Senior Care Path

Best Financial Planning in Abbotsford, BC

Abbotsford has 10 financial planners on Senior Care Path, averaging 4.8 stars across 398 Google reviews. Ranked by our SCP Confidence Score, our 100-point trust rating, the strongest right now are Rivershore Wealth Planning, Well Built Wealth and Valley-Wide Financial Corp..

Financial planners help families understand the cost of care and how to pay for it, drawing on pensions, savings, home equity, insurance, and government benefits to build a sustainable plan.

Below you will find every provider ranked by Confidence Score, real reviews, what these services cost and how to fund them, what to look for, and local guidance, so you can compare with clarity and reach out when you are ready. Updated September 2026.

Answer a few questions to get personalized results

Who is this for?

Abbotsford Financial Planners | 398 Reviews

10 financial planners

Rivershore Wealth Planning

Abbotsford, BC

Call for Pricing

Rivershore Wealth Planning 4
78/ 100

Good confidence

5.0(64 reviews)

“We have been with Joel for a little less than a year. He has been informative and personable. He was helpful in planning for our retirement.”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (64+ reviews)Well reviewed (64+ reviews)

Provides: Financial Planning

Helps retirees and those approaching retirement build clear, personalized financial plans. The firm works with clients to identify their goals, review options,... Read more

View Profile

Well Built Wealth

Abbotsford, BC

Call for Pricing

Well Built Wealth 4
70/ 100

Good confidence

5.0(225 reviews)

“Our experience has been nothing short of 5 star service! The entire team at Well Built Wealth has been extremely helpful in walking us through each step and...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (225+ reviews)Well reviewed (225+ reviews)

Provides: Financial Planning

Independent financial and retirement planning to help Canadians understand their current situation and build a plan for the future. The firm works through options... Read more

View Profile

Valley-Wide Financial Corp.

Abbotsford, BC

Call for Pricing

Valley-Wide Financial Corp. 4
62/ 100

Developing confidence

5.0(45 reviews)

“The team at Go-to Guys – Dennis, Tarl and Jesse – are awesome. They hooked us up with a small business Group Benefits Plan that offered more coverage at a...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Corp. helps clients save, grow, and protect their wealth through personal financial planning that includes life insurance, long-term care plans, estate planning, and... Read more

View Profile

Speak to a Senior Care Path advisor

Free, friendly help choosing the right provider for your needs, no obligation.

Call an Advisor

Arvinder Kahlon - TD Financial Planner

Abbotsford, BC

Call for Pricing

Arvinder Kahlon - TD Financial Planner 2
62/ 100

Developing confidence

5.0(1 reviews)

“Great customer service and always kind/understanding/there to help.”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)Multilingual (3 languages)Multilingual (3 languages)

Provides: Financial Planning

A Senior Financial Planner with TD Wealth, helps clients develop financial plans that balance today's needs with future goals. He focuses on retirement planning,... Read more

View Profile

Willems Wealth Planning Group - Assante Financial Management Ltd.

Abbotsford, BC

Call for Pricing

Willems Wealth Planning Group - Assante Financial Management Ltd. 4
62/ 100

Developing confidence

4.9(29 reviews)

“We stumbled upon Steve Willems through his YouTube channel while working on our own DIY investing and retirement planning. Having already done our own...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Guides pre-retirees and retirees through retirement with personalized financial plans rooted in data and financial science. Their approach merges investment... Read more

View Profile

IPC Investment Corporation - The Fraser Financial Group, Abbotsford, BC

Abbotsford, BC

Call for Pricing

54/ 100

Developing confidence

5.0(1 reviews)

“Dean Lewis is an amazing financial advisor! He only wants your financial success to be a reality, he manages my entire family investments and we all couldn’t...”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Dean Lewis and Dale-Lynn Ambury-Desabrais bring over 25 years of combined experience helping clients plan for retirement income, build wealth transfer strategies, and establish financial... Read more

View Profile

Cindy Boury Private Wealth Management of Raymond James Ltd.

Abbotsford, BC

Call for Pricing

Cindy Boury Private Wealth Management of Raymond James Ltd. 4
54/ 100

Developing confidence

4.6(10 reviews)

“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....”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

This firm offers comprehensive financial planning tailored to your life stage and goals, including retirement planning, estate planning, business planning, and investment portfolio... Read more

View Profile

Rob Torrance - Assante Wealth Management

Abbotsford, BC

Call for Pricing

Rob Torrance - Assante Wealth Management 2
46/ 100

Developing confidence

3.0(2 reviews)

“Rob is professional, realistic, informative, and most importantly timely. I would recommend him to anyone. He was there for us at the start and has been...”

Licensed & accreditedLicensed & accreditedMultilingual (2 languages)Multilingual (2 languages)

Provides: Financial Planning

The team works alongside clients throughout their lives to navigate the complexities of managing wealth, including strategies around retirement income, investments, and passing on values to... Read more

View Profile

Grant Strachan & Associates - IG Private Wealth Management

Abbotsford, BC

Call for Pricing

Grant Strachan & Associates - IG Private Wealth Management 4
44/ 100

Limited confidence

5.0(15 reviews)

“I met Grant at a time in my life when I need help navigating my finances as a single female looking towards financial independence upon retirement. He provide...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

Bakerview Financial

Abbotsford, BC

Call for Pricing

Bakerview Financial 4
34/ 100

Limited confidence

5.0(6 reviews)

“Lyle and Jeramy are a wonderful team, I walked in looking for cleaning services and learned more about what Lyle does. He hooked me up with a wonderful...”

