Duncan, BC

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Duncan, BC
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Best Financial Advisors in Duncan, BC

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Duncan area.

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Wealth In Place

Wealth In Place

(20)
  • Market
  • Knowledge
  • Financial Advisor
“Over the years he has helped us with retirement planning; financial planning; investment management; estate planning; as well as gently guiding us as we transitioned into full retirement.”
55 Canada Ave #202, Duncan, BC V9L 1T3
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4 Pillars Debt Duncan

4 Pillars Debt Duncan

(2)
“After meeting with them, we were able to put a plan in motion.”
In Business Since 2016
55 Canada Ave #202a, Duncan, BC V9L 1T3
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IA Private Wealth

IA Private Wealth

“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
In Business Since 2022
321 Coronation Ave #100, Duncan, BC V9L 2T1
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W. Pan & Company

W. Pan & Company

(37)
  • Questions
  • Organization
  • Work
“Her work is very accurate and can be trusted 100%, she in on time with all statements and reports, she makes herself available as needed, and has the patience to explain to the team the more complicated parts of accounting so its understandable to e...”
In Business Since 2024
Transparent Fees & Pricing
Serving Duncan Area
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Vanderuyt Wealth Management Group

Vanderuyt Wealth Management Group

(1)
“I receive positive feedback from our senior clients that have felt more confident about their financial future because of the advice and strategies they've received from Viola.”
Serving Duncan Area
Featured

For many women, understanding your money's purpose can be the key to becoming more engaged in managing your investments. While financial goals are essential, they are often too linear, impersonal, and can feel restrictive.nnIf you had all the money in the world and had to spend it all in just three ways, how would you spend it?

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Mason Advisory

Mason Advisory

Retirement Planning, Investments, Estate Planning
“We've become recognized by other leading professionals for our expertise in life insurance based planning solutions. Lawyers, accountants, portfolio managers and family office professionals have come to depend on us to objectively demonstrate the eco...”
Serving Duncan Area
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Layman Group

Layman Group

(2)
“Elaine Layman has been my accountant for several years, preparing both business and personal tax returns.”
In Business Since 2005
Serving Duncan Area
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Libra Investment Management

Libra Investment Management

In Business Since 2003
Serving Duncan Area
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Cody Rowe - Mortgage Broker

Cody Rowe - Mortgage Broker

(50)
Investment Property Mortgage, First Time Home Buyer Mortgage, Reverse Mortgage
“We had a relatively complicated situation with buying our first home and Cody made it so much easier for us finding a great rate and understanding our options.”
Emergency Services
Offers Financing Options
3531 Uptown Blvd, Victoria, BC V8V 3P6
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Doug Lee & Associates

Doug Lee & Associates

(50)
  • Judgment
  • Business
  • Team
“A couple of counselling sessions and in-person meetings got the ball start rolling - and 5-years later my stress level is reduced, my ability to understand credit and finances have improved, and I feel like a HUGE weight has been lifted off my should...”
In Business Since 2005
Locally Owned & Operated
Licensed
Free Initial Consultation
732 Cormorant St #104, Victoria, BC V8W 4A5
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Hutcheson & Co

Hutcheson & Co

(48)
Technology and Startup Services, Advice For Medical Professionals, Audits, Reviews & Financial Statements
“We have worked with several team members over the years; all have been knowledgeable about both Canadian and US taxation and give easily understood answers to our questions.”
In Business Since 2011
1137 Yates St #200, Victoria, BC V8V 3N1
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Smart Choice Mortgage - Bobby Smart

Smart Choice Mortgage - Bobby Smart

(32)
  • Condo
  • Rate
  • Questions
“He is well experienced, has excellent advise, knowledgable, great communication and went out of his way to secure me a mortgage under a super short time.”
Emergency Services
Transparent Fees & Pricing
Offers Financing Options
4462 W Saanich Rd, Victoria, BC V8Z 3E9, Victoria, BC V8X 1X2
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Phil Hogan, Cpa, CA, CPA

Phil Hogan, Cpa, CA, CPA

(50)
  • Website
  • Videos
  • Information
“, which is a pity because Phil could have saved us thousands of dollars and endless hours of paperwork and frustrating attempts to understand what we were doing.”
In Business Since 2013
1133 Fort St, Victoria, BC V8V 3K9
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Beacon Hill Wealth Management

