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Find the 2 Best Financial Advisors in Campbell River, BC

Browse 2 financial advisors serving Campbell River, BC, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
6 reviews
CR Wealth Management
6 reviews
CR Wealth Management offers independent financial planning, investment management, and retirement strategies in Campbell River, BC. We provide personalized, conflict-free advice tailored to clients' unique financial goals. Our services focus on building long-term wealth, tax-efficient returns, and strategic asset allocation through institutional partnerships and fee-for-service planning engagements.
Fee-For-Service Planning Investment Management Tax Counseling
(250) 286-9968 Call Profile
1 review
Alitis Investment Counsel
17 Years
1 review
Alitis Investment Counsel provides alternative investment solutions and comprehensive wealth management services for high-net-worth individuals and business owners. We specialize in private real estate, mortgage funds, and portfolio management strategies designed to stabilize returns and reduce market volatility. Our client-centric approach combines tax-efficient planning, estate optimization, and risk management to build long-term financial security.
Portfolio Management Private Mortgage Fund Real Estate Investment Trust
(250) 287-4933 Call Profile