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Baker & Associates Private Wealth Management
“Great review always a pleasure to meet up and plan the way ahead!”
Best Financial Advisors near Powell River, BC
None of these firms is based in Powell River; they work from towns including Nanaimo, Campbell River and Courtenay.
24 firms listed · 1 open weekends · 18 rated 4.5+ · 2 show a licence
Data verified October 16, 2026
Comox Valley Infinity Wealth / iA Private Wealth
“He will let me know if my choices are to risky and we will have a discussion and decide together where to invest.”
Ethicinvest
“I have referred some of my clients to him and they have raved at the support, education, emotional intelligence and financial savvy that he brings.”
Mindset Wealth
Berger Davies Financial Planning - Acpi
Alitis Investment Counsel
The 24 firms listed for Powell River, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Powell River, BC
19 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 139 reviews; 18 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a licence on their websites. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 17 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Powell River take financial planning bookings online?
6 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Assante Wealth Management
Garat Financial Group
“Devon has helped my wife and I with mutual funds and has been very educational, candid, and friendly.”
IA Private Wealth
“Joe has always giving me the straight goods.”
Feller Financial Group
“Brian has always been good to deal with.”
Callaghan Wealth Management
“After her questions were satisfied with well informed and measured answers, she always made her own decisions and was never pressured by Murray.”
Queensbury Securities
Presman Wealth Management
Mackie Research Capital Corporation
Rockmoor Wealth Management
“David was easy to talk to, explained everything down to the detail with examples and scenarios, and provided advice and guidance to simplify the currently overcomplicated day to day personal and business dealings.”
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Financial Divorce Strategies & Mediation
“Unbiased and offers true value to moving forward in an equatable way for both parties”
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Precision Wealth Management
“He is well prepared with questions, thoughts and suggestions regarding financial planning.”
David McCallum - Binnacle Financial Team
“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.”
IA Private Wealth - Rick Kowalchuk
“Rick is an amazing financial advisor and focuses on ensuring clients are seeing results and understand what the long term plan is!”
460 Mortgage Investment Corporation
“This MIC helped me out with a construction file and were flexible and accommodating when it came to renewals.”
AV Financial
“The BEST experience getting my taxes done ever.”
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Nahanni Ackroyd, Freedom 55 Financial
Hinkkala & Associates Financial Services
“So confidently I give these guys five stars and recommend you take the opportunity to experience working alongside Andreas and his team but also I recommend everyone that is an entrepreneur to consider utilizing a service that actually positively serves”
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Orca Wealth and Insurance Services
“He is interested only in helping to increase your wealth and will manage it with great care.”
Why these companies made our list
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