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Investment Advisors in Mission, BC: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Mission: Drake Financial Ltd., RFA Score 65/100; 5.0★ from 34 Google reviews.

  2. 2

    Most-reviewed: Well Built Wealth, 241 Google reviews at 5.0★, the most of 91 ranked; ranked #2.

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

91 Mission investment advisors are ranked here by RFA Score, from eight published factors. 29 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.3★ across 91 rated firms.

Top 10 investment advisors in Mission 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 Mission at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Drake Financial Ltd.655.0★ (34)Abbotsford, 10 km awayTop score
2Well Built Wealth655.0★ (241)Abbotsford, 10 km awayMost reviews
3Armada Wealth Management - Investments615.0★ (27)Langley, 27 km away—
4CIBC Wood Gundy Chilliwack Branch594.1★ (26)Chilliwack, 24 km away—
5Insurity Financial Group595.0★ (13)Maple Ridge, 21 km away—
6Rivershore Wealth Planning595.0★ (64)Abbotsford, 10 km away—
7SaaS Labs595.0★ (25)Bellingham, 40 km away—
8Mirza Zukanovic: Primerica Financial Services575.0★ (72)Chilliwack, 25 km away—
9METROPOINTE MORTGAGE INVESTMENT CORPORATION575.0★ (14)Surrey, 37 km away—
10Abbotsford - Fraser Valley of RBC Dominion Securities Inc.565.0★ (3)Abbotsford, 10 km away—

All 91 investment advisors in Mission, 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.

  1. Ranked #1 in Mission

    #1 Drake Financial Ltd.

    Based in Abbotsford, 10 km away

    65/100RFA Score

    Ranked #1 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

  2. #2 Well Built Wealth

    Based in Abbotsford, 10 km away

    65/100RFA Score

    Ranked #2 because of its Google rating and review volume: 5.0★ from 241 Google reviews, the most in Mission.

    • 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

  5. #5 Insurity Financial Group

    Based in Maple Ridge, 21 km away

    59/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9084 Glover Rd #210, Fort Langley, BC V1M 0E6
    View profile for Insurity Financial Group(604) 908-6715

  7. #7 SaaS Labs

    Based in Bellingham, 40 km away

    59/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4202 Meridian St Ste 105-220, Bellingham, WA 98226
    View profile for SaaS Labs(855) 722-7522

  15. #15 Co-operators

    Based in Aldergrove, 16 km away

    54/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    26426 Fraser Hwy B100, Aldergrove, BC V4W 3E2, Canada
    View profile for Co-operators(604) 856-9733

  18. #18 Scotiabank

    Based in Abbotsford, 10 km away

    53/100RFA Score

    Ranked #18 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

  21. #21 Vancity

    Based in Mission

    52/100RFA Score

    Ranked #21 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

  23. #23 Prospera

    Based in Langley, 25 km away

    52/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.3★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 46 Google reviews
    Hours
    Mon closed · Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    20831 Fraser Hwy #1, Langley, BC V3A 4G7
    View profile for Prospera(888) 440-4480

  24. #24 True Value Financial Inc. - Investment, Insurance, Financial & Retirement Solutions

    Based in Langley, 26 km away

    52/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    20434 64 Ave #206, Langley, BC V2Y 3B3
    View profile for True Value Financial Inc. - Investment, Insurance, Financial & Retirement Solutions(604) 729-2170

  25. #25 Armada Mortgage Corp. - Mortgage Investment Corporation

    Based in Walnut Grove, 27 km away

    52/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 29 Google reviews, listed on Google as “Mortgage lender”.

    • 4.9★ from 29 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    20178 96 Ave Building C405, Langley Twp, BC V1M 0B2
    View profile for Armada Mortgage Corp. - Mortgage Investment Corporation(604) 467-6449

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 91 ranked investment advisors here; the rest are on their profiles.

