4 Best Gold IRA Investment Companies Near Me in Abbotsford, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Rivershore Wealth Planning
ADDRESS: 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
NUMBER: +1 778-771-5544
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Allocation Planning, Financial Planning Advice, Individual Investment, Insurance Planning, Investment Advice, Investment And Retirement Planning, Investment Options, Pension Plan, Pension Plan transfers, Personal Financial Advisor
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’re so grateful for Joel and the way he’s walked with us through our financial journey. Every time we meet, we leave feeling more confident and cared for. He’s not just knowledgeable—he’s genuinely kind, patient with our questions, and always focused on helping us succeed in a way that fits our goals and values. It never feels like a transaction; it feels like someone in our corner who wants the best for us. Couldn’t recommend him more highly! – Neal Black
REVIEW #2 – 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. – Eric VanWyk
REVIEW #3 – 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
REVIEW #4 – 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. – Judy Larsen
REVIEW #5 – 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. – Kim Bertholm
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Well Built Wealth
ADDRESS: 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
NUMBER: +1 778-749-8060
SERVICES: Financial planning, Investment advising, Tax planning, Wealth management, Financial Planning And Portfolio Management, Independent Financial Advisory, Investment Advice, Investment And Retirement Planning, Investment Counsel, Investment Portfolio, Retirement And Financial Planning, Retirement Income Strategies
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 -Working with Aaron and the Well Built Wealth team was an insightful experience. From start to finish, they demonstrated thoroughness, attention to detail, and a commitment to ensuring clarity of all aspects of my financial plan. I am now clear on where I am financially and have a plan to make it happen. The final delivery package, client portal, and prompt responses to my questions all reflected a well-organized process. I would recommend Well Built Wealth to anyone seeking comprehensive, personalized financial planning. – Sanja Frketich
REVIEW #2 – We came across Rhys Mrtel’s Well Built Wealth Youtube videos a few years ago. We were immediately hooked. We think that his way of explaining retirement finances to Canadians is second to none. Rhys’ videos are never too long, covering one topic at the time, clear, concise ,and also with a very good sense of humour that we loved from the beginning.
Our initial telephone conversation convinced us to seek his advice as we neared retirement.
The entire process of organizing our finances, transfer of funds, and most of all comprehensive planning was very smooth, and we felt well taken care of. The Well Build Wealth team is professional, very friendly and super responsive. There was no question unanswered almost immediately. Hannah, Melissa, Tylor and Rhys made us feel secure, and frankly happy. Because we learned that we can do it!
We feel lucky that we found them! – Roman Balabuch
REVIEW #3 – The team at Well Built Wealth was very responsive and provided me and my partner with a detailed plan that allowed us the comfort to retire early, together, despite a 10 year age difference. Our biggest concern prior to meeting with the team was whether or not we would have enough money to live the lifestyle we wanted out to 90 years old. They provided us a detailed plan with RSP melt down and when we should withdraw from TFSA’s, CPP and OAS. After our meeting and detailed plan, we felt comfortable to make the commitment and decision to retire on a certain date while not sacrificing any of the lifestyle we had been saving so long for. Highly recommend and you will not regret the expense for the peace of mind their service provides. – Kevin Hamelin (Hamlet_67)
REVIEW #4 – My husband I just received our retirement plan from Well Built Wealth. We engaged their services after watching the informative and entertaining videos on You Tube. We needed a comprehensive plan that described in detail how we could accomplish our RRSP meltdown, and they certainly delivered! Our initial contact was with Rhys, who answered all of our questions. We provided our basic financial information through their secure website, and had a follow up video call with Tyler and Kaden. We were able to discuss our objectives and see in real time how they would affect our plan. We were never rushed, and Tyler and Kaden both provided useful information during the video call. The team were great communicators, emailing us along the way to let us know what to expect at each step of this process. My husband I preferred to use a fee for service financial planner, as we wanted the advice to be unbiased. We were also swayed by the fact that they had a CPA on their team. The final plan was sent to us in a timely manner and it lays out everything we need to know in order to effectively manage our money based on the parameters we set out. If things don’t go as planned, we will certainly use Well Built Wealth again in the future to reassess our needs. – kelcarf
REVIEW #5 – As we move through life, we learn in stages — first the foundations in school, then the specialized skills of trades, post‑secondary programs, and decades of work where we refine our craft and professions. Yet when we reach one of the most important transitions of all — retirement — many of us discover how little we’ve actually been taught about preparing for it.
We believed we could learn more and make better decisions, and we tried: a private consultant, a chartered bank, a retirement specialist. But it wasn’t until we found Rhys and Well Built Wealth — his video content, communication style, and pragmatic, grounded approach — that something finally clicked.
From the very first intake conversation through our work with Tyler and Kaden, the entire team was efficient, clear, and directly applicable to our real life. When we reached the final report and walked through our financial story, the action items, the next‑few‑years roadmap, and the stress‑testing of our retirement plan, we felt something we hadn’t felt before: confidence, comfort, and clarity. I even shouted “Yes!” during the meeting (after the plan pronounced our readiness)…
This has been a genuinely collaborative experience, and we’re grateful to the entire team. We’ll be back to adjust the plan as life inevitably twists and turns, but for now, we’re satisfied, prepared, and optimistic about this next stage. Thank you! – Don & Roberta
Willems Wealth Planning Group – Assante Financial Management Ltd.
