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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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.”

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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.”

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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.”

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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”

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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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.”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

97 (100)

Minimum Reputation Rank

98.6 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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Lyons and Lyons Enterprises

(3)

Personal Taxes, Bookkeeping Services, Small Business Taxes

“The best accountants you could ask for.”

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4 Pillars Consulting - Abbotsford

(3)

Credit Rebuilding, Debt Help

“Aly and his team were efficient, friendly and very cost effective.”

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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.”

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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.”

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Mountain Strong Financial

Business Owners, Individuals & Families, Insurance

“Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits a...”

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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.”

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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.”

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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...”

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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 ...”

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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!”

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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”

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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, ...”

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WFG Securities Of Canada

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Anchor Pacific Group

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MD Management

(1)

“Financial advisors that care and work hard everyday to maximize your return on investment.”

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IPC Investment Corporation

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”

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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…”

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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.”

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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.”

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.

Average Cost	$3724
Minimum cost	$1241
Maximum cost	$10549
Avg Per Hour Rates	$373

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.

Well Built Wealth

Rivershore Wealth Planning

MS Tax & Accounting

Perfection Bookkeeping & Tax Solutions | Abbotsford

McBride Bookkeeping

Lyons and Lyons Enterprises

4 Pillars Consulting - Abbotsford

Cindy Boury Private Wealth Management of Raymond James

Drake Financial

Mountain Strong Financial

Willems Wealth Planning Group - Assante Financial Management

World Financial Group

Valley Wide Financial Corp

Bhathal Mortgage Solutions

Strata Wealth & Risk Management

Envision Investment Svc

IGL Financial Solutions

WFG Securities Of Canada

Anchor Pacific Group

MD Management

IPC Investment Corporation

Driediger Wealth Planning

Parallel Wealth Financial Group

Cedar Rock Financial Group

Retirement Planning and Investment Management Services in Abbotsford, BC Cost Estimates

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Wealth Management Advisors near Abbotsford

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