Orion Tax Inc

Harbourfront Wealth Management Inc, located in Courtenay, BC, offers specialized wealth strategies through a multilayered approach tailored to the unique needs of its clients. Led by Senior Wealth Advisor Tom Gilman, the firm combines expertise in investment philosophy with a focus on understanding the emotional aspects of wealth planning. With locations in West Vancouver and Victoria as well, Harbourfront Wealth Management is dedicated to providing integrated net worth models and diverse investment options. The team emphasizes responsible wealth building and prioritizes client safety and satisfaction across their services. Generated from the website

iA Private Wealth in Courtenay, BC, is dedicated to guiding individuals, families, and business owners along their financial journeys. With a network of over 500 independent Investment Advisor teams, the firm offers customized wealth management solutions tailored to meet specific needs. They provide access to a wide range of individual securities, mutual funds, wealth planning services, and investment accounts. Through iA Clarington, iA Private Wealth offers high-conviction, actively managed investment solutions managed by reputable portfolio management teams. These solutions include mutual funds, Active ETF Series, portfolio solutions, and socially responsible investments, collectively managing over $22 billion in assets for investors across Canada. As part of iA Financial Group, one of Canada's largest insurance and wealth management companies with over 125 years of experience, iA Private Wealth benefits from the stability and trust associated with a leading financial institution. Boasting over $249.7 billion in assets under management and administration, iA Private Wealth maintains a strong reputation for providing comprehensive and holistic wealth planning services. Generated from the website content

Mindset Wealth, a locally owned office of iA Private Wealth Inc., is recognized as one of Canada's premier independent investment advisory teams. They focus on developing strong relationships with clients, helping them identify their financial goals and create tailored plans to achieve long-term success. Emphasizing the importance of investor behavior over market fluctuations, Mindset Wealth adopts an investment coaching philosophy to keep clients aligned with their objectives. Their commitment to community involvement and volunteerism reflects their belief in giving back as an integral part of financial well-being. Generated from the website