Bev Kumar Wealth Advisory Group, Conseiller en placement,Surrey, BC

Office Location

15388 - 24th Ave., Suite 208 Surrey, BC V4A 2J2. map

With over 25 years in the Wealth Management industry, Bev is dedicated to helping individuals, professionals, business owners and families navigate wealth management with confidence.

Bev joined TD Wealth in 2007 and as a Senior Investment Advisor at TD Private Investment Advice, she specializes in tailor-made investment strategies to support strong portfolio growth, focus on capital preservation, help plan for tax efficient cashflow to support retirement income and review effective estate planning strategies. Bev believes true financial success is about more than just numbers - it is about developing the mindset to support sustainable growth and building the right team of advisors around you to help you elevate and actualize your plans. It's about aligning wealth with purpose. She simplifies complex financial decisions and provides clear, custom-built solutions to help clients feel secure about their financial future.

Bev's Area of Expertise:

Investment Management & Tax Strategies - Designing customized portfolios for growth and preservation and creating tax efficient retirement income strategies while always focusing on tax minimization.

Wealth & Estate Planning - Ensuring financial security across generations through strategic solutions.

Corporate Asset Management - Helping professionals and business owners optimize corporate tax reserves, keeping them invested for growth and review effective strategies to access corporate wealth tax efficiently.

Women Investors - Empowering women through financial education, sound investment and financial planning.

Behavioral Coaching - Guiding clients to stay disciplined through market shifts.

As needed, Bev collaborates and works closely with a team of TD specialists in tax, estate planning, insurance, and business succession to provide comprehensive wealth management to her clients.

Bev holds a Diploma of Technology in Financial Management from the British Columbia Institute of Technology (BCIT), specializing in Corporate Finance & Financial Planning. Bev also earned her Certified Financial Planner (CFP^®) designation in 2008 and stays current through ongoing professional education. Her strong foundation in financial analysis, investment strategies, and wealth management principles enables her to deliver individually crafted financial solutions. Bev is also a Life Insurance Advisor with TD Wealth Insurance Services. Her expertise extends internationally from her tenure as a Financial Advisor in the UK, one of the world's most regulated financial markets where she also earned a certificate in Financial Advice (CeFA).

Phone

Toll Free

(604) 541-4862

Branch Phone

(604) 541-2075

Branch Fax

(604) 541-2093

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.