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Prince George is home to a significant number of esteemed financial consulting firms, playing a pivotal role in the financial well-being of individuals, businesses, and organizations within the region. Let’s delve into the five largest financial consulting firms in Prince George:
- Raymond James Ltd.
Raymond James Ltd. is a renowned financial services firm with a presence in Prince George. Their team of experienced financial advisors provides tailored investment solutions, retirement planning strategies, and comprehensive wealth management services. With a focus on personalized advice and exceptional client service, Raymond James Ltd. has earned a reputation for excellence in financial consulting.
- Edward Jones
Edward Jones is another notable financial consulting firm in Prince George. Their financial advisors adopt a client-centric approach, taking the time to understand individual financial goals and aspirations. They offer a wide range of financial products and services, including investment planning, retirement savings strategies, insurance solutions, and tax-advantaged investments. Edward Jones is committed to helping clients make informed financial decisions that align with their long-term objectives.
- Scotiabank
Scotiabank’s financial consulting team in Prince George provides comprehensive financial advice and support to individuals, families, and businesses. Their expertise spans various areas, including wealth management, investment planning, retirement planning, and risk management. With a strong emphasis on financial education and personalized service, Scotiabank aims to empower clients with the knowledge and tools needed to achieve their financial goals.
- RBC Wealth Management
RBC Wealth Management has a dedicated team of financial advisors serving Prince George and the surrounding area. Their focus is on providing holistic wealth management solutions, encompassing investment planning, retirement planning, estate planning, and tax optimization strategies. RBC Wealth Management is known for its extensive resources, research capabilities, and commitment to helping clients navigate complex financial landscapes.
- IG Wealth Management
IG Wealth Management rounds out the list of the five largest financial consulting firms in Prince George. Their financial advisors are dedicated to providing comprehensive financial advice and tailored investment solutions to help clients pursue their financial aspirations. IG Wealth Management emphasizes building long-term relationships with clients, aiming to understand their evolving needs and make proactive recommendations that support their financial success.
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The 7 Biggest Financial Consulting Firm near Prince George
Brandon Kirk – Primerica Financial Services
- Address: 1584 7 Ave #101, Prince George, BC V2L 3P4, Canada
- Map: Click here
- Rating: 5 (47)
- Phone: +1 604-832-7539
- Website: Link
- Opening hours:
Monday: Open 24 hoursTuesday: Open 24 hoursWednesday: Open 24 hoursThursday: Open 24 hoursFriday: Open 24 hoursSaturday: Open 24 hoursSunday: Open 24 hours - Reviews:
a month agoI had an excellent experience working with Brandon. I highly value his insights and recommend his service to anyone looking for great advice and support on personal finances. He is also a very friendly and valued member of our community. His expertise as a financial planner is superb!in the last weekBrandon has always been a joy to work with. He is very knowledgeable and is clearly interested in helping my family and I. Highly recommended!9 months agoBrandon has a passion for his profession and that lends to aiding all his clients achieve their tailored goals! He is knowledgeable, professional and a delight to work with. You can find comfort in regular updates, and check-ins ensuring attention is maintained. A kind-hearted, respectful family man shines through his conversations ensuring all parties are heard, understanding and comfortable.8 months agoI met Brandon a few years back at a networking event. I’ve had the pleasure of working with him to achieve/create my financial goals. As a young guy myself as quite pressed with 1. How knowledgable he was 2. How eager he was to help me, but also my business out. I remember even brought a list of potential clients that I should get in contact our first meeting. Talk about above and beyond! It sure is nice to have an all in one solution when it comes to this side of financial planning, as he really does it all! Thanks for everything you do Brandon and team!10 months agoMy experience with Brandon was one of a kind. He’s a great guy, with a passion to serve the people he works with. He was very educational and understanding of my situation, and he made me leaving our conservation knowing there’s a solution to every problem. 100% would recommend to anyone looking to build that financial relationship and have a smile on there face by the end of it!
