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Baker & Associates Private Wealth Management

(29)

Questions
Retirement
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.”

i

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Mindset Wealth

(1)

Insurance, Estate Planning, Retirement 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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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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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...”

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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IA Private Wealth

(1)

“Joe has always giving me the straight goods.”

i

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Feller Financial Group

(1)

Investments, Savings + Planning, Insurance

“Brian has always been good to deal with.”

i

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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.”

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...”

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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 ...”

i

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Precision Wealth Management

(3)

“Highly recommend this firm.”

i

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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.”

i

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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,...”

i

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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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Rockmoor Wealth Management

(29)

GIC & High Interest Savings, Corporate Insurance, Corporate Investments

“My family and I have been working with David LeNeveu for the last few years and have been delighted with the service and the results of the investments that we have done with Rockmoor Wealth Management.”

i

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IA Private Wealth - Rick Kowalchuk

(3)

“The important thing is that you can get in contact with him easily and the office staff is great with Nana in charge!”

i

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Hinkkala & Associates Financial Services

(2)

Investment Management, Insurance Solutions

“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.”

i

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Isla Vancouver Wealth Management

(2)

Referral Services, Investments, Insurance

“Don is super knowledgeable, kind and friendly.”

i

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DWM Securities

(1)

“Great food, great staff, great experience”

i

Average Cost	$3630
Minimum cost	$1210
Maximum cost	$10283
Avg Per Hour Rates	$363

Best Financial Advisors in Courtenay, BC

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Courtenay area.

Baker & Associates Private Wealth Management

Comox Valley Infinity Wealth / iA Private Wealth

Ethicinvest

Mindset Wealth

Ana Fleck at Invis Pacific View Mortgages

Berger Davies Financial Planning - Acpi

Assante Wealth Management

Alitis Investment Counsel

IA Private Wealth

Feller Financial Group

Garat Financial Group

Callaghan Wealth Management

Northland Mortgage & Investment Corp

Queensbury Securities

Mackie Research Capital Corporation

Precision Wealth Management

Orca Wealth and Insurance Services

Nathina Financial Services

Leading Advisor

Rockmoor Wealth Management

IA Private Wealth - Rick Kowalchuk

Hinkkala & Associates Financial Services

Isla Vancouver Wealth Management

DWM Securities

Retirement Planning and Investment Management Services in Courtenay, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Courtenay

Popular in Courtenay