4 Best Gold IRA Investment Companies Near Me in Campbell River, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Callaghan Wealth Management
ADDRESS: 625H 11 Ave, Campbell River, BC V9W 4G5, Canada
NUMBER: +1 250-286-9968
SERVICES: Wealth management, Budgeting And Planning, Comprehensive Financial Planning, Insurance And Financial Planning, Investment Counsel, Pension Plans, Personal Budgeting, Retirement Analysis, Retirement And Financial Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Murray has been my financial advisor for 30 years. His knowledge in his field and professionalism has been no more than amazing. He will get to know you as a person and understand all your needs and wants for your current financial situation and advise on the best path for your future. He keeps current in the business and continually advises when things change not only in the financial world but in your personal world. Whether it be investment advise, life insurance, or estate planning information you require, Murray truly does have a Wealth of information and advice!! This year, because of his constant guidance, I retired early. You will not be disappointed if you choose Callaghan Wealth Management. – Jan Driemel
REVIEW #2 – Murray was my mother’s financial guide from 2005 till her passing at age 91 in 2019. Murray earned my mother’s trust; he was guided by her values and priorities and he explained thoroughly the basis for his financial advice. After her questions were satisfied with well informed and measured answers, she always made her own decisions and was never pressured by Murray. My mother’s portfolio prospered in the 14 years working with Murray. When she was unable to make her way to his office he would make house calls. She always enjoyed his enthusiasm for his work and his zest for life.
In the last years of my mother’s life Murray prepared me for my role as my mother’s executor. I have found this guidance very reassuring. Now Murray is my financial planner and I look forward to a fruitful collaboration. – Anita Brochocka
REVIEW #3 – My wife Patti and I have been with Murray since 2003. We have been very happy with Murray’s style of a calm, insightful, no pressure approach to financial planning. We never felt rushed or pressured into making a decision. Only when we have a full understanding of an issue and Murray has answered our questions and explained all of the details do we make a decision to endorse a recommendation. Murray works very hard to make sure we understand our financial future and what it takes to achieve our goals. – Don Poty
REVIEW #4 – Ray and I have know Murray for over 40 years. We decided to trust him with our financial planning since 2005. Murray always takes his time when going through the investments we have made. He pays attention to small details and is calm and methodical when going over our file. We always walk away from his office with insight and all our questions answered. If we were unable to see him during his working hours he would stop in to see us on his way home.
I would definitely recommend Murray. – Kristi Stormo
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
IG Wealth Management
ADDRESS: 1105 Ironwood St, Campbell River, BC V9W 5L6, Canada
NUMBER: +1 250-287-4739
SERVICES: Employee Group Plans, Financial Advisor, Investments and Life & Health Insurance
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Having known Glen for the last decade, and using his services for half that, I can not recommend him enough. Glen takes the time to get to know his clients and determine the best way to help them. In his new capacity at Investors Group, he was even able to assist with a very competitive mortgage rate that was better than competing offers. If you are looking for somebody to manage your retirement funds, investments, mortgages, or financial planning; you would be hard pressed to find a better financial adviser than Glen Clark. – rcj
REVIEW #2 – I’ve known Glen for years and have gone to him for advice in the past. His honesty and forthrightness make him an excellent mentor and business advisor. He is generous with his knowledge and shares it weekly in our networking group. I would recommend Glen to anyone looking for an honest and straightforward advisor. – Brian Brown
REVIEW #3 – Glen has set up my life and critical illness insurance policies and has ensured my daughters have all their government grants and set up their RESP and TFSA accounts.
Glen is extremely knowledgeable in his field, is very efficient and he let me know what I need and what I don’t need.
I highly recommend Glen for your financial services needs! – Taunya Holland
REVIEW #4 – Glen is a consummate professional. He is responsive, honest, and someone who I feel would act in his client’s best interests. Plus he is a good guy to meet. – Joshua Nobleman
REVIEW #5 – Dustin Whiteside is an informed trustworthy financial planner. 5 by 5 – Blair Hunter
Casey Brake – Sun Life Financial
ADDRESS: 2116B S Island Hwy, Campbell River, BC V9W 1C1, Canada
NUMBER: +1 250-830-5074
SERVICES: Estate planning, Insurance purchase consulting, Investment advising, Retirement savings consulting and Wealth management
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – With a focus on meeting your financial goals, Casey has the ability to convey financial investment information with ease. She understands the trends of today’s financial market and the importance of diversification and guides you effortlessly to determine the best choices for you. Thank you Casey for all your help – Kelly
REVIEW #2 – I enjoy Casey’s fresh views and patient explanations. She is always smiling and very personable. I feel Casey looks after my best interests and keeps me well informed. I have full confidence in her knowledge and skills. – Brandon Scott
REVIEW #3 – Casey did a fantastic job educating us about the different investments and organizing our retirement plan. We have seen very good returns on our investments throughout 2025. – Ian Durke
REVIEW #4 – Casey has been amazing at helping us get our financial house in order. She keeps us updated on trends in the market, advises us through any questions we may have and always communicates in a timely manner. I highly recommend Casey! – Carol Donaldson
REVIEW #5 – Casey was unbelievably patient, kind and understanding while walking me through the process of getting life insurance. She put me at ease about everything and answered every question I had in the most professional way. I highly recommend Casey to anyone, looking to obtain insurance or any kind of financial advice she’s awesome! – Ryan Pickard
Alitis Investment Counsel Inc. – Campbell River
ADDRESS: 909 Island Hwy #101, Campbell River, BC V9W 2C2, Canada
NUMBER: +1 250-287-4933
SERVICES: Alternative Investment, Asset Management, Comprehensive Wealth Planning, Discretionary Portfolio Management, Financial Planning Services, Income Management, International Investments, Investment Advice, Investment Management, Investment Opportunities, Investment Planning, Retirement Planning Services, Risk Management, Savings Program, Tax And Estate Planning, Wealth Management
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Alitis has provided solid returns over time via its pooled investment approach. They communicate well and on a regular basis. We would recommend them. – D Chase
REVIEW #2 – Have been a client of theirs for over 5 years now, they have been a pleasure to deal with. – Jason McKenzie
REVIEW #3 – My investment advisor has been nothing short of exceptional. She is always available when I need her, providing educated and caring advice.
Her deep knowledge of the financial markets and investment strategies is evident in her recommendations, and they make complex concepts easy to understand. What sets her apart is her genuine concern for my financial well-being, tailoring her advice to my individual goals and risk tolerance.
I highly recommend Apruva my investment advisor with Alitis to anyone seeking professional and expert financial guidance. With her support, you can confidently navigate the financial markets and work towards your financial goals. I’m grateful for her outstanding service and look forward to our continued partnership. – Kim Rollins
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