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Feller Financial Group
“Brian has always been good to deal with.”
Best Financial Advisors in Campbell River, BC
24 firms listed · 6 in Campbell River · 1 open weekends · 19 rated 4.5+ · 2 show a licence
Data verified October 16, 2026
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IA Private Wealth
“Joe has always giving me the straight goods.”
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Garat Financial Group
“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
- 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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Queensbury Securities
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Mackie Research Capital Corporation
The 24 firms listed for Campbell River, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Campbell River, BC
6 of the 24 firms we list are based in Campbell River; the other 18 serve Campbell River from towns including Nanaimo (134 km), Courtenay (42 km) and Comox (45 km). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 153 reviews; 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (69%) and value (46%). 1 is open on Saturdays. 2 show a licence on their websites. 12 have ten or more years of experience, the longest 31 years. 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 17 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Campbell River take financial planning bookings online?
6 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Baker & Associates Private Wealth Management
- 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
- 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
“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
“Very knowledgeable, friendly, and helpful.”
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Berger Davies Financial Planning - Acpi
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Alitis Investment Counsel
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Assante Wealth Management
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Rockmoor Wealth Management
- Investments
- Knowledge
- Goals
“David was easy to talk to, explained everything down to the detail with examples and scenarios, and provided advice and guidance to simplify the currently overcomplicated day to day personal and business dealings.”
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Financial Divorce Strategies & Mediation
“I will meet her as a paying client to get more financial literacy as well as concrete ideas about what to do now with my money for the future so I still have money later when I am no longer working.”
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BPF Wealth - Invested in Your Success
- Business
“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!”
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Precision Wealth Management
“Highly recommend this firm.”
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David McCallum - Binnacle Financial Team
“His patience and attention to detail really put us at ease it when it comes to the challenging conversations around life insurance and planning for retirement.”
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460 Mortgage Investment Corporation
- Construction
“460MIC is a great option for people needing quality service and creative underwriting when dealing with residential , construction , recreational and commercial lending mortgages.”
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IA Private Wealth - Rick Kowalchuk
“The important thing is that you can get in contact with him easily and the office staff is great with Nana in charge!”
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AV Financial
“He is professional, reliable and honest, and we really appreciate the way he manages our staff benefits plan.”
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Nahanni Ackroyd, Freedom 55 Financial
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Hinkkala & Associates Financial Services
“If you are a seasoned investor or new to the idea, if you have a multi million dollar company or just starting out, if you want your money to make money for you Andreas is the only person you need to talk to.”
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Orca Wealth and Insurance Services
- Goals
“He has been knowledgeable, honest, kind, and patient, and I have trusted him completely to manage my investments.”
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
Why these companies made our list
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