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Investment Advisors in Chilliwack, BC: 2026 rankings

24 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Chilliwack: CIBC Wood Gundy Chilliwack Branch, RFA Score 66/100; 4.1★ from 26 Google reviews.

  2. 3

    Most-reviewed: Well Built Wealth, 241 Google reviews at 5.0★, the most of 24 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

24 Chilliwack investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.6★ across 24 rated firms.

Top 10 investment advisors in Chilliwack at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Chilliwack at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1CIBC Wood Gundy Chilliwack Branch664.1★ (26)Chilliwack—Top score
2Drake Financial Ltd.655.0★ (34)Abbotsford, 28 km away——
3Well Built Wealth645.0★ (241)Abbotsford, 28 km away—Most reviews
4Mirza Zukanovic: Primerica Financial Services635.0★ (72)Chilliwack——
5Rivershore Wealth Planning585.0★ (64)Abbotsford, 28 km away——
6NextLevel Financial584.7★ (26)Chilliwack——
7Abbotsford - Fraser Valley of RBC Dominion Securities Inc.565.0★ (3)Abbotsford, 29 km away——
8Vancity563.9★ (31)ChilliwackSat—
9Willems Wealth Planning Group - Assante Financial Management Ltd.544.9★ (32)Abbotsford, 28 km away——
10WealthStone Inc. - Greg Shaw, EPC.535.0★ (6)Chilliwack——

All 24 investment advisors in Chilliwack, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Drake Financial Ltd.

    Based in Abbotsford, 28 km away

    65/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2190 McCallum Rd, Abbotsford, BC V2S 3P3
    View profile for Drake Financial Ltd.(604) 855-6661

  3. #3 Well Built Wealth

    Based in Abbotsford, 28 km away

    64/100RFA Score

    Ranked #3 because of its Google rating and review volume: 5.0★ from 241 Google reviews, the most in Chilliwack.

    • 5.0★ from 241 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
    View profile for Well Built Wealth(778) 749-8060

  6. #6 NextLevel Financial

    Based in Chilliwack

    58/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    8645 Young Rd Ste 106, Chilliwack, BC V2P 4P3
    View profile for NextLevel Financial(604) 795-4505

  8. #8 Vancity

    Based in Chilliwack

    56/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 31 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    45617 Luckakuck Way, Chilliwack, BC V2R 1A3
    View profile for Vancity(604) 877-7000

  13. #13 Scotiabank

    Based in Abbotsford, 33 km away

    51/100RFA Score

    Ranked #13 because of its Google rating and review volume: 3.5★ from 103 Google reviews.

    • 3.5★ from 103 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    30714 Fraser Hwy, Abbotsford, BC V2T 0E2
    View profile for Scotiabank(604) 755-1250

  14. #14 Scotiabank

    Based in Chilliwack

    51/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.3★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 54 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    45800 Promontory Rd #100, Chilliwack, BC V2R 5Z5
    View profile for Scotiabank(604) 847-2400

  15. #15 Scotiabank

    Based in Chilliwack

    50/100RFA Score

    Ranked #15 because of its Google rating and review volume: 2.3★ from 103 Google reviews.

    • 2.3★ from 103 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    46059 Yale Rd, Chilliwack, BC V2P 2M1
    View profile for Scotiabank(604) 702-3250

  16. #16 World Financial group

    Based in Abbotsford, 30 km away

    50/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon 9 AM–6 PM · Tue 9:30 AM–7 PM · Wed 9:30 AM–6 PM · Thu 9:30 AM–5 PM · Fri–Sun 9:30 AM–6 PM
    Address
    2669 Langdon St #108B, Abbotsford, BC V2T 3L1
    View profile for World Financial group(778) 552-9302

  17. #17 Vancity

    Based in Mission, 27 km away

    50/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.4★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 38 Google reviews
    Hours
    Mon closed · Tue–Fri 9:30 AM–5 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    32555 London Ave #150, Mission, BC V2V 6M7
    View profile for Vancity(604) 877-7000

  19. #19 Scotiabank

    Based in Abbotsford, 29 km away

    48/100RFA Score

    Ranked #19 because of its Google rating and review volume: 2.7★ from 210 Google reviews.

