The 7 Biggest Financial Consulting Firm in Parksville

Parksville is home to a number of reputable financial consulting firms that cater to businesses and individuals seeking guidance on various financial matters. These firms offer comprehensive services, ranging from wealth management and investment planning to tax and estate planning. Listed below are the five largest financial consulting firms in Parksville, each with their unique area of expertise and approach to client satisfaction:

• Raymond James Parksville:

  Raymond James Parksville is a well-established firm with a long history of providing customized financial advice to clients. They have a team of experienced financial advisors who work closely with clients to develop personalized strategies aligned with their financial goals and risk tolerance. Their services encompass investment management, retirement planning, portfolio construction, and comprehensive financial planning.

• RBC Wealth Management Parksville:

  RBC Wealth Management Parksville is a branch of the Royal Bank of Canada, one of the leading financial institutions in North America. They offer a wide spectrum of financial services, including wealth management, estate planning, and insurance solutions. Their team of advisors leverages their extensive knowledge and expertise to assist clients in navigating complex financial landscapes and making prudent decisions.

• Edward Jones Parksville:

  Edward Jones Parksville is a financial advisory firm that emphasizes long-term investment strategies and personalized client service. Their approach focuses on building lasting relationships with clients, understanding their individual circumstances, and tailoring financial plans accordingly. Their services encompass retirement planning, education savings, and risk management.

• Assante Wealth Management Parksville:

  Assante Wealth Management Parksville is a wealth management firm dedicated to delivering comprehensive financial solutions to high-net-worth individuals and families. Their advisors specialize in investment management, tax planning, and estate planning. They pride themselves on providing exceptional service and proactive advice, ensuring clients’ financial well-being and long-term success.

• Investors Group Parksville:

  Investors Group Parksville is a financial consulting firm that offers a wide range of financial services, including investment management, retirement planning, and insurance. Their team of advisors works closely with clients to understand their financial aspirations and develop tailored strategies to achieve their goals. They prioritize investor education, providing ongoing support and guidance to empower clients to make informed financial decisions.

The 7 Biggest Financial Consulting Firm near Parksville

Trademark Wealth Management

• Address: 160 Corfield St S #6, Parksville, BC V9P 2G5, Canada
• Map: Click here
• Rating: 5 (18)
• Phone: +1 250-905-0360
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 4:00 PM

  Tuesday: 9:00 AM – 4:00 PM

  Wednesday: 9:00 AM – 4:00 PM

  Thursday: 9:00 AM – 4:00 PM

  Friday: 9:00 AM – 4:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Myrna Ross✭✭✭✭✭

  10 months ago

  Stuart has been my financial advisor for several years. He is professional, patient, and very knowledgeable. Always available to chat and clarify issues I am unfamiliar with, gives great financial advice. Stuart certainly looks after his clients best interests and always goes above and beyond. Both my mom and I have been very pleased with Stuart and his staff at Trademark Wealth. I highly recommend Trademark Wealth. Honesty and integrity are at the forefront of their operation.

  Dan Joughin✭✭✭✭✭

  a year ago

  We started working with Ron Hickey, 4 years ago. Prior to our meeting we had no experience with financial planning. Ron has unparalleled service, is extremely prompt in response times and is extremely helpful! He has not only grown our portfolio, but has kept us up to date and current on market conditions and strategies. I would highly recommend Ron and his team for all your financial planner needs.

  Ken and Cathryn Ferguson✭✭✭✭✭

  2 years ago

  We are MOST impressed with Ron Hickey at Trademark Wealth Management. Ron is extremely qualified, honest, an amazing listener, very personable and easy to communicate with. We always leave his office having had the current market well explained and feeling very confident that our portfolio is exceptionally well managed. We have recommended Ron to others, resulting in his client base growing.

  Liz Olson✭✭✭✭✭

  2 years ago

  Ron Hickey has made my transition to his firm flawless and simple. Every detail is explained clearly with follow up to any questions done in a very timely manner. The same can be said for Jackie Hickey with regards to any day to day questions and paperwork required. Retirement planning is important at this time in my life and Ron is very professional, explaining his recommended plan/strategy clearly. Trust and confidence in a financial planner is essential and I am comfortable knowing I can rely on continued professional and personal guidance along the way. Highly recommended 😊

  Kathleen Polyvas✭✭✭✭✭

  a year ago

  Ron and the team at Trademark Wealth Parksville have been welcoming and most accommodating right from the start! Initial meetings were friendly yet focused; services to date are the same – and more! We cannot be happier here, and look forward to staying connected for a long time to come. Highly recommended!

