Best Financial Advisors in Sechelt, BC

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Sechelt area.

Presman Wealth Management

Presman Wealth Management

“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...”
In Business Since 2021
5725 Teredo St #109, Sechelt, BC V7Z 0J7
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Macdev Financial Group

Macdev Financial Group

(6)
  • Policy
  • Team
  • Life
“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.”
Offers Financing Options
In Business Since 2010
Serving Sechelt Area
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The FFP Group, Financial Services

The FFP Group, Financial Services

“Welcome to The FFP Group Financial Services Ltd. We are l ocated on the Sunshine Coast, BC, Canada. We look for ward to meeting you and assisting you with all your financial needs!”
Serving Sechelt Area
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Rockmoor Wealth Management

Rockmoor Wealth Management

(21)
Corporate Insurance, Corporate Financial Planning, GIC & High Interest Savings
“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.”
In Business Since 2019
5160 Dublin Way #204, Nanaimo, BC V9T 0H2
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New Heights Accounting Corporation

New Heights Accounting Corporation

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

Financial Divorce Strategies & Mediation

(11)
Modern Solutions For Separation, Financial Mediation, Early Neutral Consultation
“I will meet her as a paying client to get more financial literacy as well as concrete ideas about what to do now with my money for the future so I still have money later when I am no longer working.”
Free Initial Consultation
In Business Since 2021
Nanaimo, BC V9T 2Z8
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BPF Wealth - Invested in Your Success

BPF Wealth - Invested in Your Success

(8)
  • Business
“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!”
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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Smythe

Smythe

(6)
“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.”
In Business Since 2013
1825 Bowen Rd #201, Nanaimo, BC V9S 1H1
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Peoples Bookkeeping Services

Peoples Bookkeeping Services

Investment Services, Mortgage 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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David McCallum - Binnacle Financial Team

David McCallum - Binnacle Financial Team

(4)
“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.”
1150 Terminal Ave N #30, Nanaimo, BC V9S 5L6
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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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IA Private Wealth - Rick Kowalchuk

IA Private Wealth - Rick Kowalchuk

(3)
“The important thing is that you can get in contact with him easily and the office staff is great with Nana in charge!”
In Business Since 2018
6596 Applecross Rd #103, Nanaimo, BC V9V 0A4
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Maureen Hansen

Maureen Hansen

(2)
“Maureen Hansen is the 'best' accountant Nanaimo has to offer, in my humble opinion.”
3628 Glen Oaks Dr, Nanaimo, BC V9T 5J8
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Nahanni Ackroyd, Freedom 55 Financial

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.”
In Business Since 2021
30-1150 Terminal Ave N, Nanaimo, BC V9S 5L6
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Hinkkala & Associates Financial Services

Hinkkala & Associates Financial Services

(2)
Investment Management, Insurance Solutions
“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.”
6135 Metral Dr, Nanaimo, BC V9T 5N9
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Isla Vancouver Wealth Management

Isla Vancouver Wealth Management

(2)
Investments, Financial Planning, Referral Services
“Don is super knowledgeable, kind and friendly.”
In Business Since 2019
4553 Uplands Dr, Nanaimo, BC V9T 6M8
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Orca Wealth and Insurance Services

Orca Wealth and Insurance Services

(6)
“I'm looking forward to working with you and seeing my investments work for me!”
Serving Sechelt Area
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Compass Point Financial Strategies

Compass Point Financial Strategies

“"Dale has provided excellent service and helped us to generate superior returns on our personal and corporate investment holdings. He is professional, approachable and flexible to meet within our hectic schedule; his advice has been spot on. Dale is ...”
Free Initial Consultation
Serving Sechelt Area
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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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Purtzki Johansen & Associates

Purtzki Johansen & Associates

Sales & Transition Consulting, Tax & Personal Financial Planning, 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...”
Family Business
In Business Since 2002
92 Robarts St #2, Nanaimo, BC V9R 2S5
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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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Michael Gill Wealth Management

Michael Gill Wealth Management

“The Smart Choice for Conservative Investors. For all valued clients and conservative minded investors seeking advice, here is how to get in touch.”
1605 Bowen Rd, Nanaimo, BC V9S 1G5
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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
Serving Sechelt Area
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Retirement Planning and Investment Management Services in Sechelt, BC Cost Estimates

Minimum cost
$1157
Maximum cost
$9829
National Average
$3469
Avg Per Hour Rates
$347
$2313
$6360
Average price range is based on 325 cost profiles
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Average Cost $3469
Minimum cost $1157
Maximum cost $9829
Avg Per Hour Rates $347

Average range $2313 to $6360 is based on 325 cost profiles.

Why these companies made our list

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