Comox, BC

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Comox, BC
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Best Financial Advisors in Comox, BC

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Comox area.

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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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Baker & Associates Private Wealth Management

Baker & Associates Private Wealth Management

(29)
  • Questions
  • Meeting
  • Portfolio
“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
Featured

Tonight’s winning charity was The Lake Trail Community Education Society! They will be receiving $12,000 from 100+ Women Who Care Comox Valley. Nominated by Anne Judson, presented by Thu Robertson. Thanks to all our members and sponsors. Your individual contributions make a big impact ❤️❤️...

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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.”
Family Business
Licensed
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)
Insurance, Investing, Retirement Planning
“Very knowledgeable, friendly, and helpful.”
In Business Since 2013
145 19th St, Courtenay, BC V9N 9G2
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Feller Financial Group

Feller Financial Group

(1)
Savings + Planning, Investments, 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
“He will get to know you as a person and understand all your needs and wants for your current financial situation and advise on the best path for your future.”
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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Precision Wealth Management

Precision Wealth Management

(3)
“Very professional”
Transparent Fees & Pricing
15+ Years Experience
147 Harrison Ave, Parksville, BC V9P 2H7
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Orca Wealth and Insurance Services

Orca Wealth and Insurance Services

(6)
  • Goals
“He is interested only in helping to increase your wealth and will manage it with great care.”
Serving Comox Area
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Leading Advisor

Leading Advisor

“After I get off of the phone call with Simon, I feel like I have my superwoman cape on, and I can do anything. It is very hard when you are an independent advisor, to find a mentor or a coach to help guide you through certain steps of your growth. So...”
In Business Since 2000
Serving Comox Area
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Nathina Financial Services

Nathina Financial Services

“At Nathina, we prioritize your financial well-being, acting as your guide through the complexities of financial planning, estate strategies, and beyond. Leveraging a family-based team approach, we bring together industry-leading experts in investing,...”
In Business Since 2013
205 Jensen Ave E #106, Parksville, BC V9P 2H4
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Integrity Mortgage

Integrity Mortgage

(49)
  • The Future
  • Self-Employed
  • Team
“I often rely on these two great mortgage brokers to find the best deals - sometimes when other mortgage brokers and banks/credit unions direct have failed for my clients.”
503 Comox Rd, Nanaimo, BC V9R 3J1
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Rockmoor Wealth Management

Rockmoor Wealth Management

(29)
GIC & High Interest Savings, Corporate Investments, Corporate Insurance
“David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice.”
In Business Since 2019
5160 Dublin Way #204, Nanaimo, BC V9T 0H2
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New Heights Accounting Corporation

New Heights Accounting Corporation

(6)
Taxes, Financial Statements, Consulting
“This all changed when I met Anna and Norm, they sat down with me and analyzed my needs, provided me with professional advise and explained everything in detail.”
Transparent Fees & Pricing
In Business Since 2015
1611 Bowen Rd Unit 7, Nanaimo, BC V9S 1G5
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Financial Divorce Strategies & Mediation

Financial Divorce Strategies & Mediation

(12)
Services For Other Family Professionals, Divorce Finances and Planning, Financial 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.”
Free Initial Consultation
In Business Since 2021
Nanaimo, BC V9T 2Z8
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BPF Wealth - Invested in Your Success

BPF Wealth - Invested in Your Success

(8)
  • 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!”
680 Terminal Ave N, Nanaimo, BC V9S 4K2
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Retirement Planning and Investment Management Services in Comox, BC Cost Estimates

Minimum cost
$1185
Maximum cost
$10071
National Average
$3555
Avg Per Hour Rates
$356
$2370
$6517
Typical price range is based on 424 cost profiles
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Average Cost $3555
Minimum cost $1185
Maximum cost $10071
Avg Per Hour Rates $356

Typical range $2370 to $6517 is based on 424 cost profiles.

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Wealth Management Advisors near Comox

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