The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Comox area.
Learn how we score.
Prominent finalists A-Z in Comox
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
Ethicinvest
Feller Financial Group
Financial Divorce Strategies & Mediation
Garat Financial Group
IA Private Wealth
Integrity Mortgage
Leading Advisor
Mackie Research Capital Corporation
Mindset Wealth
Nathina Financial Services
New Heights Accounting Corporation
Northland Mortgage & Investment Corp
Orca Wealth and Insurance Services
Peoples Bookkeeping Services
Precision Wealth Management
Queensbury Securities
Rockmoor Wealth Management
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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.”
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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...”
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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...”
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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.”
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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.”
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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.”
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Mindset Wealth
(1)
Insurance, Investing, Retirement Planning
“Very knowledgeable, friendly, and helpful.”
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Feller Financial Group
(1)
Savings + Planning, Investments, Insurance
“Brian has always been good to deal with.”
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Garat Financial Group
(1)
“Devon has helped my wife and I with mutual funds and has been very educational, candid, and friendly.”
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IA Private Wealth
(1)
“Joe has always giving me the straight goods.”
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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.”
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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...”
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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...”
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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 ...”
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Precision Wealth Management
(3)
“Very professional”
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Orca Wealth and Insurance Services
(6)
Goals
“He is interested only in helping to increase your wealth and will manage it with great care.”
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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...”
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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,...”
“My taxes were done very quickly and at an affordable rate.”
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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.”
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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.”
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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.”
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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.”
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Retirement Planning and Investment Management Services in Comox, BC Cost Estimates