The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Campbell River area.
Learn how we score.
Prominent finalists A-Z in Campbell River
Adventure Immigration Services
Alitis Investment Counsel
Ana Fleck at Invis Pacific View Mortgages
Ascendant Financial
Assante Wealth Management
Athena Financial
Baker & Associates Private Wealth Management of Investors Group
Berger Davies Financial Planning – ACPI
CV Infinity Wealth / iA Private Wealth
Callaghan Wealth Management
Canadian Wiseinvest
Ethicinvest
Feller Financial Group
Garat Financial Group
IA Private Wealth
Integrity Mortgage
Mackie Research Capital Corporation
Mindset Wealth
Northland Mortgage & Investment Corp
Ocean 6 Wealth Advisory
Portfolio Planning
Queensbury Securities
Rightfit Advisors
Thomas C. Chan Financial Service
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Feller Financial Group
(1)
Investments, Savings + Planning, Insurance
“Brian has always been good to deal with.”
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IA Private Wealth
(1)
“Joe has always giving me the straight goods.”
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Garat Financial Group
(1)
“Devon has helped my wife and I with mutual funds and has been very educational, candid, and friendly.”
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Callaghan Wealth Management
(5)
Questions
Planning
“Murray went above and beyond in helping me adjust to my retirement and how to manage my cash flow in a manner that I could still enjoy many of my retirement goals.”
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Northland Mortgage & Investment Corp
“We also understand that there are situations when the client just doesn't fit into the typical mold established by the traditional lenders. A non-bank lender and a non-bank solution might be the best fit for your commercial re...”
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Queensbury Securities
Methodology, Planning + Advice
“Queensbury Securities Inc. is a member of the Canadian Investment Regulatory Organization, the Canadian Investor Protection Fund and is registered in Ontario, Alberta, Manitoba, New Brunswick, Nova Scotia, Newfoundland and Labrador, Saskatchewan, Bri...”
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Mackie Research Capital Corporation
“We have led or co-managed more than 600 transactions since 2008 and over $6 b in lead financings making us leaders in small and mid-cap bookrunning for the TSX Venture Exchange. With over 70 companies under research coverage and a comprehensive team ...”
i
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Baker & Associates Private Wealth Management
(29)
Portfolio
Meeting
Retirement
“Their financial expertise along with their mindful listening: is key to Baker & Associates Private Wealth Management being our choice of business in the Comox valley.”
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Comox Valley Infinity Wealth / iA Private Wealth
(8)
Investment
Parents
“His expertise and dedication to understanding my unique financial situation have empowered me to make informed decisions and secure my financial future.”
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Ethicinvest
(7)
“When I contacted Ethic Invest I was so pleased to reach Joss and receive such an educational introduction to investing - leaving me feeling like my money was in good hands.”
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Mindset Wealth
(1)
Retirement Planning, Investing, Estate Planning
“Very knowledgeable, friendly, and helpful.”
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Ana Fleck at Invis Pacific View Mortgages
(7)
“I have used a few other mortgage brokers in the past from other companies, but I will absolutely be returning to Ana and her team in the future if needed.”
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Berger Davies Financial Planning - Acpi
“I moved to the Comox Valley in 2012. Previously I worked for small and large corporations and also owned a business. My educational background is in computer science, management and marketing. My hobbies are interior decoration and I love to refurbis...”
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Assante Wealth Management
“Mark Peill and his team opened their office in the Comox Valley at the beginning of 2020. Despite being located in the Comox Valley, he has clients all across Canada and the United States. Mark loves the flexibility of being able to work with those i...”
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Alitis Investment Counsel
“Today, Alitis Investment Counsel manages over $465 million of private client assets, which includes a sizeable allocation to alternative investments. We are pleased to offer such unique investment solutions that are typically only available to high n...”
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Canadian Wiseinvest
(37)
Individual Services, Corporate Services
“Throughout my journey, I have been associated with Wiseinvest for an extended period of time, and I can confidently say that at every stage of my financial life, I have greatly benefited from the expert advice, guidance, and valuable references provi...”
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Portfolio Planning
(50)
Insurance, Investments, Mortgage Calculator
“What is truly remarkable about his process was that Vishal not only helped me achieve my financial goals, but he also took the time to understand what was important to me in life and helped me create a plan that aligned with my personal values and as...”
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Thomas C. Chan Financial Service
(50)
Knowledge
Informative
Expertise
“Thomas did a one hour session at my work place over zoom and it was incredibly informative, straight to the point and really opened my eyes on some key assets I was missing out on.”
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Adventure Immigration Services
(50)
Permanent Residence, Business Immigration, Temporary Resident Visa
“I got my vulnerable open work permit approved recently, Mizpah and team took care of my file and all the immigration process, experience was very professional and information provided was legitimate, consultant and immigration service best in town.”
i
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Integrity Mortgage
(49)
Questions
Professional
Solution
“They've succeeded where others failed… It is with great pleasure and without hesitation, that we give our highest recommendation for Kim Strynadka and Katie Hommy; to anyone that seeks service with expertise, expedience and professionalism.”
i
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Athena Financial
(50)
Understand
Information
Financial Literacy
“Ken analyzed our situation, proposed few different options and explained in-details what each option means, what are potential gains and associated risks.”
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Ascendant Financial
(50)
Concept
Questions
Whole Life Insurance
“The team at Ascendant Financial has a huge amount of resources & information they make available to educate people on the process of becoming your own banker & achieving generational wealth-building.”
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Rightfit Advisors
(50)
“They have helped in providing expertise, knowledge, and vital financial connections (I may not have had or through of) when I started my own corporation.”
“If you have that little voice in your head that is saying things like "you are working so hard but spending very little time on planning", or "am I setup right now the best way possible for my financial objectives", you need to go see Ocean 6.”
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Retirement Planning and Investment Management Services in Campbell River, BC Cost Estimates