Rivershore Wealth Planning

The Rivershore Approach

Some things in life are difficult. Financial Planning shouldn’t be one of them.

Finances are a just another tool that—stewarded well—can lead to prosperity, peace and well-being. My goal is to provide each client with security, clarity and confidence by providing them with a plan that allows them to experience financial freedom. When it comes to insurance, investment and retirement planning, I follow a 4 step process:

​Step 1 – Gather info, discuss & analyze goals & needs
Step 2 – Provide a customized plan with recommendations
Step 3 – Utilize an Action Plan to implement recommendations  
Step 4 – Monitor, review & update plan annually 

“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)