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
Alitis Investment Counsel
Ana Fleck at Invis Pacific View Mortgages
Assante Wealth Management
Baker & Associates Private Wealth Management of Investors Group
Berger Davies Financial Planning – ACPI
CV Infinity Wealth / iA Private Wealth
Callaghan Wealth Management
Cryptoinvestor
Ethicinvest
Feller Financial Group
Freedom 55 Financial
Garat Financial Group
IA Private Wealth
Mackie Research Capital Corporation
Matt Beckett
Mindset Wealth
Northland Mortgage & Investment Corp
Prizm Financial
Queensbury Securities
Reach CPA
Septen Financial
Sisip Financial Services
Spending Today │financial Coach
Steven Joe Financial | Assante Financial Management
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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.”
i
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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 that life takes, an...”
i
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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.”
i
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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...”
i
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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.”
i
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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...”
i
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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. ...”
i
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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
(20)
Team
“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.”
i
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CV Infinity Wealth / iA Private Wealth
(7)
“With both my parents passing within four months of each other, as executor or the estate, I could not have known where to start without Marks solid, candid, and above-and-beyond assistance.”
i
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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.”
i
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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.”
i
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Mindset Wealth
(1)
Retirement Planning, Investing, Estate Planning
“Very knowledgeable, friendly, and helpful.”
i
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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.”
i
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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...”
i
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Freedom 55 Financial
(1)
“I feel valued and my questions, concerns and comments are addressed in a very timely manner!”
i
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Septen Financial
i
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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...”
i
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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.”
i
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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...”
i
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Sisip Financial Services
i
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Steven Joe Financial | Assante Financial Management
(27)
Team
Business
Teaching
“His contact and referral network for other professionals is also unparalled; whether it be a lawyer, accountant or business consultant, being his client gets you access to one of the best networks in the city.”
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Retirement Planning and Investment Management Services in Campbell River, BC Cost Estimates