Rivershore Wealth Planning

Joel has been our financial adviser for the last few years and has been absolutely fantastic! He has helped us immensely in starting our investment portfolio as well as providing the insurances we need as a family. I would highly recommend him to anyone needing financial services.

Joel has been my financial planner for many years. He’s a keen listener and asks relevant questions. He takes the time to get to know his clients and offers great solutions to help them through life’s battles. He’s been great to work with and I always know he has my best interests at heart. I highly recommend Joel for his honesty and integrity. Thank you Joel for helping me manage my future.

Joel has been our financial advisor for years. He is TRUSTWORTHY &keeps us so informed with the market. We always come out of our meetings, with so much knowledge& he explains things "till you get it". THANK YOU Joel.

Joel is personable and friendly and strives to help clients maximum performance given the risk level you are comfortable with. We would recommend him to others without hesitation.

We just started with Joel. I was impressed with what a little planning and guidance from Joel could produce for my family. He’s been kind and respectful of our financial situation.

Joel has been our financial planner for over 8 years. Joel has a keen eye to serving his customers. He does an excellent job breaking down the benefits of his financial products and the new investment opportunities available to us. I recommend Joel highly!

Would highly recommend working with Joel if you are looking for an educated opinion and fact based advice regarding financial planning

Joel has helped me out greatly over the last few years. Very obliging, even came my neck of the woods!

Joel is great to work with and answers my question promptly and makes sure that I understand what he's explaining to me.

Joel has been our financial advisor for a few years now, and it is such a joy and pleasure to work with him. He is professional, trustworthy, and genuine. He clearly knows his stuff, and is able to answer our questions and explain things in a clear and easy to understand way. Not only that, but he's very personable, and I look forward to every meeting we have with him. I highly recommend Joel & Rivershore Wealth Planning for your financial planning!

I'm extremely happy with the service, professionalism, and portfolio performance I've had with this company. I have had a bad experience in the past with another financial planner and this experience has been the opposite. I would highly recommend to anyone.

Nothing but good things to say about our experiences with Joel. He is well informed, knowledgeable and very professional at his work.

Joel has been our Financial Advisor for a number of years. He is very professional, informative and knowledgeable!

Joel is excellent to work with and provides great financial planning advice. He works hard to understand your goals and risk taking personality to ensure that your investments work best for you.

Always a pleasure working with Joel. We have been together for years and have appreciated his professional, attention to detail, and his experience and knowledge.

Joel has played an integral role in building our family’s personal financial well-being through RRSPs, TFSAs and RESPs. Joel has always been available to answer questions and do the research to make sure that our investments and our life insurances are on track with our needs, and that we have an understanding of where our finances are headed. He is a good listener and explains thing clearly. I would recommend Joel and Rivershore Wealth Planning without hesitation. Joel has been a lifesaver!

Very happy with the service we’ve received from Joel. He does a great job of explaining the complex world of investing. Highly recommended!

I'd like to share the great experience with River Shore Wealth our family had. Joel did a fantastic job in deep learning our family's assets, debts and needs and came up with a profound analysis. He also provided full service in our life insurance. I certainly can recommend this company as a trustworthy and professional one.

I've had various financial planners over the years and been marginally successful. None has done as well as Joel. Joel has taken my families portfolio to a whole new level. He's smart, caring, competent and hard working. Love his work.

Joel has been our financial advisor for a number of years now and we are very happy with his quality of service. Joel cares sincerely about his clients, proactively reaches out when he has suggestions, and processes things quickly. He also considers our needs and carefully suggests based on those needs. And, he has great connections for services such as mortgages etc. After experiencing what banks offer and having advisors change all the time there, working with Joel has been a treat and it has kept me accountable to my needs as well as on track with an investment plan. I couldn’t recommend a better financial advisor.

Joel does an excellent job handling our investments. He’s always there if we have a question and is very helpful when it comes to our retirement plans. We would highly recommend him!

Brad & Tammy

I have been with Joel for almost 15 years. I have and do recommend him to friends, family, and coworkers.

My wife & I have been working with Joel at Rivershore Wealth Planning for a while now & you won't find a nicer, more honest person to deal with. He puts your interests first & has very sound financial advice. We highly recommend Joel!

Had and am having a great experience working with Joel with regards to my wealth management and planning. Joel is very knowledgeable, trustworthy and caring towards his clients. I feel like he always has my wife and I's best interests in mind when we look towards future financial goals and outcomes. He is always ready to consider our opinions, thoughts and concerns and will answer any questions we have. He is very personable, friendly and loves to get to know his clients.