View Profile

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.”

i

View Profile

4 Pillars Debt Duncan

(2)

“After meeting with them, we were able to put a plan in motion.”

Featured

Why say no to traditional Credit Counselling? Traditional credit counselling, including many "non-profit" options, might sound advantageous initially, but they often come with hidden costs. Plus, you might end up repaying 100% of your debt, which can keep the burden on your shoulders longer. These services, frequently backed by banks and credit card companies, may lead to you maintaining a tarnished credit score and the banks reaping the benefits. What makes 4 Pillars different? We are NOT tied to your creditors or influenced by their agendas. We receive NO funding from them, ensuring our strategies and advice are unbiased and entirely focused on YOUR needs. Our mission is straightforward: to assist you in slashing your debt by up to 80%, safeguarding your assets, and paving the most cost-effective path out of debt for you. From negotiating consumer proposals to exploring debt reduction alternatives, we stand as your advocate, ensuring that your journey to financial recovery is as smooth and swift as possible. Contact Us Today! It's time to reclaim your life from the grips of debt. With 4 Pillars, you'll partner with a team that works tirelessly on your behalf to secure your financial freedom.

i

View Profile

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 ...”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

Layman Group

(2)

“Elaine Layman has been my accountant for several years, preparing both business and personal tax returns.”

i

View Profile

Libra Investment Management

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

Fischer Financial Services

(1)

Wealth Management, Insurance Services, Virtual Family Office

“Knowledgable and professional, he helped myself and my business partners source and implement a benefit program that fits our needs, and works great for our employees.”

i

View Profile

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.”

i

View Profile

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...”

i

Average Cost	$3671
Minimum cost	$1224
Maximum cost	$10400
Avg Per Hour Rates	$368

Best Financial Advisors in Duncan, BC

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

Wealth In Place

4 Pillars Debt Duncan

IA Private Wealth

W. Pan & Company

Vanderuyt Wealth Management Group

Mason Advisory

Layman Group

Libra Investment Management

Cody Rowe - Mortgage Broker

Doug Lee & Associates

Hutcheson & Co

Phil Hogan, Cpa, CA, CPA

Beacon Hill Wealth Management

Smart Choice Mortgage - Bobby Smart

IPC Securities Corporation

Aact Financial Solutions

Royale British Columbia Financial

Sterling Financial Accounting Services

Blair & Associates With IG Private Wealth Management

Bobby Vu Financial Solutions

Mortgage Designers

Fischer Financial Services

Riddell Private Wealth Management

Jennifer Thompson Money Coach

Retirement Planning and Investment Management Services in Duncan, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Duncan

Popular in Duncan