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.

Precision Wealth Management

Precision Wealth Management

(2)
“He is well prepared with questions, thoughts and suggestions regarding financial planning.”
15+ Years Experience
Transparent Fees & Pricing
147 Harrison Ave, Parksville, BC V9P 2H7
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IA Private Wealth

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...”
In Business Since 2008
166 East Island Hwy W, Parksville, BC V9P 2G5
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Leading Advisor

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...”
In Business Since 2000
250 Island Hwy E, Parksville, BC V9P 2H5
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Nathina Financial Services

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,...”
205 Jensen Ave E #106, Parksville, BC V9P 2H4
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Rockmoor Wealth Management

Rockmoor Wealth Management

(21)
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.”
In Business Since 2019
5160 Dublin Way #204, Nanaimo, BC V9T 0H2
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Best of 2024

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
Smythe

Smythe

(6)
“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.”
In Business Since 2013
1825 Bowen Rd #201, Nanaimo, BC V9S 1H1
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IA Private Wealth - Rick Kowalchuk

IA Private Wealth - Rick Kowalchuk

(3)
“Extremely pleased with the service and attention to detail that Mike and Darren offer.”
In Business Since 2018
6596 Applecross Rd #103, Nanaimo, BC V9V 0A4
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Hinkkala & Associates Financial Services

Hinkkala & Associates Financial Services

(2)
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...”
6135 Metral Dr, Nanaimo, BC V9T 5N9
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Orca Wealth and Insurance Services

Orca Wealth and Insurance Services

(6)
“He has helped me get my finances in order and I am happy to recommend him to friends and family.”
Serving Parksville Area
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Isla Vancouver Wealth Management

Isla Vancouver Wealth Management

(2)
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!”
In Business Since 2019
4553 Uplands Dr, Nanaimo, BC V9T 6M8
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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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DWM Securities

DWM Securities

(1)
“Great food, great staff, great experience”
5800 Turner Rd, Nanaimo, BC V9T 6J4
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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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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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Roland Clark Financial Clarity

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, ...”
In Business Since 2017
Serving Parksville Area
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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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New Heights Accounting Corporation

New Heights Accounting Corporation

(5)
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.”
In Business Since 2015
Transparent Fees & Pricing
1611 Bowen Rd Unit 7, Nanaimo, BC V9S 1G5
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Financial Divorce Strategies & Mediation

Financial Divorce Strategies & Mediation

(11)
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.”
In Business Since 2021
Free Initial Consultation
Nanaimo, BC V9T 2Z8
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BPF Wealth - Invested in Your Success

BPF Wealth - Invested in Your Success

(8)
  • 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.”
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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David McCallum - Binnacle Financial Team

David McCallum - Binnacle Financial Team

(4)
“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.”
1150 Terminal Ave N #30, Nanaimo, BC V9S 5L6
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Peoples Bookkeeping Services

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...”
1200 Princess Royal Ave unit 4, Nanaimo, BC V9S 3Z7
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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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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
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Average Cost $3517
Minimum cost $1173
Maximum cost $9965
Avg Per Hour Rates $352

Typical range $2345 to $6448 is based on 281 cost profiles.

Why these companies made our list

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