4 Best Gold IRA Investment Companies Near Me in Courtenay, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Baker & Associates Private Wealth Management
ADDRESS: 1599 Cliffe Ave #22, Courtenay, BC V9N 2K6, Canada
NUMBER: +1 250-331-6200
SERVICES: Estate planning, Financial coaching, Financial planning, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, Brokerage Services, Comprehensive Retirement Planning, Investment Management, Investment Opportunities, Investment Planning
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 – We are so grateful and happy to have Mandy and Kathy as our financial advisors. We just had our annual review with them and their professionalism and knowledge shines through. We know we are in good hands.
Thanks ladies, it was a pleasure to meet with you both. – Betty Arnott
REVIEW #2 – An excellent overview of current market situation and review of accounts as usual. TFSA annual contribution and direction for accounts for each of us. Top tier assistance and guidance as usual. Thank you Mandy, Kathy and Rhiddi for the time and energy all of you devoted to us. – William Phaneuf
REVIEW #3 – With their expertise Mandy and Kathy have been guiding us on our financial journey for many years. They are professional, prepared and welcoming with their presentations. They take the time to get to know us as people, they truly care for their clients. We know our portfolio is in the best hands and would highly recommend them to anyone looking for financial services. – Erik Thompson
REVIEW #4 – Would definitely recommend using Baker & Associates for your financial planning needs. They take the time needed to help you understand the markets and the impact it may have on your portfolio. They make sure you are kept up-to date with any changes and ensure you meet regularly to review and make any changes that be required. – Sharon Stewart
REVIEW #5 – We are extremely grateful for Kathy and Mandy’s advice and always look forward to our financial planning meetings with them. Their warm, professional reception, thorough preparation, clear presentation and in-depth knowledge are inspiring and reflected in our always-pleasing financial returns. I happily and confidently recommend them and their services to my family and friends. – mike couture
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Mindset Wealth
ADDRESS: 145 19th St, Courtenay, BC V9N 9G2, Canada
NUMBER: +1 250-338-5222
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Estate Planning Retirees, Financial Advice, Financial And Retirement, Financial Strategies, Investment Accounts, Investment Advisors, Pension Plan, Personalized Investment Plan, Private Wealth, Registered Retirement Income Fund, Registered Retirement Savings Plans, Retirement Income Planning, Tax And Estate Planning, Tax Free Savings Accounts
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 – The team at MW has managed my accounts for several years, and my experience has been wonderful. I’d confidently recommend them to anyone looking to invest or secure life insurance! – Carissa Nickel
REVIEW #2 – Their knowledge with financial products is extremely helpful, especially when there are so many different options out there. Thank you for understanding our needs and suggesting a few options that would work for myself and my family! – Kit Lyons
REVIEW #3 – Extremely knowledgeable and easy to work with. They took the time to understand our goals and offered clear, personalized advice. Highly recommend!! – EverCleanLtd
REVIEW #4 – Rob and Lucas at Mindset Wealth are absolute pros. We’re in a monthly networking group together, and it’s immediately clear that these guys bring a serious depth of knowledge and experience to the table. Every time they present for our group, I walk away feeling more informed, more confident, and honestly just well taken care of. They have a way of breaking down complex financial strategies into clear, practical steps that actually make sense.
What really stands out is that they don’t just talk theory — they focus on real-life planning. From smart saving strategies and tax-efficient investing to long-term retirement planning, they help you build a roadmap so your money is working for you now and setting you up for an incredible retirement down the road. It’s not about quick wins — it’s about building real, lasting wealth with intention.
And the proof is in the people around me. Several members of our networking group are clients of theirs, and I consistently hear nothing but amazing things — about their responsiveness, their integrity, and how much they genuinely care about their clients’ success.
If you’re looking for a financial planning team that’s knowledgeable, trustworthy, and truly invested in helping you create a secure and amazing future, Rob and Lucas are your guys. Highly recommend. – Mathew Collings
Comox Valley Infinity Wealth / iA Private Wealth
ADDRESS: 204 Old Island Hwy #3, Courtenay, BC V9N 3P1, Canada
NUMBER: +1 250-338-2715
SERVICES: Estate Planning, Financial Wealth Planning, Individual Investment, Investment Accounts, Investment Plans and Life 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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Roy Collings has been my investment manager for 20 years and I have always been impressed with his skill and knowledge in making wise investments for me. He does extensive research of the investment companies he is offering me and has a clear way of explaining the information.
We have always met once a month to discuss my portfolio plus any current investment opportunities. With this monthly meeting Roy can make immediate investment changes, thus creating the most efficient growth of my portfolio. I would definitely recommend Roy Collings as an honest and reliable investment manager. – Verna-Gean Higgins
REVIEW #2 – It has been a pleasure working with Roy and the team at infinity wealth! I knew nothing about proper money management and Roy has kindly taken care of my modest portfolio and grown it to give me confidence going into my retirement years.
