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BEST RATED CHILLIWACK, BC FINANCIAL SERVICES

3 Best Financial Services in Chilliwack, BC

Expert-recommended Top 3 Financial Services in Chilliwack, 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!

Chilliwack financial service NextLevel Financial
Chilliwack financial service NextLevel Financial
Chilliwack financial service NextLevel Financial
11+ YEARS IN TBR
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NEXTLEVEL FINANCIAL

(4.9 Score)
8645 Young Road, Suite 106,
Chilliwack, BC V2P 4P3 Directions

Since 1994

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Model Portfolio Investing ✓ Estate Planning ✓ Tax Planning and Preparation ✓ Portfolio Analysis ✓ Insurance Analysis ✓ Travel Insurance ✓ Eldercare ✓ Wills

“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.

2025 Update: They serve individuals, families and businesses in the Chilliwack area.”

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License #BC0471298

Contact:

(604) 795-4505

Mon-Fri: 8am - 4pm
Sat & Sun: By Appointment Only

TBR® Inspection Report:

Chilliwack financial service Greg Shaw - WEALTHSTONE INC.
Chilliwack financial service Greg Shaw - WEALTHSTONE INC.
Chilliwack financial service Greg Shaw - WEALTHSTONE INC.
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GREG SHAW

(4.8 Score)
WEALTHSTONE INC. 45389 Luckakuck Way, #203,
Chilliwack, BC V2R 3V1 Directions

Since 2019

Specialty:

✓ Wealth Management ✓ Personal Financial Roadmap ✓ Retirement and Estate Planning ✓ Insurance ✓ Worldsource Client Portal

“2025 Update: Greg Shaw is the CEO / Wealth Advisor of WealthStone Inc. Greg’s deep understanding and passion for technology has evolved over the years and has 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, investments and minimizing 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.”

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Contact:

(604) 846-2425

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

TBR® Inspection Report:

Chilliwack financial service Timothy Wedler - IG WEALTH MANAGEMENT
Chilliwack financial service Timothy Wedler - IG WEALTH MANAGEMENT
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TIMOTHY WEDLER

(4.7 Score)
IG WEALTH MANAGEMENT
45485 Knight Road, #207,
Chilliwack, BC V2R 3G3 Directions

Since 2024

Specialty:

✓ Financial Planning ✓ Tax and Retirement Planning ✓ Cash Management

“2025 Update: 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.”

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Contact:

(604) 316-2775

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TBR® Inspection Report:

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NEXTLEVEL FINANCIAL REVIEWS

We have been working with NextLevel Financial for almost 25 years. I highly recommend Paul Jackson and his colleagues. Years ago, we switched to Paul to help us with our investments , estate and tax planning and it has been one of the best decisions we’ve ever made. The best part of Next Level’s approach is that they don’t just broker their products. Instead, Paul creates a model portfolio with market products tailored to his clients needs and goals. Taking control of our financial future is vital. Paul and NextLevel is one of the best places to do that.

Paul Jackson has been our financial advisor for the past fifteen years. He is extremely knowledgeable and we have benefited greatly from his guidance over those years. Communication via email or phone call is very prompt and the information given is straight forward. Next Level's tax income tax preparation is another service we have utilized over those fifteen years and found it very beneficial.

I’m very happy with the way Paul Jackson has taken care of my money. I’m not rich by any means but I’m much richer than I would have been without Paul’s help! He gives me good advice and moves my money around a bit when it’s the right time to do so, and is always available to answer any questions I have. I would recommend him to anyone who’s looking for a financial advisor.

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GREG SHAW - WEALTHSTONE INC. REVIEWS

Greg, Jaqueline and their team has made a significant impact on my life and my family's future. They have been a positive, influencing force since I took the leap and asked for help. I have since introduced the team to my Son, who the immediately gave the same quality of service. Exceeded my expectations and changed my thinking when it comes to finances, which was no easy feat! Sincere Thanks!.

I have known Greg Shaw for close to a decade now and he has managed my finances many times now between making other personal investments. Greg Shaw has good morals and is trustworthy. Greg has continued to help keep me on track by leveraging his knowlage to help steadly grow weath.

Greg is GREAT! He is Really With the Program. He meets his clients halfway. I really like working With Greg.

TIMOTHY WEDLER - IG WEALTH MANAGEMENT REVIEWS

My family and I have been with Timothy Wedler for just over a year now and he has already done so much for us. We were lost in how to invest. We aren’t lost anymore! That is very important when you are investing your hard earned money somewhere and want to see it grow and work for your family. We also run a business, and his knowledge has been a great asset! He is always so prompt with his replies and makes sure we fully understand everything that we are doing and answers our questions no matter how often we ask them. He truly listens to what we need but also keeps us up to date with strategies. He stays on top of things so we don’t need to in this ever changing world. If you are looking for a financial advisor, I highly suggest Timothy Wedler.

I followed Tim from Scotia and it was all UP UP UP and away. He did a GOOD job and got it all done perfectly. I was looking for diversification and what he did made a lot of "Cents" to me. Thanks Tim

We had been with Tim at Scotia, and fallowed him to IG, we are glad we did, he has always been good to deal with, we hope to have him as a advisor for years to come.

TBR® Inspection Score Report

NEXTLEVEL FINANCIAL Total Inspection Points: 117/120
Complete Info: 8
Business Hours: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GREG SHAW - WEALTHSTONE INC. Total Inspection Points: 114/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TIMOTHY WEDLER - IG WEALTH MANAGEMENT Total Inspection Points: 112/120
Experience: 7
Business Images: 8
Complete Info: 8
Business Hours: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

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