3 Best Financial Services in Chilliwack, BC

"NextLevel Financial's founding partner is Paul Jackson. He holds designations such as Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Registered Health Underwriter (RHU). He has a vast working knowledge in many areas of financial planning, from cash flow management to retirement planning to estate planning. Paul Jackson has a special interest in wealth creation strategies. The team at NextLevel Financial specializes in offering CFO services tailored to companies that provide professional services. Their purpose is to advance entrepreneurial companies so they can elevate to the next level. Being your financial leader enhances the effectiveness of your entire team, enabling you to spend more time on your business's core mission. Their practice revolves around developing a solid, long-term working relationship with their clients. At NextLevel, they have the education, knowledge, and experience to guide clients through myriad decisions at different life stages. They have all the tools required to help their clients grow financially. They serve individuals, families and businesses in the Chilliwack area.

"Timothy Wedler is the senior consultant of IG Wealth Management. He helps you set appropriate planning targets, identify gaps, highlight opportunities, and provide you with a comprehensive financial plan that synchronizes all aspects of your financial life. At IG Wealth Management, financial planning is a group effort. The team will meet to discuss your immediate goals and long-term objectives. Then their team of experts, who specialize in investment, retirement, tax, and life planning, and more, will help ensure you’re set up to meet all your life’s goals. They build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. They can meet virtually or in person, whichever is more convenient for you. You can contact them to book an appointment.

"Greg Shaw is the CEO and Wealth Advisor of WealthStone Inc. Greg’s deep understanding and passion for technology have evolved over the years and have had a huge impact on the depth of his continual study and education in the financial services industry. He enjoys constantly educating himself on the ever-changing range of financial products available, on tax laws, estate planning, and, of course, the fluctuating market conditions. Whether you’re just starting, struggling to make ends meet, starting a career, raising a family, approaching retirement or want to optimize your nest egg, the team can help you do more with what you’ve got. Their strategies can include everything from ways to accelerate your savings and investments and minimize tax payments to protecting you with smart insurance products. They embrace it and are committed to helping you have what you need to live your very best life. You can contact them to get a free consultation.