Comox Valley Investment Dealers & Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Richardson Wealth Limited
Richardson Wealth Limited
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2440 Cliffe Avenue, Unit A
Courtenay, BC V9N 2L6
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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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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CIBC Wood Gundy
CIBC Wood Gundy
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#101 - 635 Fitzgerald Avenue
Courtenay, BC V9N 2R4
Libby SpraggLibby Spragg
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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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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