Powell River, BC

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Powell River, BC
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Best Financial Advisors in Powell River, BC

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

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Baker & Associates Private Wealth Management

Baker & Associates Private Wealth Management

(29)
  • Retirement
  • Questions
  • 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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Comox Valley Infinity Wealth / iA Private Wealth

Comox Valley Infinity Wealth / iA Private Wealth

(8)
  • Parents
  • Investment
“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.”
In Business Since 2016
Family Business
Licensed
3-204 Old Island Hwy, Courtenay, BC V9N 3P1
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Ethicinvest

Ethicinvest

(7)
“Although my investment portfolio isn't very large, I always get 5-star service from them, answering my emails promptly and actually taking initiative to touch base once in a while if they haven't heard from me.”
In Business Since 2011
949 Fitzgerald Ave, Courtenay, BC V9N 2R6
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Mindset Wealth

Mindset Wealth

(1)
Estate Planning, Insurance, Gics
“Very knowledgeable, friendly, and helpful.”
In Business Since 2013
145 19th St, Courtenay, BC V9N 9G2
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Ana Fleck at Invis Pacific View Mortgages

Ana Fleck at Invis Pacific View Mortgages

(7)
“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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Berger Davies Financial Planning - Acpi

Berger Davies Financial Planning - Acpi

“I moved to the Comox Valley in 2012. Previously I worked for small and large corporations and also owned a business. My educational background is in computer science, management and marketing. My hobbies are interior decoration and I love to refurbis...”
In Business Since 2018
1819 Beaufort Ave #201, Comox, BC V9M 1R9
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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...”
In Business Since 2015
1822 Comox Ave Suite #4, Comox, BC V9M 3M7
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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
Featured

Alitis attended the Greater Victoria 2024 Business Awards yesterday for the first time. Portfolio Manager Usman Afzal noted that it was an incredible experience being surrounded by so many talented individuals and innovative companies. What a great night!nnCongratulations to all the Business Awards nominees and winners!

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IA Private Wealth

IA Private Wealth

(1)
“Joe has always giving me the straight goods.”
Free Initial Consultation
2276 S Island Hwy #202B, Campbell River, BC V9W 1C3
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Garat Financial Group

Garat Financial Group

(1)
“Devon has helped my wife and I with mutual funds and has been very educational, candid, and friendly.”
In Business Since 2000
Free Initial Consultation
850F 12 Ave, Campbell River, BC V9W 6B5
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Feller Financial Group

Feller Financial Group

(1)
Insurance, Savings + Planning, Investments
“Brian has always been good to deal with.”
118-1720 14 Ave, Campbell River, BC V9W 8B9
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Callaghan Wealth Management

Callaghan Wealth Management

(5)
  • Planning
  • Questions
“Only when we have a full understanding of an issue and Murray has answered our questions and explained all of the details do we make a decision to endorse a recommendation.”
In Business Since 2011
625H 11 Ave, Campbell River, BC V9W 4G5
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Northland Mortgage & Investment Corp

Northland Mortgage & Investment Corp

“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...”
Offers Financing Options
Coupons & Offers
75 Rockland Rd, Campbell River, BC V9W 1N4
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Queensbury Securities

Queensbury Securities

Planning + Advice, Methodology
“Queensbury Securities Inc. is a member of the Canadian Investment Regulatory Organization, the Canadian Investor Protection Fund and is registered in Ontario, Alberta, Manitoba, New Brunswick, Nova Scotia, Newfoundland and Labrador, Saskatchewan, Bri...”
In Business Since 1995
160 10 Ave #202, Campbell River, BC V9W
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Presman Wealth Management

Presman Wealth Management

“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
In Business Since 2021
5725 Teredo St #109, Sechelt, BC V7Z 0J7
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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 ...”
In Business Since 1997
Offers Financing Options
1631 Island Hwy, Campbell River, BC V9W
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Rockmoor Wealth Management

Rockmoor Wealth Management

(29)
GIC & High Interest Savings, Corporate Financial Planning, Corporate Investments
“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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Financial Divorce Strategies & Mediation

Financial Divorce Strategies & Mediation

(12)
Modern Solutions For Separation, Services For Other Family Professionals, Early Neutral Consultation
“She was able to help me quickly navigate a separation agreement and provide very thorough additional insight regarding shared and personal financial situations.”
In Business Since 2021
Free Initial Consultation
Nanaimo, BC V9T 2Z8
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Precision Wealth Management

Precision Wealth Management

(3)
“He is well prepared with questions, thoughts and suggestions regarding financial planning.”
15+ Years Experience
Transparent Fees & Pricing
147 Harrison Ave, Parksville, BC V9P 2H7
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David McCallum - Binnacle Financial Team

David McCallum - Binnacle Financial Team

(4)
“He has gone above and beyond my expectations to help our business not only in the services he provides but also in ways he has personally helped to build and share our brand.”
1150 Terminal Ave N #30, Nanaimo, BC V9S 5L6
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460 Mortgage Investment Corporation

460 Mortgage Investment Corporation

(3)
  • Construction
“460MIC is a great option for people needing quality service and creative underwriting when dealing with residential , construction , recreational and commercial lending mortgages.”
In Business Since 2014
1551 Estevan Rd #202, Nanaimo, BC V9S 3Y3
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IA Private Wealth - Rick Kowalchuk

IA Private Wealth - Rick Kowalchuk

(3)
“Rick is an amazing financial advisor and focuses on ensuring clients are seeing results and understand what the long term plan is!”
In Business Since 2018
6596 Applecross Rd #103, Nanaimo, BC V9V 0A4
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Maureen Hansen

Maureen Hansen

(2)
“I can not recommend them enough so that other people can benefit from their remarkable service!”
In Business Since 2012
3628 Glen Oaks Dr, Nanaimo, BC V9T 5J8
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Nahanni Ackroyd, Freedom 55 Financial

Nahanni Ackroyd, Freedom 55 Financial

“And Investment Representatives Nahanni Ackroyd and Jordan Church offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.”
In Business Since 2021
30-1150 Terminal Ave N, Nanaimo, BC V9S 5L6
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Retirement Planning and Investment Management Services in Powell River, BC Cost Estimates

Minimum cost
$1178
Maximum cost
$10011
National Average
$3534
Avg Per Hour Rates
$354
$2356
$6478
Fair price range is based on 516 cost profiles
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Average Cost $3534
Minimum cost $1178
Maximum cost $10011
Avg Per Hour Rates $354

Fair range $2356 to $6478 is based on 516 cost profiles.

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