The 7 Biggest Financial Consulting Firm in Courtenay

Courtenay, a picturesque city on the east coast of Vancouver Island, Canada, is home to several notable financial consulting firms that provide expert advice and services to individuals and businesses in the region.

Here are the five largest financial consulting firms in Courtenay:

• Edward Jones

Edward Jones is a leading financial services firm with a long history of providing personalized investment advice and financial planning services to individuals and businesses. With a strong presence in Courtenay, Edward Jones offers a wide range of financial products and services, including investment planning, retirement planning, and estate planning.

• Raymond James

Raymond James is another prominent financial consulting firm in Courtenay. Known for its client-centric approach, Raymond James provides tailored financial advice and investment solutions to meet the unique needs of its clients. The firm offers a comprehensive suite of financial products and services, including portfolio management, wealth management, and retirement planning.

• BMO Nesbitt Burns

BMO Nesbitt Burns, a subsidiary of Bank of Montreal, is a leading provider of financial consulting services in Courtenay. With a focus on comprehensive wealth management, BMO Nesbitt Burns offers a wide range of financial products and services, including investment advice, retirement planning, and estate planning. The firm’s experienced financial advisors work closely with clients to develop customized financial plans that align with their goals and aspirations.

• RBC Dominion Securities

RBC Dominion Securities, a subsidiary of Royal Bank of Canada, is a prominent financial consulting firm in Courtenay. With a strong emphasis on personalized service, RBC Dominion Securities offers a comprehensive range of financial products and services, including investment planning, retirement planning, and estate planning. The firm’s financial advisors are highly skilled and experienced in providing tailored advice and solutions to meet the evolving needs of their clients.

• TD Wealth Financial Planning

TD Wealth Financial Planning, a subsidiary of TD Bank Group, is a leading financial consulting firm in Courtenay. Renowned for its expertise in wealth management and financial planning, TD Wealth Financial Planning offers a wide range of financial products and services, including investment advice, retirement planning, and estate planning. The firm’s financial advisors are dedicated to providing personalized advice and solutions to help clients achieve their financial goals.

The 7 Biggest Financial Consulting Firm near Courtenay

Baker & Associates Private Wealth Management

• Address: 1599 Cliffe Ave #22, Courtenay, BC V9N 2K6, Canada
• Map: Click here
• Rating: 5 (21)
• Phone: +1 250-331-6200
• 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:
  
  Terry Cruickshank✭✭✭✭✭

  4 months ago

  Not only did I enjoy the comedians but what made it special was the lady sitting beside me as we agreed with what the comedian was saying. Very easy to pick out certain family squabbles. We both laughed and clapped throughout. Very funny. The actual evening before the show was put together very well. We met each other and felt comfortable before heading for the theater. Kathy and Mandy did welcomed us all and kept up a warm conversation. Thank you for a very wonderful evening. PS: food was great.

  Suzanne Rea✭✭✭✭✭

  3 months ago

  Very knowledgeable and helpful. I have been working with Mandy and Kathy for years. They always impress me with their ability to listen to my questions and provide informed feedback. I feel secure with my retirement plans and investments knowing they are looking after things for me and keeping me well informed. Thank you both for your professionalism and genuine care.

  Carol Garvie✭✭✭✭✭

  in the last week

  My husband and I have a trusted client relationship with Baker & Associates Private Wealth Management team in Courtenay, BC. We are open and receptive to receiving financial counsel; and to the ‘team’ for tailoring our financial needs. We truly appreciate that our portfolio shows signs of improvement! Their financial expertise along with their mindful listening: is key to Baker & Associates Private Wealth Management being our choice of business in the Comox valley. There is not ever a question — not worth asking — we look forward to our next meeting with Baker & Associates. 💐 NCGarvie Comox, BC.

  Jamie Totten✭✭✭✭✭

  5 months ago

  Mandy, and Kathy are amazing to work with! My wife and I really weren’t sure what we should be doing in regards to best setting ourselves up for retirement someday. They asked, listened, cared, and really helped guide us. We now feel so much better about where we are at and what we are working toward. I couldn’t recommend these two wonderful people enough.

