Best Financial Advisors in Sechelt, BC

“At Presman Wealth, it's not enough to simply provide GICs or guidance for your portfolio, we strive for excellence and offer integrated solutions customized to you. As a CERTIFIED FINANCIAL PLANNER ®, our approach is collaborative and embraces the va...”

“I have been reading and learning about "Cash Flow Banking" for the past few months and have been searching for someone in Canada that can provide me with the service needed to effectively set this up for my family.”

“We feel both financially empowered with the knowledge Dave has provided us on our insurance and investments, and assured our evolving needs and opportunities are being met in a timely manner.”

“This all changed when I met Anna and Norm, they sat down with me and analyzed my needs, provided me with professional advise and explained everything in detail.”

“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.”

“I have been with Business Planners for over 10yrs now, and for good reason: they know their business, understand the critical value of what I call 'fund independency', and are trustworthy!”

“They took my call on a Saturday, no less, listened patiently to my situation and provided me with the information, guidance and advice I needed to hear.”

“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...”

“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.”

“460MIC is a great option for people needing quality service and creative underwriting when dealing with residential , construction , recreational and commercial lending mortgages.”

“The important thing is that you can get in contact with him easily and the office staff is great with Nana in charge!”

“Maureen Hansen is the 'best' accountant Nanaimo has to offer, in my humble opinion.”

“And Investment Representatives Nahanni Ackroyd and Jordan Church offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.”

“I'm looking forward to working with you and seeing my investments work for me!”

“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...”

“The Smart Choice for Conservative Investors. For all valued clients and conservative minded investors seeking advice, here is how to get in touch.”

“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...”