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Precision Wealth Management
“He is well prepared with questions, thoughts and suggestions regarding financial planning.”
Best Financial Advisors in Parksville, BC
Handpicked from 52 vetted & reviewed Financial Planning & Wealth Management firms in the Parksville area, discover the top 5 leading options among the selected group of 24 finalists.
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IA Private Wealth
“Well, not so fast... each person's situation is unique. Most of our time is spent getting to know what makes each of our clients tick. We use a personal discovery process in order to get to know your past, present, and your hopes for the future. Once...”
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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
“Within minutes of meeting David the first time, he taught us key points about annual insurance insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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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
“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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Adonai Financial
“John Palmer of Adonai Financial is a very experienced financial planner and personal insurance advisor.”
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DWM Securities
“Great food, great staff, great experience”
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G7 Wealth
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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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Roland Clark Financial Clarity
“Thanks to technology I can now live basically anywhere and still be accessible to provide these services. My wife Olivia and I just moved to Vancouver Island and have settled in a wonderful community called Qualicum Beach. I have two grown children, ...”
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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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Struthers Wealth Management- Investors Group Financial Services
“They are professional and knowledgeable with great attention to detail .”
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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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Community Futures Central Vancouver Island
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.”
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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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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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Peoples Bookkeeping Services
Immigration Services, Investment Services, Bookkeeping and Tax 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...”
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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.”
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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