Rivershore Wealth Planning

Financial Services

Retirement Planning

Develop a plan to help you accumulate enough to achieve & sustain your desired level of income when you no longer want to work as much

Asset Allocation Planning

To help you understand the differences between equity and fixed income and then help you decide which asset allocation will get you from A to B as quick and tax efficiently as possible

Insurance Planning

Protect you and your family’s income with a needs based, life, critical illness & disability insurance plan

Goal Planning & Tracking Important dates

Meet annually to ensure you are on track to achieve your financial goals & keep track of important dates that pertain to your financial situation

Charitable Giving

Help you become better stewards of your wealth

Tax Planning

Defer, shelter & minimize the amount of taxes you pay on your income, savings & investments

Debt & Mortgage Reduction

Strategies to pay off your mortgage faster and reduce the amount of interest you pay on debts

Planning for Business Owners

  • Design a customized benefits package for business owners who want coverage for their employees
  • Set up a Health Spending Account (HSA) to allow for medical expenses to become tax deductible

“Joel has been our financial advisor for approx. 10yrs. We have been very impressed with his advice, trust & style we followed him when he left the largest firm in Canada to become an independent advisor to best serve his clients. He is very approachable & knowledgeable.”

Dean & Kelly
Semi-retired Business Owners, (Chilliwack, BC)

“Joel listened to our financial goals and came up with plan to help us meet them. He gives good advice and regularly meets with us to ensure we are on track.”

Joe & Charety
Public Servants, (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)