The 10 best financial advisors in Courtenay in 2026

1. 1

   Ginetz Private Wealth

   investments · team website · CFA

   31/100
2. 2

   Mandy Baker

   investments · team website · 4 advisors

   26/100
3. 3

   Lawrence Bailey

   investments · team website · 2 advisors

   22/100
4. 4

   Chris Poelvoorde

   investments · team website · 1 advisors

   19/100
5. 5

   Jason Heflin

   investments · team website · 1 advisors

   19/100
6. 6

   Lance Bevilacqua

   investments · team website · 1 advisors

   19/100
7. 7

   Stu Tunheim

   investments · team website · 1 advisors

   19/100
8. 8

   Austin Wealth Management Team

   investments · team website

   16/100
9. 9

   Balfe Martin Private Wealth

   investments · team website

   16/100
10. 10

    Phil Shute

    investments · team website

    16/100

The criteria

Frequently asked questions

Who is the best financial advisor in Courtenay?

On our public criteria, Ginetz Private Wealth ranks first in Courtenay, ahead of Mandy Baker and Lawrence Bailey. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method