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Comox Valley Holdings/Investments
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City
IG Wealth Management
_
#22 - 1599 Cliffe Avenue
Courtenay
,
BC
V9N 2K6
Jason Heflin
250-338-7811
Member Since: 1993
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Richardson Wealth Limited
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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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RBC Dominion Securities
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777 Fitzgerald Avenue
Courtenay
,
BC
V9N 2R4
Blake Simpson
250-334-5600
Member Since: 1989
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CIBC Wood Gundy
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#101 - 635 Fitzgerald Avenue
Courtenay
,
BC
V9N 2R4
Kari Larsen
250-703-5380
1-888-672-0922
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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