The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Prince George area.
Learn how we score.
Prominent finalists A-Z in Prince George
4 Pillars
Advantage Pacific
Assante Wealth Management | 49 North Capital Group
Colette Bruneau – Prince George Financial Advisor
Commonwealth Financial
DMC Chartered Professional Accountants
Derrick Casey – Financial Advisor
Discovery Financial Group
Fundex Investments
Hunt Group Private Wealth
Jas Sandhu, Cfp, CIM – Blackwater Advisors & Manulife Securities
John Kason, Portfolio Manager – Fieldhouse Capital Management
Linda Rempel, Chambers of Commerce Group Insurance Plan Advisor
McNabb Lucuk
Morris Financial Group
Muirhead Financial Svc
Neil and Associates
Perry Securities
Plan-It Financial Corporation
Price Financial Group: Lindsay Price, Cpca
Raymond James – Crowe & Associates
Simplify Accounting
The Grande Prairie Beef Co-op
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Advantage Pacific
(5)
“I switched to Omineca because I know Josh personally, and he really does care about his clients and will always recommend products that are perfect for you specifically.”
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John Kason, Portfolio Manager - Fieldhouse Capital Management
(4)
Strategy
Family
Financial
“We have been with John for more than 10 years now and he and Robyn have been great with my wife and I in making sure we are set up for the needs we have in planning for our future with regards to things like RESPs for our children and of course our R...”
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Fundex Investments
“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
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Commonwealth Financial
(1)
“Thank you for the great ratings!”
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DMC Chartered Professional Accountants
(2)
Bookkeeping, Accounting & Finance Advisory, Corporate & Personal Tax
“They set an appointment right away and never once said they had to approve the amount to make sure it was worth their time like a few others I had tried before.”
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Muirhead Financial Svc
Investments, Overview, Insurance
“We provide strategies that assist you with attaining the quality of life that is important to you and your family. The same effort will be put into our research, teaching and recommendations, as is done for our own families. Rest assured that you wil...”
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Jas Sandhu, Cfp, CIM - Manulife Securities
“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Blackwater Advisors Inc. Banking products and services a...”
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Raymond James - Crowe & Associates
“Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' E...”
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Linda Rempel, Chambers of Commerce Group Insurance Plan Advisor
“Should Chambers/Boards of Trade come across members or potential members interested in learning more about the Chambers of Commerce Group Insurance Plan benefits offered exclusively through their organizations, simply fill out the form below. Your lo...”
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Assante Wealth Management
(2)
Wealth Management, Group Benefits, Group Retirement
“They are very focused on your needs and creating a financial plan that is very personal to you and your stage of life.”
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Colette Bruneau - Prince George Financial Advisor
“Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life.”
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Simplify Accounting
(49)
Money
Team
Corporate
“I am a small time bookkeeper learning how to do books and they have been so helpful and supportive, they have been there along the way to answer any questions I have!”
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Neil and Associates
(30)
Financial
Team
Tax
“Mitch in particular is a very effective communicator and has gathered an impressive amount of knowledge throughout his career that equips him to take care of all of your insurance, group benefit, and wealth management needs.”
“Marlin has always been extremely responsive, not only in our yearly tax obligations, but over and above in our corporate pursuits of acquisitions and the many many conversations we throw at him all year long.”
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Hunt Group Private Wealth
(5)
“I would recommend Dean and his team to anyone looking for sound investment and tax saving advice.”
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Plan-It Financial Corporation
(1)
“We've been working with Plan-it for a number of years now for different types of investments, insurance and health care plans.”
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Derrick Casey - Financial Advisor
“Life insurance is sometimes referred to as your final love letter to your spouse. We will help you make that a great one. Being a full service brokerage allows us to price out life, critical illness and disability insurance to nearly a dozen insuranc...”
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Morris Financial Group
Retirement Planning, Financial Planning, Life Planning
““My adviser is a sincere, thoughtful and professional wealth planner. Throughout the whole period of working together, the advice that she has provided was always well-organised and straight to the point. There was no fluff and everything was transpa...”
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Perry Securities
(1)
“Everything was explained to us along the way so there was no confusion as to what our funds were doing or how they were working towards our financial goals.”
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The Grande Prairie Beef Co-op
“You will benefit from our low interest rates and low administration costs. We offer financing for cattle purchases or to draw equity out of your existing herd. Our per head limits are adjusted regularly along with market prices, and we have flexible ...”
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Discovery Financial Group
“She specializes with Discovery Financial in all areas related to employee group benefit programs. Her duties include marketing existing and new group benefit plans with our many insurance providers to help ensure that we provide clients with the most...”
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4 Pillars
(2)
Debt Relief Solutions, Credit Enhancement
“I feel as if a huge weight is lifted off my shoulders and I can finally live my life again.”
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Price Financial Group: Lindsay Price, Cpca
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Retirement Planning and Investment Management Services in Prince George, BC Cost Estimates