“My taxes were done very quickly and at an affordable rate.”
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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.”
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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.”
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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.”
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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.”
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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!”
i
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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.”
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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.”
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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.”
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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!”
i
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Maureen Hansen
(2)
“Maureen Hansen is the 'best' accountant Nanaimo has to offer, in my humble opinion.”
i
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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.”
i
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Isla Vancouver Wealth Management
(2)
Investments, Insurance, Referral Services
“Don is super knowledgeable, kind and friendly.”
i
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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.”
i
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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...”
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DWM Securities
(1)
“Great food, great staff, great experience”
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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...”
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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 ...”
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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 ...”
i
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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.”
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Compass Point Financial Strategies
(1)
“I have been working with Dale for a few years with our life insurance.”
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Layman Group
(2)
“Quick, knowledgeable, great to deal with.”
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Precision Wealth Management
(3)
“Highly recommend this firm.”
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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.”
i
Retirement Planning and Investment Management Services in Nanaimo, BC Cost Estimates