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Best Financial Advisors near Sechelt, BC
1 of these firms is based in Sechelt; the others serve Sechelt from towns including Nanaimo, Vancouver and Gibsons.
4 open weekends · 14 rated 4.5+
Data verified October 16, 2026
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Macdev Financial Group
- Questions
- Career
- Whole 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.”
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The FFP Group, Financial Services
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Rockmoor Wealth Management
- Educated
- Goals
- Investments
“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.”
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Financial Divorce Strategies & Mediation
“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.”
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BPF Wealth - Invested in Your Success
- 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!”
The 24 firms listed for Sechelt, 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: Sechelt, BC
17 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 394 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (78%) and value (61%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 4 are open on Saturdays and 1 on Sundays. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 18 list a public email and 9 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Sechelt take financial planning bookings online?
9 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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David McCallum - Binnacle Financial Team
“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.”
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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!”
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460 Mortgage Investment Corporation
- Construction
“460MIC is a great option for people needing quality service and creative underwriting when dealing with residential , construction , recreational and commercial lending mortgages.”
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Nahanni Ackroyd, Freedom 55 Financial
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Orca Wealth and Insurance Services
- Goals
“I'm looking forward to working with you and seeing my investments work for me!”
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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.”
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Isla Vancouver Wealth Management
“Don is super knowledgeable, kind and friendly.”
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Compass Point Financial Strategies
“I have been working with Dale for a few years with our life insurance.”
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Purtzki Johansen & Associates
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DWM Securities
“Great food, great staff, great experience”
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Douglas Duncan Wealth Management of Raymond James
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Nathina Financial Services
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Leading Advisor
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Bastion Wealth Advisors Group - iA Private Wealth
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Scott Harris, PFP
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Thomas C. Chan Financial Service
- Presentation
- Financial Planning
- Portfolio
“Thomas demonstrated an extensive knowledge of the insurance industry and provided us with a range of options that catered to our specific requirements.”
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Portfolio Planning
- Team
- Information
- Family
“My partner and I went to Vishal when we needed insurance to protect ourselves, each other, and our greatest asset which is our home, in the event if something were to happen to us.”
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Canadian Wiseinvest
- Market
- Meetings
- Company
“Throughout my journey, I have been associated with Wiseinvest for an extended period of time, and I can confidently say that at every stage of my financial life, I have greatly benefited from the expert advice, guidance, and valuable references provi...”
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
Why these companies made our list
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