BEST RATED ABBOTSFORD, BC FINANCIAL SERVICES

3 Best Financial Services in Abbotsford, BC

Name: 3 Best Financial Services in Abbotsford, British Columbia
Rating: 4.9

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

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WELL BUILT WEALTH | RHYS MARTELL

4.9

2420 McCallum Road, #201,
Abbotsford, BC V2S 6R9 Directions

Since 2008

Specialty:

“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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Abbotsford financial service Rivershore Wealth Planning Inc.

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RIVERSHORE WEALTH PLANNING INC.

4.9

201-2420 McCallum Road,
Abbotsford, BC V2S 6R9 Directions

Since 2008

Specialty:

“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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Abbotsford financial service Valley-Wide Financial Corp.

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VALLEY-WIDE FINANCIAL CORP.

4.8

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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TBR® Inspection Report:

Our Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. If you are looking for full list of our 50-Point Inspection, the following list will give you a clear picture. Few items may not be applicable to all businesses.