Best Financial Advisors in Prince George, BC

Handpicked from 64 vetted & reviewed Financial Planning & Wealth Management firms in the Prince George area, discover the top 5 leading options among the selected group of 20 finalists.

Commonwealth Financial

Commonwealth Financial

(1)
“Thank you for the great ratings!”
In Business Since 2005
331 George St, Prince George, BC V2L 1R4
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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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DMC Chartered Professional Accountants

DMC Chartered Professional Accountants

(3)
Audit & Assurance, Accounting, Tax Services
“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.”
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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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 ...”
In Business Since 2011
Free Initial Consultation
556 N Nechako Rd Suite 208, Prince George, BC V2K 1A1
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Raymond James - Crowe & Associates

Raymond James - Crowe & Associates

“I believe in providing personalized service to all of my clients. We start by discussing your objectives, children, dreams, goals, values and anything else that will shed light on your financial goals. I focus on safety, liquidity and risk tolerance....”
In Business Since 2000
1338 Central St E, Prince George, BC V2M 3C1
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Colette Bruneau - Prince George Financial Advisor

Colette Bruneau - Prince George Financial Advisor

““When I thought about having my own financial planner, I never thought it was going to be possible unless I was highly wealthy. With Colette, I learnt that my dedication and clear goals on my personal finances and desire to build wealth sustainably m...”
In Business Since 2015
900 - 299 Victoria St, Prince George, BC V2L 5B9
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Jas Sandhu, Cfp, CIM - Blackwater Advisors & Manulife Securities

Jas Sandhu, Cfp, CIM - Blackwater Advisors & Manulife Securities

In Business Since 2015
299 Victoria St Unit 1020 (Tenth Floor, Prince George, BC V2L 5B8
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Simplify Accounting

Simplify Accounting

(30)
  • Money
  • Team
  • Questions
“He has been a great advantage for my business and was very supportive during the pandemic by sending us all financial and useful stuff that helped me a lot to be aware of all the federal programs and make use of them during the difficult times.”
In Business Since 2019
Transparent Fees & Pricing
9929 100 Ave, Grande Prairie, AB T8V 0V1
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Rubbix Risk & Wealth Management

Rubbix Risk & Wealth Management

(30)
  • Feel
  • Investments
  • Talk
“The fact that everything is more personable and that he has a genuine interest in you, and your future, makes it super easy to switch our investments from a big bank to Rubbix.”
In Business Since 2015
10715 102 St, Grande Prairie, AB T8V 2X1
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Neil and Associates

Neil and Associates

(5)
“Recently, Tab and Heidi took the time to sit down with myself and the rest of the accounting team to review our benefits and the AMAZING savings they were able to get us over the course of our first year with them.”
In Business Since 2002
10715 102 St, Grande Prairie, AB T8V 2X1
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Hunt Group Private Wealth

Hunt Group Private Wealth

(3)
“Really appreciate the time that was taken to explain different ideas and options.”
In Business Since 2014
11510 Westgate Dr Unit 108, Grande Prairie, AB T8V 4E9
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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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Professional Account Management

Professional Account Management

(2)
“I have had this company do my books for many years and they have been nothing short of professional.”
In Business Since 2012
Free Initial Consultation
Inside Grande Peace Law, 9856 97 Ave #106, 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 ...”
In Business Since 2016
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...”
In Business Since 2006
10134 97 Ave #203, Grande Prairie, AB T8V 7X6
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Price Financial Group: Lindsay Price, Cpca

Price Financial Group: Lindsay Price, Cpca

“Financial security is different for everyone but common threads are monies in case of a catastrophic event such as disability, sickness or a premature death. Job loss as well as drastic market change will also require reviews of well-designed plans. ...”
In Business Since 2018
9802 97 Ave Unit 102, Grande Prairie, AB T8V 7K2
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CLH Capital Corp.

CLH Capital Corp.

In Business Since 2013
9803 101 Ave #201, Grande Prairie, AB T8V 0X6
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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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