Rockmoor Wealth Management
“David and the team at Rockmoor Wealth are the best financial advisors on Vancouver Island.”
Best Financial Advisors in Nanaimo, BC
14 firms listed · 12 in Nanaimo · 2 open weekends · 7 rated 4.5+
Data verified October 18, 2026
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Financial Divorce Strategies & Mediation
“Kind, knowledgeable, focused, resourceful & patient - Bettina diffuses stress and empowers both parties fairly, so we CAN move forward with our lives.”
460 Mortgage Investment Corporation
“460MIC is a great option for people needing quality service and creative underwriting when dealing with residential , construction , recreational and commercial lending mortgages.”
IA Private Wealth - Rick Kowalchuk
“Rick is an amazing financial advisor and focuses on ensuring clients are seeing results and understand what the long term plan is!”
David McCallum - Course Made Good Advisory
“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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Nahanni Ackroyd, Freedom 55 Financial
“She was on the ball with everything and kept me posted on absolutely everything.”
The 14 firms listed for Nanaimo, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Nanaimo, BC
12 of the 14 firms we list are based in Nanaimo; the other 2 do not publish an address. 11 of the firms on this page have a rating, from 3.7 to 5.0 across 100 reviews; 7 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 13 of the firms on this page; 12 publish a contact page; 10 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Nanaimo take financial planning bookings online?
6 of the 14 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Isla Vancouver Wealth Management
“Don is super knowledgeable, kind and friendly.”
Hinkkala & Associates Financial Services
“So confidently I give these guys five stars and recommend you take the opportunity to experience working alongside Andreas and his team but also I recommend everyone that is an entrepreneur to consider utilizing a service that actually positively serves”
Purtzki Johansen & Associates
DWM Securities
Bastion Wealth Advisors Group - iA Private Wealth
Douglas Duncan Wealth Management of Raymond James
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Orca Wealth and Insurance Services
“He has helped me get my finances in order and I am happy to recommend him to friends and family.”
Compass Point Financial Strategies
Why these companies made our list
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