Best Financial Advisors in Prince George, BC

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Prince George area.

Advantage Pacific

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.”
In Business Since 2016
1244 4th Ave, Prince George, BC V2L 3J4
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John Kason, Portfolio Manager - Fieldhouse Capital Management

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...”
In Business Since 2004
1244 4th Ave, Prince George, BC V2L 3J4
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Fundex Investments

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 ...”
Free Initial Consultation
556 N Nechako Rd Suite 208, Prince George, BC V2K 1A1
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Commonwealth Financial

Commonwealth Financial

(1)
“Thank you for the great ratings!”
575 Victoria St, Prince George, BC V2L 2K2
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DMC Chartered Professional Accountants

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.”
In Business Since 2000
696 Brunswick St, Prince George, BC V2L 2C1
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Muirhead Financial Svc

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...”
In Business Since 2012
550 Victoria St #605, Prince George, BC V2L 2K1
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Jas Sandhu, Cfp, CIM - Manulife Securities

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...”
299 Victoria St Unit 1020 (Tenth Floor, Prince George, BC V2L 5B8
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Raymond James - Crowe & Associates

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...”
1338 Central St E, Prince George, BC V2M 3C1
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Linda Rempel, Chambers of Commerce Group Insurance Plan Advisor

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...”
Free Initial Consultation
In Business Since 2006
Transparent Fees & Pricing
886 Vancouver St, Prince George, BC V2L 2P6
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Assante Wealth Management

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.”
492 Victoria St, Prince George, BC V2L 2J7
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Colette Bruneau - Prince George Financial Advisor

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.”
Transparent Fees & Pricing
900 - 299 Victoria St, Prince George, BC V2L 5B9
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Simplify Accounting

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!”
Transparent Fees & Pricing
9929 100 Ave., Grande Prairie, AB T8V 0V1
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Neil and Associates

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.”
10715 102 St, Grande Prairie, AB T8V 2X1
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McNabb Lucuk

McNabb Lucuk

(24)
Budgeting, Assurance & Audits, Financial Statements
“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.”
In Business Since 2014
10712 100 St #201, Grande Prairie, AB T8V 3X8
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Hunt Group Private Wealth

Hunt Group Private Wealth

(5)
“I would recommend Dean and his team to anyone looking for sound investment and tax saving advice.”
11510 Westgate Dr Unit 108, Grande Prairie, AB T8V
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Plan-It Financial Corporation

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.”
In Business Since 2010
10011 92 St #300, Grande Prairie, AB T8V 7T5
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Derrick Casey - Financial Advisor

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...”
In Business Since 2021
9802 97 Ave #102, Grande Prairie, AB T8V 7K2
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Morris Financial Group

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...”
In Business Since 2015
9802 97 Ave #102, Grande Prairie, AB T8V 7K2
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Perry Securities

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.”
10135 101 Ave #102, Grande Prairie, AB T8V 0Y4
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The Grande Prairie Beef Co-op

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 ...”
101-10112 140 Ave, Grande Prairie, AB T8V 8G9
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Discovery Financial Group

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...”
10134 97 Ave #203, Grande Prairie, AB T8V 7X6
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4 Pillars

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.”
In Business Since 2015
Free Initial Consultation
Serving Prince George Area
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Price Financial Group: Lindsay Price, Cpca

Price Financial Group: Lindsay Price, Cpca

9802 97 Ave Unit 102, Grande Prairie, AB T8V 7K2
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Retirement Planning and Investment Management Services in Prince George, BC Cost Estimates

Minimum cost
$1232
Maximum cost
$10472
National Average
$3696
Avg Per Hour Rates
$370
$2464
$6776
Typical price range is based on 438 cost profiles
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Average Cost $3696
Minimum cost $1232
Maximum cost $10472
Avg Per Hour Rates $370

Typical range $2464 to $6776 is based on 438 cost profiles.

Why these companies made our list

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