Best Financial Services in Abbotsford

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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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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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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