• Westgroup Financial Management Inc. BBB Business Review
  • Three Best Rated
  • Top of The Table Member MDRT
  • Featured in the Top 100 Magazine

Westgroup Financial Management Inc.

Financial Planners in South Surrey, BC

Welcome to Westgroup Financial Management Inc.!

Our passionate professionals, at Westgroup Financial Management Inc., are helping families and businesses succeed in their financial goals. Our Team is highly committed to ensuring your success through a calculated strategy. We are experts in financial planning and specialize in finding the best solutions to meet your financial needs. We have built our business around integrity and honesty with a focus on changing your financial path for the better.

Financial Planning Consultants at Westgroup Financial Management Inc. serve clients across South Surrey, White Rock, Delta, Vancouver, West Vancouver, North Vancouver, New Westminster, Coquitlam, Burnaby, Langley, Chilliwack, Port Coquitlam, Port Moody, Mission, Abbotsford, Pitt Meadows, Maple Ridge, Squamish, Whistler, Victoria, Nanaimo, Kelowna, Penticton, Kamloops, Surrey and Richmond, BC.

Contact Westgroup Financial Management Inc. - Financial Advisor in South Surrey, BC

  • “Exceptional customer service, Advisors are very knowledgeable and understanding of client needs, very professional environment..and beautiful office!!! I recently had my financial plan completed ... Read More”

    Aman P

    Financial Planning Surrey
  • “Karm and Baljeet provided a very personable and detailed client experience for me.  They devoted a lot of time and effort to review my big picture first as well as a detailed approach, plan, and ... Read More”

    David Lau

    Insurance Broker Delta
  • “I had a great experience with Westgroup. The advisors took out their time and explained everything thoroughly. I learnt a lot about my investments that I didn’t know all these years and ... Read More”

    Sumeet Badhan

    Financial Consultant Vancouver