Best Financial Advisors in Nanaimo, BC

“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!”

“The professionalism, promptness, and ease of dealing with Community Futures was just what our organization needed to get through the trying times that we have faced due to the effects of COVID on our operations.”

“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.”

“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.”

“Peoples Bookkeeping and Tax Services is been my trusted partner for my pharmacy business for the past nine years. They provide top notch financial management services that have helped me streamline my processes and save time. Their team of experts ar...”

“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...”

“Our office will be closed Monday, October 10, 2022 for Thanksgiving Day; and reopen regular business hours Tuesday, October 11, 2022. Wishing you a safe and happy Thanksgiving!”

“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...”

“The Smart Choice for Conservative Investors. For all valued clients and conservative minded investors seeking advice, here is how to get in touch.”