Rivershore Wealth Planning
“Joel is a reliable source of knowledge and can always be counted on to respond to any requests we have.”
Best Financial Advisors in Abbotsford, BC
16 firms listed · all 16 in Abbotsford · 4 open weekends · 10 rated 4.5+
Data verified October 16, 2026
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Well Built Wealth
“They created a thorough financial plan that was well explained during the video conference and documented with a final report.”
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MS Tax & Accounting
“Mr Manmeet helped us a lot to file the tax and consult us in very well manner”
Cindy Boury Private Wealth Management of Raymond James
“I saw first hand the care, dedication and research that went into the management of client accounts, and the way the team puts client needs first.”
Drake Financial
“Norman was great at explaining everything with questions that I had thrown at him.”
Willems Wealth Planning Group - Assante Financial Management
“We found the interactions enjoyable and often humorous – they were patient and helpful as they steered us through this stressful and unfamiliar financial world.”
The 16 firms listed for Abbotsford, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Abbotsford, BC
All 16 firms we list here are in Abbotsford itself. 11 of the firms on this page have a rating, from 3.7 to 5.0 across 305 reviews; 2 have 50 or more reviews and 10 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (65%) and quality (52%). 4 are open on Saturdays and 2 on Sundays. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 13 of the firms on this page; 11 publish a contact page; 8 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Abbotsford take financial planning bookings online?
4 of the 16 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
World Financial Group
“Stopped by the WFG office - cool vibes, friendly folks, and they helped sort out my financial questions.”
Valley Wide Financial Corp
Bhathal Mortgage Solutions
Strata Wealth & Risk Management
“Lyle showed his integrity and honesty when providing information and solutions for my situation.”
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Envision Investment Svc
IGL Financial Solutions
Anchor Pacific Group
WFG Securities Of Canada
MD Management
“Financial advisors that care and work hard everyday to maximize your return on investment.”
Driediger Wealth Planning
Why these companies made our list
What clients say about firms in Abbotsford
- “Their incredible in-depth knowledge, personalized approach, along with their clear communication has given my wife and me the confidence we were sorely lacking when it came to our finances and retirement planning.” — client of Well Built Wealth
- “Cindy and her team have been amazing! They helped us to get all our finances and our portfolio in order, and took the time to explain each of the elements that they were handling and how everything worked.” — client of Cindy Boury Private Wealth Management of Raymond James
- “I'm extremely happy with the service, professionalism, and portfolio performance I've had with this company.” — client of Rivershore Wealth Planning
Excerpts from public reviews of the firms listed on this page.
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