The 10 best financial advisors in Nanaimo in 2026

1. 1

   Struthers, Udeagha & Associates, IG Private Wealth Management

   financial planning · yes · yes · CFP, CLU, RRC, TEP, CIM, QAFP, PFP, FCSI · 4 ★, 4 reviews

   46/100
2. 2

   Colin Duncanson

   financial planning, investments · team website · 1 advisors · FMA, FCSI, CFP

   42/100
3. 3

   Ian Morris

   financial planning, investments · team website · 1 advisors · CFP

   42/100
4. 4

   Tom Derkach

   financial planning, investments · team website · 1 advisors · CFP, CIM, FCSI, FMA

   42/100
5. 5

   Radek Wojtal

   investments · team website · 1 advisors · CIM, FCSI

   34/100
6. 6

   Douglas Duncan Wealth Management of Raymond James Ltd.

   financial planning · yes · CFP, CIM, FCSI, FMA

   33/100
7. 7

   Meaghan Douglas - Raymond James Ltd.

   financial planning · yes · CFP, CIM, FCSI, FMA

   33/100
8. 8

   Bellomi Wealth Management

   investments · team website · CFA

   31/100
9. 9

   Grada Lynne Johnson

   investments · team website · PFP

   31/100
10. 10

    Jamie Gauthier

    investments · team website · CFP

    31/100

The criteria

Frequently asked questions

Who is the best financial advisor in Nanaimo?

On our public criteria, Struthers, Udeagha & Associates, IG Private Wealth Management ranks first in Nanaimo, ahead of Colin Duncanson and Ian Morris. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method