Comox Valley Financial Planning

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Glacierview Financial Services Ltd.
Glacierview Financial Services Ltd.
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1911 Dogwood Drive
Courtenay, BC V9N 3B1
Darren KardynalDarren Kardynal
Work Phone: 250-338-7577250-338-7577
Member Since: 1993
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Keil Wise Financial Management
Keil Wise Financial Management
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104-1811 Comox Avenue
Comox, BC V9M3L9
Brian WiseBrian Wise
Work Phone: 250-890-3570250-890-3570
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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IG Wealth Management
IG Wealth Management
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#22 - 1599 Cliffe Avenue
Courtenay, BC V9N 2K6
Jason HeflinJason Heflin
Work Phone: 250-338-7811250-338-7811
Member Since: 1993
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DeLuca Veale
DeLuca Veale
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230 - 1829 Beaufort Ave
Comox, BC V9M 1R9
Richard DeLucaRichard DeLuca
Work Phone: 250-890-2000250-890-2000
Member Since: 2017
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RBC Dominion Securities
RBC Dominion Securities
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777 Fitzgerald Avenue
Courtenay, BC V9N 2R4
Blake SimpsonBlake Simpson
Work Phone: 250-334-5600250-334-5600
Member Since: 1989
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CIBC Wood Gundy
CIBC Wood Gundy
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#101 - 635 Fitzgerald Avenue
Courtenay, BC V9N 2R4
Kari LarsenKari Larsen
Work Phone: 250-703-5380250-703-5380
1-888-672-09221-888-672-0922
Member Since: 1998
Financial & Estate Planning | Portfolio Construction & Implementation | Investment & Wealth Management Solutions| Tax Strategies | Insurance Planning | Charitable Giving | Retirement Planning | Business Transition & Succession Planning |
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West Coast Financial Services Ltd.
West Coast Financial Services Ltd.
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104-1995 Cliffe Ave
Courtenay, BC V9N 2L2
Laurie ShambrookLaurie Shambrook
Work Phone: 250-871-1501250-871-1501
Member Since: 2015
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Mindset Wealth HollisWealth
Mindset Wealth HollisWealth
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145 19th Street, Suite #1
Courtenay, BC V9N 9G2
Robert MulrooneyRobert Mulrooney
Work Phone: 250-338-5222250-338-5222
1-866-865-36781-866-865-3678
Member Since: 2010
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Robbins & Company
Robbins & Company
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520 4th Street
Courtenay, BC V9N 1H2
Daryl RobbinsDaryl Robbins
Work Phone: 250-871-0050250-871-0050
Member Since: 2011
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Aaron Macluskie - CIM
Aaron Macluskie - CIM
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110 - 1829 Beaufort Ave
Comox, BC V9M 1R9
Aaron MacluskieAaron Macluskie
Work Phone: 250-890-3908250-890-3908
Member Since: 2023
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Alitis Investment Counsel Inc.
Alitis Investment Counsel Inc.
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103-695 Aspen Road
Comox, BC V9M 3P5
Natalie NguyenNatalie Nguyen
Work Phone: 250-287-4933250-287-4933
1-800-667-25541-800-667-2554
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.
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IA Private Wealth (formerly HollisWealth)
IA Private Wealth (formerly HollisWealth)
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3 - 204 Island Hwy
Courtenay, BC V9N 3P1
Mark NicholMark Nichol
Work Phone: 250-338-2715250-338-2715
877-338-2715877-338-2715
Member Since: 2013
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Richardson Wealth Limited
Richardson Wealth Limited
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1785 Comox Avenue
Comox, BC V9M 3L9
Susan CarsonSusan Carson
Work Phone: 778-541-9920778-541-9920
1-833-989-49491-833-989-4949
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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RBC Royal Bank - Ryan Road Branch
RBC Royal Bank - Ryan Road Branch
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1015 Ryan Road
Courtenay, BC V9N 3R6
Aubrey LivelyAubrey Lively
Work Phone: 250-334-6150250-334-6150
Member Since: 1984
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