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Nanaimo, located on Vancouver Island in British Columbia, Canada, is a vibrant city known for its natural beauty, rich history, and diverse economy. Amidst its thriving business landscape, several prominent financial consulting firms have established their presence, offering a wide range of services to individuals, businesses, and organizations in the region.
Here are the five largest financial consulting firms in Nanaimo:
- Assante Wealth Management
- BMO Nesbitt Burns
- Edward Jones
- RBC Wealth Management
- TD Wealth
Assante Wealth Management is a leading wealth management and financial planning firm with a team of experienced professionals serving clients in Nanaimo and surrounding areas. They offer a comprehensive suite of services, including investment management, retirement planning, estate planning, tax strategies, and more.
BMO Nesbitt Burns is a renowned wealth management firm with a substantial presence in Nanaimo. They have a team of seasoned financial advisors who provide personalized investment advice, portfolio management, and financial planning services to individuals, families, and institutions.
Edward Jones is a reputable financial services firm with a strong focus on personalized client service. Their financial advisors in Nanaimo work closely with clients to understand their financial goals and provide tailored investment strategies, retirement plans, and insurance solutions.
RBC Wealth Management is a well-established wealth management arm of the Royal Bank of Canada. They offer a wide array of financial services in Nanaimo, including investment management, financial planning, retirement planning, estate planning, and banking solutions for individuals and businesses.
TD Wealth is the wealth management division of TD Bank Group, one of Canada’s largest financial institutions. They have a team of financial advisors in Nanaimo who provide comprehensive wealth management services, including investment advice, portfolio management, retirement planning, and estate planning.
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The 7 Biggest Financial Consulting Firm near Nanaimo
Tomkins Financial
- Address: 1200 Princess Royal Ave #1, Nanaimo, BC V9S 3Z7, Canada
- Map: Click here
- Rating: 5 (38)
- Phone: +1 250-753-7777
- Website: Link
- Opening hours:
Monday: 8:30 AM – 4:00 PMTuesday: 8:30 AM – 4:00 PMWednesday: 8:30 AM – 4:00 PMThursday: 8:30 AM – 4:00 PMFriday: 8:30 AM – 4:00 PMSaturday: ClosedSunday: Closed - Reviews:
2 weeks agoThey are Nanaimo’s top rated advisors and there is a reason for that. Amidst the chaos of their business up gradation, I was given ????genuine and solid advice. Their approach to business, understanding your needs and helping you prioritizing correctly describes why you need them for a long term business relationship. I wish them the very best of luck.8 months agoGreg has been a super helpful resource! I use a lot of the strategies in his book “Simple Money” to create my own financial plan. I would highly recommend Greg to anyone.a year agoI would highly recommend Greg to any of my family or friends. He supported us with some estate accounting. This was a challenging and confusing time for our family and he was beyond supportive, knowledgable and efficient. He went above and beyond for our family and I can’t say enough about how much our family appreciated him.2 years agoAfter dealing with a financial advisor at a large investment firm for many years, I realized that they didn’t have my best interests at heart and were only interested in short-term profits. Greg and Mike Tomkins are those rare professionals who believe in ethics over profits, and putting their customer’s best interests first for long-term loyalty. Greg is always easy to reach by phone, and spent many hours reviewing my financial situation and explaining his recommendations in a way that I could understand. I now feel much more comfortable with the state of my investments, my life and disability insurance, and my retirement plan. I know it’s tough to find someone you can trust in the financial services industry, but Greg and Mike are truly trustworthy professionals.2 years agoI’ve been working with Greg for several years now, and he’s always provided excellent service. I’m a corporate accountant in Nanaimo, and any time I have an investment or personal finance related question for myself or my clients, he’s been able to provide straight forward advice, explaining complicated topics in a manner easy to understand. I’d highly recommend going to see Greg if you’re looking for a new financial planner.
