Wealth In Place
“Paul has been our trusted financial adviser for many years, he has always been extremely patient and taken time to answer questions and explain options to us.”
Best Financial Advisors near Duncan, BC
2 of these firms are based in Duncan; the others serve Duncan from Victoria (46 km), Sidney (27 km) and Salt Spring Island (17 km).
1 open weekends · 7 rated 4.5+
Data verified October 16, 2026
IA Private Wealth
Vanderuyt Wealth Management Group
“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.”
Mason Advisory
Libra Investment Management
IPC Securities Corporation
“Over the many many years I've been guided by her and I was well aware that she took an interest in me and my goals.”
The 10 firms listed for Duncan, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Duncan, BC
7 of the 10 firms on this page have a rating, and all of them are rated 5.0, across 103 reviews. 1 is open on Saturdays. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 9 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Duncan listed here?
2 of the 10 firms are in Duncan itself. The rest come from other towns within 50 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Mortgage Designers
“As it was our first mortgage, we had lots of questions and needed some extra guidance, which they were all too happy to help with.”
Riddell Private Wealth Management
“He remembers the extent to which I want details about investments and is readily available to answer my questions.”
Brenda Saint Louis
“I would highly recommend her to anyone looking to better understand their relationship with money!”
Exceptional Wealth Management Canada
“They have always done their best for me, and I have recommended them to friends, family and coworkers for many, many years.”
Why these companies made our list
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