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Conseillers en planification financiere near Comox BC (36 Result(s))
At Sterling Mutuals in Courtenay, our full-service advisors can answer your questions and provide professional advice to help you understand your finances to make smart financial investments. We offer a wide selection of products to better meet your specific needs and goals. We provide discount mutual funds, investment accounts, RRSPs - including self-directed RRSPs - and TFSAs. Contact us to learn more.
I'm a Certified Financial Planner (CFP) which means that I uphold a code of ethics that only a small portion of financial advisors across Canada are required to uphold.
I've been in financial services for 14 years and I work closely with professionals and organizations across the industry to make sure that I'm up to date on estate and tax laws, new investment products, and any changes within the insurance industry.
But, that's not the whole story. I work in Financial Services because I love helping people.
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.
We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does. Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.
We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does. Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.
RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank.
Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance.
Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes.
Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.
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Investors Group Inc. is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of Consultants. Investors Group offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services, including registered retirement savings plans, registered retirement income funds, deferred profit sharing plans, life and disability insurance, guaranteed investment certificates and mortgages. Today, Investors Group serves over one million clients through our dedicated Consultant Network and staff team, working out of hundreds of Financial Planning Centres across Canada. Investors Group Inc. is a member of the IGM Financial Inc. group of companies. The shares of IGM Financial Inc. are listed on The Toronto Stock Exchange.
HollisWealth in Campbell River specializes in approaching wealth management from a different point of view. We offer customized portfolios, life insurance, mutual funds, ETFs and GICs. Call HollisWealth today for more information on how we can help you with all of your financial needs.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
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