Mindset WealthFinancial advisor in Courtenay, BC

Also ranked: #3 of 9 wealth managers in Courtenay

Mindset Wealth is a financial advisor at 145 19th St, Courtenay, BC V9N 9G2, ranked #5 of 22 financial advisors in Courtenay and rated 5.0 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Courtenay, BCUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (250) 338-5222 Website ↗

Key facts

Key facts about Mindset Wealth
Address	145 19th St, Courtenay, BC V9N 9G2Get directions
Phone	(250) 338-5222
Website	mindsetwealth.com
Hours	Monday to Friday: 9 AM – 4 PM
Google rating	5.0 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Courtenay and 1 town within 40 km: Powell River.

Based in Courtenay, BCView on map

Opening hours

Opening hours for Mindset Wealth
Day	Hours
Monday	9 AM – 4 PM
Tuesday	9 AM – 4 PM
Wednesday	9 AM – 4 PM
Thursday	9 AM – 4 PM
Friday	9 AM – 4 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Mindset Wealth

How is Mindset Wealth ranked in Courtenay?

Mindset Wealth is ranked #5 of 22 financial advisors in Courtenay by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Mindset Wealth’s hours?

Mindset Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Mindset Wealth serve?

Serves Courtenay and 1 town within 40 km: Powell River. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Mindset Wealth?

Mindset Wealth has a rating of 5.0 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Mindset Wealth?

Call Mindset Wealth on (250) 338-5222. The business is at 145 19th St, Courtenay, BC V9N 9G2. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Mindset Wealth compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Mindset Wealth (this business)	—	69	5.0 (12)	No	No
EthicInvest \| Leede Financial	#3	71	5.0 (20)	No	No	1.2 km
Co-operators - Comox Valley Insurance & Financial Services Ltd.	#4	71	4.3 (27)	Yes	No	1.1 km
First Credit Union	#6	69	4.1 (18)	No	No	0.4 km

See all 22 ranked financial advisors in Courtenay