4 Best Gold IRA Investment Companies Near Me in Prince George, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
MDN Trinity Financial Services Inc
ADDRESS: 1448 6 Ave, Prince George, BC V2L 3N2, Canada
NUMBER: +1 250-564-4663
SERVICES: Retirement Planning, Estate planning, Financial planning, Investment advising, Wealth management, Corporate Taxation, Critical Illness Insurance, Estate Planning, Financial Strategies, Life insurance, Permanent Life Insurance, Tax Planning, Taxation Strategies and Term Life Insurance
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 – Used Trinity Financial services when I was first looking for a financial advisor and stuck with them until I moved out of province. Cannot say enough good things about the people here and would recommend them to anyone looking for financial services! – Brooklyn Rasmussen
REVIEW #2 – Great staff and support. They can help you with you financial planning, TFSA, retirement, strategic planning, investments, all in one place. – Craig Landon
REVIEW #3 – I can’t recommend Stephen Neudorf highly enough. He took the time to really listen, understand my situation, and explain things in a way that made investing feel clear and manageable. I felt respected and cared for through the whole process — he combines deep knowledge with genuine kindness. If you’re looking for a financial advisor who truly has your best interests at heart and makes you feel confident about your financial future, this is the person to call. – Jeannie MacDonald
REVIEW #4 – Matthew is top notch! We have worked with him for over 10 years and it has been nothing but positive. He genuinely listens to what our insurance needs and financial goals are and consistently helps us navigate to make the best investments. You can tell his clients are important to him. He makes himself available to them. – Sharon Dawes
REVIEW #5 – Matt is incredible! He helped me get into my first mortgage, and continues to help me with my financial goals, big and small. He gives sound advice, explains everything well, and listens to me with kindness. I would 100% recommend Matthew and Trinity Financial to everybody! – Angel Stewart
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Brandon Kirk – Safe Wealth Planners Inc.
ADDRESS: 1553 3rd Ave, Prince George, BC V2L 3G3, Canada
NUMBER: +1 604-832-7539
SERVICES: Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Retirement savings consulting, Tax planning, RRSPs, TFSAs, First Home Savings Account (FHSA)
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Such a great experience working with Brandon. He is consistenly true with his fiduciary mindset, who prioritizes clients’ best interest above all else. Prior to our meeting, I prepared 28 direct questions to address my skepticism, but Brandon provided us with thorough answers, which in result gave us confidence. He was transparent and ethical and clearly ready to tackle toughest questions. – Kathleen Ira Montejo
REVIEW #2 – My experience with Brandon was one of a kind. He’s a great guy, with a passion to serve the people he works with. He was very educational and understanding of my situation, and he made me leaving our conservation knowing there’s a solution to every problem. 100% would recommend to anyone looking to build that financial relationship and have a smile on there face by the end of it! – Anthony Streit
REVIEW #3 – I had an excellent experience working with Brandon. I highly value his insights and recommend his service to anyone looking for great advice and support on personal finances. He is also a very friendly and valued member of our community. His expertise as a financial planner is superb! – Daniel Burgel (Danny)
REVIEW #4 – I met Brandon a few years back at a networking event. I’ve had the pleasure of working with him to achieve/create my financial goals. As a young guy myself as quite pressed with 1. How knowledgable he was 2. How eager he was to help me, but also my business out. I remember even brought a list of potential clients that I should get in contact our first meeting. Talk about above and beyond! It sure is nice to have an all in one solution when it comes to this side of financial planning, as he really does it all! Thanks for everything you do Brandon and team! – Samuel Niezen
REVIEW #5 – Brandon has a passion for his profession and that lends to aiding all his clients achieve their tailored goals! He is knowledgeable, professional and a delight to work with. You can find comfort in regular updates, and check-ins ensuring attention is maintained. A kind-hearted, respectful family man shines through his conversations ensuring all parties are heard, understanding and comfortable. – Tristan Costello
Wealth Management and Estate Planning- Portfolio Managers, John Kason and Koltin Chasse with Fieldhouse Capital Management
ADDRESS: 1553 3rd Ave, Prince George, BC V2L 3G3, Canada
NUMBER: +1 250-596-6511
