Cindy Boury Private Wealth Management of Raymond James Ltd.
54Developing2881 Garden St #200, Abbotsford, BC V2T 4X1, Canada
About
Cindy Boury Private Wealth Management of Raymond James Ltd. is a financial advisory firm in Abbotsford, BC offering comprehensive wealth management, financial planning, retirement planning, and estate planning services for individuals, families, and business owners.
Senior Care Path Summary
This firm offers comprehensive financial planning tailored to your life stage and goals, including retirement planning, estate planning, business planning, and investment portfolio management. They work with clients and their professional advisors such as lawyers and accountants to create personalized wealth strategies designed to build, protect, and preserve wealth for future generations.
For retirees and families, they provide strategies focused on generating retirement income, managing longevity and care costs, and helping ensure wealth endures. Their team of experienced advisors and support staff work to simplify financial complexities and help clients achieve financial independence with confidence.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning retirement income and long-term care costs
- Families building comprehensive wealth plans
- Individuals planning their estate
- Business owners managing business transitions
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.6
10 Google reviews
Most recent reviews
Anne Lanting
3 years ago · via Google
I, Michael and my wife Anne are very fortunate to have had Cindy Boury manage our investment portfolio for 35+ years. I make some investment decisions myself. Cindy respects my decisions, always providing research-based feedback and advice. Cindy's huge knowledge base and expertise are invaluable in today's volatile markets. Always the consummate professional, Cindy's services are enhanced by an efficient, capable and always pleasant team. Cindy is also very kind, ethical, and understands people which has again been evident in her pragmatic approach and excellent service in Estate Planning. Thank you for everything, Cindy.
Jenny Donegan
3 years ago · via Google
After working at Cindy Boury Private Wealth Management for a year, my husband and I decided to move our finances here. 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.
Fayyaz Khimani
5 years ago · via Google
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. They were helpful, considerate and patient with us as we learned more about their services and switched our entire portfolio over. We cannot be more happier with Cindy and her team and everything they have done for us and are excited to grow this relationship (and our finances) with them.
Summary of Google Reviews
Summarized by Senior Care Path from Cindy Boury Private Wealth Management of Raymond James Ltd.'s Google rating and recent reviews. Confirm specifics with the provider.
Cindy Boury Private Wealth Management of Raymond James Ltd. holds a strong 4.6-star rating across 10 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
Licenses & Registrations
- FCSI (Fellow of the Canadian Securities Institute), Cindy Boury
- CIM (Chartered Investment Manager), Cindy Boury and Susan Bonner
- FMA (Financial Management Advisor), Cindy Boury
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, Raymond James Ltd.
- Regulated by Canadian Investment Regulatory Organization (CIRO)
- Member, Canadian Investor Protection Fund (CIPF)
Languages Supported
- English
Frequently Asked Questions
What services does Cindy Boury Private Wealth Management of Raymond James Ltd. offer?
Cindy Boury Private Wealth Management of Raymond James Ltd. is a financial planning provider in Abbotsford, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Cindy Boury Private Wealth Management of Raymond James Ltd. speak?
Staff at Cindy Boury Private Wealth Management of Raymond James Ltd. are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Cindy Boury Private Wealth Management of Raymond James Ltd.?
You can call Cindy Boury Private Wealth Management of Raymond James Ltd. directly at (604) 855-0654, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Abbotsford. It is free, with no pressure.
Is Cindy Boury Private Wealth Management of Raymond James Ltd. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
2881 Garden St #200, Abbotsford, BC V2T 4X1, Canada
Also serves
- Abbotsford, British Columbia