Best Financial Advisors in Courtenay, BC

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Courtenay area, explore the top 5 standout choices among the selected group of 24 finalists.

Freedom 55 Financial

Freedom 55 Financial

(1)
“I feel valued and my questions, concerns and comments are addressed in a very timely manner!”
In Business Since 2022
1025 Cliffe Ave, Courtenay, BC V9N 2J7
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CV Infinity Wealth / iA Private Wealth

CV Infinity Wealth / iA Private Wealth

(5)
“I have an investor there.”
Licensed
In Business Since 2016
3-204 Old Island Hwy, Courtenay, BC V9N 3P1
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Reach CPA

Reach CPA

(7)
“It lets us focus on the things we do best - Quality Coaching that transforms peoples lives, while his team takes care of the daily bookkeeping, and year end accounting.”
In Business Since 2018
2459 Cousins Ave #217, Courtenay, BC V9N 3N6
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Ethicinvest

Ethicinvest

(5)
“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, Estate Planning, Retirement Planning
“Very knowledgeable, friendly, and helpful.”
In Business Since 2013
145 19th St, Courtenay, BC V9N 9G2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Matt Beckett

Matt Beckett

Leave a Legacy, Group Benefits Programs, Protect What Matters
“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...”
In Business Since 2014
1045 Ryan Rd, Courtenay, BC V9N 3R6
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Cryptoinvestor

Cryptoinvestor

“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.”
In Business Since 2020
333 Hunt Road Apt #3519, Courtenay, BC V9N 6Z8
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Baker & Associates Private Wealth Management of Investors Group

Baker & Associates Private Wealth Management of Investors Group

“Our team invest their time, skills and passion in making our community the very best now and for the future.”
In Business Since 2022
1599 Cliffe Ave #22, Courtenay, BC V9N 2K6
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Septen Financial

Septen Financial

750 Comox Rd #211C, Courtenay, BC V9N 3P6
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Ana Fleck at Invis Pacific View Mortgages

Ana Fleck at Invis Pacific View Mortgages

(6)
“When we told her that a previous mortgage broker said it wasn't even remotely possible, she said it was and she definitely proved them wrong and made our dream come true.”
In Business Since 2010
1984 Comox Ave, Comox, BC V9M 3M7
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Sisip Financial Services

Sisip Financial Services

Serving Courtenay Area
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IA Private Wealth

IA Private Wealth

(2)
“No information is available.”
Free Initial Consultation
In Business Since 2012
2276 S Island Hwy #202B, Campbell River, BC V9W 1C3
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Feller Financial Group

Feller Financial Group

(1)
Investments, Savings + Planning, Insurance
“Brian has always been good to deal with.”
In Business Since 2009
118-1720 14 Ave, Campbell River, BC V9W 8B9
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Garat Financial Group

Garat Financial Group

“We carefully consider your needs, goals and dreams in order to implement a well-constructed financial solution, so that you can have peace of mind about your financial future. At Garat Financial Group we prepare you for the turns life takes, and beli...”
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
“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.”
In Business Since 2011
625H 11 Ave, Campbell River, BC V9W 4G5
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Queensbury Securities

Queensbury Securities

Methodology, Planning + Advice
“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...”
In Business Since 1995
160 10 Ave #202, Campbell River, BC V9W 4E3
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Prizm Financial

Prizm Financial

Health and Dental Plans, Other Services, Travel Plans
“We custom tailor investment, retirement, and estate planning solutions. Our team is well versed in financial security planning for small business owners and executives.”
In Business Since 1998
909 Island Hwy #303, Campbell River, BC V9W 2C2
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Spending Today │financial Coach

Spending Today │financial Coach

“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. ...”
In Business Since 2021
395 S McCarthy St, Campbell River, BC V9W 2R3
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Roland Clark Financial Clarity

Roland Clark Financial Clarity

“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, ...”
In Business Since 2017
Serving Courtenay Area
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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 2E6
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Orca Wealth and Insurance Services

Orca Wealth and Insurance Services

(4)
“Dave is shows concern for his customers by recommending insurance products to protect their well being in case of accident or illness.”
In Business Since 2018
Serving Courtenay Area
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IA Private Wealth

IA Private Wealth

“Well, not so fast... each person's situation is unique. Most of our time is spent getting to know what makes each of our clients tick. We use a personal discovery process in order to get to know your past, present, and your hopes for the future. Once...”
In Business Since 2008
Serving Courtenay 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 Courtenay Area
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Rockmoor Wealth Management

Rockmoor Wealth Management

(15)
Corporate Insurance, Corporate Investments, Corporate Financial Planning
“We feel both financially empowered with the knowledge Dave has provided us on our insurance and investments, and assured our evolving needs and opportunities are being met in a timely manner.”
In Business Since 2019
5160 Dublin Way #204, Nanaimo, BC V9T 0H2
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Retirement Planning and Investment Management Services in Courtenay, BC Cost Estimates

Minimum cost
$1210
Maximum cost
$10283
National Average
$3630
Avg Per Hour Rates
$363
$2420
$6654
Average price range is based on 291 cost profiles
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Average Cost $3630
Minimum cost $1210
Maximum cost $10283
Avg Per Hour Rates $363

Average range $2420 to $6654 is based on 291 cost profiles.

Why these companies made our list

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