Database of Investment Advice Companies in Surrey, British Columbia | Scott’s Directories

113 Companies found with 413 Contacts in 33 Different Job Categories

Company City / Provice Business Type NAICS Code Description Employees & Contact
Manulife Securities Incorporated Surrey / BC Finance Securities Brokerage. Investment Advice 10 Employees / 1 Contacts
Incl. General Management
HollisWealth Surrey / BC Finance. Insurance Investment Advice. Direct Individual Life, Health and Medical Insurance Carriers 5 Employees / 2 Contacts
Incl. Director, Education Heads, General Management, Medical Facility Management
Edward Jones - Financial Advisor: Nikki Li Surrey / BC Finance Securities Brokerage. Portfolio Management. Investment Advice 3 Employees / 2 Contacts
Incl. Administration, Financial
Manulife Securities Incorporated Surrey / BC Finance. Insurance Securities Brokerage. Investment Advice. Insurance Agencies and Brokerages 4 Employees / 3 Contacts
Incl. General Management, Operations
Bogress Financial Group Surrey / BC Finance. Insurance Investment Advice. All Other Insurance Related Activities 5 Employees / 2 Contacts
Incl. Executive Management, Maintenance, Medical Facility Management, President
C E Vandenberg & Associates Inc. - Financial Plann Surrey / BC Finance Portfolio Management. Investment Advice 5 Employees / 2 Contacts
Incl. Financial, Insurance, Property Development
Global Pacific Financial Services Ltd. Surrey / BC Finance. Wholesale Agents & Brokers. Insurance Wholesale Trade Agents and Brokers. Portfolio Management. Investment Advice. Insurance Agencies and Brokerages 16 Employees / 6 Contacts
Incl. Administration, aso, Executive Management, Financial, Media, Medical Facility Management, President
Co-operators - Selina Li, Agent Surrey / BC Finance. Insurance Portfolio Management. Investment Advice. Direct Individual Life, Health and Medical Insurance Carriers. Direct Group Life, Health and Medical Insurance Carriers. Direct, Private, Automobile Insurance Carriers. Direct, Public, Automobile Insurance Carriers. Other Direct Insurance (except Life, Health and Medical) Carriers. Insurance Agencies and Brokerages 7 Employees / 1 Contacts
Incl. Financial
Co-operators - Durrani Insurance Advisors Ltd Surrey / BC Finance. Insurance Portfolio Management. Investment Advice. Insurance Agencies and Brokerages. Segregated (except Pension) Funds 4 Employees / 1 Contacts
Incl. Financial
Edward Jones - Financial Advisor: Frank Fong Surrey / BC Finance. Insurance Securities Brokerage. Investment Advice. All Other Financial Investment Activities. Direct Individual Life, Health and Medical Insurance Carriers. Insurance Agencies and Brokerages 2 Employees / 2 Contacts
Incl. Administration, Financial, Municipal Clerk

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Solo

for targeted prospecting and niche markets


$1,800/year
Downloads
3,000 company credits
750 contact credits

Seats
1 user
Additional seat: $600

Additional Download Bundles
+5,000 companies + 2,000 contacts – $750
+10,000 companies + 4,000 contacts – $1,350

Small Top-ups
$0.30 per additional company
$0.60 per additional contact

Features
Targeted prospecting tools
All Canada coverage
Mapping features
User Notes
6 Saveable Lists
Monthly Download Limits
Online Training Videos
24 hr Chat/Email Support
Buy Now

Professional

for active list building


$4,200/year
Downloads
24,000 company credits
8,000 contact credits

Seats
3 users
Additional seat: $900

Additional Download Bundles
+5,000 companies + 2,000 contacts – $750
+10,000 companies + 4,000 contacts – $1,350

Small Top-ups
$0.30 per additional company
$0.60 per additional contact

Features
Active list building and campaign use
All Canada coverage
Mapping features
User Notes
48 Saveable Lists
Monthly Download Limits
Onboarding & training
Same-day chat & email support
Buy Now

Team

for sales and marketing campaigns and active list building


$6,600/year
Downloads
60,000 company credits
24,000 contact credits

Seats
5 users
Additional seat: $1,200

Additional Download Bundles
+5,000 companies + 2,000 contacts – $750
+10,000 companies + 4,000 contacts – $1,350

Small Top-ups
$0.30 per additional company
$0.60 per additional contact

Features
Admin console and team management
Individual user reporting
Dedicated rep support
No monthly download limits
All Canada coverage
Mapping features
User Notes
Unlimited saveable lists
Onboarding & training

Enterprise

for large-scale and advanced integrations


Call for Pricing and Custom Plans
Downloads
Up to 900,000 company credits
Up to 6.1 million contact credits

Seats
Unlimited Users

Features
Enterprise module
Admin console and governance
Dedicated team support
Individual user reporting
No monthly download limits
All Canada coverage
Mapping features
User Notes
Unlimited saveable lists
Onboarding & training
Contact Sales
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