Well Built Wealth | Rhys Martell is an independent Financial and Investment Planning firm located in Abbotsford, BC, Canada, but servicing clients across the country. They know how finance can be an intimidating, frustrating, and stressful part of life. So they have built this 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 $250,000 in their investment portfolio. Rhys Martell | Well Built Wealth's goal is to be one of the most beneficial and enjoyable relationships in the client's life. Contact them to schedule a consultation.
UNIQUE FACTS:
• Schedule a 15 Minute Intro Call
• Onsite Services
• Online Appointment.
Best Financial Services in Abbotsford
Expert recommended Top 3 Financial Services in Abbotsford, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
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
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Rivershore Wealth Planning Inc. is a Certified Financial Planning firm that operates independently, specializing in Retirement Planning. At the helm of the firm is Joel Van Gaalen, an experienced, certified financial planner who works on a fee-based basis to provide reliable advice tailored to your unique goals and objectives, ultimately aiming to help you attain financial freedom. Their services are targeted towards clients with at least $100,000 in investible assets. They Focus on creating a comprehensive plan to ensure you accumulate enough wealth to maintain your desired income level when you decide to reduce your workload. For business owners, Rivershore Wealth Planning Inc. customizes benefits packages that provide coverage for their employees. To keep your financial matters on the right path, the firm conducts annual meetings, monitoring your progress towards your financial goals and keeping track of important dates that affect your financial situation. They also offer no-obligation consultations to prospective clients.
UNIQUE FACTS:
• Online Appointments
• Certified Financial Planner
• Onsite Services.
Specialty:
$Price:
Contact:
Working Hours:
Tue: 9am - 3pm
Thu: 9am - 7pm
Fri: 9am - 1pm
Sat & Sun: Closed
TBR® Inspection Report:
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!
My husband and I have had the pleasure of knowing Joel and learning about his expertise and knowledge for about three years now, with our investments and helping us to obtain a mortgage when we had to renew. He's always ahead of the game it seems and seems genuinely interested in helping us obtain the very best results with our investments. A great guy to work with and we don't worry about anything.
Joel has been my financial planner for many years. He’s a keen listener and asks relevant questions. He takes the time to get to know his clients and offers great solutions to help them through life’s battles. He’s been great to work with and I always know he has my best interests at heart. I highly recommend Joel for his honesty and integrity. Thank you Joel for helping me manage my future.
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Kiven Wenman serves as both a financial advisor and district director for Sun Life Financial in Abbotsford. The team of Sun Life advisors possesses the knowledge and skills to comprehend your unique requirements and guide you on the path to achieving them. Their dedication to making a positive impact on their community is unwavering. Sun Life advisors design personalized plans that accompany you through every stage of life. They offer financial services in English and French to cater to a diverse clientele. Continuously monitoring your progress, they assist in making necessary adjustments as your life circumstances evolve. Their primary aim is to provide clients with exceptional financial advice that leads to a secure and prosperous future.
UNIQUE FACTS:
• Online Appointments
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
KIVEN WENMAN - SUN LIFE FINANCIAL REVIEWS
Came in knowing not a whole lot about life insurance, and the different variations of it. Sat down with Preet Sidhu to discuss which options would be the best for my personal lifestyle, and financial requirements. Preet helped me figure out which option would be the best for me. Highly recommend seeing Preet as she went above and beyond helping me!
We recently got financial services through Kiven Wenman at Sun Life and I am so glad we did! Kiven Wenman was very patient and helpful explaining the whole process to us, as we did not understand the full benefit of having life insurance. Would definitely recommend Kiven Wenman to a friend.
Preet is simply amazing. She helped me find the right group benefits plan for My business that fit my budget and needs.. She also helped me in RRSP. Keep up the great work Preet.
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