Best Financial Advisors in Nanaimo, BC

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Nanaimo area.

Peoples Bookkeeping Services

Peoples Bookkeeping Services

(2)
Mortgage Services, Immigration Services, Insurance Services
“My taxes were done very quickly and at an affordable rate.”
1200 Princess Royal Ave unit 4, Nanaimo, BC V9S 3Z7
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Integrity Mortgage

Integrity Mortgage

(49)
  • Questions
  • Professional
  • Stress
“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.”
503 Comox Rd, Nanaimo, BC V9R 3J1
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Rockmoor Wealth Management

Rockmoor Wealth Management

(29)
Corporate Insurance, Corporate Investments, GIC & High Interest Savings
“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.”
In Business Since 2019
5160 Dublin Way #204, Nanaimo, BC V9T 0H2
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New Heights Accounting Corporation

New Heights Accounting Corporation

(6)
Consulting, Financial Statements, Taxes
“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.”
Transparent Fees & Pricing
In Business Since 2015
1611 Bowen Rd Unit 7, Nanaimo, BC V9S 1G5
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Financial Divorce Strategies & Mediation

Financial Divorce Strategies & Mediation

(12)
Financial Mediation, Divorce Finances and Planning, Services For Other Family Professionals
“I will meet her as a paying client to get more financial literacy as well as concrete ideas about what to do now with my money for the future so I still have money later when I am no longer working.”
Free Initial Consultation
In Business Since 2021
Nanaimo, BC V9T 2Z8
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BPF Wealth - Invested in Your Success

BPF Wealth - Invested in Your Success

(8)
  • Business
“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!”
680 Terminal Ave N, Nanaimo, BC V9S 4K2
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Smythe

Smythe

(7)
“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.”
In Business Since 2013
1825 Bowen Rd #201, Nanaimo, BC V9S 1H1
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David McCallum - Binnacle Financial Team

David McCallum - Binnacle Financial Team

(4)
“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.”
1150 Terminal Ave N #30, Nanaimo, BC V9S 5L6
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460 Mortgage Investment Corporation

460 Mortgage Investment Corporation

(3)
  • Construction
“460MIC is a great option for people needing quality service and creative underwriting when dealing with residential , construction , recreational and commercial lending mortgages.”
In Business Since 2014
1551 Estevan Rd #202, Nanaimo, BC V9S 3Y3
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IA Private Wealth - Rick Kowalchuk

IA Private Wealth - Rick Kowalchuk

(3)
“The important thing is that you can get in contact with him easily and the office staff is great with Nana in charge!”
In Business Since 2018
6596 Applecross Rd #103, Nanaimo, BC V9V 0A4
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Maureen Hansen

Maureen Hansen

(2)
“Maureen Hansen is the 'best' accountant Nanaimo has to offer, in my humble opinion.”
In Business Since 2012
3628 Glen Oaks Dr, Nanaimo, BC V9T 5J8
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Nahanni Ackroyd, Freedom 55 Financial

Nahanni Ackroyd, Freedom 55 Financial

“And Investment Representatives Nahanni Ackroyd and Jordan Church offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.”
In Business Since 2021
30-1150 Terminal Ave N, Nanaimo, BC V9S 5L6
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Isla Vancouver Wealth Management

Isla Vancouver Wealth Management

(2)
Investments, Insurance, Referral Services
“Don is super knowledgeable, kind and friendly.”
In Business Since 2019
4553 Uplands Dr, Nanaimo, BC V9T 6M8
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Hinkkala & Associates Financial Services

Hinkkala & Associates Financial Services

(2)
Investment Management, Insurance Solutions
“If you are a seasoned investor or new to the idea, if you have a multi million dollar company or just starting out, if you want your money to make money for you Andreas is the only person you need to talk to.”
In Business Since 2014
6135 Metral Dr, Nanaimo, BC V9T 5N9
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Purtzki Johansen & Associates

Purtzki Johansen & Associates

Tax & Personal Financial Planning, Estate & Succession Planning, Business Advisory Services
“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...”
Family Business
In Business Since 2002
92 Robarts St #2, Nanaimo, BC V9R 2S5
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DWM Securities

DWM Securities

(1)
“Great food, great staff, great experience”
5800 Turner Rd, Nanaimo, BC V9T 6J4
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Douglas Duncan Wealth Management of Raymond James

Douglas Duncan Wealth Management of Raymond James

“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...”
In Business Since 2016
5767 Turner Rd #1, Nanaimo, BC V9T 6L8
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Bastion Wealth Advisors Group - iA Private Wealth

Bastion Wealth Advisors Group - 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 2020
75 Commercial St, Nanaimo, BC V9R 5G3
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Scott Harris, PFP

Scott Harris, PFP

“RBC Financial Planning is a business name used by Royal Mutual Funds Inc. (RMFI). Financial planning services and investment advice are provided by RMFI. RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada ...”
In Business Since 2001
49-6631 N Island Hwy, Nanaimo, BC V9T 4T7
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Orca Wealth and Insurance Services

Orca Wealth and Insurance Services

(6)
  • Goals
“He has been knowledgeable, honest, kind, and patient, and I have trusted him completely to manage my investments.”
Nanaimo, BC
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Compass Point Financial Strategies

Compass Point Financial Strategies

(1)
“I have been working with Dale for a few years with our life insurance.”
Free Initial Consultation
432 Lenhart Ave, Nanaimo, BC, V9S 4X3
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Layman Group

Layman Group

(2)
“Quick, knowledgeable, great to deal with.”
In Business Since 2005
Serving Nanaimo Area
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Precision Wealth Management

Precision Wealth Management

(3)
“Highly recommend this firm.”
Transparent Fees & Pricing
15+ Years Experience
147 Harrison Ave, Parksville, BC V9P 2H7
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Macdev Financial Group

Macdev Financial Group

(8)
  • Whole Life
  • Policy
  • Cash Flow
“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.”
Offers Financing Options
In Business Since 2010
Serving Nanaimo Area
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Retirement Planning and Investment Management Services in Nanaimo, BC Cost Estimates

Minimum cost
$1235
Maximum cost
$10492
National Average
$3703
Avg Per Hour Rates
$371
$2469
$6789
Average price range is based on 280 cost profiles
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Average Cost $3703
Minimum cost $1235
Maximum cost $10492
Avg Per Hour Rates $371

Average range $2469 to $6789 is based on 280 cost profiles.

Why these companies made our list

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