SERVICES: Estate Planning, Financial Planner, Investment Adviser, Investment Advisors, Investment Planning, Investment Strategies, Retirement Planning, Defined Benefit Options And Planning, Defined Contribution Plan Options And Plans, Pensions, Personal Investment, Retirement Planning And Budgeting
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been with John for more than 10 years now and he and Robyn have been great with my wife and I in making sure we are set up for the needs we have in planning for our future with regards to things like RESPs for our children and of course our RRSPs and TFSAs. It’s nice to sit down and have some one help diversify your family in the directions you want go. – Joe Turgeon
REVIEW #2 – For the longest time I didn’t think that I had enough money to invest and was reluctant to contact an investment councilor. John took the time to work with me, explaining a strategy and helped me build a plan to retirement. I am so grateful for his patience and expertise. I am now confident about my financial plans and love to see how well my investments are doing. I would confidently recommend their services to my friends and family and only wish that I had spoken to him sooner! – tracey james
REVIEW #3 – My wife and I have worked with John for 5 years now and he has been amazing in helping us grow our financial literacy as well as being very successful in growing our financial portfolio. He has done a great job of explaining financial products, strategies for investing, why he thinks they would be a good fit for us and has always been transparent about his compensation. John is very charismatic and it shows that he loves the work that he does. I frequently find myself recommending his services to friends and family. – Chuck Cocker
REVIEW #4 – Met with John and have been impressed with his attention to detail and the team at Fieldhouse. They made financial planning feel approachable and not something that was stressful. – Brandon Kirk
REVIEW #5 – Always helpful and generous with their time in 2025 next stop 2026 and will say I think it’s going to be something to see and could name easily a dozen or two world changing financial issues from hyperinflation, world-wide fraud, silent WWIII. Total insanity out there and hats off to you all in the New Year. – Lance Hodge
David Mothus CEA, CDFA – Sun Life Financial Advisor
ADDRESS: 1600 15th Ave, Prince George, BC V2L 3X3, Canada
NUMBER: +1 250-961-7664
SERVICES: Estate planning, Wealth management, Critical Illness Coverage, Group Benefits Plans, Investments, Life Insurance, RRSPs, Retirement Planning and TFSAs
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 – Dave is not your typical Advisor, he truly care about his clients and very passionate about his work. I met Dave 8 years ago at a Convention and we have kept in touch to share best practices on how we can best help our clients. If you’re in his area I highly recommend you talk to him about Financial Planning! – Jimmy Nguyen
REVIEW #2 – My husband and I met Dave Mothus just after we bought our first home. He was more than happy to go over all of our options in regards to life, disability and critical illness insurance. He was patient with all of our questions and knowledgeable about the products offered as well as the competitions products. Every year Dave organizes a follow up meeting with us to make sure that we’re still happy with the products we have and that we still understand what they are. He also updates us on potential issues with our current products that he has discovered since our last meeting. We are VERY satisfied with the products and services that Dave has provided us. We’re looking forward to building our relationship with him and expanding our portfolio in the future. – Andrea Borzel
REVIEW #3 – Dave is a guy who is genuinely concerned about people – as individuals, groups, & our community. He is often fundraising or raising awareness to assist others. What I appreciate about Dave is that you can have an honest conversation with him – he listens, isn’t put off by your thoughts, & will share his opinion with you, without pressure. These are traits that aren’t always easy to find in a consultant. Talking to Dave about your options will not be a waste of your time – if nothing else, you will probably make a new friend. – Melanie Blake
REVIEW #4 – Dave Mothus and team Trinity Financial Services Inc. have given us peace of mind with our financial goals, life insurance and medical insurance. Further, they update us regularly with new or improved products. They are a call away and make changes promptly when asked. I will continue to (and have) recommend Dave and his team for all your financial and insurance needs. – Gabrielle Theriault
REVIEW #5 – David was a pleasure to deal with and explained everything we needed to know in plain terms, that just made sense. Making big life decisions are hard enough, but David made it a little easier for us. Highly recommend! – Lianne Cooper
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