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Financial advisors in Campbell River
8 advisory teams and firms in Campbell River, British Columbia.
- Glen ClarkCampbell RiverTeam at IG Wealth Management
- Portfolio management and investment advice
- James BrantCampbell RiverTeam at IG Wealth Management
- Portfolio management and investment advice
- Ken GarrawayCampbell RiverTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Kim Emsley-LeikCampbell RiverTeam at Edward Jones
- Portfolio management and investment advice
- Scott AuramenkoCampbell RiverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Scott CessfordCampbell RiverTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Sonia EdwardsCampbell RiverTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Trevor DespinsCampbell RiverTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
Campbell River in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Campbell River
Farmer in Campbell River: how to pass on the farm?
7.9% of jobs in Campbell River are in this sector, against 2.3% across Canada (2021 census). Transfer to a child, tax rollovers, the farm capital gains exemption: a succession takes years to prepare.
When to take CPP and how to draw down a RRIF in Campbell River?
26.1% of Campbell River residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.
How long will your savings last? →How to reduce capital gains tax in Campbell River?
9% of tax filers in the Campbell River area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.
Property taxes in Campbell River
Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.
Savings and high incomes in the Campbell River area
Among people with income in the Campbell River area, in 2023:
Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.
Frequently asked questions
How many financial advisory firms are there in Campbell River?
Advisor Index lists 8 advisory teams and firms in Campbell River, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Campbell River?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in British Columbia
- Vancouver · 258
- Victoria · 102
- Kelowna · 81
- Surrey · 53
- Burnaby · 44
- Nanaimo · 38
- Kamloops · 28
- Abbotsford · 26
- Vernon · 21
- West Vancouver · 19
- North Vancouver · 17
- Coquitlam · 16
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.