Best Financial Advisors in Port Alberni, BC

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Port Alberni area.

Precision Wealth Management

Precision Wealth Management

(2)
“Very professional”
Transparent Fees & Pricing
15+ Years Experience
147 Harrison Ave, Parksville, BC V9P 2H7
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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 Port Alberni Area
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Nathina Financial Services

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,...”
205 Jensen Ave E #106, Parksville, BC V9P 2H4
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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 Port Alberni Area
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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 Port Alberni Area
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CV Infinity Wealth / iA Private Wealth

CV Infinity Wealth / iA Private Wealth

(7)
“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.”
Licensed
In Business Since 2016
3-204 Old Island Hwy, Courtenay, BC V9N 3P1
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Rockmoor Wealth Management

Rockmoor Wealth Management

(21)
Corporate Investments, GIC & High Interest Savings, Corporate Insurance
“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.”
In Business Since 2019
5160 Dublin Way #204, Nanaimo, BC V9T 0H2
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Baker & Associates Private Wealth Management

Baker & Associates Private Wealth Management

(20)
  • Team
“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.”
1599 Cliffe Ave #22, Courtenay, BC V9N 2K6
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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

(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.”
949 Fitzgerald Ave, Courtenay, BC V9N 2R6
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Mindset Wealth

Mindset Wealth

(1)
Investing, Insurance, Estate Planning
“Very knowledgeable, friendly, and helpful.”
In Business Since 2013
145 19th St, Courtenay, BC V9N 9G2
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IA Private Wealth - Rick Kowalchuk

IA Private Wealth - Rick Kowalchuk

(3)
“Extremely pleased with the service and attention to detail that Mike and Darren offer.”
In Business Since 2018
6596 Applecross Rd #103, Nanaimo, BC V9V 0A4
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Ana Fleck at Invis Pacific View Mortgages

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.”
1984 Comox Ave, Comox, BC V9M 3M7
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Orca Wealth and Insurance Services

Orca Wealth and Insurance Services

(6)
“He has helped me get my finances in order and I am happy to recommend him to friends and family.”
Serving Port Alberni Area
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Hinkkala & Associates Financial Services

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.”
6135 Metral Dr, Nanaimo, BC V9T 5N9
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Adonai Financial

Adonai Financial

(1)
“John Palmer of Adonai Financial is a very experienced financial planner and personal insurance advisor.”
In Business Since 2006
5180 Dublin Way Unit 101, Nanaimo, BC V9T 0H2
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Matt Beckett

Matt Beckett

Retire With Us, Leave a Legacy, Group Benefits Programs
“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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DWM Securities

DWM Securities

(1)
“Great food, great staff, great experience”
5800 Turner Rd, Nanaimo, BC V9T 6J4
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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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Assante Wealth Management

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...”
1822 Comox Ave Suite #4, Comox, BC V9M 3M7
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G7 Wealth

G7 Wealth

In Business Since 2019
5170 Dunster Rd Suite #102, Nanaimo, BC V9T 2Z2
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Douglas Duncan Wealth Management of Raymond James

Douglas Duncan Wealth Management of Raymond James

“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...”
In Business Since 2016
5767 Turner Rd #1, Nanaimo, BC V9T 6L8
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Alitis Investment Counsel

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...”
695 Aspen Rd Suite 103, Comox, BC V9M 3P5
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Septen Financial

Septen Financial

750 Comox Rd #211C, Courtenay, BC V9N 3P6
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Retirement Planning and Investment Management Services in Port Alberni, BC Cost Estimates

Minimum cost
$1195
Maximum cost
$10152
National Average
$3583
Avg Per Hour Rates
$359
$2389
$6569
Typical price range is based on 310 cost profiles
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Average Cost $3583
Minimum cost $1195
Maximum cost $10152
Avg Per Hour Rates $359

Typical range $2389 to $6569 is based on 310 cost profiles.

Why these companies made our list

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