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Financial advisors in Nelson

6 advisory teams and firms in Nelson, British Columbia.

🏆 Top financial advisors in Nelson: the ranking

Barbara BrychNelson
Team at Edward Jones
- Portfolio management and investment advice
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Claire HallamNelson
Team at IG Wealth Management
- Portfolio management and investment advice
5 advisors
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Emily TuckerNelson
Team at IG Wealth Management
- Portfolio management and investment advice
4 advisors
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Jason BoilyNelson
Team at Edward Jones
- Portfolio management and investment advice
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Kerry SimpsonNelson
Team at Edward Jones
- Portfolio management and investment advice
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Sheyla Kallas CoimbraNelson
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Nelson in figures

11,106residents in 2021 (+5.1% since 2016)

$72,500median total household income, 2020

63.1%of households own their home

$580,000median dwelling value

20.6%aged 65 and over

40.3%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 Nelson

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

22.9% of workers in Nelson are self-employed, against 14.4% across Canada. Without an employer plan, retirement is built alone.

Calculate your savings goal →

How to reduce capital gains tax in Nelson?

11.3% of tax filers in the Nelson area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

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

20.6% of Nelson 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.

How long will your savings last? →

Property taxes in Nelson

$6,405property taxes and charges on a representative house, 2026

$720,344assessed 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 Nelson area

17.7%of tax filers contributed to an RRSP

$4,500median RRSP contribution

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

39.4%report dividend or interest income (median $1,080)

11.3%report capital gains (median $2,730)

21.1%receive a private pension (employer plan, RRIF, annuity)

13%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 Nelson?

Advisor Index lists 6 advisory teams and firms in Nelson, 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 Nelson?

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

Vancouver · 258
Victoria · 102
Kelowna · 81
Surrey · 53
Burnaby · 44
Nanaimo · 38
Kamloops · 28
Abbotsford · 26
Vernon · 21
West Vancouver · 19
North Vancouver · 17
Coquitlam · 16

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