Find a Fee-Based or Fee-Only Financial Planner in Abbotsford
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Rhys Martell
BAAC, CIM, FCSI, QAFP
Well Built Wealth
What a great experience!
After watching retirement planning videos on YouTube created by different organizations, Rhys and Well Built Wealth is who I contacted when it was time to build our retirement plan.
Those helpful and entertaining videos Rhys and his team create prepared us on what to expect - but those expectations were exceeded in every way.
We really enjoyed the delivery presentation meeting, and the plan Tyler and Kaden put together was absolutely perfect. What a great company to work with.
I would highly recommend!
Darren Sangster
Joel Van Gaalen
CFP®
Rivershore Wealth Planning
Joel has been our financial advisor for a few years now, and it is such a joy and pleasure to work with him.
He is professional, trustworthy, and genuine. He clearly knows his stuff, and is able to answer our questions and explain things in a clear and easy to understand way.
Not only that, but he's very personable, and I look forward to every meeting we have with him.
I highly recommend Joel & Rivershore Wealth Planning for your financial planning!
April Nickel
Brad Willems
CFP®
Willems Wealth Planning Group
We are long time clients. I would highly remember the team at Willems Wealth Planning Group.
They lead with learning about your financial situation and goals. From there, they help look at a future financial plan that is matched to your wishes and risk tolerance.
They are always there to discuss any interests or concerns.
Daniel McDermid
Choosing Your Next Fee-Based Advisor or Fee-Only Financial Planner
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