Best Financial Advisors in Port Alberni, BC

“Very professional”

“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...”

“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,...”

“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...”

“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, ...”

“Within minutes of meeting David the first time, he taught us key points about annual insurance insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs.”

“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.”

“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.”

“With both my parents passing within four months of each other, as executor or the estate, I could not have known where to start without Marks solid, candid, and above-and-beyond assistance.”

“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.”

“Very knowledgeable, friendly, and helpful.”

“Extremely pleased with the service and attention to detail that Mike and Darren offer.”

“He has helped me get my finances in order and I am happy to recommend him to friends and family.”

“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!”

“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...”

“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...”

“The important role we fulfill as investment professionals is to ensure that our clients have a good investment experience over many years, usually decades. We specialize in creating “personally tailored pension plans” for our clients by setting and m...”

“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.”