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.

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.”
In Business Since 2016
Licensed
3-204 Old Island Hwy, Courtenay, BC V9N 3P1
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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)
“He has been there for any and all questions and always puts in the extra effort to not only give us the answers we need but often to suggest things we hadn't thought of.”
In Business Since 2018
2459 Cousins Ave #217, Courtenay, BC V9N 3N6
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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.”
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.”
1984 Comox Ave, Comox, BC V9M 3M7
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Matt Beckett

Matt Beckett

Group Benefits Programs, Leave a Legacy, Ways to Invest
“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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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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Septen Financial

Septen Financial

750 Comox Rd #211C, Courtenay, BC V9N 3P6
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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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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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Cryptoinvestor

Cryptoinvestor

“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.”
In Business Since 2020
333 Hunt Road Apt #3519, Courtenay, BC V9N 6Z8
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Sisip Financial Services

Sisip Financial Services

Serving Powell River Area
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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...”
1819 Beaufort Ave #201, Comox, BC V9M 1R9
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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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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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Garat Financial Group

Garat Financial Group

“We carefully consider your needs, goals and dreams in order to implement a well-constructed financial solution, so that you can have peace of mind about your financial future. At Garat Financial Group, we prepare you for the turns that life takes, an...”
In Business Since 2000
Free Initial Consultation
850F 12 Ave, Campbell River, BC V9W 6B5
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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.”
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 is a member of the Investment Industry Regulatory Organization of Canada, the Canadian Investor Protection Fund and is registered in Ontario, Alberta, Manitoba, New Brunswick, Nova Scotia, Newfoundland and Labrador, Saskatchewan...”
In Business Since 1995
160 10 Ave #202, Campbell River, BC V9W
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Prizm Financial

Prizm Financial

Travel Plans, Other Services, Health and Dental Plans
“We custom tailor investment, retirement, and estate planning solutions. Our team is well versed in financial security planning for small business owners and executives.”
In Business Since 1998
909 Island Hwy #303, Campbell River, BC V9W 2C2
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Spending Today │financial Coach

Spending Today │financial Coach

“My name is Daniel and I'm on a mission to help financially struggling households. Singles, couples, families. Everyone! When you feel confident in your financial position and future, it will change the way you approach every other area of your life. ...”
In Business Since 2021
395 S McCarthy St, Campbell River, BC V9W 2R3
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Presman Wealth Management

Presman Wealth Management

“At Presman Wealth, it's not enough to simply provide GICs or guidance for your portfolio, we strive for excellence and offer integrated solutions customized to you. As a CERTIFIED FINANCIAL PLANNER ®, our approach is collaborative and embraces the va...”
In Business Since 2021
5725 Teredo St #109, Sechelt, BC V7Z 0J7
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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 Powell River Area
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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.

Why these companies made our list

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