Abbotsford, BC

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Abbotsford, BC
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Best Financial Advisors in Abbotsford, BC

Handpicked from 60 vetted & reviewed Financial Planning & Wealth Management firms in the Abbotsford area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Rivershore Wealth Planning

Rivershore Wealth Planning

(50)
Financial Services, Book a Consultation, Fees & Minimums
“After experiencing what banks offer and having advisors change all the time there, working with Joel has been a treat and it has kept me accountable to my needs as well as on track with an investment plan.”
Transparent Fees & Pricing
In Business Since 2017
2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
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Well Built Wealth

Well Built Wealth

(50)
  • Knowledge
  • Integrity
  • Retirement
“He is straight forward and honest and we would recommend to others who are looking for a wealth manager you can trust and build a long term relationship with.”
Transparent Fees & Pricing
2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
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MS Tax & Accounting

MS Tax & Accounting

(38)
Bookkeeping Chilliwack BC, Bookkeeping Abbotsford BC, Financial Advisor
“My family and I have used MS Tax & Accounting for the last few years for a variety of services including tax, investments, and mortgage brokerage services.”
In Business Since 2018
3045 Townline Rd, Abbotsford, BC V2T 5K2
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McBride Bookkeeping

McBride Bookkeeping

(11)
Training, Bookkeeping
“I have been working with the team at McBride for over five years now, they are very attentive to my needs and assist in making the best decisions for business and personal.”
In Business Since 2014
30475 Cardinal Ave #220e, Abbotsford, BC V2T 0E4
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Perfection Bookkeeping & Tax Solutions | Abbotsford

Perfection Bookkeeping & Tax Solutions | Abbotsford

(11)
  • Preparing
  • Statements
“He has never failed me, and I always received a descent return, and also he has saved me a fair amount of money when he does my tax's 👍 Positive Professionalism”
Transparent Fees & Pricing
32615 South Fraser Way #104, Abbotsford, BC V2T 1X8
FAQs
Does my accountant need to be designated or certified?
In one word: Yes. Having a designated or certified accountant is very important, especially if you are a small business owner. You will most likely end up saving money in the end if you pay a little more for a designated or certified accountant. With their training and experience, they will surely find any possible errors that might otherwise cost you in overpaid taxes, penalties, and high-interest rates!
If my accountant has a designation, should I automatically trust them?
No. Make sure you know what designation your accountant has and if they are the right one for you! Having an accountant with a designation that is not specific to your needs could end up costing you more money in the end. Our accountants are always certified with appropriate designations.
Which business costs can I claim as tax deductible expenses?
There are many business costs that you can claim as tax deductibles and some that you cannot. For example, some business gifts can be written off, but others cannot. The boundaries can sometimes be blurred on what qualifies as a tax write off. Having one of our certified accountants help you with your business tax filing can clear up all of your questions.
When my sole-proprietor taxes are prepared, which documents do I need from my accountant?
This is a great question and one that we often get! There are several forms that you will need, such as ones that show income, business and home expenses, and car repairs. Our best advice is to get in touch with us as these forms have different titles depending on your location. We can give you a more detailed list of what you need and where to find it!
What is the most appropriate tax structure for my business?
There are three different business structures: Sole proprietorships Partnerships Incorporations Each one is treated differently by tax law, having one of our accountants work with you can help outline what tax laws apply to your business!
You can find more answers to some of our most commonly asked questions on the FAQ page of our website.
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Cindy Boury Private Wealth Management of Raymond James

Cindy Boury Private Wealth Management of Raymond James

(6)
Business Planning, Retirement Planning, Portfolio Management
“Cindy is also very kind, ethical, and understands people which has again been evident in her pragmatic approach and excellent service in Estate Planning.”
2881 Garden St #200, Abbotsford, BC V2T 4X1
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Drake Financial

Drake Financial

(5)
“We have all heard the horror stories of lenders and brokers waiting to the last minute to grant approval but what about a lender who gets it approved at the last moment after only receiving the information at the last moment.”
In Business Since 1996
2190 McCallum Rd, Abbotsford, BC V2S 3P3
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Willems Wealth Planning Group - Assante Financial Management

Willems Wealth Planning Group - Assante Financial Management

(13)
  • The Future
  • Team
  • Financial Advisor
“Brad and his team, and now Steve have done a fantastic job of helping us plan for our retirement (which we are now experiencing) setting financial goals, reviewing them annually, keeping us on track and adapting when changes are needed.”
33386 South Fraser Way #101, Abbotsford, BC V2S 2B5
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World Financial Group

World Financial Group

(12)
  • Business
“I learn many things about finance, I am proud to be a part of this great organization and make $100,000.”
2752 Allwood St #304, Abbotsford, BC V2T 3R7
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Valley Wide Financial Corp

Valley Wide Financial Corp

“Gain peace of mind knowing you've got an experienced Valley-Wide financial advisor managing your money and helping you plan for the future. Our financial advisors serve the personal and business asset management needs of clients throughout BC, helpin...”
2752 Allwood St Space 304, Abbotsford, BC V2T 3R9
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Bhathal Mortgage Solutions

Bhathal Mortgage Solutions

“You want to get the most from your mortgage – now and in the years to come. As a professional Mortgage Consultant, I can do just that. From competitive rates to flexible options, I'll work with you to find solutions that suit your needs. With access ...”
Transparent Fees & Pricing
In Business Since 2021
Offers Financing Options
1779 Clearbrook Rd unit 208, Abbotsford, BC V2T 5X5
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Strata Wealth & Risk Management

