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The 9 Best Financial Advisors in Chilliwack

Ranked by Trust Score · Updated October 2026 · How we rank ↗

Certified Chilliwack financial advisors for retirement, investments, and planning.

Top picks

Our top 3 financial advisors

Unify Financial
★★★★★ 5.0 · 58 reviews

Financial Advisor in Chilliwack, BC. Rated 5 out of 5 on Google from 58 reviews.

69 Trust
ScoreView profile

Full ranking by Trust Score

Unify Financial#1
Unify Financial
★★★★★ 5.0 · 58 reviews · 46018 Britton Avenue
69
View profile☎ (604) 316-3599
#2NextLevel Financial
NextLevel Financial
★4.7 · 26 reviews
Trust Score 62View
#3E
Elevation M.C. Financial Solutions Inc. | Sun Life Financial
★4.9 · 12 reviews
Trust Score 61View
#4WealthStone Inc. - Greg Shaw, EPC.
WealthStone Inc. - Greg Shaw, EPC.
★5.0 · 6 reviews
Trust Score 61View
#5Mirza Zukanovic: Primerica Financial Services
Mirza Zukanovic: Primerica Financial Services
★5.0 · 72 reviews
Trust Score 60View
#6IG Wealth Management - TIMOTHY WEDLER, PFP
IG Wealth Management - TIMOTHY WEDLER, PFP
★5.0 · 5 reviews
Trust Score 60View
#7D.R. Financial
D.R. Financial
★5.0 · 3 reviews
Trust Score 58View
#8CIBC Wood Gundy Chilliwack Branch
CIBC Wood Gundy Chilliwack Branch
★4.1 · 28 reviews
Trust Score 54View
#9J
Jonathan Parpatt, CFP
★5.0 · 4 reviews
Trust Score 52View

Financial Advisor in Chilliwack — FAQ

How do financial advisors get paid in Canada?
Commission-based (from product sales), fee-only (hourly or flat fees), or fee-based (percentage of assets managed, typically 1-2% annually).
Do I need a financial advisor?
Helpful for complex situations: retirement planning, business succession, inheritance, or if you lack time/inclination to manage investments yourself.
What credentials should I look for?
CFP (Certified Financial Planner) is the gold standard. CFA, CIM, and FCSI indicate advanced investment knowledge. Check registration on aretheyregistered.ca.
How much money do I need to work with an advisor?
Traditional advisors often require $250,000+. Robo-advisors and fee-only planners work with smaller amounts. Some charge hourly regardless of assets.
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