Rockmoor Wealth Management excels in delivering tailored planning solutions for high-net-worth individuals and corporations. With a wealth of decades-long experience in dispensing top-tier financial counsel, the firm has honed its expertise to the highest standard. The team focuses on serving an exclusive group of privileged clients who reap the benefits of the wealth management specialists' seasoned insights. At Rockmoor Wealth Management, a personalized approach governs the process. Collaboratively, they engage with clients to ascertain their unique requirements, from which they curate an array of financial service options. Their pride emanates from the caliber of wealth management services they provide to their discerning clientele, extending their expertise to encompass families and business proprietors alike. The firm's distinguishing attribute lies in its ability to forge strong, trusted partnerships with clients, drawing on its substantial experience to deliver innovative solutions. With a host of professional qualifications to bolster their credentials, they stand as the embodiment of excellence in the field. Feel free to reach out to them to schedule a consultation.
UNIQUE FACTS:
• Monitor and Review Recommendations
• Prioritize Your Goals
• Organize Your Finances
• Online Appointment.
3 Best Financial Services in Nanaimo, BC
Expert recommended Top 3 Financial Services in Nanaimo, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
ROCKMOOR WEALTH MANAGEMENT REVIEWS
Great 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.
I was referred to David LeNeveu for expert advice and received exactly that! David was extremely knowledgeable/professional, forthcoming with his advice, and very efficient with following up. Based on my experience, I would highly recommend his services.
The level of service Rockmoor Wealth provides is top notch! David and Colton are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients' needs and interests always in mind.
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BPF Wealth Ltd. stands tall as a well-established financial services located in Nanaimo. Anchored by a team that embodies both specialization and a keen intuition, the firm sets itself apart. BPF Wealth Ltd. extends its expertise to a wide array of clients, including corporations, business proprietors, professionals, and individuals, with a resolute focus on tax reduction, risk management, and the optimization of net worth. Their all-encompassing planning process revolves around establishing the priorities of each client and subsequently implementing strategies tailored to meet their unique goals. This approach ensures a bespoke portfolio for every client, meticulously designed to align with their individual thresholds, aspirations, and inclinations. The firm maintains the freedom to propose a diverse range of investment instruments to cater to their client's specific needs. It's noteworthy that BPF Wealth Ltd. also serves the community of Duncan, further extending its reach and impact within the region.
UNIQUE FACTS:
• Low Cost Options
• Exceptional Customer Service
• Portfolio Construction
• Online Appointment
• On-Site Services.
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Working Hours:
Sat: 9am - 2pm
Sun: Closed
TBR® Inspection Report:
BPF WEALTH LTD. REVIEWS
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 results obtained for my portfolio, including through the current pandemic, clearly show this.
Hans at BPF wealth has been very clear on the process of opening our corporate investment account, and in answering a newbie investors questions which has made me feel confident in trusting my money with their firm.
Hans is very knowledgeable. He is patient and has done an excellent job taking the time to explain things to me as I am new to investing. He responds promptly to emails and seems to genuinely care about my investment success. I highly recommend Hans and the rest of the BPF team!
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Pacific Choice Financial Ltd is a well-established financial service company in Nanaimo. Marc Lapierre is an experienced Financial Advisor who has provided financial advice to clients across BC since 2013. He created Pacific Choice Financial Ltd (PCF) in 2019 to offer the best-unbiased advice possible and focus solely on meeting his client's needs and objectives. Their professionals are also actively involved in the community and are passionate about encouraging strong financial health and education. Your peace of mind is their priority, and they strive to achieve that through expert advice, industry expertise, and excellent service. They specialize in wealth management and protection, helping you meet your financial objectives, create a personalized plan and ensure you are protected.
UNIQUE FACTS:
• Free Financial Review.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PACIFIC CHOICE FINANCIAL LTD REVIEWS
Marc is incredibly patient and supportive. He does such a fantastic job of proactively reaching out to make sure we are on track or to let me know about changes in the market. He also takes a lot of time to learn about my situation and discuss different strategic approaches, asking my views and thoughts as he explains the pros and cons when we discuss my financial plan. I am very confident that his advice is offered with my best interests in mind and that he is truly passionate about his work and the success of his clients. I cannot recommend him enough!
Marc Lapierre - Thank you for all your help. I value the quality you provide – quick to answer when I have an inquiry, your speed in solving my issue and the fact that you take control of the situation and follow through.
Marc found us a rate we didn't think was possible, locked us in for a good, long term, and did it all in less than a week. We cannot recommend Marc highly enough!
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