Rivershore Wealth Planning
2420 McCallum Rd, Abbotsford, BC, Canada
(2)
2420 McCallum Rd, Abbotsford, BC, Canada
(2)
Money & Investments are tools that—stewarded well—can lead to prosperity, peace and well-being. Our goal is to provide each client with security, clarity and confidence by providing them with a customized financial & retirement plan that brings them closer to financial freedom.
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2 customer reviews
Randy Twiss
Financial Advisors
Pleasant, informative. No pressure. I met with several wealth management professionals. I found Joel's approach the best. Happy to have Joel and his team manage our portfolio.
Reply from Rivershore Wealth Planning
Thanks for the great review Randy, its been a pleasure to work with you as well!
Peter Doornbos
Financial Advisors
Haven’t met yet. I’m looking forward to getting together soon
Reply from Rivershore Wealth Planning
Thanks Peter, looking forward to meeting as well!
What do you love most about your job?
Helping people accomplish their personal & financial goals and hopefully bringing peace & confidence so they can be more generous with their money.
What inspired you to start your own business?
I wanted to be able to have freedom in my personal life. I had worked a 9-5 type job and didn't enjoy the restraints. The fact that I get to be my own boss, take care of my family and do well for clients is truly a win win! It's rare to find a calling where you can do well by others and do well for yourself
Why should our clients choose you?
I'm honest, straightforward and transparent. I always put my clients interests 1st and I think that they see that and have rewarded me with their trust and hard earned retirement savings.
Can you provide your services online or remotely? If so, please add details.
I prefer having face to face meetings with proper social distancing measures in place to talk about goals and planning but with Covid, online & remote services are a reality so either option is available to clients.
What changes have you made to keep your customers safe from Covid-19?
Purchased Zoom and have the option to do online/video chat meetings.
Investment Management
Fee Based advice for:
-RRSPs
-TFSAs
-RESPs
-Pension transfers
-Non Registered accounts
-RDSPs
Life Insurance
As a broker for life insurance I can quote from 10-12 different companies to find you the best products & rates
Critical Illness Insurance
As a broker for CI insurance I can quote from 10-12 different companies to find you the best products & rates
Disability Insurance
As a broker for DI insurance I can quote from 3-4 different companies to find you the best products & rates
Retirement Planning
Using high quality retirement planning software I can show you exactly how much you need to save for retirement and other financial goals.
