Campbell River Financial Planning

A comprehensive list of general Financial Planners, Certified Financial Planners (CFP), Investment Councillors and Insurance Advisers in Campbell River and North Vancouver Island for services such as estate planning, asset management, wealth management, investment management, life insurance, tax shelters, rrsp, rrif, resp, tfsa, critical illness, annuities, segregated funds, and insurance brokerages.

Darlene Garat – Garat Financial Group Ltd.

darlene-garat garat financial group Campbell River

Address:  Unit F, 850-12th Ave., Campbell River BC, V9W 6B5
Phone: 250-287-2310
Toll Free: 1-877-836-2310
Email: info@garatfinancial.com
Website: www.garatfinancial.com
You’ve worked hard for your money, so controlling your risks and minimizing taxes is important. We know that your financial objectives are very personal, so we’ll help you make the most of your investments to achieve your goals and secure the future you dream of. Call today for a complimentary consultation to find out if you’re retirement ready.

Deana Longland Insurance Advisor

Deana_Longland_Insurance_Advisor Campbell River Vancouver Island

A new child, a new home a career change or retirement can alter your financial situation and dreams. Critical illness and injury can collapse years of hard work. You can’t predict tomorrow but you can protect against the unforeseen with personal insurance. Be prepared-Call me today!

Devon Garat – Garat Financial Group Ltd.

Devon Garat Garat Financial Group Campbell River

Address: Unit F 850-12th Ave., Campbell River BC, V9W 6B5
Phone: 250-287-2310
Toll Free: 1-877-836-2310
Email: info@garatfinancial.com
Website: www.garatfinancial.com
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we’re here to help you do that. Call us so we can start talking about YOU today!

Alitis Investment Counsel

 

Address: #101 -909 Island Hwy, Campbell River BC, V9W 2C2
Phone: 250-287-4933
Toll Free: 1-800-667-2554
Fax: 250-287-7736
Email: info@alitis.ca
Website: www.alitis.ca

Donald Sherwood – Edward Jones

Address: #301 – 1170 Shoppers Row , Campbell River BC, V9W 2C8
Phone: 250-287-7732
Toll Free: 1-844-831-3124
Fax: 1-855-849-8108
Email: Donald.Sherwood@edwardjones.com
Website: www.edwardjones.com

Odlum Brown Limited

Address: #590A-11th Ave., Campbell River BC, V9W 4G5
Phone: 250-286-3151
Toll Free: 1-877-703-0637
Email: jmartin@odlumbrown.com
Website: www.odlumbrown.com

Prizm Financial Inc.

Address: #303-911 Isl. Highway, Campbell River BC, V9W 2C2
Phone: 250-287-2642
Email: service@prizmpacific.com
Website: www.prizm.force.com

Richard Short – Sun Life Financial

Address: #1105 Ironwood St., Campbell River BC, V9W 5L6
Phone: 250-287-2900
Cell: 250-897-2047
Toll Free: 1-866-923-7610
Fax: 250-287-2901
Email: richard.short@sunlife.com
Website: www.sunlife.ca/richard.short

Septen Financial Ltd.

Address: #301 – 909 Island Highway, Campbell River BC, V9W 2C2
Phone: 250-914-4500
Fax: 250-914-4501
Email: information@septen.com
Website: www.crsepten.com
 

Sussex Insurance – Superstore

Address: 1424 Isl Hwy., Campbell River BC, V9W 8C9
Phone: 250-286-3930
Fax: 250-286-3935
Email: discoverymall@sussexinsurance.com
Website: www.sussexinsurance.com/campbell-river.html

Western Financial Group

Address: B5A-465 Merecroft Rd., Campbell River BC, V9W 6K6
Phone: 250-287-2201
Toll Free: 1-800-418-1199
Fax: 250-287-7211
Email: CampbellRiver@westernfg.ca
Website: www.westernfinancialgroup.ca