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Precision Wealth Management
“Very professional”
Best Financial Advisors in Parksville, BC
The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Parksville area.
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Leading Advisor
“After I get off of the phone call with Simon, I feel like I have my superwoman cape on, and I can do anything. It is very hard when you are an independent advisor, to find a mentor or a coach to help guide you through certain steps of your growth. So...”
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Nathina Financial Services
“At Nathina, we prioritize your financial well-being, acting as your guide through the complexities of financial planning, estate strategies, and beyond. Leveraging a family-based team approach, we bring together industry-leading experts in investing,...”
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Rockmoor Wealth Management
Corporate Investments, Corporate Financial Planning, GIC & High Interest Savings
“David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice.”
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Smythe
“I want to concentrate on the things I like to do, and leaving all this tax complication to the professionals at J A Smith & Associates simply makes my life easier.”
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IA Private Wealth - Rick Kowalchuk
“Extremely pleased with the service and attention to detail that Mike and Darren offer.”
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Hinkkala & Associates Financial Services
Insurance Solutions, Investment Management
“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 s...”
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Orca Wealth and Insurance Services
- Goals
“He has helped me get my finances in order and I am happy to recommend him to friends and family.”
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Isla Vancouver Wealth Management
Insurance, Financial Planning, Referral Services
“Don and his team have helped me with my investing over the past 2 years and I honestly have never been happier with the outcome!”
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DWM Securities
“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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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 ...”
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Integrity Mortgage
- Self-Employed
- Professional
- Business
“Katie and her team at Integrity Mortgage were great to work with, they were available to answer our questions day and night, and offered some really great advice.”
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New Heights Accounting Corporation
Financial Statements, Bookkeeping, Taxes
“Not only was I given the TIME to go over everything in detail and have everything explained to me, but Norm also listened to my life and health issues and told me about a disability tax credit I could be eligible for.”
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Financial Divorce Strategies & Mediation
Divorce Finances and Planning, Modern Solutions For Separation, Early Neutral Consultation
“She was able to help me quickly navigate a separation agreement and provide very thorough additional insight regarding shared and personal financial situations.”
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BPF Wealth - Invested in Your Success
- Business
“Hans at BPF wealth has been very clear on the process of opening our corporate investment account, and in answering a newbie investors questions which has made me feel confident in trusting my money with their firm.”
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Peoples Bookkeeping Services
Immigration Services, Investment Services, Bookkeeping and Tax Services
“They took off all the stress out of my accounts and always go above and beyond.”
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David McCallum - Binnacle Financial Team
“He has gone above and beyond my expectations to help our business not only in the services he provides but also in ways he has personally helped to build and share our brand.”
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460 Mortgage Investment Corporation
- 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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Maureen Hansen
“I can not recommend them enough so that other people can benefit from their remarkable service!”
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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.”
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Compass Point Financial Strategies
“I have been working with Dale for a few years with our life insurance.”
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Purtzki Johansen & Associates
Estate & Succession Planning, Sales & Transition Consulting, Accounting
“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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Presman Wealth Management
“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 ...”
Retirement Planning and Investment Management Services in Parksville, BC Cost Estimates
Minimum cost
$1173
Maximum cost
$9965
National Average
$3517
Avg Per Hour Rates
$352
$2345
$6448
Typical price range is based on
281 cost profiles
Why these companies made our list
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