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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.”

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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.”

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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.”

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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.”

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Mindset Wealth

(1)

Estate Planning, Insurance, Gics

“Very knowledgeable, friendly, and helpful.”

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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.”

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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...”

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Freedom 55 Financial

(1)

“I feel valued and my questions, concerns and comments are addressed in a very timely manner!”

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Septen Financial

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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...”

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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...”

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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.”

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Sisip Financial Services

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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...”

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IA Private Wealth

(1)

“Joe has always giving me the straight goods.”

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Feller Financial Group

(1)

Insurance, Savings + Planning, Investments

“Brian has always been good to deal with.”

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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...”

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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.”

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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...”

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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...”

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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.”

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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. ...”

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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...”

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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, ...”

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Average Cost	$3534
Minimum cost	$1178
Maximum cost	$10011
Avg Per Hour Rates	$354

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.

Baker & Associates Private Wealth Management

Ethicinvest

Reach CPA

CV Infinity Wealth / iA Private Wealth

Mindset Wealth

Ana Fleck at Invis Pacific View Mortgages

Matt Beckett

Freedom 55 Financial

Septen Financial

Assante Wealth Management

Alitis Investment Counsel

Cryptoinvestor

Sisip Financial Services

Berger Davies Financial Planning - Acpi

IA Private Wealth

Feller Financial Group

Garat Financial Group

Callaghan Wealth Management

Northland Mortgage & Investment Corp

Queensbury Securities

Prizm Financial

Spending Today │financial Coach

Presman Wealth Management

Roland Clark Financial Clarity

Retirement Planning and Investment Management Services in Powell River, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Powell River

Popular in Powell River