Skip to content

Financial Planners in Nanaimo, BC: 2026 rankings

15 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Nanaimo: Co-operators - Odimega Financial Group Ltd, RFA Score 71/100; 4.7★ from 40 Google reviews.

  2. 9

    Most-reviewed: Scotiabank, 103 Google reviews at 2.4★, the most of 15 ranked; ranked #9.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

15 Nanaimo financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 3.7★ across 15 rated firms.

Top 10 financial planners in Nanaimo at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Nanaimo at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Odimega Financial Group Ltd714.7★ (40)Nanaimo—Top score
2BMO Bank of Montreal673.4★ (58)Nanaimo——
3Orca Wealth and Insurance Services654.9★ (10)NanaimoSat—
4UniSol Accounting Services Ltd.645.0★ (9)Nanaimo——
5Isla Vancouver Wealth Management634.3★ (8)Nanaimo——
6Scotiabank632.5★ (74)Nanaimo——
7BMO Bank of Montreal632.5★ (59)NanaimoSat—
8Trademark Wealth Management635.0★ (20)Parksville, 32 km away——
9Scotiabank632.4★ (103)NanaimoSatMost reviews
10iA Private Wealth - Rick Kowalchuk624.2★ (5)Nanaimo——

All 15 financial planners in Nanaimo, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 BMO Bank of Montreal

    Based in Nanaimo

    67/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.4★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 58 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    1533 Estevan Rd, Nanaimo, BC V9S 3Y3
    View profile for BMO Bank of Montreal(250) 754-0564

  6. #6 Scotiabank

    Based in Nanaimo

    63/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 2.5★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 74 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    65 Commercial St, Nanaimo, BC V9R 5G3
    View profile for Scotiabank(250) 716-2300

  7. #7 BMO Bank of Montreal

    Based in Nanaimo

    63/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 2.5★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 59 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    NORTH, 6908 Island Hwy N #1, Nanaimo, BC V9V 1P6
    View profile for BMO Bank of Montreal(250) 390-5086

  8. #8 Trademark Wealth Management

    Based in Parksville, 32 km away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    160 Corfield St S #6, Parksville, BC V9P 0C1
    View profile for Trademark Wealth Management(250) 905-0360

  9. #9 Scotiabank

    Based in Nanaimo

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 2.4★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 2.4★ from 103 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    6750 Island Hwy #101, Nanaimo, BC V9V 1S3
    View profile for Scotiabank(250) 390-5975

  14. #14 BMO Bank of Montreal

    Based in Parksville, 35 km away

    58/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.7★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 44 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    West, Island Hwy W #2, Parksville, BC V9P 2B7
    View profile for BMO Bank of Montreal(250) 248-5711

  15. #15 Scotiabank

    Based in Parksville, 32 km away

    57/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 2.5★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 42 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu 9:30 AM–4 PM · Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    102 Island Hwy E, Parksville, BC V9P 2H1
    View profile for Scotiabank(250) 951-6125

Also serving Nanaimo

20 more financial planners within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Nanaimo
BusinessGoogle ratingDistance
4 Pillars Nanaimo - Debt Relief Specialist4.8★ (18)In Nanaimo
Arbutus Financial5.0★ (2)In Nanaimo
C. E. Craig & Associates Inc. - Consumer Proposals, Bankruptcy & Debt Help5.0★ (17)In Nanaimo
CIBC Financial Advisor: Adan Bertrand2.7★ (3)In Nanaimo
David McCallum - Course Made Good Advisory5.0★ (4)In Nanaimo
Dean Simpson, PFP - Financial Planner RBC3.5★ (2)In Nanaimo
Financial Divorce Strategies & Mediation4.8★ (24)In Nanaimo
Global Securities Corporation4.0★ (1)In Nanaimo
Hinkkala & Associates Financial Services Inc.5.0★ (2)In Nanaimo
IG Wealth Management - Benjamin Eggen5.0★ (3)In Nanaimo
IG Wealth Management - EMMANUEL LINT, CSA, MFA-P, CFP5.0★ (61)In Nanaimo
Integral Wealth Securities5.0★ (1)In Nanaimo
Lacharite Financial Solutions Inc. - Advisor, Sun Life5.0★ (2)In Nanaimo
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals5.0★ (63)In Nanaimo
Nahanni Ackroyd, Freedom 55 Financial5.0★ (2)In Nanaimo
Pacific Choice Financial4.9★ (12)In Nanaimo
Pacific Group Wealth Management - iA Private Wealth3.0★ (2)In Nanaimo
Raymond James Ltd5.0★ (3)In Nanaimo
Rockmoor Wealth Management5.0★ (33)In Nanaimo
TD Wealth Private Investment Advice2.0★ (2)In Nanaimo

How we ranked Nanaimo financial planners

We scored 15 Nanaimo financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Nanaimo data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Nanaimo: frequently asked questions

Which financial planner has the highest RFA Score in Nanaimo?

By RFA Score, the highest-ranked financial planner in Nanaimo, BC is Co-operators - Odimega Financial Group Ltd with an RFA Score of 71/100. It has 4.7★ from 40 Google reviews. BMO Bank of Montreal (#2) and Orca Wealth and Insurance Services (#3) follow. We ranked 15 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Nanaimo?

RankedFinancialAdvisors ranks 15 financial planners serving Nanaimo, BC. 12 of them are based in Nanaimo; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Nanaimo work on weekends?

3 of 15 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Orca Wealth and Insurance Services (#3), BMO Bank of Montreal (#7) and Scotiabank (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Nanaimo financial planners have?

The median Google rating among 15 rated financial planners in Nanaimo is 3.7★, with a median of 20 reviews. Scotiabank has the most, 103 reviews, and ranks #9. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Nanaimo count in this ranking?

Yes, if they are within 40 km of the Nanaimo city centre, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Nanaimo ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial planners in Nanaimo?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Nanaimo

  1. November 2026: RFA Scores recalculated for 15 financial planners serving Nanaimo.

More financial planners and Nanaimo pages