Rivershore Wealth Planning

Fees & Minimums

Fees

We refer our clients investments to be managed by Investment Council Portfolio Managers (ICPMs) for a referral fee.  This fee is fully disclosed to our clients and is based on your investable assets and service requirements.  

Minimums

My services are best suited for those who have: 
Pre-retired = $100,000 in investable assets
Retired = $250,000 in investable assets 
 

“My wife and I met Joel a little more than seven years ago. We didn't have any kind of pension plan through work and only a little money in the bank for investments and retirement. The money we had in the bank never grew much and we didn’t get much service either. After meeting Joel and developing a plan we are on target to retire with our mortgage paid off and enough to live on a decent yearly income. I wish that I would have met someone like him when I was thirty, I might be retired right now. The thing I like about Joel is he cares not just about your money but your happiness. I would not hesitate to recommend Joel to anyone.”

Mike & Lisa
Laborer & Home Maker, (Abbotsford, 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 been managing our investments for the past 9 years since 2008. My wife and I find Joel to be consistently professional, genuine, honest and always looking out for our best interests. He took the time to earn our trust and we are proud to have him not only as our financial planner, but as our friend.”

Edwin & Pheobe
Finance Manager & Nurse, (Burnaby, BC)