Comox Valley Investment Dealers & Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Tracey Gard - Financial Advisor - Edward Jones
Tracey Gard - Financial Advisor - Edward Jones
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#5 - 2225 Guthrie Road
Comox, BC V9M 4G1
Tracey GardTracey Gard
Work Phone: 250-890-0997250-890-0997
844-390-0997844-390-0997
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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Aaron Macluskie - Financial Advisor - Edward Jones
Aaron Macluskie - Financial Advisor - Edward Jones
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110 - 1829 Beaufort Ave
Comox, BC V9M 1R9
Aaron MacluskieAaron Macluskie
Work Phone: 250-890-3908250-890-3908
Member Since: 2017
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MacSween Management Fieldhouse Capital
MacSween Management Fieldhouse Capital
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1829 Beaufort Ave Suite 120
Comox, BC V9M 1R9
Todd MacSweenTodd MacSween
Work Phone: 250-941-1044250-941-1044
Member Since: 2019
MacSween Management, As an independent portfolio management group of Fieldhouse Capital Management Inc, MacSween Management offers Financial Advisor, Financial Planning, and Wealth Management Services.
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Galleon Investments Ltd.
Galleon Investments Ltd.
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4763 Kilmarnock Drive
Courtenay, BC V9N 9S4
Susan RuschSusan Rusch
Work Phone: 250-335-0234250-335-0234
Member Since: 2019
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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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Odlum Brown Limited
Odlum Brown Limited
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1001A Fitzgerald Avenue
Courtenay, BC V9N 8K8
Work Phone: 250-703-0637250-703-0637
1-877-703-06371-877-703-0637
Member Since: 2019
Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a focus on clients and supporting the communities where we live and work.
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West Coast Financial Services Ltd.
West Coast Financial Services Ltd.
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211C - 750 Comox Rd
Courtenay, BC V9N 3P6
Laurie ShambrookLaurie Shambrook
Work Phone: 250-871-1501250-871-1501
Member Since: 2015
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