ADDRESS: 33386 South Fraser Way #101, Abbotsford, BC V2S 2B5, Canada
NUMBER: +1 604-859-4323
SERVICES: Complete Wealth Plan, Comprehensive Wealth Planning, Estate And Legacy Planning, Estate And Trust Planning, Estate Planning Strategies, Financial Advice, Investment Advice & Management, Investment Advisors, Investment Strategies, Pension Plan, Registered Retirement Savings Plan, Responsible Investment, Retirement Guidance, Retirement Solutions, Risk Management Plan
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. They were easy to talk to and made the whole financial planning process much less overwhelming. I highly recommend their services! – Katie Chung
REVIEW #2 – I highly recommend this service! My siblings and I used them to help with my mother’s aging-in-place and estate planning. My dad died and left her with a lot of things to sort out and we needed help. Steve and Gavin came to our rescue. They were so thorough, and kind, and so professional. The process had a few steps but when finished we had a complete plan to go forward with that met all Mom’s needs and maintained family harmony.
Run, don’t walk, to this office and get assistance with your financial situation! They are so good and it was not expensive nor did it take too long. We are very happy with the service! – Rachel Ross
REVIEW #3 – Fantastic experience with Steve and Gavin. We have always been DIY in managing our finances- but when it came to retirement we realized we needed help navigating all the options. Steve and Gavin made us feel comfortable and really listened to our objectives and provided us with various approaches to managing our retirement cash flows and estate planning. – Rowena Mulholland
REVIEW #4 – It was a happy accident that I stumbled across Steve’s vlogs on YouTube. I found his approach to financial planning refreshing as it seemed to focus as much on the human side of the ledger as the numbers. Based on this, I reached out to see if we could work together to build a financial plan as I approach my retirement. To say I’m glad I did would be a massive understatement! The care, attention and thoughtful suggestions provided by Steve, Gavin and the team were extraordinary. Not only did they deliver a comprehensive picture of my financial situation but they also helped me see a very clear path forward — in the short, medium and longer term. I really can’t say enough about the impressive service I received, and I recommend Willems Wealth Planning unreservedly to anyone looking for guidance as they plan for their own retirement. – J McKiee
REVIEW #5 – We stumbled upon Steve Willems through his YouTube channel while working on our own DIY investing and retirement planning. Having already done our own extensive research, assembled our own spreadsheets, and run scenario analyses on various online platforms, we initially approached Steve just to see if he could validate our approach and thinking for retirement.
Throughout our engagement, we were thoroughly impressed by Steve and Gavin’s logical, step-by-step approach. They combined concrete data, a wealth of knowledge, and their extensive experience with other clients to expertly guide our discussions. They took the time to truly get to know us, walking us beyond basic retirement income and tax numbers. They had us reflect on what retirement life will actually look like, what our values are, and our true financial risk profiles, and then used those insights to model multiple custom scenarios.
The final plan, detailed presentation, and spreadsheet gave us a concrete, reassuring roadmap to implement. Furthermore, Steve and Gavin stress-tested the plan against all of our top concerns, clearly answering questions on topics such as OAS and CPP start ages, moving up retirement start dates, inflation concerns, extended travel wishes, and medical expense scenarios. Having all of these tests thoroughly covered gave us a level of confidence and reassurance that simply couldn’t be achieved any other way. Additionally, Steve and Gavin provided excellent guidance on how to better diversify and balance our portfolio mix moving forward.
The amount of analysis, thought, and tailored care provided by Steve and Gavin is above and beyond our expectations. We are incredibly happy with our experience and highly recommend Steve and his team to anyone in a similar situation. – Shawn Yung
Valley-Wide Financial Corp.
ADDRESS: 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
NUMBER: +1 604-859-1200
SERVICES: Pensions, Financial Planning, Estate Planning, Mutual Funds, Segregated Funds, Group Benefits
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had a great experience dealing with Dennis. He is very professional, easy to talk to, and knows what he is talking about. He can relate to our family’s needs and took care of our insurance needs easily and in a timely manner, got us everything we wanted well within our budget, and the whole process went very smoothly. I highly recommend Go-To Guys, and will definitely be dealing with him again in the future. – Will Rithaler
REVIEW #2 – I was referred to Dennis by a friend who’s been dealing with him for a few years and had only good things to say about Dennis and the work that he does. I was pleasantly surprised with how comfortable Dennis made the learning process for me. He has been very patient with me during our time together, helping me learn at a pace that was manageable for me and my lack of experience. I would definitely recommend Dennis’ service to friends and family, whether brand new or experienced with investing or insurance, I’m sure your time with Dennis and his colleagues would be an enjoyable one. – marcusklemme
REVIEW #3 – 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 detail without all the complicated jargon. They were thorough, efficient and on-point. We really appreciated their straight-forward, business-casual approach. The lines of communication were fast and clear. These are not your typical insurance salesmen – the Go-to Guys are fresh, smart and get it done. We highly recommend them for Group Benefits and all other insurance needs. – Cascadia
REVIEW #4 – If you’re in the market for an insurance company to take care of your group benefit needs, I highly recommend the gentlemen at Go To Guys Insurance. I received a “cold call” from Tarl at the very time we were looking for an alternative to our current provider. Tarl and Jesse provided us with a thorough quote and we settled on a new provider at a lower cost, with improved benefits. We’re a busy office and I appreciated how stress-free they made the transition. Thank you! – Debbie F.
REVIEW #5 – I have worked with many brokers over the years and were lucky enough to come across Dennis and Jesse seven years ago. I have worked with them in different companies and I always get prompt response and caring person on the other end of the e-mail/phone. I will most definitely keep going back to Dennis and Jesse whatever the future brings. Thank you guys for taking care of my team and I! – Nick M
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