Canada › British Columbia

Financial advisors in Port Alberni

3 advisory teams and firms in Port Alberni, British Columbia.

Adam P BallardPort Alberni
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Liz ReidPort Alberni
Team at IG Wealth Management
- Portfolio management and investment advice
2 advisors
See profile →
Suzanne DubePort Alberni
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Port Alberni in figures

18,259residents in 2021 (+3.3% since 2016)

$62,800median total household income, 2020

68.9%of households own their home

$400,000median dwelling value

27.4%aged 65 and over

14.1%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 Port Alberni

Farmer in Port Alberni: how to pass on the farm?

5.8% of jobs in Port Alberni 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 Port Alberni?

27.4% of Port Alberni 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? →

Where to invest your savings in Port Alberni: RRSP or TFSA?

Only 29.5% of tax filers in the Port Alberni area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

Property taxes in Port Alberni

$5,340property taxes and charges on a representative house, 2026

$506,292assessed 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 Port Alberni area

14.6%of tax filers contributed to an RRSP

$2,960median RRSP contribution

Among people with income in the Port Alberni area, in 2023:

29.5%report dividend or interest income (median $820)

6.5%report capital gains (median $1,520)

26.2%receive a private pension (employer plan, RRIF, annuity)

10%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 Port Alberni?

Advisor Index lists 3 advisory teams and firms in Port Alberni, 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 Port Alberni?

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.