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Canada › British Columbia

Financial advisors in Duncan

7 advisory teams and firms in Duncan, British Columbia.

🏆 Top financial advisors in Duncan: the ranking

Duncan in figures

5,047residents in 2021 (+2.1% since 2016)
$53,200median total household income, 2020
57.6%of households own their home
$400,000median dwelling value
35.9%aged 65 and over
16.4%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Duncan

Self-employed in Duncan: RRSP, incorporation and retirement?

19% of workers in Duncan are self-employed, against 14.4% across Canada. Without an employer plan, retirement is built alone.

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When to take CPP and how to draw down a RRIF in Duncan?

35.9% of Duncan residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.

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How to reduce capital gains tax in Duncan?

10.1% of tax filers in the Duncan area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

Property taxes in Duncan

$5,383property taxes and charges on a representative house, 2026
$611,966assessed value of that representative house

Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.

Savings and high incomes in the Duncan area

15.6%of tax filers contributed to an RRSP
$3,500median RRSP contribution

Among people with income in the Duncan area, in 2023:

37.7%report dividend or interest income (median $920)
10.1%report capital gains (median $2,110)
26.7%receive a private pension (employer plan, RRIF, annuity)
12%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Duncan?

Advisor Index lists 7 advisory teams and firms in Duncan, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Duncan?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in British Columbia

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

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