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Financial Advisors in Courtenay, BC: 2026 rankings

22 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Courtenay: Comox Valley Infinity Wealth / iA Private Wealth, RFA Score 76/100; 5.0★ from 51 Google reviews.

  2. 15

    Most-reviewed: BMO Bank of Montreal, 71 Google reviews at 2.3★, the most of 22 ranked; ranked #15.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

22 Courtenay financial advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 22 rated firms.

Top 10 financial advisors in Courtenay at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Courtenay at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Comox Valley Infinity Wealth / iA Private Wealth765.0★ (51)Courtenay—Top score
2Baker & Associates Private Wealth Management754.9★ (55)Courtenay——
3EthicInvest | Leede Financial715.0★ (20)Courtenay——
4Co-operators - Comox Valley Insurance & Financial Services Ltd.714.3★ (27)CourtenaySat—
5Mindset Wealth695.0★ (12)Courtenay——
6First Credit Union694.1★ (18)Courtenay——
7CIBC Financial Advisor: Quayd McLellan684.3★ (12)Courtenay——
8BD Financial Planning - ACPI675.0★ (8)Courtenay——
9Gee Gibson & Associates - Comox Financial Advisor675.0★ (7)Courtenay——
10Edward Jones - Financial Advisor: Daniel Migoya Graue665.0★ (6)Courtenay——

All 22 financial advisors in Courtenay, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Courtenay

    #1 Comox Valley Infinity Wealth / iA Private Wealth

    Based in Courtenay

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    204 Old Island Hwy #3, Courtenay, BC V9N 3P1
    View profile for Comox Valley Infinity Wealth / iA Private Wealth(250) 338-2715

  5. #5 Mindset Wealth

    Based in Courtenay

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    145 19th St, Courtenay, BC V9N 9G2
    View profile for Mindset Wealth(250) 338-5222

  6. #6 First Credit Union

    Based in Courtenay

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.1★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 18 Google reviews
    Hours
    Mon–Tue 9:30 AM–4:30 PM · Wed closed · Thu–Fri 9:30 AM–4:30 PM · Sat–Sun closed
    Address
    1599 Cliffe Ave #14, Courtenay, BC V9N 2K6
    View profile for First Credit Union(250) 336-0905

  11. #11 IG Wealth Management

    Based in Courtenay

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Financial advisor”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1599 Cliffe Ave #22, Courtenay, BC V9N 2K6
    View profile for IG Wealth Management(250) 338-7811

  12. #12 Scotiabank

    Based in Courtenay

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 2.6★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 2.6★ from 54 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    392 5th St, Courtenay, BC V9N 1K1
    View profile for Scotiabank(250) 703-4800

  15. #15 BMO Bank of Montreal

    Based in Courtenay

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 2.3★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 71 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    585 England Ave, Courtenay, BC V9N 2N2
    View profile for BMO Bank of Montreal(250) 334-3181

  17. #17 First Credit Union

    Based in Powell River, 38 km away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 24 Google reviews
    Hours
    Mon–Tue 9:30 AM–4:30 PM · Wed closed · Thu–Fri 9:30 AM–4:30 PM · Sat–Sun closed
    Address
    4721 Joyce Ave, Powell River, BC V8A 3B5
    View profile for First Credit Union(604) 485-6206

  19. #19 BMO Bank of Montreal

    Based in Powell River, 38 km away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 10 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    4729 Marine Ave, Powell River, BC V8A 2L2
    View profile for BMO Bank of Montreal(604) 485-0404

  20. #20 Scotiabank

    Based in Powell River, 38 km away

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 9 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    7030 Alberni St, Powell River, BC V8A 2C3
    View profile for Scotiabank(604) 485-3175

Also serving Courtenay

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Courtenay
BusinessGoogle ratingDistance
Bailey & Associates Wealth ManagementIn Courtenay
Baker & Associates - MANDY BAKER, CFP, CPCA, RRC5.0★ (1)In Courtenay
Buckstone Investments Ltd1.0★ (1)In Courtenay
Chris Poelvoorde - BMO Financial Planner5.0★ (2)In Courtenay
CIBC Financial Advisor: Estevan Lapena5.0★ (1)In Courtenay
CIBC Wood Gundy3.0★ (2)In Courtenay
Courtenay of RBC Dominion Securities Inc.3.0★ (2)In Courtenay
Edward Jones - Financial Advisor: Aaron Macluskie5.0★ (1)In Courtenay
Edward Jones - Financial Advisor: Tracey J Gard5.0★ (1)In Courtenay
Freedom 55 Financial3.0★ (2)In Courtenay
G. Slocombe & Associates Inc.3.0★ (2)In Courtenay
IG Wealth Management - Greg Chadwick, R R CIn Courtenay
IG Wealth Management - JASON HEFLIN, B.Com., RRC, CFPIn Courtenay
IG Wealth Management - STU TUNHEIM, RRC5.0★ (1)In Courtenay
Kerri Major - TD Financial Planner2.0★ (2)In Courtenay
Odlum Brown Limited CourtenayIn Courtenay
Raymond JamesIn Courtenay
Simplii Bookkeeping & Taxes5.0★ (1)In Courtenay
Sun Life Financial - Tyler Iwanson5.0★ (1)In Courtenay
TD Wealth Private Investment Advice3.0★ (2)In Courtenay

How we ranked Courtenay financial advisors

We scored 22 Courtenay financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Courtenay data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Courtenay: frequently asked questions

Which financial advisor has the highest RFA Score in Courtenay?

By RFA Score, the highest-ranked financial advisor in Courtenay, BC is Comox Valley Infinity Wealth / iA Private Wealth with an RFA Score of 76/100. It has 5.0★ from 51 Google reviews. Baker & Associates Private Wealth Management (#2) and EthicInvest | Leede Financial (#3) follow. We ranked 22 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Courtenay?

RankedFinancialAdvisors ranks 22 financial advisors serving Courtenay, BC. 15 of them are based in Courtenay; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Courtenay work on weekends?

1 of 22 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays is Co-operators - Comox Valley Insurance & Financial Services Ltd. (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Courtenay financial advisors have?

The median Google rating among 22 rated financial advisors in Courtenay is 4.9★, with a median of 19 reviews. BMO Bank of Montreal has the most, 71 reviews, and ranks #15. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Courtenay count in this ranking?

Yes, if they are within 40 km of the Courtenay city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Courtenay ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Courtenay?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Courtenay

  1. November 2026: RFA Scores recalculated for 22 financial advisors serving Courtenay.

More financial advisors and Courtenay pages