Rivershore Wealth Planning
If you’re new to Rivershore Wealth Planning, I would be more than happy to meet with you to talk about how I can help you build and preserve your wealth. Whether you’re new to the process or just looking for someone who will fit you better, I’d love to take some time to get to know you and explain how I can help. I value transparency and trust, and am happy to discuss fees, goals, and the tools I use.
Please fill out the form below, and I’ll be in touch shortly to set up your free initial consultation.
“Joel knows the markets and industry inside and out. But what sets him apart from other financial advisors is his determination to truly want to help his clients achieve their financial goals, with warmth, compassion, honesty and integrity. Joel has been our investment advisor for more than ten years and I hope he continues to be my advisor for the next twenty.”
Ed & Jennifer
Business Owner & Teacher (North Vancouver, BC)
“We would like to highly recommend Joel as a personal financial advisor. Having known him for many years he has grown to be a very trustworthy friend and advisor. We have found that he treats our financial well-being as he would his own, always communicating with us in a patient and professional manner. We are completely confident in Joel’s guidance with our investments and planning for the future.”
Ralph & Jacqueline
Retired, (Abbotsford, BC)
“Joel has managed our finances for over seven years now and we are thrilled to have been on our financial journey with him. He is dedicated to his clients and always has their best interests in mind. He spends time understanding their goals so that he can deliver on his promise. He's helped us set up our finances for today and for retirement, our mortgage, life insurance, education fund for our son only to name a few. We highly recommend Joel for his skills as an advisor, his authenticity and commitment to his clients.”
Brendan & Shenaya
Paramedic & Marketing Consultant, (Langley/Kelowna, BC)