  Eleanor Hope✭✭✭✭✭

  4 months ago

  I enthusiastically recommend the services of Baker and Associates Private Wealth Management team. I respect and applaud their commitment for the empowerment for women at the financial table. The team is skilled in interpreting wealth management strategies and communicating these effectively to the client’s understanding. Interactions are respectful, courteous and professional yet friendly. They portray genuine interest in the client, the client’s aspirations and relationships within family and community. During downturns in the financial environment the team remains realistic, straightforward and supportive while resisting defensiveness.

MNP LLP – Accounting, Business Consulting and Tax Services

• Address: 467 Cumberland Rd, Courtenay, BC V9N 2C5, Canada
• Map: Click here
• Rating: 4.8 (8)
• Phone: +1 250-338-5464
• 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:
  
  Chrystal Gellein✭✭✭✭✭

  3 years ago

  I was nervous starting the process of getting help with my debt. But as soon as I met Selina the debt counselor who worked with me my nerves eased and I felt sincerely cared for. They were there to walk me through the process and answered all my questions even if repetitive. My second counseling session was with Jennifer and she as well made me feel comfortable and gave me practical help for my life and helped me see i could have reasonable goals that work for my family. All in all I felt like a big weight was lifted and I can successfully make positive changes.

  Amanda Erdman✭✭✭✭✭

  2 years ago

  These guys are amazing great service make everything easy to understand. Take the time to explain things and are willing to answer any questions you have. I highly recommend them. They helped me change my life for the better and now I am more aware of how to manage and handle my money

  Michael Seib✭✭✭✭✭

  6 years ago

  We cannot thank Marcel Moose at MNP for his excellent professional service enough. He has helped us realize savings in our operation that have helped us expand. I have dealt with many accountants over the years and am very pleased to now be working work with Marcel. I would also like to thank Kathlene Beebe for her prompt service every time we need something.

  Heidi Jackson✭✭✭✭✭

  3 years ago

  I highly recommend MNP! They are a great bunch of professional individuals who help you get back on track financially!

  Cam Mac✭✭✭✭✭

  3 years ago

  Very professional. Prices are very reasonable

CV Infinity Wealth / iA Private Wealth

• Address: 3-204 Old Island Hwy, Courtenay, BC V9N 3P1, Canada
• Map: Click here
• Rating: 4.8 (5)

Freedom 55 Financial

• Address: 1025 Cliffe Ave, Courtenay, BC V9N 2J7, Canada
• Map: Click here
• Rating: 3 (2)

Kerri Major – TD Financial Planner

• Address: 789 Ryan Rd A, Courtenay, BC V9N 3R6, Canada
• Map: Click here
• Rating: 2 (2)

Mindset Wealth

• Address: 145 19th St, Courtenay, BC V9N 9G2, Canada
• Map: Click here
• Rating: 5 (2)

Buckstone Investments Ltd

• Address: 145 19th St, Courtenay, BC V9N 9G2, Canada
• Map: Click here
• Rating: 1 (1)

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

Top Financial Consulting Firm Alternatives in Courtenay

When it comes to financial consulting firms in Courtenay, there are several popular and reputable options to choose from. Here are three top alternatives that are highly regarded in the area:

• 1. Deloitte: Deloitte is a global leader in financial consulting and has a strong presence in Courtenay. They offer a wide range of services including audit, tax, and advisory services. Deloitte is known for its expertise in helping businesses navigate complex financial challenges and providing innovative solutions.
• 2. PwC: PwC, also known as PricewaterhouseCoopers, is another prominent financial consulting firm in Courtenay. They provide a comprehensive range of services including assurance, tax, and consulting. PwC is known for its deep industry knowledge and commitment to delivering high-quality financial advice to clients.
• 3. KPMG: KPMG is a global network of professional firms providing audit, tax, and advisory services. They have a strong presence in Courtenay and are known for their expertise in areas such as risk management, financial planning, and compliance. KPMG is trusted by businesses of all sizes to provide valuable financial advice and support.

All three of these financial consulting firms have a strong track record of success and are trusted by businesses in Courtenay. Whether you need help with financial strategy, tax planning, or risk management, any of these firms would be a reliable choice.

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.