Comox Valley Financial Planning

RBC Royal Bank - Ryan Road Branch

1015 Ryan Road
Courtenay, BC V9N 3R6

Rick Eigler

250-334-6150

Member Since: 1984

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Richardson Wealth Limited

1785 Comox Avenue
Comox, BC V9M 3L9

Susan Carson

778-541-9920

1-833-989-4949

Member Since: 2021

The Morson Carson Wealth Counsel is a family-run business, we’re both business partners and life partners. In addition to a combined 50+ years of experience in integrated wealth management.

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Keil Wise Financial Management

104-1811 Comox Avenue
Comox, BC V9M3L9

Brian Wise

250-890-3570

Member Since: 2022

You’ve worked hard to get where you are today, and you would like your money to continue to do the same. You need to depend on a team that has your best interests in mind – a team that is professional, knowledgeable and experienced. Our team will help yo

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IA Private Wealth (formerly HollisWealth)

3 - 204 Island Hwy
Courtenay, BC V9N 3P1

Mark Nichol

250-338-2715

877-338-2715

Member Since: 2013

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Alitis Investment Counsel Inc.

103-695 Aspen Road
Comox, BC V9M 3P5

Natalie Nguyen

250-287-4933

1-800-667-2554

Member Since: 2022

Alitis Investment Counsel is a Portfolio Management company serving professionals, businesses and high net worth individuals with discretionary portfolio management and retirement planning services.