Comox Valley Investment Dealers & Services

Tracey Gard - Financial Advisor - Edward Jones

#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.

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.

104-1995 Cliffe Ave
Courtenay, BC V9N 2L2

Laurie Shambrook

250-871-1501

Member Since: 2015

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Richardson Wealth Limited

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

#101 - 635 Fitzgerald Avenue
Courtenay, BC V9N 2R4

Libby Spragg

250-703-5380

1-888-672-0922

Member Since: 1998

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Comox Valley Investment Dealers & Services

Comox Valley Investment Dealers & Services