Best Financial Advisors in Port Alberni, BC

“Very professional”

“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...”

“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.”

“His expertise and dedication to understanding my unique financial situation have empowered me to make informed decisions and secure my financial future.”

“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.”

“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...”

“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...”

“After very poor service from a TD mortgage broker and having another mortgage broker tell us we could not get financing to purchase a home on Vancouver Island when we were living in North Vancouver, our realtor recommended Integrity.”

“This all changed when I met Anna and Norm, they sat down with me and analyzed my needs, provided me with professional advise and explained everything in detail.”

“I have been with Business Planners for over 10yrs now, and for good reason: they know their business, understand the critical value of what I call 'fund independency', and are trustworthy!”

“I want to concentrate on the things I like to do, and leaving all this tax complication to the professionals at J A Smith & Associates simply makes my life easier.”

“My taxes were done very quickly and at an affordable rate.”