Best Financial Advisors in Nanaimo, BC

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

Rockmoor Wealth Management

Rockmoor Wealth Management

(21)
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

(5)
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

(11)
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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Community Futures Central Vancouver Island

Community Futures Central Vancouver Island

(4)
Boardroom Rental
“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.”
In Business Since 1998
1200 Princess Royal Ave #5, Nanaimo, BC V9S 3Z7
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Smythe

Smythe

(6)
“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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Peoples Bookkeeping Services

Peoples Bookkeeping Services

Mortgage Services, Immigration Services, Insurance Services
“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...”
1200 Princess Royal Ave unit 4, Nanaimo, BC V9S 3Z7
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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)
“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.”
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.”
6135 Metral Dr, Nanaimo, BC V9T 5N9
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Adonai Financial

Adonai Financial

(1)
“John Palmer of Adonai Financial is a very experienced financial planner and personal insurance advisor.”
In Business Since 2006
5180 Dublin Way Unit 101, Nanaimo, BC V9T 0H2
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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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Pacific Group Wealth Management - iA Private Wealth

Pacific Group Wealth Management - iA Private Wealth

“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!”
360 Selby St #103, Nanaimo, BC V9R 2R5
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G7 Wealth

G7 Wealth

In Business Since 2019
5170 Dunster Rd Suite #102, Nanaimo, BC V9T 2Z2
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Michael Gill Wealth Management

Michael Gill Wealth Management

“The Smart Choice for Conservative Investors. For all valued clients and conservative minded investors seeking advice, here is how to get in touch.”
1605 Bowen Rd, Nanaimo, BC V9S 1G5
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Bastion Wealth Advisors Group - iA Private Wealth

Bastion Wealth Advisors Group - iA Private Wealth

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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Struthers Wealth Management- Investors Group Financial Services

Struthers Wealth Management- Investors Group Financial Services

(1)
“They are professional and knowledgeable with great attention to detail .”
5070 Uplands Dr #101, Nanaimo, BC V9T 6N1
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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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