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Comox Valley Investment Dealers & Services
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Tracey Gard - Financial Advisor - Edward Jones
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#5 - 2225 Guthrie Road
Comox
,
BC
V9M 4G1
Tracey Gard
250-890-0997
844-390-0997
Member Since: 2017
We provide financial information and education to help investors achieve their financial goals. We offer highly personalized local service through our branch on Guthrie in Comox.
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Alitis Investment Counsel Inc.
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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.
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West Coast Financial Services Ltd.
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104-1995 Cliffe Ave
Courtenay
,
BC
V9N 2L2
Laurie Shambrook
250-871-1501
Member Since: 2015
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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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CIBC Wood Gundy
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#101 - 635 Fitzgerald Avenue
Courtenay
,
BC
V9N 2R4
Libby Spragg
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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