Best Financial Advisors in Campbell River, BC

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Campbell River area.

Feller Financial Group

Feller Financial Group

(1)
Investments, Savings + Planning, Insurance
“Brian has always been good to deal with.”
118-1720 14 Ave, Campbell River, BC V9W 8B9
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IA Private Wealth

IA Private Wealth

(1)
“Joe has always giving me the straight goods.”
Free Initial Consultation
2276 S Island Hwy #202B, Campbell River, BC V9W 1C3
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Garat Financial Group

Garat Financial Group

(1)
“Devon has helped my wife and I with mutual funds and has been very educational, candid, and friendly.”
Free Initial Consultation
In Business Since 2000
850F 12 Ave, Campbell River, BC V9W 6B5
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Callaghan Wealth Management

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.”
In Business Since 2011
625H 11 Ave, Campbell River, BC V9W 4G5
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Northland Mortgage & Investment Corp

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...”
Coupons & Offers
Offers Financing Options
75 Rockland Rd, Campbell River, BC V9W 1N4
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Queensbury Securities

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...”
In Business Since 1995
160 10 Ave #202, Campbell River, BC V9W
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Mackie Research Capital Corporation

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 ...”
Offers Financing Options
In Business Since 1997
1631 Island Hwy, Campbell River, BC V9W
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Baker & Associates Private Wealth Management

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.”
1599 Cliffe Ave #22, Courtenay, BC V9N 2K6
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Comox Valley Infinity Wealth / iA Private Wealth

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.”
Licensed
Family Business
In Business Since 2016
3-204 Old Island Hwy, Courtenay, BC V9N 3P1
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Ethicinvest

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.”
In Business Since 2011
949 Fitzgerald Ave, Courtenay, BC V9N 2R6
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Mindset Wealth

Mindset Wealth

(1)
Retirement Planning, Investing, Estate Planning
“Very knowledgeable, friendly, and helpful.”
In Business Since 2013
145 19th St, Courtenay, BC V9N 9G2
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Ana Fleck at Invis Pacific View Mortgages

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.”
In Business Since 2010
1984 Comox Ave, Comox, BC V9M 3M7
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Berger Davies Financial Planning - Acpi

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...”
In Business Since 2018
1819 Beaufort Ave #201, Comox, BC V9M 1R9
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Assante Wealth Management

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...”
In Business Since 2015
1822 Comox Ave Suite #4, Comox, BC V9M 3M7
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Alitis Investment Counsel

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...”
695 Aspen Rd Suite 103, Comox, BC V9M 3P5
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Canadian Wiseinvest

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...”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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Portfolio Planning

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...”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Thomas C. Chan Financial Service

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.”
Free Initial Consultation
In Business Since 2018
1055 W Georgia St Suite 2447, Vancouver, BC V6E 3P3
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Adventure Immigration Services

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.”
In Business Since 2013
5118 Joyce St #300, Vancouver, BC V5R 4H1
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Integrity Mortgage

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.”
503 Comox Rd, Nanaimo, BC V9R 3J1
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Athena Financial

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.”
Serving Campbell River Area
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Ascendant Financial

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.”
Licensed
Serving Campbell River Area
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Rightfit Advisors

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.”
In Business Since 2022
Serving Campbell River Area
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(34)
Insurance Strategies, Partners, Investment Solutions
“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.”
240 E 2nd Ave, Vancouver, BC V5T 1B7
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Retirement Planning and Investment Management Services in Campbell River, BC Cost Estimates

Minimum cost
$1218
Maximum cost
$10351
National Average
$3654
Avg Per Hour Rates
$366
$2436
$6698
Average price range is based on 290 cost profiles
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Average Cost $3654
Minimum cost $1218
Maximum cost $10351
Avg Per Hour Rates $366

Average range $2436 to $6698 is based on 290 cost profiles.

Why these companies made our list

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