Rivershore Wealth Planning Inc.
71 Reviews
- Friday9 AM–1 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–4:30 PM
- Tuesday9 AM–3 PM
- Wednesday9 AM–4:30 PM
- Thursday9 AM–7 PM
About the Business
Retirement Planning Services, Chilliwack & Abbotsford BC | Retirement Planning Services in Chilliwack & Abbotsford by Joel Van Gaalen, CFP. Cultivating trust and financial success since 2007.
Contacts
Website
Call Us
2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
Hours
- Friday9 AM–1 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–4:30 PM
- Tuesday9 AM–3 PM
- Wednesday9 AM–4:30 PM
- Thursday9 AM–7 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Margeurite Gibson
08.10.2023
Rivershore Wealth Planning Inc.
My husband and I have had the pleasure of knowing Joel and learning about his expertise and knowledge for about three years now, with our investments and helping us to obtain a mortgage when we had to renew. He's always ahead of the game it seems and seems genuinely interested in helping us obtain the very best results with our investments. A great guy to work with and we don't worry about anything.
Fred Sutherland
29.09.2023
Rivershore Wealth Planning Inc.
Joel has been our financial adviser for the last few years and has been absolutely fantastic! He has helped us immensely in starting our investment portfolio as well as providing the insurances we need as a family. I would highly recommend him to anyone needing financial services.
Kim Bertholm
24.09.2023
Rivershore Wealth Planning Inc.
Joel has been my financial planner for many years. He’s a keen listener and asks relevant questions. He takes the time to get to know his clients and offers great solutions to help them through life’s battles. He’s been great to work with and I always know he has my best interests at heart. I highly recommend Joel for his honesty and integrity. Thank you Joel for helping me manage my future.
Josh Rostek
03.09.2023
Rivershore Wealth Planning Inc.
I have been investing with Joel for a number of years now and find him to be completely trustworthy and professional. He is willing to work around my schedule and has also expressed a genuine interest in my family. It has been a true pleasure since the very beginning. Thanks Joel!
April Nickel
06.08.2023
Rivershore Wealth Planning Inc.
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!
Judy Larsen
31.07.2023
Rivershore Wealth Planning Inc.
Joel has been our financial advisor for a number of years now and we are very happy with his quality of service. Joel cares sincerely about his clients, proactively reaches out when he has suggestions, and processes things quickly. He also considers our needs and carefully suggests based on those needs. And, he has great connections for services such as mortgages etc. After experiencing what banks offer and having advisors change all the time there, working with Joel has been a treat and it has kept me accountable to my needs as well as on track with an investment plan. I couldn’t recommend a better financial advisor.
Igor Surzhyk
21.07.2023
Rivershore Wealth Planning Inc.
I'd like to share the great experience with River Shore Wealth our family had. Joel did a fantastic job in deep learning our family's assets, debts and needs and came up with a profound analysis. He also provided full service in our life insurance. I certainly can recommend this company as a trustworthy and professional one.
Koenraad B
21.07.2023
Rivershore Wealth Planning Inc.
Joel has been our financial planner for over 8 years. Joel has a keen eye to serving his customers. He does an excellent job breaking down the benefits of his financial products and the new investment opportunities available to us. I recommend Joel highly!!!
Kurt Rosenberg
20.07.2023
Rivershore Wealth Planning Inc.
We have been working with Joel for over 10 years and find him to be trustworthy and professional. He always looks after our best interests. I have no hesitation in referring him to friends and family to help them with their financial planning.
Eric VanWyk
18.07.2023
Rivershore Wealth Planning Inc.
Had and am having a great experience working with Joel with regards to my wealth management and planning. Joel is very knowledgeable, trustworthy and caring towards his clients. I feel like he always has my wife and I's best interests in mind when we look towards future financial goals and outcomes. He is always ready to consider our opinions, thoughts and concerns and will answer any questions we have. He is very personable, friendly and loves to get to know his clients.
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2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
Rivershore Wealth Planning Inc.