Nahanni Ackroyd, Certified Financial Planner and Investment Representative

11/12/2025

Hi friends, you may be wondering how you can help your favourite charities at this time when donations may be down, grants are not as available and the need is still high. Please consider joining us at this free presentation about how each one of us can have a bigger impact and provide much needed assistance, and see how it can make good tax sense to give, too!

Thinking about your legacy?

Join NBIS next week for a free info session on planned giving with two local experts.
No pressure, just a thoughtful conversation.🫶

📆 Tuesday, Nov 18th
🕚 11:00 AM
📍 #101 - 235 Bastion St., Nanaimo

04/25/2025

I gave a presentation today for the Lantzville Probus group and was pleased to see it announced on the big sign! And then I saw the other side of the sign :)

01/09/2025

Coming up January 22, free, just register at Nanaimo Brain Injury Society!

📣Join Nahanni Ackroyd, Certified Financial Planner, for a "Budgeting & Financial Planning" workshop

Date: Wednesday, January 22nd
TIME: 1:30 — 2:30PM
PLACE: NBIS Office
101— 235 Bastion Street

Register now with our Groups Program Coordinator, Samantha!
Email: [email protected]
Phone: 250-753-5600 Ext. 7
Text: 250-268-5760

06/24/2024

Do you donate to charity? Interested in super-sizing those gifts? Please consider life insurance as a method of donating to charity! There is even a one-time premium option! Check it out!

I also offer presentations for staff, boards and members of registered charities.

A first-of-its-kind, this single premium payment participating life insurance is designed for charitable giving and allows donors to make a bigger impact with the charitable donation they make during their lifetime.

05/30/2024

Day 2 of the Responsible Investment Association Conference did not disappoint! Thoughtful, engaging and articulate presenters. Lots to consider.

05/29/2024

Excellent first day at the national Responsible Investment Association conference! Inspiring and informative!

03/02/2024

Great peer panel discussion today for Canada Life advisors in BC! With Victoria Gubbe, CFP, CLU and Thomas Gaymer.

01/22/2024

Join me tomorrow for some good basics about finances and disabilities. Call Nanaimo Brain Injury Society to register for free!

Come Join Us Tomorrow! Wanting to know more about the registered disability savings plan (RDSP)? or the disability tax credit (DTC)? Join us in this month for our "Budgeting & Financial Planning" Workshop with Nahanni Ackroyd, CFP

Tuesday January 23, 2024
10:30-12pm
NBIS Program Room #101 - 235 Bastion St.

Limited spaces, RSVP today: [email protected] or call: 250-753-5600 Ext. 4
Hope to see you there!

01/16/2024

RRSP or TFSA? It depends…

11/30/2023

So important to talk about what might be coming.

While it may be awkward to talk to your aging parents about money, there are many good reasons to do it.

11/09/2023

Great presentation this morning by Carolyn Rogers, Senior Deputy Governor of the Bank of Canada. Thank you Advocis Greater Vancouver ! Nice to hear directly about their processes and approach.

11/08/2023

I've been doing some interviews with Canada Life about areas clients are facing. If you are now, or may be a caregiver for family members, have a read.

Learn ways you can help manage your responsibilities at work with caregiving while taking care of your own health and finances.