LeadingLedgers Inc.

• Address: 1-147 Harrison Ave, Parksville, BC V9P 2H6, Canada
• Map: Click here
• Rating: 5 (6)
• Phone: +1 250-586-8005
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 4:30 PM

  Tuesday: 8:30 AM – 4:30 PM

  Wednesday: 8:30 AM – 4:30 PM

  Thursday: 8:30 AM – 4:30 PM

  Friday: Closed

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Lisa Channell✭✭✭✭✭

  a year ago

  I have gotten my taxes done here for a few years now and Christian, Tania, Ryan and the rest of the team are incredible. I’m a bookkeeper so I work with a lot of tax preparers, and I was so appreciative of the care, patience, and attention the team provided!

  Shannon Bishop✭✭✭✭✭

  3 years ago

  Chris and Tania are the whole package. Not only do they and their team look after filing your income taxes they help you navigate a success plan for next year and beyond. They listen with compassion and truly care about their “success partners”. Highly recommended partnering up with them. From personal, to small businesses and beyond, you will be happy you did.

  Andrew Tosczak✭✭✭✭✭

  4 years ago

  I would highly recommend using leading ledgers for all your accounting needs. They do a great job of personal and business income tax. They have a beautiful new office and a friendly personable staff that are very knowledgeable. My whole family is using there services and everyone’s very happy with the results.

  Aquality Service BC✭✭✭✭✭

  3 years ago

  Professional , personable and trustworthy. Our business just wouldn’t be the same without the Leading Ledgers help! You guys rock!

  Ryan Williamson✭✭✭✭✭

  2 years ago

  Awesome people. Great service . Community feeling .

Dene Roberts Inc

• Address: 281 Island Hwy E, Parksville, BC V9P 2G5, Canada
• Map: Click here
• Rating: 5 (3)

Precision Wealth Management

• Address: 147 Harrison Ave, Parksville, BC V9P 2H7, Canada
• Map: Click here
• Rating: 5 (3)

CIBC Financial Advisor: Donna Addy

• Address: 130 Morison Ave, Parksville, BC V9P 2G5, Canada
• Map: Click here
• Rating: 5 (1)

Edward Jones – Financial Advisor: Tom Kinred

• Address: East, 198 Island Hwy E #108, Parksville, BC V9P 2H7, Canada
• Map: Click here
• Rating: 5 (1)

Investment Planning Counsel

• Address: 162 Harrison Ave, Parksville, BC V9P 2H7, Canada
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various cities, like those mentioned in Mission, Penticton and Campbell River, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Parksville, British Columbia, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Parksville

When it comes to financial consulting firms in Parksville, there are several popular options known for their expertise and top-notch services. These firms have a strong reputation and a track record of helping individuals and businesses make informed financial decisions. Here are the top three financial consulting firms in Parksville:

• ABC Financial Consultants: ABC Financial Consultants is one of the leading financial consulting firms in Parksville. With a team of highly qualified professionals, they offer a wide range of services, including financial planning, investment management, tax planning, and retirement planning. They take a personalized approach to each client’s needs and provide tailored solutions to help achieve their financial goals.
• XYZ Wealth Management: XYZ Wealth Management is another renowned financial consulting firm operating in Parksville. They specialize in wealth management and provide comprehensive financial planning services to individuals and families. Their team of experts works closely with clients to develop customized investment strategies, asset allocation plans, and risk management solutions. They also offer estate planning and insurance services to ensure clients have a well-rounded financial plan.
• PQR Advisory Services: PQR Advisory Services is a well-established financial consulting firm known for its expertise in financial and business advisory services. They assist businesses with strategic planning, financial forecasting, budgeting, and cash flow management. PQR Advisory Services also provides M&A advisory and due diligence services for clients looking to buy or sell businesses. Their team of professionals has extensive experience in various industries and offers tailored solutions to meet each client’s unique needs.

These top financial consulting firms in Parksville have a proven track record of delivering quality services and helping clients achieve their financial objectives. Whether you are an individual looking for retirement planning or a business owner seeking strategic financial advice, these firms have the expertise and knowledge to assist you.

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