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.

IA Private Wealth

IA Private Wealth

(2)
“No information is available.”
Free Initial Consultation
In Business Since 2012
2276 S Island Hwy #202B, Campbell River, BC V9W 1C3
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Feller Financial Group

Feller Financial Group

(1)
Investments, Savings + Planning, Insurance
“Brian has always been good to deal with.”
In Business Since 2009
118-1720 14 Ave, Campbell River, BC V9W 8B9
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Garat Financial Group

Garat Financial Group

“We carefully consider your needs, goals and dreams in order to implement a well-constructed financial solution, so that you can have peace of mind about your financial future. At Garat Financial Group we prepare you for the turns life takes, and beli...”
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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Queensbury Securities

Queensbury Securities

Methodology, Planning + Advice
“Queensbury Securities is a member of the Investment Industry Regulatory Organization of Canada, the Canadian Investor Protection Fund and is registered in Ontario, Alberta, Manitoba, New Brunswick, Nova Scotia, Newfoundland and Labrador, Saskatchewan...”
In Business Since 1995
160 10 Ave #202, Campbell River, BC V9W 4E3
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Prizm Financial

Prizm Financial

Health and Dental Plans, Other Services, Travel Plans
“We custom tailor investment, retirement, and estate planning solutions. Our team is well versed in financial security planning for small business owners and executives.”
In Business Since 1998
909 Island Hwy #303, Campbell River, BC V9W 2C2
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Spending Today │financial Coach

Spending Today │financial Coach

“My name is Daniel and I'm on a mission to help financially struggling households. Singles, couples, families. Everyone! When you feel confident in your financial position and future, it will change the way you approach every other area of your life. ...”
In Business Since 2021
395 S McCarthy St, Campbell River, BC V9W 2R3
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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 2E6
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CV Infinity Wealth / iA Private Wealth

CV Infinity Wealth / iA Private Wealth

(5)
“He reviews my investments frequently to ensure that everything is moving in the right direction.”
Licensed
In Business Since 2016
3-204 Old Island Hwy, Courtenay, BC V9N 3P1
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Freedom 55 Financial

Freedom 55 Financial

(1)
“I feel valued and my questions, concerns and comments are addressed in a very timely manner!”
In Business Since 2022
1025 Cliffe Ave, Courtenay, BC V9N 2J7
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Reach CPA

Reach CPA

(7)
“It lets us focus on the things we do best - Quality Coaching that transforms peoples lives, while his team takes care of the daily bookkeeping, and year end accounting.”
In Business Since 2018
2459 Cousins Ave #217, Courtenay, BC V9N 3N6
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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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Ethicinvest

Ethicinvest

(5)
“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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Ana Fleck at Invis Pacific View Mortgages

Ana Fleck at Invis Pacific View Mortgages

(6)
“When we told her that a previous mortgage broker said it wasn't even remotely possible, she said it was and she definitely proved them wrong and made our dream come true.”
In Business Since 2010
1984 Comox Ave, Comox, BC V9M 3M7
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Matt Beckett

Matt Beckett

Protect What Matters, Retire With Us, Group Benefits Programs
“Everyone at Coastal Community Private Wealth Group, and the Coastal Community family of companies, is passionate about building stronger relationships to improve financial health, enrich people's lives and build healthier communities. We believe in t...”
In Business Since 2014
1045 Ryan Rd, Courtenay, BC V9N 3R6
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Cryptoinvestor

Cryptoinvestor

“While the number sounds crazy 1 billion, the plan to improve the economy so men and woman all have jobs that result in a career that last more than a year isn't.”
In Business Since 2020
333 Hunt Road Apt #3519, Courtenay, BC V9N 6Z8
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Septen Financial

Septen Financial

750 Comox Rd #211C, Courtenay, BC V9N 3P6
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Baker & Associates Private Wealth Management of Investors Group

Baker & Associates Private Wealth Management of Investors Group

“Our team invest their time, skills and passion in making our community the very best now and for the future.”
In Business Since 2022
1599 Cliffe Ave #22, Courtenay, BC V9N 2K6
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Sisip Financial Services

Sisip Financial Services

Serving Campbell River Area
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(24)
  • Planning
  • Goals
  • Workshop
“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.”
In Business Since 2018
680-375 Water St, Vancouver, BC V6B 5C6
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Balanced Financial Services

Balanced Financial Services

(22)
  • Team
  • Market
  • Goals
“I have always been totally satisfied and impressed by his professionalism, his absolute passion for his work, fantastic results, his ability to explain the world of financial planning in accessible and clear terms, and his honesty and transparency.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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Odlum Brown Limited

Odlum Brown Limited

(9)
  • Investment
  • Company
“If attention to detail and expertise honed over 90 years mean anything then look no further.”
In Business Since 1996
250 Howe St Suite 1100, Vancouver, BC V6C 3S9
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Mobius Financial Planning

Mobius Financial Planning

(30)
Retirement Planning, Investments, Financial Planning
“Bily first of all asked US a lot of questions to really understand our situation and then guided us to look at things in detail and showed us where we are at and where we may need to make any adjustments.”
OUR, OUR, OUR Certified
Free Initial Consultation
In Business Since 2019
10271 Shellbridge Way #210, Richmond, BC V6X 2W8
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Portfolio Planning

Portfolio Planning

(30)
  • Questions
  • Goals
  • Investments
“Not only he is a great resource for nearly all financial decisions you face but also has access to some of the best professionals you would need such as Realtors, Accountants, RESP specialists etc.”
Free Initial Consultation
In Business Since 2019
1500 W Georgia St #1900, Vancouver, BC V6G 2Z6
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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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