Best Financial Advisors in Nanaimo, BC

“They did all the ground work early so that when it came time to apply for a mortgage it was quick and we only needed to give them a few updated things.”

“David was easy to talk to, explained everything down to the detail with examples and scenarios, and provided advice and guidance to simplify the currently overcomplicated day to day personal and business dealings.”

“This all changed when I met Anna and Norm, they sat down with me and analyzed my needs, provided me with professional advise and explained everything in detail.”

“I have been with Business Planners for over 10yrs now, and for good reason: they know their business, understand the critical value of what I call 'fund independency', and are trustworthy!”

“They took my call on a Saturday, no less, listened patiently to my situation and provided me with the information, guidance and advice I needed to hear.”

“My taxes were done very quickly and at an affordable rate.”

“His patience and attention to detail really put us at ease it when it comes to the challenging conversations around life insurance and planning for retirement.”

“460MIC is a great option for people needing quality service and creative underwriting when dealing with residential , construction , recreational and commercial lending mortgages.”

“The important thing is that you can get in contact with him easily and the office staff is great with Nana in charge!”

“Maureen Hansen is the 'best' accountant Nanaimo has to offer, in my humble opinion.”

“And Investment Representatives Nahanni Ackroyd and Jordan Church offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.”

“Our growing mid-sized firm, with locations in Vancouver and Nanaimo, has a vibrant, energizing team culture where employees are encouraged to be innovative and creative. We support professional development through on the job training, in house as wel...”

“The important role we fulfill as investment professionals is to ensure that our clients have a good investment experience over many years, usually decades. We specialize in creating “personally tailored pension plans” for our clients by setting and m...”

“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 ...”

“He has been knowledgeable, honest, kind, and patient, and I have trusted him completely to manage my investments.”

“Highly recommend this firm.”

“I have been reading and learning about "Cash Flow Banking" for the past few months and have been searching for someone in Canada that can provide me with the service needed to effectively set this up for my family.”