    • 2.7★ from 210 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–5 PM · Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    2777 Gladwin Rd #100, Abbotsford, BC V2T 4V1
    View profile for Scotiabank(604) 870-3200

  20. #20 Vancity

    Based in Abbotsford, 30 km away

    48/100RFA Score

    Ranked #20 because of its Google rating and review volume: 2.8★ from 80 Google reviews.

    • 2.8★ from 80 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    32675 South Fraser Way, Abbotsford, BC V2T 1X9
    View profile for Vancity(604) 877-7000

  21. #21 CIBC Wood Gundy

    Based in Abbotsford, 30 km away

    47/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.9★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 3.9★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    32555 Simon Ave #200, Abbotsford, BC V2T 4Y2
    View profile for CIBC Wood Gundy(604) 853-6668

  22. #22 Scotiabank

    Based in Mission, 26 km away

    47/100RFA Score

    Ranked #22 because of its Google rating and review volume: 2.5★ from 61 Google reviews.

    • 2.5★ from 61 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    33217 1st Ave, Mission, BC V2V 4L1
    View profile for Scotiabank(604) 820-5475

  24. #24 Peak Financial Group

    Based in Abbotsford, 25 km away

    47/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Address
    34735 Hearthstone Ct, Abbotsford, BC V2S 8G6
    View profile for Peak Financial Group

Also serving Chilliwack

20 more investment advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Chilliwack
BusinessGoogle ratingDistance
BMO Bank of Montreal3.9★ (57)In Chilliwack
Breault Smelt & Associates4.6★ (11)In Chilliwack
BTN Financial Services Inc5.0★ (2)In Chilliwack
Chartwell Consultants Ltd5.0★ (1)In Chilliwack
Chilliwack of RBC Dominion Securities Inc.1.0★ (1)In Chilliwack
CIBC Financial Advisor: Akshit Jaggi1.0★ (2)In Chilliwack
CIBC Financial Advisor: Asif Syed4.5★ (2)In Chilliwack
CIBC Financial Advisor: Brenda SchofieldIn Chilliwack
CIBC Financial Advisor: Lindsey Cote3.0★ (2)In Chilliwack
CIBC Financial Advisor: Peter CheongIn Chilliwack
CIBC Mortgage Advisor: Perry Sherstobetoff5.0★ (1)In Chilliwack
D.R. Financial5.0★ (3)In Chilliwack
Edward Jones - Financial Advisor: Alex G Walford5.0★ (1)In Chilliwack
Edward Jones - Financial Advisor: Louisa Zerbe4.5★ (2)In Chilliwack
Front Foot Wealth5.0★ (1)In Chilliwack
iA Investia | iA Private Wealth5.0★ (1)In Chilliwack
IG Wealth Management - TIMOTHY WEDLER, PFP5.0★ (6)In Chilliwack
Odlum Brown Limited Chilliwack5.0★ (2)In Chilliwack
Terrence Brown, Sun Life Financial5.0★ (2)In Chilliwack
Westbow Capital5.0★ (1)In Chilliwack

How we ranked Chilliwack investment advisors

We scored 24 Chilliwack investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Chilliwack data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Chilliwack: frequently asked questions

Which investment advisor has the highest RFA Score in Chilliwack?

By RFA Score, the highest-ranked investment advisor in Chilliwack, BC is CIBC Wood Gundy Chilliwack Branch with an RFA Score of 66/100. It has 4.1★ from 26 Google reviews. Drake Financial Ltd. (#2) and Well Built Wealth (#3) follow. We ranked 24 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Chilliwack?

RankedFinancialAdvisors ranks 24 investment advisors serving Chilliwack, BC. 8 of them are based in Chilliwack; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Chilliwack work on weekends?

6 of 24 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Vancity (#8), Scotiabank (#13) and Scotiabank (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Chilliwack investment advisors have?

The median Google rating among 24 rated investment advisors in Chilliwack is 4.6★, with a median of 32 reviews. Well Built Wealth has the most, 241 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Chilliwack count in this ranking?

Yes, if they are within 40 km of the Chilliwack city centre, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Chilliwack ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates investment advisors in Chilliwack?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Chilliwack

  1. November 2026: RFA Scores recalculated for 24 investment advisors serving Chilliwack.

More investment advisors and Chilliwack pages