Skip to content

Wealth Managers in Abbotsford, BC: 2026 rankings

38 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Abbotsford: Well Built Wealth, RFA Score 74/100; 5.0★ from 241 Google reviews.

  2. 2

    Most-reviewed: Parallel Wealth Financial Group Inc., 234 Google reviews at 5.0★, the most of 38 ranked after Well Built Wealth; ranked #2.

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

38 Abbotsford wealth managers are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 38 rated firms.

Top 10 wealth managers in Abbotsford 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 wealth managers in Abbotsford at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Well Built Wealth745.0★ (241)Abbotsford—Top score
2Parallel Wealth Financial Group Inc.705.0★ (234)Coquitlam, 32 km away—Most reviews
3Rivershore Wealth Planning705.0★ (64)Abbotsford——
4Willems Wealth Planning Group - Assante Financial Management Ltd.684.9★ (32)Abbotsford——
5Grant Strachan & Associates - IG Private Wealth Management675.0★ (18)Abbotsford——
6Sunny Kalsi - Kalsi Wealth Management654.9★ (60)Surrey, 40 km awaySat—
7Wealth Guardian655.0★ (40)Vancouver, 37 km away——
8Cindy Boury Private Wealth Management of Raymond James Ltd.654.6★ (9)Abbotsford——
9Armada Wealth Management - Investments655.0★ (27)Langley, 33 km away——
10Insightful Wealth Group Raymond James645.0★ (30)Surrey, 40 km away——

All 38 wealth managers in Abbotsford, 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 Abbotsford

    #1 Well Built Wealth

    Based in Abbotsford

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 241 Google reviews, listed on Google as “Financial planner”.

    • 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

  7. #7 Wealth Guardian

    Based in Vancouver, 37 km away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    View profile for Wealth Guardian

  14. #14 Connect Wealth

    Based in Surrey, 40 km away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2970 King George Blvd #13, Surrey, BC V4P 0E5
    View profile for Connect Wealth(604) 542-4298

  15. #15 IG Wealth Management

    Based in Abbotsford

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 3.0★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2001 McCallum Rd #101, Abbotsford, BC V2S 3N3
    View profile for IG Wealth Management(604) 853-8111

  19. #19 Perler Wealth

    Based in Port Coquitlam, 45 km away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2232 Elgin Ave, Port Coquitlam, BC V3C 2B2
    View profile for Perler Wealth(604) 468-0888

  22. #22 My Wealthy Quest

    Based in Delta, 48 km away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 18 Google reviews
    Address
    11674 84 Ave, Delta, BC V4C 2M3
    View profile for My Wealthy Quest(778) 710-8872

  23. #23 Synergist Wealth

    Based in Surrey, 40 km away

    62/100RFA Score

    Ranked #23 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
    Address
    15388 24 Ave Unit 202, Surrey, BC V4A 2J2
    View profile for Synergist Wealth(855) 580-8505

All 38 wealth managers

#1 to #25 are shown in full above. Here are #26 to #38, in RFA Score order; each links to its profile.

wealth managers in Abbotsford, ranks 26 to 38
RankBusinessRFA ScoreGoogle ratingDistance
26WealthViser Private Wealth615.0★ (22)59 km
27Salish Wealth Management593.5★ (6)35 km
28Brendan Lal Wealth Management - BMO Nesbitt Burns595.0★ (4)40 km
29Sana Family Office595.0★ (4)40 km
30Scotia Wealth Management - White Rock594.2★ (5)40 km
31WealthSmart Incorporated594.9★ (11)64 km
32CRS Financial Wealth Management595.0★ (3)40 km
33Jas Salh - iA Private Wealth White Rock595.0★ (3)40 km
34Belcher Wealth Management595.0★ (3)40 km
35IG Wealth Management - DANNY REN, BA595.0★ (7)58 km
36IG Wealth Management583.8★ (4)40 km
37IG Wealth Management584.0★ (12)58 km
38Channing Chang - TD Wealth Private Investment Advice572.3★ (3)47 km

Also serving Abbotsford

20 more wealth managers within 64 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Abbotsford
BusinessGoogle ratingDistance
Abbotsford - Fraser Valley of RBC Dominion Securities Inc.5.0★ (3)In Abbotsford
Amindra Bir Wadalia - TD Account Manager Small Business5.0★ (3)In Abbotsford
Ascendant Financial Inc: Financial planner - Chilliwack4.9★ (76)In Abbotsford
Assante Capital Management Ltd.5.0★ (2)In Abbotsford
Bakerview Financial5.0★ (6)In Abbotsford
Business Solutions & Credit Counselling Services - Abbotsford5.0★ (6)In Abbotsford
CIBC Financial Advisor: Jag Sidhu2.3★ (3)In Abbotsford
CIBC Wood Gundy3.9★ (7)In Abbotsford
Drake Financial Ltd.5.0★ (34)In Abbotsford
Edward Jones - Financial Advisor: Aidan J Reid, QAFP®|CEA®|CEPA®5.0★ (1)In Abbotsford
Harbourfront Wealth Management Inc.5.0★ (2)In Abbotsford
Investors Group Fraser Valley3.0★ (2)In Abbotsford
Lifestyle Mortgage5.0★ (90)In Abbotsford
Maximum Mortgage Solutions - Mortgage Broker - Ajay Sharma5.0★ (140)In Abbotsford
MD Management Ltd3.7★ (3)In Abbotsford
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals5.0★ (73)In Abbotsford
Peak Financial Group5.0★ (3)In Abbotsford
Rob Torrance - Assante Wealth Management3.0★ (2)In Abbotsford
Scotiabank3.5★ (103)In Abbotsford
Sun Life Financial Fraser Valley3.6★ (9)In Abbotsford

How we ranked Abbotsford wealth managers

We scored 38 Abbotsford wealth managers 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 Abbotsford 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Abbotsford: frequently asked questions

Which wealth manager has the highest RFA Score in Abbotsford?

By RFA Score, the highest-ranked wealth manager in Abbotsford, BC is Well Built Wealth with an RFA Score of 74/100. It has 5.0★ from 241 Google reviews. Parallel Wealth Financial Group Inc. (#2) and Rivershore Wealth Planning (#3) follow. We ranked 38 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Abbotsford?

RankedFinancialAdvisors ranks 38 wealth managers serving Abbotsford, BC. 7 of them are based in Abbotsford; the rest serve it from nearby towns. Another 20 within 64 km are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Abbotsford work on weekends?

4 of 38 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Sunny Kalsi - Kalsi Wealth Management (#6), Raghav Sharma | Wealth Management Advisor | Financial Advisor (#11) and Investwell Wealth Management Inc. (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Abbotsford wealth managers have?

The median Google rating among 38 rated wealth managers in Abbotsford is 5.0★, with a median of 13 reviews. Well Built Wealth has the most, 241 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Abbotsford count in this ranking?

Yes, if they are within 64 km of the Abbotsford city centre, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Abbotsford ranked?

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

How do I check a wealth manager’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 wealth managers in Abbotsford?

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 wealth managers 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 Abbotsford

  1. November 2026: RFA Scores recalculated for 38 wealth managers serving Abbotsford.

More wealth managers and Abbotsford pages