Best Financial Advisors in Courtenay, BC

“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 feel valued and my questions, concerns and comments are addressed in a very timely manner!”

“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.”

“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...”

“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...”

“Brian has always been good to deal with.”

“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...”

“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...”

“We custom tailor investment, retirement, and estate planning solutions. Our team is well versed in financial security planning for small business owners and executives.”

“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. ...”

“Thanks to technology I can now live basically anywhere and still be accessible to provide these services. My wife Olivia and I just moved to Vancouver Island and have settled in a wonderful community called Qualicum Beach. I have two grown children, ...”