Comox Valley Holdings/Investments

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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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 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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