Financial Planner serving clients from South Surrey/White Rock to Burnaby, Vancouver... and beyond

"Carey's style of interacting with me has involved the rare combination of business-like efficiency coupled with the ease of talking to a friend. I've been impressed with his financial knowledge and very much appreciated the promptness with which he replies to e-mails and phone calls."

Les Peters, Teacher - client since 1999 (South Surrey / White Rock, B.C.)

"My wife and I enjoy working with Carey Vandenberg. Carey offers a lot of true wisdom when it comes to financial matters. He is a man of integrity and I highly recommend him."

John Tsang, Pastor, Richmond, BC - client since 1997

"I like your approach to making my funds grow at a steady pace. Who needs the wild swings which only cause indigestion and sleepless nights. I can call you at any time to ask your opinion and advise."

Allan Davidson, Marketing Manager, Teck Corp., Vancouver, B.C. - client since 1995

"After talking to many people about their financial advisors, Carey is one of the most compassionate, and customer oriented individuals I've known."

Ron Modi, Client since 1988 (North Vancouver, B.C.)

Contact Carey Vandenberg, Financial Planner

I recognize that life moves much faster than it used to. To make life easier for you we can meet at anyone of these:

Your Home or Office

I have regular "road days" where I schedule a early morning to often mid evening, full day out of the office. These "road days" are my preferred meeting days. On these road days I meet with clients and future clients (like you) at their office or home. This helps me get a better understanding of you, your personality and your life (read "Blink" by Malcolm Gladwell and you will understand what I mean). Ultimately it helps me do the best possible job I can for you.

Our Office

Although I encourage meetings during my road days, if this doesn't work for you, we can meet at one of my 2 office locations.

Do you live outside of the Greater Vancouver area? I serve as a Financial Planner for a number of clients all over B.C. (White Rock, Surrey, Burnaby, Richmond, New Westminster, Coquitlam, Maple Ridge, Langley, Abbotsford Vancouver, North and West Vancouver, Victoria, Prince George, Merritt, Kelowna etc) as well as, Alberta, Saskatchewan, Ontario, the U.S., New Zealand, Indonesia, India, Japan and Hong Kong. We don't see it as a problem if you don't (see Disclaimer below). Phone, fax, courier, e-mail (and yes, even paper mail) are wonderful tools!

South Surrey / White Rock Office

15300 Croydon Drive, 3rd Floor
Surrey, BC V3Z 0Z5

Office Direct 604 541 2690
Office Toll Free 1 (866) 274-1222
FAX 1 (888) 551-9202

Vancouver Office

2050 - 1050 West Pender Street
Vancouver, BC V6E 3S7

Schedule An Appointment and / or Questions on "The Process" of working with a Financial Planner

Client Services and General Information