwide income is taxed in Canada.
Ready to plan your future in Surrey?
Book a complimentary discovery call with Sanjay Gupta, CFP®, and see what independent, fiduciary advice looks like.
