Cultivating trust, providing excellent service and building solid retirement plans since 2007.
Rivershore Wealth Planning is about building your future.
We will review your investments, insurance and current retirement plan to ensure you are protected now and set up for success in the future.
If you want a 2nd opinion on your investments and retirement plan
please click here to book a no obligation, no nonsense consultation.
"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"
Office Manager, Chillliwack
"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!"
Dominic & April
Tech consultant & Developer, Langley
"Joel has played an integral role in building our family’s personal financial well-being through RRSPs, TFSAs and RESPs. Joel has always been available to answer questions and do the research to make sure that our investments and our life insurances are on track with our needs, and that we have an understanding of where our finances are headed. He is a good listener and explains things clearly. I would recommend Joel and Rivershore Wealth Planning without hesitation. Joel has been a lifesaver!"
Clay & Sylvia
“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 my advisor for more than ten years and I hope he continues to be my advisor for the next twenty.”
Business Owner (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 & Realtor (Kelowna, BC)