Highly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

View Profile

Local financial planners from public business listings, scored on public Google signals. Senior Care Path hasn't independently vetted every one, so always confirm credentials, registration, and fit before booking.

Our methodology

How we rank the Abbotsford financial planners above

We order every provider by our SCP Confidence Score, a 100-point rating built from the signals families tell us matter most:

  • A strong Google rating and a real volume of verified reviews
  • Complete, verified contact and location details
  • Published credentials, accreditations, and areas of focus
  • Independent verification and listing completeness

398

Google reviews

Star ratings and written reviews come straight from Google, so the feedback is from real clients across these 10 financial planners, never written by us.

100-point

SCP Confidence Score

Our own trust rating, recomputed as listings are verified and updated, decides the order above. It answers one question: can you trust this provider?

How Abbotsford financial planners are rated

Google star ratings across 10 financial planners.

  • 4.5 and up9
  • 4.0 to 4.40
  • 3.5 to 3.90
  • Under 3.51

Confidence Score range

How the 10 Abbotsford financial planners fall across our trust tiers.

  • High0 communities
  • Good2 communities
  • Developing6 communities
  • Limited2 communities

Table of contents

  1. 01How much do financial planners cost in Abbotsford?
  2. 02What families are saying
  3. 03Who these providers help most
  4. 04How to choose financial planners in Abbotsford
  5. 05Frequently asked questions

How much do financial planners cost in Abbotsford?

Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee. What moves the price: Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are.

A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.

What families are saying about financial planners in Abbotsford

A 4.8 star average across 398 Google reviews of 10 financial planners. Here is a sample, straight from clients and families.

“Our experience has been nothing short of 5 star service! The entire team at Well Built Wealth has been extremely helpful in walking us through each step and explaining the entire process to us. In addition we found the YouTube videos...”
Deanna on Well Built Wealth
“We have been with Joel for a little less than a year. He has been informative and personable. He was helpful in planning for our retirement.”
Russ Adrian on Rivershore Wealth Planning
“The team at Go-to Guys – Dennis, Tarl and Jesse – are awesome. They hooked us up with a small business Group Benefits Plan that offered more coverage at a lower price than our previous provider. The coverage options were explained in...”
Cascadia on Valley-Wide Financial Corp.
“My husband and I were looking for someone to help lay out a plan for our finances, and Steve and Gavin did just that. They made it easy to recognize the goals we wanted to achieve, and then mapped out a tangible plan for us to get there....”
Katie Chung on Willems Wealth Planning Group - Assante Financial Management Ltd.
“I met Grant at a time in my life when I need help navigating my finances as a single female looking towards financial independence upon retirement. He provide me with solid investment advice and products to manage my wealth and help it...”
Christina Photinopoulos on Grant Strachan & Associates - IG Private Wealth Management
“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...”
Anne Lanting on Cindy Boury Private Wealth Management of Raymond James Ltd.

Who these providers help most across Abbotsford financial planners

Drawn from the details each provider publishes, a quick read on what is common locally and what sets a provider apart.

Share of the 8 financial planners that publish this detail.

  • Anyone looking for flexible, personalized financial advice13%
  • Anyone wanting tax-efficient investment strategies13%
  • Business owners managing business transitions13%
  • Canadians planning for retirement13%
  • Clients planning for retirement13%
  • Clients seeking comprehensive wealth management13%
  • Clients seeking long-term financial advisory relationships13%
  • Clients seeking tax-efficient financial strategies13%

How to choose financial planners in Abbotsford

Abbotsford families comparing financial planners have 10 options to weigh. Start with your needs and budget, then shortlist by reviews, credentials, and fit, and reach out directly to confirm availability. Here is what to look for:

  • A planner experienced with retirement income and funding care, ideally a CFP
  • Clarity on how they are paid (fee-only, commission, or both)
  • A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Abbotsford?
Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Abbotsford also depend on the provider and your needs.
How many financial planners are listed in Abbotsford?
Senior Care Path lists 10 financial planners serving Abbotsford, British Columbia, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How are the financial planners ranked?
By our Confidence Score, a 100-point rating built from real signals like reviews, verified details, and completeness. The strongest, most complete listings rise to the top.
How do I choose financial planners in Abbotsford?
Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

Keep reading

Keep exploring

Financial Planning in nearby cities

Financial Planning in VictoriaFinancial Planning in VancouverFinancial Planning in CalgaryFinancial Planning in OttawaFinancial Planning in WinnipegFinancial Planning in LondonFinancial Planning in WindsorFinancial Planning in Kingston

Other services in Abbotsford

Elder Law in AbbotsfordEstate Planning in AbbotsfordInsurance in AbbotsfordSenior Move Management in Abbotsford
All financial planning across Canada
Take the free assessmentCall