investment advisors in Mission, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26NextLevel Financial514.7★ (26)26 km
27World Financial group515.0★ (12)9 km
28Insightful Wealth Group Raymond James505.0★ (30)37 km
29Edward Jones - Financial Advisor: Steven D Laforet504.8★ (23)28 km
30Vancity503.8★ (40)23 km
31Scotiabank502.7★ (210)9 km
32Vancity492.8★ (80)9 km
33Investwell Wealth Management Inc.495.0★ (17)27 km
34Scotiabank492.5★ (61)In Mission
35Vancity493.9★ (31)25 km
36Cindy Boury Private Wealth Management of Raymond James Ltd.494.6★ (9)9 km
37Everything Financial Group483.8★ (30)27 km
38Edward Jones - Financial Advisor: Matthew Shellborn, CEPA®484.7★ (14)24 km
39Community Savings Credit Union - Port Coquitlam484.1★ (35)37 km
40Edward Jones - Financial Advisor: Emily Verde, CFP®485.0★ (13)27 km
41Connect Wealth484.8★ (20)37 km
42Sun Life Financial Fraser Valley483.6★ (9)10 km
43Vancity483.6★ (59)37 km
44Vancity483.5★ (79)40 km
45CIBC Wood Gundy483.9★ (7)9 km
46Pacifica Partners Inc. | Capital Management474.0★ (8)37 km
47Scotiabank473.0★ (155)36 km
48Peak Financial Group475.0★ (3)7 km
49Family Tree Financial Group Inc465.0★ (13)37 km
50Co-operators - Hickman Insurance and Financial Services Ltd464.6★ (17)39 km

Also serving Mission

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 Mission
BusinessGoogle ratingDistance
Assante Capital Management Ltd.5.0★ (2)9 km
Caleb Ng - Raymond James Ltd.5.0★ (2)21 km
CIBC Mortgage Advisor: Sim Brar1.0★ (1)In Mission
Clauzel Bittle Financial Solutions Inc.5.0★ (2)27 km
Edward Jones - Financial Advisor: Aidan J Reid, QAFP®|CEA®|CEPA®5.0★ (1)11 km
Edward Jones - Financial Advisor: Eric M Ludwig5.0★ (2)24 km
Edward Jones - Financial Advisor: Frank Fong5.0★ (2)37 km
Edward Jones - Financial Advisor: Kellan Herndon, CFP®|ChFC®5.0★ (2)29 km
Edward Jones - Financial Advisor: Louisa Zerbe4.5★ (2)25 km
Edward Jones - Financial Advisor: Monisha M Brandt, CFP®|CEPA®5.0★ (2)37 km
Harbourfront Wealth Management Inc.5.0★ (2)11 km
Harbourfront Wealth Management Inc.1.0★ (2)37 km
iA Private Wealth, Maple Ridge BC, Howard Whitlock, Investment Advisor4.0★ (2)28 km
Investors Group Fraser Valley3.0★ (2)10 km
IPC Investment Corporation - The Fraser Financial Group, Abbotsford, BC5.0★ (1)9 km
Jacki Senko - TD Financial PlannerIn Mission
Manchester Investments Inc.1.0★ (2)40 km
Odlum Brown Limited Chilliwack5.0★ (2)25 km
Ryan McKnight - TD Retail Investment SpecialistIn Mission
Wilson Wealth Management Group | RBC Dominion Securities5.0★ (1)10 km

How we ranked Mission investment advisors

We scored 91 Mission 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 Mission 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 Mission: frequently asked questions

Which investment advisor has the highest RFA Score in Mission?

By RFA Score, the highest-ranked investment advisor in Mission, BC is Drake Financial Ltd. with an RFA Score of 65/100. It has 5.0★ from 34 Google reviews. Well Built Wealth (#2) and Armada Wealth Management - Investments (#3) follow. We ranked 91 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Mission?

RankedFinancialAdvisors ranks 91 investment advisors serving Mission, BC. 2 of them are based in Mission; 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 Mission work on weekends?

29 of 91 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Co-operators (#15), Sunny Kalsi - Kalsi Wealth Management (#16) and Scotiabank (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mission investment advisors have?

The median Google rating among 91 rated investment advisors in Mission is 4.3★, with a median of 23 reviews. Well Built Wealth has the most, 241 reviews, and ranks #2. 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 Mission count in this ranking?

Yes, if they are within 40 km of the Mission 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 Mission 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 Mission?

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 Mission

  1. November 2026: RFA Scores recalculated for 91 investment advisors serving Mission.

More investment advisors and Mission pages