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BEST RATED ABBOTSFORD, BC FINANCIAL SERVICES

3 Best Financial Services in Abbotsford, BC

Expert-recommended Top 3 Financial Services in Abbotsford, BC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Abbotsford financial service Well Built Wealth | Rhys Martell
Abbotsford financial service Well Built Wealth | Rhys Martell
Abbotsford financial service Well Built Wealth | Rhys Martell
Abbotsford financial service Well Built Wealth | Rhys Martell video
11+ YEARS IN TBR
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WELL BUILT WEALTH | RHYS MARTELL

(4.9 Score)
2420 McCallum Road, #201,
Abbotsford, BC V2S 6R9 Directions

Since 2008

Specialty:

✓ Retirement ✓ Estate ✓ Investment ✓ Financial ✓ Education ✓ Savings ✓ Registered Retirement Savings ✓ Income ✓ Pension and Business Planning ✓ Asset Allocation ✓ Risk Management ✓ Life Insurance and Financial Advice

“Well Built Wealth | Rhys Martell is an independent financial and investment planning firm that serves clients across the country. They know how finance can be an intimidating, frustrating, and stressful part of life. So they have built their practice from the ground up to flip that around for you and actually make it enjoyable. Their services are best suited for those with a minimum of $750,000 in their investment portfolio. Step into a unique private advisory practice where the experience is truly distinctive. Schedule a free 15-minute intro call to discuss onsite services and online appointments and receive solid advice.

2025 Update: Rhys Martell is the founder and advisor of the firm. Well Built Wealth | Rhys Martell is a new-school, fast-growing, people-centric financial planning firm that helps you figure out where you are financially and where you want to be.”

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Price:

The Fee-For-Service Option:
Single: $3,500
Couple: $4000
Corporate/Rentals:
From $5000
Up To $10,000

Contact:

(778) 749-8060 (604) 859-1200

Mon-Thu: 9am - 5pm
Fri: 9am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

Abbotsford financial service Rivershore Wealth Planning Inc.
Abbotsford financial service Rivershore Wealth Planning Inc.
Abbotsford financial service Rivershore Wealth Planning Inc.
Abbotsford financial service Rivershore Wealth Planning Inc. video
6+ YEARS IN TBR
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RIVERSHORE WEALTH PLANNING INC.

(4.9 Score)
201-2420 McCallum Road,
Abbotsford, BC V2S 6R9 Directions

Since 2008

Specialty:

✓ Retirement and Financial Planning ✓ Asset Allocation and Insurance Planning ✓ Goal Planning and Tracking Important Dates ✓ Charitable Giving ✓ Tax Planning ✓ Debt and Mortgage Reduction ✓ Investments Management ✓ Pension Transfer ✓ Education and Goal Planning ✓ Life Insurance ✓ Disability and Critical Illness Insurance and Healthcare Spending Account Financial Planning

“Rivershore Wealth Planning Inc.'s team designs a customized benefits package for business owners who want employee coverage. Joel Van Gaalen is the founder and certified financial planner of the firm. As a Certified Financial Planner Professional®, he strives to contribute to one of his clients' most valuable and straightforward relationships. He provides trustworthy advice on your goals and objectives to help you achieve financial freedom. They meet annually to ensure you are on track to achieve your financial goals and keep track of important dates that pertain to your financial situation. Rivershore Wealth Planning Inc. offers no-obligation consultations to clients.

2025 Update: They are implementing proven financial strategies that grow your wealth, protect your family and minimize the amount of taxes you and your family pay. Rivershore Wealth Planning Inc. also has an office in Chilliwack.”

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License #BC1368583

Price:

ANNUAL FEE & INVESTIBLE ASSETS
1.0% Per Year
Less than $500,000
0.9% Per Year
Starts from $500,000
Up To $1,000,000
0.8% Per Year
Starts from $1,000,000
Up to $1,500,000
0.7% Per Year
Starts from $1,500,000
Up to $2,000,000
0.6% Per Year
Starts from $2,000,000
Up to $3,000,000
Negotiable
Starts from $3,000,000+

Contact:

(778) 771-5544 (604) 855-1369

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Abbotsford financial service Valley-Wide Financial Corp.
Abbotsford financial service Valley-Wide Financial Corp.
Abbotsford financial service Valley-Wide Financial Corp.
Abbotsford financial service Valley-Wide Financial Corp. video
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VALLEY-WIDE FINANCIAL CORP.

