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Financial advisors in Parksville

5 advisory teams and firms in Parksville, British Columbia.

🏆 Top financial advisors in Parksville: the ranking

Aislinn BissendenParksville
Team at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
See profile →
Oliver SayahParksville
Team at RBC Dominion Securities
- Portfolio management and investment advice
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Precision Wealth ManagementParksville
Registration shown on its website
- Financial planning
- Portfolio management and investment advice
precisionwealth.caSee profile →
Shawn HeidemaParksville
Team at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
See profile →
Tom KinredParksville
Team at Edward Jones
- Portfolio management and investment advice
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Parksville in figures

13,642residents in 2021 (+9.5% since 2016)

$66,500median total household income, 2020

73.1%of households own their home

$600,000median dwelling value

44.3%aged 65 and over

19.2%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 Parksville

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

19.8% of workers in Parksville 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 Parksville?

44.3% of Parksville 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? →

How to reduce capital gains tax in Parksville?

16.6% of tax filers in the Parksville area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

Property taxes in Parksville

$6,450property taxes and charges on a representative house, 2026

$823,746assessed 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 Parksville area

12.8%of tax filers contributed to an RRSP

$4,000median RRSP contribution

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

50.2%report dividend or interest income (median $1,940)

16.6%report capital gains (median $2,570)

44.5%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 Parksville?

Advisor Index lists 5 advisory teams and firms in Parksville, 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 Parksville?

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.