David Mothus CEA, CDFA – Sun Life Financial Advisor
- Address: 1600 15th Ave, Prince George, BC V2L 3X3, Canada
- Map: Click here
- Rating: 4.9 (19)
- Phone: +1 250-961-7664
- Website: Link
- Opening hours:
Monday: 9:00 AM – 5:00 PMTuesday: 9:00 AM – 5:00 PMWednesday: 9:00 AM – 5:00 PMThursday: 9:00 AM – 5:00 PMFriday: 9:00 AM – 5:00 PMSaturday: ClosedSunday: Closed - Reviews:
a year agoDave is not your typical Advisor, he truly care about his clients and very passionate about his work. I met Dave 8 years ago at a Convention and we have kept in touch to share best practices on how we can best help our clients. If you’re in his area I highly recommend you talk to him about Financial Planning!6 years agoMy husband and I met Dave Mothus just after we bought our first home. He was more than happy to go over all of our options in regards to life, disability and critical illness insurance. He was patient with all of our questions and knowledgeable about the products offered as well as the competitions products. Every year Dave organizes a follow up meeting with us to make sure that we’re still happy with the products we have and that we still understand what they are. He also updates us on potential issues with our current products that he has discovered since our last meeting. We are VERY satisfied with the products and services that Dave has provided us. We’re looking forward to building our relationship with him and expanding our portfolio in the future.3 years agoDave was great to work with!He was very clear and concise, going forward we will be moving all of our financial planning here and look forward to future business doings!
If you’re looking for someone honest and straight to the point Dave’s your man!
10 years agoDave is a guy who is genuinely concerned about people – as individuals, groups, & our community. He is often fundraising or raising awareness to assist others. What I appreciate about Dave is that you can have an honest conversation with him – he listens, isn’t put off by your thoughts, & will share his opinion with you, without pressure. These are traits that aren’t always easy to find in a consultant. Talking to Dave about your options will not be a waste of your time – if nothing else, you will probably make a new friend.3 years agoDave Mothus has gone above and beyond what i’ve ever expected from a financial advisor. Dave was extremely professional From the beginning as well as taking the time to explain each aspect of our financial endeavours. I will continue referring anyone looking for financial advice to Dave and his team at Trinity financial.
Chris Velasco – TD Financial Planner
- Address: 3161 Massey Dr Unit 102, Prince George, BC V2N 2S9, Canada
- Map: Click here
- Rating: 4.9 (14)
MDN Trinity Financial Services Inc
- Address: 1448 6 Ave, Prince George, BC V2L 3N2, Canada
- Map: Click here
- Rating: 4.7 (14)
Commonwealth Financial
- Address: 331 George St, Prince George, BC V2L 1R4, Canada
- Map: Click here
- Rating: 4.6 (5)
Assante Wealth Management | 49 North Capital Group
- Address: 1550 4th Ave, Prince George, BC V2L 5L7, Canada
- Map: Click here
- Rating: 3.7 (3)
4 Pillars
- Address: 1253 5th Ave #302, Prince George, BC V2L 3L3, Canada
- Map: Click here
- Rating: 5 (2)
Discover top consulting firms in various cities, like those mentioned in Chilliwack, Kamloops and Nanaimo, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Prince George, British Columbia, Canada as a center for strategic insights and cutting-edge solutions.
Top Financial Consulting Firm Alternatives in Prince George
The Biggest Financial Consulting Firm in Canada
Prince George is home to several financial consulting firms that provide a wide range of services to individuals and businesses. Here are three of the top financial consulting firm alternatives that are popular in Prince George:
- 1. Investors Group
Investors Group is a leading financial consulting firm with a strong presence in Prince George. They offer comprehensive financial planning services to individuals and businesses, helping clients achieve their financial goals and secure their financial future. Their team of licensed advisors provides personalized strategies in areas such as retirement planning, investment management, tax planning, estate planning, and insurance solutions.
- 2. BDO Canada LLP
BDO Canada LLP is a national accounting and consulting firm with an office in Prince George. They provide a wide range of financial consulting services to businesses of all sizes, including risk management, business valuation, mergers and acquisitions, and strategic planning. Their team of qualified professionals offers industry-specific expertise and works closely with clients to understand their unique needs and challenges, providing tailored solutions that drive growth and improve financial performance.
- 3. Pacific Financial Consulting Group
Pacific Financial Consulting Group is a locally-owned financial consulting firm that has been serving clients in Prince George for over 20 years. They specialize in providing personalized financial planning and investment advisory services to individuals and families. Their team of experienced advisors takes a holistic approach to financial planning, considering all aspects of their clients’ financial situation and goals. They offer services such as retirement planning, investment management, tax planning, education planning, and estate planning, helping clients build and protect their wealth for the long term.
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