The 7 Largest Financial Consulting Firm in Abbotsford

Abbotsford, a thriving city in British Columbia, Canada, boasts a dynamic financial landscape, with several reputable consulting firms offering expert services to businesses and individuals. Among these, five firms stand out as the largest and most sought-after, providing tailored solutions and strategic advice to help clients navigate complex financial challenges and achieve their goals.

• Chartered Professional Accountants of British Columbia (CPABC)

CPABC, a leading professional accounting body in the province, offers a wide range of financial consulting services to its members and clients. With a team of experienced and certified chartered professional accountants (CPAs), CPABC provides expert guidance on taxation, business advisory, financial planning, and more.

• MNP LLP

MNP LLP, a prominent national accounting and business consulting firm, has a strong presence in Abbotsford. The firm’s team of professionals specializes in providing a comprehensive suite of financial consulting services, including audit and assurance, tax planning, corporate finance, and risk management.

• Grant Thornton LLP

Grant Thornton LLP, a global professional services firm, offers a comprehensive range of financial consulting services in Abbotsford. Their team of experienced professionals provides expertise in areas such as audit and assurance, taxation, financial advisory, and forensic accounting, helping clients navigate complex financial matters.

• KPMG LLP

KPMG LLP, one of the Big Four accounting and consulting firms in the world, has a significant presence in Abbotsford. The firm’s team of seasoned professionals provides a full spectrum of financial consulting services, including audit and assurance, tax planning, corporate finance, and risk management.

• BDO Canada LLP

BDO Canada LLP, a leading accounting and consulting firm with a global reach, has a strong presence in Abbotsford. The firm’s team of experienced professionals offers a comprehensive range of financial consulting services, including audit and assurance, taxation, corporate finance, and business advisory, helping clients achieve their financial goals.

The 7 Biggest Financial Consulting Firm near Abbotsford

Well Built Wealth

• Address: 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
• Map: Click here
• Rating: 5 (129)
• Phone: +1 778-749-8060
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Peter✭✭✭✭✭

  in the last week

  Undoubtedly you’ll agree, a review for a financial advisor goes far beyond a critique for a local diner, so I urge you to please read in full.

  After 25-years of extreme frustration with a previous financial advisor who was working for one of the very ‘big’ bank firms, my wife and I (in our mid-50’s), found via YouTube an absolute gem in our new advisor, Rhys, from Well. Built. Wealth. At first we thought, is this guy for real? Can he be that friendly and financially savvy? A few weeks later (after watching more of his videos), we booked a consultation. Yep…Rhys is the real deal!

  He walked us through the structure of Well. Built. Wealth., but equally important, how our money would be safely and VERY securely managed, which admittedly was our primary question/concern. A day later my wife and I began our new financial journey with Rhys and his business partner, Tyler, at Well. Built. Wealth.

  Their comprehensive strategy has truly been a game-changer for us. Their incredible in-depth knowledge, personalized approach, along with their clear communication has given my wife and me the confidence we were sorely lacking when it came to our finances and retirement planning.

  We finally feel secure about our our financial future, all thanks to the expertise and dedication at Well. Built. Wealth. Equally impressive is their associate, Melanie, or possesses perhaps the best follow-up and organizational skills we’ve ever encountered.

  My wife and I would highly recommend Well. Built. Wealth. to anyone seeking the most reliable and effective financial planning.

  Peter

  Lori Schatzler✭✭✭✭✭

  in the last week

  Rhys, Tyler and Melanie have been absolutely amazing to work with. My spouse and I had questions about if, when and how we could retire. Rhys and Tyler found the answer(s) we were looking for and needed. It was so refreshing to work with such down to earth, personable, retirement professionals. Definitely best in class!! Thank-you again Well Built Wealth.

  L Jak✭✭✭✭✭

  a week ago

  Rhys and his staff are professional, personable, and they helped my wife and I a great deal as we head into our retirement years. Going through the Well Built Wealth questionnaire led to good conversations, and the real gem of the plan that they lay out is which accounts to draw from – and when – to ensure tax efficiency as one ages. That alone will easily cover the cost of this process and then some. Thanks Rhys, Tyler, and team!

  Colin Wymes✭✭✭✭✭

  4 months ago

  Worth every penny! We hired Rhys after reviewing many Financial Planners and their on-line content. Our experience with Rhys was exactly as described on his website and during our initial “get to know each other” conversation and the outcome we received was much better than expected because of the detailed information / retirement plan & action items that were provided to us. Additionally, the financial planning software used by Rhys is world class. Rhys did a top-notch job of providing our family with a detailed financial plan; he addressed all of our questions and did so in plain English – something we believe is unique in the world of financial planning jargon. We highly recommended him.

  Oscar B✭✭✭✭✭

  3 months ago

  I reached out to Rhys as I wanted to create a retirement plan to determine if it would be at all possible to retire and move to Asia. During our initial call Rhys was very upfront with me advising that he could create a plan although it would not account for foreign taxation etc. I was very appreciative of his honesty and continued on with creating a retirement plan as it provided me many other benefits such as when and which accounts to draw down first. It helped reassure me of what would be possible thus giving me the confidence to move forward with early retirement. Rhys is a joy to work with, he is honest , makes it an enjoyable experience and gives great feedback and suggestions to consider. Also, I had asked about certain investments and he didn’t shy away but actually included them in my plan to determine it would work, specifically annuities. If you are considering to create a plan I strongly recommend you reach out to Rhys.

