Discover the Biggest Financial Consulting Firm in Campbell River

Campbell River, a charming city nestled on the east coast of Vancouver Island, is home to a thriving financial sector. Among these, five consulting firms stand out as leaders in providing expert financial advice and guidance to individuals, businesses, and organizations. These firms have earned a reputation for excellence through their expertise, integrity, and commitment to delivering tailored financial solutions.

1. Coastal Wealth Management:

   • A prominent financial consulting firm renowned for its comprehensive wealth management services.
   • Specializes in personalized financial planning, investment strategies, and retirement planning.
   • Dedicated to helping clients achieve their financial goals through customized portfolios and risk management techniques.

2. Island Financial Group:

   • A well-established financial consulting firm offering a wide range of financial services, including investment advice, tax planning, and estate planning.
   • Known for its expertise in managing complex financial situations and providing tailored solutions for individuals and families.
   • Dedicated to fostering long-term relationships with clients, helping them navigate the ever-changing financial landscape.

3. KPMG Campbell River:

   • A global financial consulting firm with a strong presence in Campbell River.
   • Provides a comprehensive range of services, including audit and assurance, tax consulting, and business advisory services, to both individuals and businesses.
   • Renowned for its industry knowledge, technical expertise, and commitment to delivering high-quality services.

4. Raymond James Campbell River:

   • A leading financial consulting firm known for its personalized wealth management approach.
   • Offers a wide range of investment products and services, including portfolio management, retirement planning, and estate planning.
   • Dedicated to providing clients with tailored financial advice and guidance to help them achieve their financial aspirations.

5. RBC Wealth Management Campbell River:

   • A well-respected financial consulting firm with a strong presence in Campbell River.
   • Provides comprehensive wealth management services, including investment advice, retirement planning, and estate planning.
   • Known for its commitment to delivering personalized financial solutions and helping clients achieve their long-term financial goals.

The 7 Biggest Financial Consulting Firm near Campbell River

Callaghan Wealth Management

• Address: 625H 11 Ave, Campbell River, BC V9W 4G5, Canada
• Map: Click here
• Rating: 5 (6)
• Phone: +1 250-286-9968
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 4:30 PM

  Tuesday: 9:00 AM – 4:30 PM

  Wednesday: 9:00 AM – 4:30 PM

  Thursday: 9:00 AM – 4:30 PM

  Friday: 9:00 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Marian Paterson✭✭✭✭✭

  3 years ago

  I have been consulting with Murray Callaghan of Callaghan Wealth Management for over 7 years. I originally went for advice about mortgage and retirement. However, Murray assisted me in being able to budget, find an excellent mortgage broker and to manage my finances for retirement. Murray went above and beyond in helping me adjust to my retirement and how to manage my cash flow in a manner that I could still enjoy many of my retirement goals. He is a very thoughtful, extremely knowledgeable, positive and respectful person. He works with integrity and is not afraid to give his opinion in a diplomatic and safe manner. He also has a great sense of humor. It is for these reasons that I have trusted and contacted Murray over the years and he has always been supportive. I have absolutely no hesitation in recommending Murray as a financial advisor or for any queries you may have regarding your finances. I know for certain I would not have managed as well if it were not for Murray and Callaghan Wealth Management

  Marian P.

  Jan Driemel✭✭✭✭✭

  3 years ago

  Murray has been my financial advisor for 30 years. His knowledge in his field and professionalism has been no more than amazing. He will get to know you as a person and understand all your needs and wants for your current financial situation and advise on the best path for your future. He keeps current in the business and continually advises when things change not only in the financial world but in your personal world. Whether it be investment advise, life insurance, or estate planning information you require, Murray truly does have a Wealth of information and advice!! This year, because of his constant guidance, I retired early. You will not be disappointed if you choose Callaghan Wealth Management.

  Anita Brochocka✭✭✭✭✭

  3 years ago

  Murray was my mother’s financial guide from 2005 till her passing at age 91 in 2019. Murray earned my mother’s trust; he was guided by her values and priorities and he explained thoroughly the basis for his financial advice. After her questions were satisfied with well informed and measured answers, she always made her own decisions and was never pressured by Murray. My mother’s portfolio prospered in the 14 years working with Murray. When she was unable to make her way to his office he would make house calls. She always enjoyed his enthusiasm for his work and his zest for life. In the last years of my mother’s life Murray prepared me for my role as my mother’s executor. I have found this guidance very reassuring. Now Murray is my financial planner and I look forward to a fruitful collaboration.

  Don Poty✭✭✭✭✭

  8 years ago

  My wife Patti and I have been with Murray since 2003. We have been very happy with Murray’s style of a calm, insightful, no pressure approach to financial planning. We never felt rushed or pressured into making a decision. Only when we have a full understanding of an issue and Murray has answered our questions and explained all of the details do we make a decision to endorse a recommendation. Murray works very hard to make sure we understand our financial future and what it takes to achieve our goals.

  We highly recommend Callaghan Wealth Management.

  Kristi Stormo✭✭✭✭✭

  3 years ago

  Ray and I have know Murray for over 40 years. We decided to trust him with our financial planning since 2005. Murray always takes his time when going through the investments we have made. He pays attention to small details and is calm and methodical when going over our file. We always walk away from his office with insight and all our questions answered. If we were unable to see him during his working hours he would stop in to see us on his way home. I would definitely recommend Murray.

IG Wealth Management

• Address: 1105 Ironwood St, Campbell River, BC V9W 5L6, Canada
• Map: Click here
• Rating: 5 (6)
• Phone: +1 250-287-4739
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 4:30 PM

  Tuesday: 8:30 AM – 4:30 PM

  Wednesday: 8:30 AM – 4:30 PM

  Thursday: 8:30 AM – 4:30 PM

  Friday: 8:30 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  rcj✭✭✭✭✭

  5 years ago

  Having known Glen for the last decade, and using his services for half that, I can not recommend him enough. Glen takes the time to get to know his clients and determine the best way to help them. In his new capacity at Investors Group, he was even able to assist with a very competitive mortgage rate that was better than competing offers. If you are looking for somebody to manage your retirement funds, investments, mortgages, or financial planning; you would be hard pressed to find a better financial adviser than Glen Clark.

  Brian Brown✭✭✭✭✭

  5 years ago

  I’ve known Glen for years and have gone to him for advice in the past. His honesty and forthrightness make him an excellent mentor and business advisor. He is generous with his knowledge and shares it weekly in our networking group. I would recommend Glen to anyone looking for an honest and straightforward advisor.

  Taunya Holland✭✭✭✭✭

  6 years ago

  Glen has set up my life and critical illness insurance policies and has ensured my daughters have all their government grants and set up their RESP and TFSA accounts.

  Glen is extremely knowledgeable in his field, is very efficient and he let me know what I need and what I don’t need.

  I highly recommend Glen for your financial services needs!

  Joshua Nobleman✭✭✭✭✭

  6 years ago

  Glen is a consummate professional. He is responsive, honest, and someone who I feel would act in his client’s best interests. Plus he is a good guy to meet.

  Zachary GEORGE GUSHUE✭✭✭✭✭

  7 years ago

  Glen Clark is a great man! Highly recommend his services.

  Thanks for everything Glen

MNP LLP – Accounting, Business Consulting and Tax Services

• Address: 990 Cedar St #201, Campbell River, BC V9W 7Z8, Canada
• Map: Click here
• Rating: 4.8 (4)

S. McInnes & Associates Ltd. (formerly Reynen Business Services Ltd.)

• Address: 522 S Dogwood St #1, Campbell River, BC V9W 6R4, Canada
• Map: Click here
• Rating: 5 (4)

Alitis Investment Counsel Inc

• Address: 909 Island Hwy #101, Campbell River, BC, Canada
• Map: Click here
• Rating: 5 (3)

Garat Financial Group Ltd

• Address: 850F 12 Ave, Campbell River, BC V9W 6B5, Canada
• Map: Click here
• Rating: 5 (3)

Feller Financial Group Incorporated

• Address: 118-1720 14 Ave, Campbell River, BC V9W 8B9, Canada
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various cities, like those mentioned in Courtenay, Vernon and Prince George, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Campbell River, British Columbia, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Campbell River

Campbell River is a city located in British Columbia, Canada. It is known for its thriving business community and growing economy. As a result, there are several top financial consulting firms that offer their services to businesses and individuals in the area. Here are three popular options:

• KPMG Canada: KPMG is one of the leading financial consulting firms in the world, with a strong presence in Campbell River. They offer a wide range of services, including audit and assurance, tax planning, and financial advisory. KPMG has a team of experienced professionals who can help businesses and individuals navigate complex financial challenges and make sound decisions. They also provide industry-specific solutions and insights, making them a valuable partner for businesses in Campbell River.
• PwC Canada: PwC is another prominent financial consulting firm that is popular in Campbell River. They have a strong reputation for their expertise in areas such as tax consulting, risk management, and business strategy. PwC has a global network of professionals who can provide valuable insights and advice to businesses of all sizes. They focus on delivering practical solutions that drive sustainable growth and help businesses navigate an increasingly complex and unpredictable business environment.
• Deloitte Canada: Deloitte is a well-established financial consulting firm that has been serving clients in Campbell River for many years. They offer a wide range of services, including accounting, auditing, tax planning, and risk management. Deloitte has a team of experienced professionals who can help businesses and individuals achieve their financial goals and overcome challenges. They also provide innovative technology solutions that can help businesses streamline their operations and improve efficiency.

These top financial consulting firms in Campbell River offer a range of services and expertise to businesses and individuals in the area. Whether it is tax planning, risk management, or strategic business advice, these firms have the knowledge and experience to help clients achieve their financial goals and thrive in a competitive business environment.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.