BEST RATED » NANAIMO BC » FINANCIAL SERVICES

Best Financial Services in Nanaimo

Expert recommended Top 3 Financial Services in Nanaimo, BC. All of our financial services 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. You deserve only the best!

TOMKINS FINANCIAL

1200 Princess Royal Avenue, Suite #1, Nanaimo, BC V9S 3Z7 Directions

Since 1995

Here’s The Deal:
"
Tomkins Financial is a family team financial planning firm that provides complete financial advice in Nanaimo with Assante Capital Management Ltd. Mike and Greg Tomkins are a team of financial advisors in Nanaimo with more than 40 years of combined experience. Mike Tomkins is a financial advisor who has been helping clients obtain their financial objects since 1986. Greg Tomkins is a certified financial planner at the firm. The firm provides complete wealth management solutions to meet the goals and needs of Canadian families and businesses. They make their relationships based on a thorough financial review and understanding of your goals. Tomkins Financial offers a free consultation."

SPECIALITY:
ASSANTE CAPITAL MANAGEMENT LTD. - Estate, Education, Retirement, Pension and Financial Planning, Investment Advice, Risk Tolerance, Tax Consulting, Severance Packages, Life & Disability Insurance

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tomkinsfinancial.com

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Mon - Fri 8:30 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report:

ROCKMOOR WEALTH MANAGEMENT

204-5160 Dublin Way, Nanaimo, BC V9T 0H2 Directions

Since 2015

Here’s The Deal:
"
Rockmoor Wealth Management specializes in providing high net worth personal and corporate planning solutions. The firm has acquired decades of experience in providing quality financial advice. Rather than offer their clients generic, mass-market financial solutions, the team works with a small number of privileged clients who benefit from their experienced wealth management specialists. David LeNeveu and Terry Gwilliam are the founding partners of the Rockmoor Wealth Management. Adrian Spitters is the senior partner of the firm. With their professional qualifications, they are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions."

SPECIALITY:
Disability and Critical Illness Insurance, Investment, Legacy, Estate, Succession/Exit, Tax and Financial Planning, Risk and Cash Management, Savings and Debt, Stocks, Bonds, Non-Registered Investments, Registered Retirement Savings Plans, Estate Equalization, Tax-Free Savings Account & Individual Pension Plan

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rockmoorwealth.com

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

BUSINESS PLANNERS FINANCIAL LIMITED

680 North Terminal Avenue, Nanaimo, BC V9S 4K2 Directions

Since 1990

Here’s The Deal:
"
Business Planners Financial Ltd is a financial planning service firm that helps clients preserve and enhance wealth. Anne Marie Drydenis the CEO and certified financial planner of the Business Planners Financial Ltd. The expert team works with business owners, companies, professionals and individuals to help reduce tax, manage risk and increase net worth. Their comprehensive planning process is created to establish the client's preferences and implement strategies to meet their goals. Business Planners Financial Ltd strives to identify wealth leakage areas and help their clients find efficiencies that enhance their financial position."

SPECIALITY:
Wealth Enhancement Strategies, Defensive, Tax and Estate Planning, Corporate Planning and Structuring, Succession, Farm Transfer and Retirement Planning, Private Health Services Plan, Risk Management, Life, Critical Illness & Disability Insurance

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Reviews

Mon - Thu 9:00 am - 4:00 pm
Fri 9:00 am - 2:00 pm
Sat & Sun Closed

TBR® Inspection Report: