Book onlineBook
Precision Wealth Management
“He is well prepared with questions, thoughts and suggestions regarding financial planning.”
Best Financial Advisors near Parksville, BC
3 of these firms are based in Parksville; the others serve Parksville from Nanaimo (32 km).
2 open weekends · 4 rated 4.5+
Data verified October 16, 2026
Leading Advisor
Nathina Financial Services
Rockmoor Wealth Management
“Thanks to David, my investments are growing and my financial future is secured to meet my needs.”
IA Private Wealth - Rick Kowalchuk
“The important thing is that you can get in contact with him easily and the office staff is great with Nana in charge!”
Isla Vancouver Wealth Management
“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!”
The 10 firms listed for Parksville, 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: Parksville, BC
7 of the 10 firms on this page have a rating, from 4.0 to 5.0 across 57 reviews; 4 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 2000. We have a website on file for 9 of the firms on this page; 8 publish a contact page; 7 list a public email and 3 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.
Why are financial advisers outside Parksville listed here?
3 of the 10 firms are in Parksville itself. The rest come from other towns within 35 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Book onlineBook
Orca Wealth and Insurance Services
“He listens to what our goals and needs are and guides us in the right direction, with knowledge, care and patience.”
Hinkkala & Associates Financial Services
“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.”
DWM Securities
Douglas Duncan Wealth Management of Raymond James
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
