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Financial advisors in Oliver

2 advisory teams and firms in Oliver, British Columbia.

Brian E PawlukOliver
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Matthew AndersonOliver
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Oliver in figures

5,094residents in 2021 (+3.4% since 2016)

$68,500median total household income, 2020

78.1%of households own their home

$452,000median dwelling value

37.4%aged 65 and over

16%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 Oliver

Farmer in Oliver: how to pass on the farm?

6.6% of jobs in Oliver are in this sector, against 2.3% across Canada (2021 census). Transfer to a child, tax rollovers, the farm capital gains exemption: a succession takes years to prepare.

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

37.4% of Oliver 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? →

RRSP or TFSA: which to choose in Oliver?

The right choice depends on your tax rate today and in retirement; in Oliver, the median household income was $68,500 (census).

RRSP or TFSA? →

Property taxes in Oliver

$4,905property taxes and charges on a representative house, 2026

$621,407assessed 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.

Frequently asked questions

How many financial advisory firms are there in Oliver?

Advisor Index lists 2 advisory teams and firms in Oliver, 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 Oliver?

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.