He always has time to explain any adjustments and keep me headed in the right direction!
The whole staff is helpful and professional! Highly recommend! – jill keating
REVIEW #3 – Mark has been an advisor for my wife and I for over twenty years. From the outset he has worked hard to get us the best return on our investments. Mark is very good at connecting with us and keeping us up to date on a regular basis. He is very knowledgeable about the markets and the individual stocks that we have and advises us accordingly. A five star rating for sure. – Pat Fyfe
REVIEW #4 – After chatting with a very good friend five years ago, I decided to move my investment funds over to Roy & Mark. They are great individuals, that work very hard, & manage to stay abreast of the changing markets in the crazy World that we presently live in. Both gents are knowledgable, friendly & most of all very trust worthy. They also have a great supporting staff that are always helpful & smiling as they enjoy their place of work. I am very pleased that I was lucky enough to meet these gents & would recommend them to anyone that wanted excellent wealth management. – Keith Hill
REVIEW #5 – Roy and his team are incredible to work with. I’ve trusted Roy with my investments for over 15 years, and year after year I’ve seen steady growth — consistently outperforming what I understand to be average returns, even through uncertain markets.
I started investing young with very little, and it’s been amazing to watch my RRSPs and Tax-Free Savings Accounts grow to the point where a comfortable future feels truly possible. As someone with a young family, that peace of mind means everything.
Beyond the results, it’s the relationship that stands out. Roy, Kelly, and Digna are always welcoming, communicative, and genuinely care. I always feel informed, supported, and right at home.
When it comes to your financial future, trust matters — and there’s no team I trust more. – Mathew Collings
EthicInvest
ADDRESS: 949 Fitzgerald Ave, Courtenay, BC V9N 2R6, Canada
SERVICES: Ethical Investments, Exchange Traded Funds, Financial Advisory Services, Investment Accounts, Investment Advisors, Investment Opportunities, Investment Portfolios, Retirement Accounts, Savings Accounts, Wealth Management
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can’t speak highly enough about my recent experience working with Joss as my financial advisor. He took the time to fully listen and understand my financial situation and goals, and his approach was not only professional and practical, but deeply empathic and understanding. Joss provided clear, actionable advice that was tailored to my needs and helped me see the bigger picture of my financial future with clarity and confidence, making my budgeting process much less daunting. What I appreciated the most was his level of honesty and authenticity and his ability to balance professionalism with a down-to-earth, real approach. His expertise in financial planning was evident throughout our interactions, and I appreciated his ability to explain complex financial concepts in a way that was easy for me to understand. Throughout our sessions, I felt Joss was there for me, not just as a financial advisor, but as someone who genuinely cared about my financial success. Joss has made a significant impact on my financial outlook, and I’m so grateful for his support. If you’re looking for a financial advisor who is not only knowledgeable but also truly invested in helping you achieve your financial goals, look no further, Joss & EthicInvest are the way to go. – Tania Ferrufino
REVIEW #2 – If you’re looking for someone you can truly trust with your investments, Joss is your go-to guy. He’s not just about numbers; he genuinely cares about what’s important to you and tailors everything to fit your needs—no cookie-cutter strategies like you’d find at the big banks. Investing with Joss feels like you’re teaming up with a friend who’s as invested in your financial goals as you are. Truly a breath of fresh air in the financial world! – Ellie Albadvi
REVIEW #3 – Joss exemplifies a vision where investments not only grow portfolios but also contribute to a more sustainable future. His dedication to helping clients make informed financial decisions that align with values shows that it’s possible to achieve both financial success and a positive impact on the world (who wouldn’t want that?). He just genuinely cares, which in all – makes working with Joss very pleasurable. – Oscar @ Orijin
REVIEW #4 – After doing a ton of research and being a little nervous to working with a portfolio manager, I was delighted to be referred to Joss Biggins by a close friend who is also a client. I was blown away by his level of care, his honesty and transparency about their investment process, fees, portfolio management and ongoing support. I was impressed by his professionalism and the firm’s values and ethical investing model and am very happy with my choice to work with them. I highly recommend to anyone new or seasoned investors, as I really felt they listened to my needs, and executed it seamlessly. – Sandra Joe
REVIEW #5 – I’ve been with Ethic Invest a year and a half and I wish I had known about them years ago. I finally feel good about where my money is invested and the people I am working with. I feel Tony and Joss provide good guidance. Although my investment portfolio isn’t very large, I always get 5-star service from them, answering my emails promptly and actually taking initiative to touch base once in a while if they haven’t heard from me. I didn’t get anywhere near this service with my old [name of big investment firm] account. And although no investment professional can guarantee numbers, I’ve been very pleased with the returns thus far. I can’t say enough good things about this business. – Pablo M
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in Canada
