3 Best Gold IRA Investment Companies Near Me in Nanaimo, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Rockmoor Wealth Management
ADDRESS: 5160 Dublin Way #204, Nanaimo, BC V9T 0H2, Canada
NUMBER: +1 250-618-0386
SERVICES: Estate planning, General investment consulting, Insurance-related financial advisement, Financial Planner, Individual Pension Plans, Investment Accounts, Investment And Portfolio Management, Investment Fund, Investment Manager, Investment Options, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – David LeNeveu is extremely professional. He listens until he thoroughly understands all your needs. From this he is able to make well informed recommendations. I highly recommend he and his team at Rockmoor Wealth Management. – John Tait
REVIEW #2 – David provides excellent service, thorough investment knowledge, and a complete commitment to his clients. When I brought an extended family connection to David to deal with the proceeds of a very important transaction, he and his team delivered clear, sound advice for a long term plan. I can’t thank him enough for putting my mind at ease in knowing that my family has been taken care of! – Jason Waddell
REVIEW #3 – David has helped me make some great financial decisions for years now and has always provided me great service. I trust him with my future and my kids future. I look forward to continuing to work with David for many years to come. I highly recommend David to everyone! – Bryan Bare
REVIEW #4 – Great experience with Rockmoor Wealth! David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice. I left his office feeling educated and confident about my future. Anyone looking to invest should reach out to David LeNeveu. – Baylee Justine
REVIEW #5 – I recently had the opportunity to sit down with David and discuss some important decisions regarding my future, investments and insurance policies. Was very pleased in the service and knowledge with the whole Rockmoor Wealth Management team. Highly recommend – Pete Christou
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
IG Wealth Management – EMMANUEL LINT, CSA, MFA-P, CFP
ADDRESS: 5070 Uplands Dr #101, Nanaimo, BC V9T 6N1, Canada
NUMBER: +1 250-729-0904
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Emmanuel has been my financial advisor since 2009; he has provided fantastic financial advice, been a great listener, and has really paid attention to my concerns and fears. I am so grateful for his competence, kindness and service oriented approach. My life is better because Emmanuel is a part of it. – Andrea Osborn
REVIEW #2 – Emmanuel Lint has been our financial advisor for over 10 years. He is always knowledgeable, enthusiastic, well prepared, personable and professional. He has helped us successfully plan our retirement with his excellent advise. – Denise Wyatt
REVIEW #3 – Emmanuel has been our Investment Advisor since the start of his very successful career with what was then called “Investors Group”. Emmanuel’s professionalism, coupled with his kindness and passion for helping others, has largely led to his success and as such, we consider Emmanuel more as a friend than a service provider. Emmanuel has provided regular personal contact, updates and very welcome recommendations, all of which have successfully helped us navigate the last few years of stock market volatility.
Emmanuel has also been completing our income tax filing for years and charges very low fees. His filings have been quick and accurate…and very much appreciated, it is one stress that I do not miss. With out question we would highly recommend Emmanuel as your personal financial advisor and manager of your wealth. – Dan and Gloria Stevens
REVIEW #4 – Emmanuel Lint has always been a trusted financial advisor with our investment portfolio as well as a personal friend.
The performance of our investments over the years proves we are fully confident in the services he provides us through
I G Wealth Management.
Emmanuel’s follow-up with us throughout the year is also something that is greatly appreciated.
If you are looking for a financial advisor and investor I cannot recommend highly enough the outstanding services of Emmanuel Lint. – James and Juvelita Johnson
REVIEW #5 – We have been very fortunate to work with Emmanuel for several years. He is always very professional and well prepared. We have been happy with his investment recommendations and his expertise as a tax planner. Augmented with computer data and charts, he clearly explains our financial situation and answers any questions we have. We always look forward to our meetings as he is so personable and enthusiastic, and understands our financial situation and lifestyle. – Leo and Anita
REVIEW #6 – I have been a client of Emmanuel since 2006 and have always been extremely satisfied with the service he has provided. He communicates well and responds to my needs in a very timely fashion. I really appreciate his professionalism in all things while still creating a comfortable personal relationship. His advice has always been clear and appropriate. I would not hesitate to recommend him to anyone. – Brian Chamut
REVIEW #7 – Emmanuel Lint has been my financial advisor for over ten years. I have found him to be knowledgable, reliable, and personable in this role. Despite the dry topic of conversation at our meetings, we always find moments of levity. Emmanuel has demonstrated much patience in explaining to me the workings of the financial world. I recommend his services. – Bee Dee
REVIEW #8 – My dealings with Emmanuel Lint, IG Wealth Management, have always been exemplary! Questions & information are always received quickly with easy to understand answers. Emmanuel is very knowledgeable & offers advice that I completely trust! I would highly recommend his financial services to anyone, and I have! He is very community minded & helps out above & beyond the usual requirements. I feel very lucky to have had him recommended to me by a close friend. I don’t worry one bit that my finances are in excellent hands! – Pauline Evans
BPF Wealth – Invested in your Success
ADDRESS: 680 Terminal Ave N, Nanaimo, BC V9S 4K2, Canada
NUMBER: +1 250-716-7000
SERVICES: Comprehensive Financial Plan, Comprehensive Planning, Independent Financial Advisors, Investment Portfolios, Investment advice, Tax Planning, Wealth Advisors, financial planning and insurance advice
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Hans is very knowledgeable. He is patient and has done an excellent job taking the time to explain things to me as I am new to investing. He responds promptly to emails and seems to genuinely care about my investment success. I highly recommend Hans and the rest of the BPF team! – Brianne Henderson
REVIEW #2 – I first wandered into this office just over ten years ago new to the City. They have been amazing in patience with someone who really doesn’t understand the intricacies of investment markets. They have also given solid advice and the returns on the investments have been proof. Highly recommend Anne-Marie and her team. – Anne McMillan
REVIEW #3 – Hans at BPF wealth has been very clear on the process of opening our corporate investment account, and in answering a newbie investors questions which has made me feel confident in trusting my money with their firm. – High Tide Plumbing & Gas
REVIEW #4 – I have been with Business Planners for over 10yrs now, and for good reason: they know their business, understand the critical value of what I call ‘fund independency’, and are trustworthy! The results obtained for my portfolio, including through the current pandemic, clearly show this! – Guy-Réjean Paquin
REVIEW #5 – im thinking im like a lot of Canadians we go thru our working lives saving what we can, usually to RRSP’s then. we get to the retirement stage & think, can I outlive my savings? will I have anything to pass on? Hans & Anne-Marie did an assessment & are balancing my needs extremely well in these difficult times. that & as far as I can see they do it not by cutting open a goat & looking at the entrails, but by ongoing research. am recommending them highly. – james r smith
REVIEW #6 – Hans Bischoff was great very detailed and professional. I am glad i brought my RESP business to him. – Aditya Gaur
REVIEW #7 – Wonderful people, always a great experience dealing with them. – Brenda Markland
REVIEW #8 – Always a good time going in. For sure know there stuff. – Will Mckechnie
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