Rockmoor Wealth Management
- Address: 5160 Dublin Way #204, Nanaimo, BC V9T 0H2, Canada
- Map: Click here
- Rating: 5 (22)
- Phone: +1 250-618-0386
- Website: Link
- Opening hours:
Monday: 9:00 AM – 5:00 PMTuesday: 9:00 AM – 5:00 PMWednesday: 9:00 AM – 5:00 PMThursday: 9:00 AM – 5:00 PMFriday: 9:00 AM – 5:00 PMSaturday: ClosedSunday: Closed - Reviews:
3 months agoDavid has helped me make some great financial decisions for years now and has always provided me great service. I trust him with my future and my kids future. I look forward to continuing to work with David for many years to come. I highly recommend David to everyone!a week agoThanks to David, my investments are growing and my financial future is secured to meet my needs. I highly recommend his thoughtful and knowledgeable approach to wealth management.a year agoGreat experience with Rockmoor Wealth! David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice. I left his office feeling educated and confident about my future. Anyone looking to invest should reach out to David LeNeveu.a year agoDavid was easy to talk to, explained everything down to the detail with examples and scenarios, and provided advice and guidance to simplify the currently overcomplicated day to day personal and business dealings. I left with more knowledge about my finances and felt comfortable with obtainable goals and a plan going forward to update and amalgamate my accounts and policies. Highly recommend!2 years agoDavid & the Team at Rockmoor have been phenomenal for myself and our family with all of our insurance needs and financial advice. 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. Very knowledgable, professional & truly wants what’s best for his clients.
BPF Wealth – Invested in your Success
- Address: 680 Terminal Ave N, Nanaimo, BC V9S 4K2, Canada
- Map: Click here
- Rating: 4.7 (14)
Isla Vancouver Wealth Management
- Address: 4553 Uplands Dr, Nanaimo, BC V9T 6M8, Canada
- Map: Click here
- Rating: 4.4 (10)
David McCallum – Binnacle Financial Team
- Address: 1150 Terminal Ave N #30, Nanaimo, BC V9S 5L6, Canada
- Map: Click here
- Rating: 5 (4)
Raymond James Ltd
- Address: 5767 Turner Rd #1, Nanaimo, BC V9T 6L8, Canada
- Map: Click here
- Rating: 5 (3)
Struthers Wealth Management- Investors Group Financial Services Inc.
- Address: 5070 Uplands Dr #101, Nanaimo, BC V9T 6N1, Canada
- Map: Click here
- Rating: 3.7 (3)
Discover top consulting firms in various cities, like those mentioned in White Rock, Abbotsford and Kelowna, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Nanaimo, British Columbia, Canada as a center for strategic insights and cutting-edge solutions.
Top Financial Consulting Firm Alternatives in Nanaimo
The Biggest Financial Consulting Firm in Canada
When it comes to financial consulting firms in Nanaimo, there are several options to consider. Here are three of the top alternatives that are popular and well-regarded in the area:
- Elliott & Ball
- Nanaimo Capital Partners
- Baker Tilly
Elliott & Ball is a well-established financial consulting firm in Nanaimo. With a team of experienced and knowledgeable consultants, they offer a range of services including financial planning, investment advice, and retirement planning. They are known for their personalized approach and commitment to helping clients achieve their financial goals.
Nanaimo Capital Partners is a reputable financial consulting firm that specializes in providing strategic financial advice to businesses and individuals. They offer services such as business valuation, mergers and acquisitions, and financial restructuring. Their team of experts has a deep understanding of the local market and can provide valuable insights and recommendations.
Baker Tilly is a global financial consulting firm with a presence in Nanaimo. They offer a wide range of services, including tax planning, audit and assurance, and business consulting. With their extensive network and resources, they can provide comprehensive solutions to meet the unique needs of their clients. Their team of professionals is known for their expertise and commitment to delivering high-quality service.
These three financial consulting firms are popular choices in Nanaimo, offering a range of services to cater to different needs. Whether you are an individual looking for personal financial advice or a business seeking strategic guidance, these firms can provide the expertise and support needed to make informed decisions.
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