(4.8 Score)
201-2420 McCallum Road,
Abbotsford, BC V2S 6R9 Directions

Since 2000

Specialty:

✓ Financial Planning ✓ Asset Protection ✓ Life and Disability Insurance ✓ Long-Term Care Plans ✓ Business and Estate Planning ✓ Charitable Giving ✓ Non-Registered Investment Strategies ✓ RRSP and RESP Planning ✓ Business Succession Planning ✓ Employee Benefits Program ✓ Pension Programs and Tax-Advantage Planning ✓ Tax-Effective Strategies ✓ Final Expenses ✓ Retirement Compensation Arrangements (RCA) ✓ Share Redemption Strategies ✓ Segregated Fund Investment ✓ Mutual Fund Investment ✓ Mortgage Insurance ✓ Security Planning ✓ Investment Planning

“Valley-Wide Financial Corp. is a financial planning firm. Scott Findlay is a partner and financial planner of the firm. He graduated from the University of Western Ontario with a B.A. in Physical Education and Economics. Then, he moved west to British Columbia in 1997, where he attained a Certified Financial Planner (CFP) designation in 2000. In 2003, he was elected to the board of directors for the Independent Financial Brokers Group, an association created to represent licensed professional financial brokers and to provide a forum for them to develop opinions, recommendations, and programs. He is a financial planning professional who is a leader in protecting and increasing the wealth of Fraser Valley and Ontario business owners. The team at Valley-Wide Financial Corp. consists of financial advisors and representatives who serve clients' personal and business asset management needs throughout BC, helping them save, grow, and protect their wealth.

2025 Update: Scott Findlay has over 30 years of experience in the financial services industry. Valley-Wide Financial Corp. offers comprehensive business financial planning services for corporate clients in Vancouver and throughout BC. From Insurance to managing your hard-earned investments, they have put together an amazing team with your needs in mind. They provide a 360º approach for your financial needs.”

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License #BC0626427

Contact:

(604) 859-1200 (604) 853-8100

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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WELL BUILT WEALTH | RHYS MARTELL REVIEWS

Rhys is a consummate professional. Straight from our first meeting, Rhys took the time to get to know us before explaining the best way forward to meet our financial goals. By the time we had our second meeting, Rhys prepared our financial plan and explained our strategy using an easy to follow presentation. After each meeting Rhys always writes a follow-up email with reminders when actions are necessary. Overall, we have enjoyed our experience with Rhys and will recommend his services to anyone needing a financial plan - Glen

Rhys’s professionalism and knowledge of the investment market provided me with the tools I needed to feel comfortable in my investments. He was quick to understand my situation and steer me in the right direction. He has been very informative, dedicated and helpful every step of the way. I would definitely recommend him to anyone looking for a hassle-free and efficient investment experience - Mahtab

Making the move over to Rhys was the best decision I have made for my retirement and investment planning, and wish I had done it years ago. His knowledge in these matters left me with nothing short of complete confidence in my new direction, and feeling relieved knowing I have a solid plan together. I would recommend his services in a heartbeat, and you would not be sorry you did. On top of that, just a real genuine guy - Todd

These reviews are provided for information purposes and to help you make informed decisions.

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RIVERSHORE WEALTH PLANNING INC. REVIEWS

Joel has been our financial advisor for a few years now, and it is such a joy and pleasure to work with him. He is professional, trustworthy, and genuine. He clearly knows his stuff, and is able to answer our questions and explain things in a clear and easy to understand way. Not only that, but he's very personable, and I look forward to every meeting we have with him. I highly recommend Joel & Rivershore Wealth Planning for your financial planning.

Joel has been our financial advisor for a number of years now and we are very happy with his quality of service. Joel cares sincerely about his clients, proactively reaches out when he has suggestions, and processes things quickly. He also considers our needs and carefully suggests based on those needs. And, he has great connections for services such as mortgages etc. After experiencing what banks offer and having advisors change all the time there, working with Joel has been a treat and it has kept me accountable to my needs as well as on track with an investment plan. I couldn’t recommend a better financial advisor.

Joel has been our financial adviser for the last few years and has been absolutely fantastic! He has helped us immensely in starting our investment portfolio as well as providing the insurances we need as a family. I would highly recommend him to anyone needing financial services.

VALLEY-WIDE FINANCIAL CORP. REVIEWS

I was referred to Dennis by a friend who's been dealing with him for a few years and had only good things to say about Dennis and the work that he does. I was pleasantly surprised with how comfortable Dennis made the learning process for me. He has been very patient with me during our time together, helping me learn at a pace that was manageable for me and my lack of experience. I would definitely recommend Dennis' service to friends and family, whether brand new or experienced with investing or insurance, I'm sure your time with Dennis and his colleagues would be an enjoyable one.

We contacted Jesse and Tarl for our company group benefits program, they were responsive and helpful from beginning to end and helped us pick a plan that suited the entire team. We had multiple companies quoting on plans but Valley-Wide provided the best value and best customer service experience. Highly recommend them.

I have been using Jesse and Dennis between different companies I have managed and have always had prompt and great services. I have used them for group benefit plans, personal disability and life insurance as well as most recently a group RRSP plan. Highly recommend them.

TBR® Inspection Score Report

WELL BUILT WEALTH | RHYS MARTELL Total Inspection Points: 118/120
Business Images: 9
Social Media: 9
Business Hours: 10
Complete Info: 10
Contact Info: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Pricing: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10

TBR® Inspection Score Report

RIVERSHORE WEALTH PLANNING INC. Total Inspection Points: 117/120
Business Hours: 9
Legitimate Ratings: 9
Social Media: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Experience: 10
Online Appointment: 10
Pricing: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10

TBR® Inspection Score Report

VALLEY-WIDE FINANCIAL CORP. Total Inspection Points: 116/120
Business Hours: 8
Complete Info: 9
Review Analysis: 9
Business Images: 10
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10

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