Best Financial Advisors near Comox, BC
3 of these firms are based in Comox; the others serve Comox from towns including Campbell River, Nanaimo and Courtenay.
1 open weekends · 17 rated 4.5+ · 2 show a licence
Data verified October 16, 2026
Assante Wealth Management
Alitis Investment Counsel
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Baker & Associates Private Wealth Management
“Mandy and Kathy of Baker and Associates are a very knowledgeable and engaging team.”
Comox Valley Infinity Wealth / iA Private Wealth
“Mark and the valley are a cohesive pair you can't go wrong as you head to your retirement utopia”
Ethicinvest
“Although my investment portfolio isn't very large, I always get 5-star service from them, answering my emails promptly and actually taking initiative to touch base once in a while if they haven't heard from me.”
The 24 firms listed for Comox, 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: Comox, BC
18 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 150 reviews; 17 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. 13 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; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Comox offer a free first meeting?
4 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
Mindset Wealth
Feller Financial Group
“Brian has always been good to deal with.”
Garat Financial Group
“Devon has helped my wife and I with mutual funds and has been very educational, candid, and friendly.”
IA Private Wealth
“Joe has always giving me the straight goods.”
Callaghan Wealth Management
“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.”
Queensbury Securities
Mackie Research Capital Corporation
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Precision Wealth Management
“He is well prepared with questions, thoughts and suggestions regarding financial planning.”
AV Financial
“The BEST experience getting my taxes done ever.”
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Orca Wealth and Insurance Services
“Dave is shows concern for his customers by recommending insurance products to protect their well being in case of accident or illness.”
Leading Advisor
Nathina Financial Services
Rockmoor Wealth Management
“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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Financial Divorce Strategies & Mediation
“Bettina is very helpful and professional.”
BPF Wealth - Invested in Your Success
“Hans Bischoff was great very detailed and professional.”
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.”
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!”
460 Mortgage Investment Corporation
“460MIC is a great option for people needing quality service and creative underwriting when dealing with residential , construction , recreational and commercial lending mortgages.”
Why these companies made our list
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