Beacon Hill Wealth Management

(50)
  • Citizen
  • Retirement
  • Questions
“Chris Stooksbury is incredibly knowledgeable about cross-border investment and tax matters and was very helpful providing advice on a planned move from the USA to Canada.”
In Business Since 2013
1133 Fort St, Victoria, BC V8V 3K9
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IPC Securities Corporation

IPC Securities Corporation

(33)
Environmental/Social/Governance
“They are knowledgeable and friendly, and take the time to ensure that you understand how your investment portfolio will help you to meet your long term financial goals, and educate you regarding risk/reward, and explain the many different financial o...”
In Business Since 2001
Transparent Fees & Pricing
284 Helmcken Rd #108, Victoria, BC V9B 1T2
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Royale British Columbia Financial

Royale British Columbia Financial

(38)
  • Cold Call
  • Financial Planning
  • Investment
“It's great for me because his office is really close to UVic, so it was really easy to pop in and talk Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2017
3994 Shelbourne St #205, Victoria, BC V8N
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Aact Financial Solutions

Aact Financial Solutions

(44)
  • Fee
  • Disability
  • Tax Return
“As a very active real estate agent, my tax accounting would take me a lot more time than it is worth, plus I would need to keep up with tax changes year to year.”
In Business Since 2009
Remote Consultations Available
1353 Esquimalt Rd, Victoria, BC V9A 3R1
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Sterling Financial Accounting Services

Sterling Financial Accounting Services

(20)
Financial Coaching and Support, Divorce and Separation, Financial Concierge
“Incredibly professional, detail-focused, big-picture thinkers who are ALWAYS on the leading-edge of ever-changing CRA expectations, benefits and exemptions.”
101-860 View St, Victoria, BC V8W 3Z8
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Blair & Associates With IG Private Wealth Management

Blair & Associates With IG Private Wealth Management

(23)
  • Expertise
  • Service
  • Team
“David goes above and beyond to ensure that my needs are being met and that everything is communicated clearly and effectively, and I really appreciate that David takes the time to fully understand your financial goals, risk tolerances and long-term o...”
In Business Since 2016
Licensed
4400 Chatterton Way #101, Victoria, BC V8X 5J2
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Bobby Vu Financial Solutions

Bobby Vu Financial Solutions

(12)
Financial Planning, Insurance, Rdsp
“Talk about making a great first impression, while speaking with Bobby this first time he was able to identify some potential errors that my Big financial institution who will remain nameless (cough "TD" cough) had made And never bothered to correct o...”
In Business Since 2018
Free Initial Consultation
225 Dundas St, Victoria, BC V9A 3J9
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Mortgage Designers

Mortgage Designers

(8)
  • Questions
“Steph Gagnon with mortgage designers has helped me with two mortgages now and once again he gave me prompt service, honest advice looking out for my best interests and he did what he had to do to make the deal work under non-idea circumstances where ...”
Transparent Fees & Pricing
Offers Financing Options
4440 Chatterton Way #2, Victoria, BC V8X 5J2
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Riddell Private Wealth Management

Riddell Private Wealth Management

(13)
  • Ethical
  • Team
  • Advisor
“He has taken the time to get to know us, gives us confidence, and has done a terrific job guiding us through the times when we both were working through to our retirement.”
In Business Since 2012
4400 Chatterton Way Suite 101, Victoria, BC V8X 5J2
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Willow Wealth Management of Raymond James

Willow Wealth Management of Raymond James

(13)
  • Planning
  • Tax
  • Portfolio
“Kirsty is always on the lookout in the markets for new opportunities and wastes no time in exercising her opinion, explaining the options and quickly maximizing new options.”
2187 Oak Bay Ave Ste 206, Victoria, BC V8R 1G1
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Jennifer Thompson Money Coach

Jennifer Thompson Money Coach

(13)
  • Investment
  • Goals
  • Knowledge
“With Jennifer for the past 4 months she taught me to get away from Mutual Funds, she taught me why I don;t need Life Insurance if I don't have dependants, and she inspired me to break away from my Financial Advisor (along with their commissions and M...”
In Business Since 2022
855 Vancouver St #6, Victoria, BC V8V 3V5
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Retirement Planning and Investment Management Services in Duncan, BC Cost Estimates

Minimum cost
$1224
Maximum cost
$10400
National Average
$3671
Avg Per Hour Rates
$368
$2447
$6730
Fair price range is based on 380 cost profiles
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Average Cost $3671
Minimum cost $1224
Maximum cost $10400
Avg Per Hour Rates $368

Fair range $2447 to $6730 is based on 380 cost profiles.

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Wealth Management Advisors near Duncan

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