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Financial advisors in Abbotsford
26 advisory teams and firms in Abbotsford, British Columbia.
- Aidan J ReidAbbotsfordTeam at Edward Jones
- Portfolio management and investment advice
- Amanda HirowatariAbbotsfordTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Brady KaethlerAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Carli WilliamsAbbotsfordTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Chad TresselAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
- Chris YeeAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Team at Raymond James
- Financial planning
- Portfolio management and investment advice
- Insurance
cindybourypwm.caSee profile → - Doug CanningAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Driediger Wealth PlanningAbbotsfordRegistration shown on its website
- Financial planning
- Mutual funds
driedigerwealthplanning.comSee profile → - Grant StrachanAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Registration shown on its website
- Financial planning
- Insurance
grantstrachan.caSee profile → - Hameet Dhillon, CFA, CFPAbbotsfordTeam at RBC Dominion Securities
- Portfolio management and investment advice
- IG Wealth ManagementAbbotsfordTeam at IG Wealth
- Financial planning
- Insurance
ig.caSee profile → - Team at IG Wealth
- Financial planning
stevehalliday.comSee profile → - Team at IG Wealth
- Financial planning
ig.caSee profile → - Registration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
fraserfinancialabbotsford.comSee profile → - Jacqueline KenwardAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Registration shown on its website
- Financial planning
- Insurance
kenwardgrouppwm.comSee profile → - Sheila Michaud, BA, CIM, FMA, PFPAbbotsfordTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Siemens and Matties Consulting GroupAbbotsfordTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Steve HallidayAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- The McParland Wealth Management GroupAbbotsfordTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Tiffany GrantAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
- Wayne HansenAbbotsfordTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Wilson Wealth ManagementAbbotsfordTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Zachary CharltonAbbotsfordTeam at Edward Jones
- Portfolio management and investment advice
Abbotsford in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Abbotsford
Farmer in Abbotsford: how to pass on the farm?
6.4% of jobs in Abbotsford are in this sector, against 2.3% across Canada (2021 census). Transfer to a child, tax rollovers, the farm capital gains exemption: a succession takes years to prepare.
How to pass on a home in Abbotsford and limit probate?
The median dwelling value is $850,000 in Abbotsford (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.
Where to invest your savings in Abbotsford: RRSP or TFSA?
Only 29.4% of tax filers in the Abbotsford area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →Property taxes in Abbotsford
Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.
Savings and high incomes in the Abbotsford-Mission area
Among people with income in the Abbotsford-Mission area, in 2023:
Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.
Rents in the Abbotsford-Mission area
Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.
Frequently asked questions
How many financial advisory firms are there in Abbotsford?
Advisor Index lists 26 advisory teams and firms in Abbotsford, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Abbotsford?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in British Columbia
- Vancouver · 258
- Victoria · 102
- Kelowna · 81
- Surrey · 53
- Burnaby · 44
- Nanaimo · 38
- Kamloops · 28
- Vernon · 21
- West Vancouver · 19
- North Vancouver · 17
- Coquitlam · 16
- Penticton · 15
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.