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Financial advisors in Prince George
8 advisory teams and firms in Prince George, British Columbia.
- Chris VelascoPrince GeorgeTeam at Edward Jones
- Portfolio management and investment advice
- Colette BruneauPrince GeorgeTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Dean W SimpsonPrince GeorgeTeam at Edward Jones
- Portfolio management and investment advice
- Gregory CampbellPrince GeorgeTeam at IG Wealth Management
- Portfolio management and investment advice
- Jaymie KohlerPrince GeorgeTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Michael LorethPrince GeorgeTeam at IG Wealth Management
- Portfolio management and investment advice
- Trevor LipinskiPrince GeorgeTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Yousra MoutiiPrince GeorgeTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
Prince George in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Prince George
Farmer in Prince George: how to pass on the farm?
3.2% of jobs in Prince George 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.
Where to invest your savings in Prince George: RRSP or TFSA?
Only 27.1% of tax filers in the Prince George area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →How much to save for retirement in Prince George?
CPP and OAS rarely cover your full lifestyle: personal savings fill the gap, to be calculated for your age and horizon.
Calculate your savings goal →Property taxes in Prince George
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 Prince George area
Among people with income in the Prince George 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 Prince George?
Advisor Index lists 8 advisory teams and firms in Prince George, 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 Prince George?
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.