Valley-Wide Financial Corp.

• Address: 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
• Map: Click here
• Rating: 5 (47)
• Phone: +1 604-859-1200
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 4:30 PM

  Tuesday: 8:00 AM – 4:30 PM

  Wednesday: 8:00 AM – 4:30 PM

  Thursday: 8:00 AM – 4:30 PM

  Friday: 8:00 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Will Rithaler✭✭✭✭✭

  7 years ago

  I had a great experience dealing with Dennis. He is very professional, easy to talk to, and knows what he is talking about. He can relate to our family’s needs and took care of our insurance needs easily and in a timely manner, got us everything we wanted well within our budget, and the whole process went very smoothly. I highly recommend Go-To Guys, and will definitely be dealing with him again in the future.

  marcusklemme✭✭✭✭✭

  7 years ago

  I was referred to Dennis by a friend who’s been dealing with him for a few years and had only good things to say about Dennis and the work that he does. I was pleasantly surprised with how comfortable Dennis made the learning process for me. He has been very patient with me during our time together, helping me learn at a pace that was manageable for me and my lack of experience.

  I would definitely recommend Dennis’ service to friends and family, whether brand new or experienced with investing or insurance, I’m sure your time with Dennis and his colleagues would be an enjoyable one.

  Russell Cooper✭✭✭✭✭

  7 years ago

  Dennis is awesome! He got my family the life insurance we needed at a great price. You can rely on Dennis to make the process easy for you because he has expert knowledge and delivers excellent customer service. I strongly recommend Dennis and Go-to Guys Insurance.

  Cascadia✭✭✭✭✭

  6 years ago

  The team at Go-to Guys – Dennis, Tarl and Jesse – are awesome. They hooked us up with a small business Group Benefits Plan that offered more coverage at a lower price than our previous provider. The coverage options were explained in detail without all the complicated jargon. They were thorough, efficient and on-point. We really appreciated their straight-forward, business-casual approach. The lines of communication were fast and clear. These are not your typical insurance salesmen – the Go-to Guys are fresh, smart and get it done. We highly recommend them for Group Benefits and all other insurance needs.

  Rob M✭✭✭✭✭

  8 years ago

  My wife and I have always gone to Dennis for all of our insurance needs (life, CI, etc) He’s actively gone the extra mile to find the best deal for us. Dennis is a great guy to deal with and always makes things easy to understand. I highly recommend him to all friends, family, or anyone needing insurance services.

World Financial group

• Address: 2752 Allwood St #304, Abbotsford, BC V2T 3R7, Canada
• Map: Click here
• Rating: 4.8 (18)

Willems Wealth Planning Group – Assante Financial Management Ltd.

• Address: 33386 South Fraser Way #101, Abbotsford, BC V2S 2B5, Canada
• Map: Click here
• Rating: 5 (14)

Cindy Boury Private Wealth Management of Raymond James

• Address: 2881 Garden St #200, Abbotsford, BC V2T 4X1, Canada
• Map: Click here
• Rating: 4.6 (10)

IG Wealth Management

• Address: 2001 McCallum Rd #101, Abbotsford, BC V2S 3N5, Canada
• Map: Click here
• Rating: 3 (6)

Strata Wealth & Risk Management

• Address: 2309 McCallum Rd Unit E, Abbotsford, BC V2S 3N7, Canada
• Map: Click here
• Rating: 5 (6)

Discover top consulting firms in various cities, like those mentioned in Kelowna, Victoria and Vancouver, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Abbotsford, British Columbia, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Abbotsford

When it comes to financial consulting firms in Abbotsford, there are several top alternatives that are known for their expertise and industry reputation. These firms provide a range of financial consulting services to individuals, businesses, and organizations, helping them make informed financial decisions and achieve their goals. Here are three of the top financial consulting firms in Abbotsford:

• Froling Financial Management:

  Froling Financial Management is a well-respected financial consulting firm in Abbotsford. They offer a comprehensive range of services, including financial planning, investment management, tax planning, and retirement planning. With their experienced team of professionals, Froling Financial Management provides personalized solutions tailored to each client’s unique needs and goals. They prioritize building long-term relationships with their clients and providing them with the highest level of financial advice and guidance.

• MLG Financial Consulting:

  MLG Financial Consulting is another popular choice for financial consulting in Abbotsford. They specialize in investment management, estate planning, tax planning, and business consulting services. MLG Financial Consulting takes a holistic approach to financial planning, taking into account the client’s financial goals, risk tolerance, and time horizon. Their team of experts ensures that clients receive customized solutions that align with their unique financial situation.

• Johnston Meier Insurance Agencies Group:

  While primarily an insurance agency, Johnston Meier Insurance Agencies Group also offers financial consulting services in Abbotsford. With their team of qualified financial advisors, they provide valuable advice on retirement planning, investment strategies, and insurance solutions. Johnston Meier Insurance Agencies Group aims to help clients build a secure financial future by offering comprehensive financial consulting services alongside their insurance offerings.

While these are just three of the top financial consulting firms in Abbotsford, there are other reputable options available as well. It’s important to conduct thorough research and consider factors such as expertise, reputation, and client testimonials before choosing a financial consulting firm that best suits your needs.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.