Strata Wealth & Risk Management

(6)
“I've known Lyle in business for 9+ years and have developed a great friendship with him, we have had the pleasure of working successfully with mutual clients!”
2309 McCallum Rd Unit E, Abbotsford, BC V2S 3N7
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IGL Financial Solutions

IGL Financial Solutions

““Stroh Healthcare Consulting has been working with IGL Benefit Consultants and the Chamber of Commerce Group Insurance Plan since 2007. We always receive prompt attention from the staff at IGL with answers to any questions or concerns we might have, ...”
Family Business
3240 Mount Lehman Rd #201, Abbotsford, BC V4X 2M9
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Envision Investment Svc

Envision Investment Svc

“You can use our online and mobile banking services to do most of your banking anytime, anywhere. If you're not yet using our digital services, please contact our”
Transparent Fees & Pricing
32711 South Fraser Way, Abbotsford, BC V2T 3S3
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WFG Securities Of Canada

WFG Securities Of Canada

34314 Marshall Rd, Abbotsford, BC V2S 1L9
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Anchor Pacific Group

Anchor Pacific Group

In Business Since 2017
32463 Simon Ave Suite 302, Abbotsford, BC V2T
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MD Management

MD Management

(1)
“Financial advisors that care and work hard everyday to maximize your return on investment.”
1925 McCallum Rd #100, Abbotsford, BC V2S 3N2
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Driediger Wealth Planning

Driediger Wealth Planning

“Supply chain chaos, high inflation, geopolitical tensions and anticipation on when the Fed would raise rates contributed to volatility in January. Here's a summary of the notable events that steered…”
In Business Since 2018
33386 South Fraser Way #101, Abbotsford, BC V2S 2B5
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Cedar Rock Financial Group

Cedar Rock Financial Group

(50)
Budgeting, Tax Planning, Business Succession
“Chris has helped us to invest our money in vehicles that have been appropriate to our risk tolerance and we've done well and come out ahead after every market fluctuation as a result of being invested in quality companies.”
In Business Since 2018
Serving Abbotsford Area
Featured

Who should I choose to be my power of attorney? Anyone who is willing, capable & 19+ can be your POA. Commonly, people choose their spouse as POA & adult children as alternatives. Other options are close friends, extended family members, or a lawyer or accountant. Criteria include: good with money, reliable & able to manage the potential stress of acting as POA. The most important aspect of a POA is trust. You must trust the person you pick. They will have full control of your finances. Will they treat your finances & assets the same as you would? If you’ve named a POA earlier in life, you might want to revisit it. Has the relationship changed? Are they still able to manage your assets? Do they live in Canada? Are they alive & mentally capable? Will they be around for the rest of your life? If you don't know anyone you can trust with the job, you can choose a trust company, or Public Guardian & Trustee. Common Issues A common issue is when people think they have one, but don’t. You might have named an executor in your Will instead of a POA, or you might have one but not updated it so it is no longer accurate. Many also believe that their POA will cover health decisions, but a POA covers financial & legal matters only. It’s up to you to decide if a POA is right for you. Managing your finances is essential to a relaxing retirement & we’re focused on providing the information you need to create the retirement you deserve.

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Parallel Wealth Financial Group

Parallel Wealth Financial Group

(49)
  • Retirement
  • Honest
  • Team
“Bornn presented at YouTube real examples and the product that Parallel Wealth offered to clients, which was not only the calculation of the withdrawal allocation, but the way to do it, the fiscal implications and the taxes to be paid per year.”
In Business Since 2014
20020 84 Ave Unit A505, Langley Twp, BC V2Y 5K8
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Mainland Wealth | Financial Advisor

Mainland Wealth | Financial Advisor

(35)
  • The Future
  • Number
  • Honesty
“The process was a bit prolonged and also in a time crunch as my old term was set to expire soon but Dallas worked efficiently and meticulously to get this completely quickly and most importantly at a favourable rate.”
In Business Since 2023
Surrey, BC
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Lane Cuthbert Financial

Lane Cuthbert Financial

(19)
  • Future
  • Budget
  • Meeting
“One meeting is all you need to see how much Lane is in your corner and ready to cheer you on as you move away from debt and into financial freedom Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2016
4498 217 St, Langley, BC V3A 9B8
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Travis Strain CFP

Travis Strain CFP

(1)
“As a mortgage broker, I run into Financial Planners all the time, but Travis really does stand above the crowd.”
Free Initial Consultation
In Business Since 2007
Family Business
Serving Abbotsford Area
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Complete Mortgage Services

Complete Mortgage Services

(1)
“They offer a huge amount of support and are ever changing with the times.”
Transparent Fees & Pricing
In Business Since 2010
Offers Financing Options
2183 240 St, Langley Twp, BC V2Z 3A5
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Retirement Planning and Investment Management Services in Abbotsford, BC Cost Estimates

Minimum cost
$1241
Maximum cost
$10549
National Average
$3724
Avg Per Hour Rates
$373
$2482
$6826
Average price range is based on 311 cost profiles
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Average Cost $3724
Minimum cost $1241
Maximum cost $10549
Avg Per Hour Rates $373

Average range $2482 to $6826 is based on 311 cost profiles.

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Wealth Management Advisors near Abbotsford

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