Updated October 2026 · 46 verified financial advisors · CASL-aware

Courtenay Financial Advisors Email List — 46 businesses, 12 with email

This email list covers 46 financial advisors in Courtenay, British Columbia, delivered as Excel and CSV files the moment you pay $9 USD. Of the 46 businesses, 12 have an email address, 46 a phone number, 39 a website, 46 a street address and 46 a Google rating — a blank cell means the business does not publish that field. Use it for cold email, calling or direct mail to financial advisors in Courtenay, British Columbia; one purchase includes free updates.

Total Financial Advisors
46
Across Courtenay
With Email
12
26% of listings · 33% corporate domain
Avg Rating
1.69/5
806 total reviews
Top Rated
9
Rated 4.5 or higher

The Courtenay, British Columbia financial advisors list has 46 businesses, 12 of them with a business email. Each record has the business name, phone, address, website and Google rating. One-time $9 USD — download Excel and CSV right after checkout, no subscription.

/ 01 — Sample previewSee what's in the file

Five rows from the full 46-row dataset, sorted by rating & review count. The full file has one row per business with 13 columns: business name, email, email type (business or personal), phone, street address (with postal code), city, state/province, country, Google rating, review count, website, email quality and audit date. The CSV adds email_2, email_3… where a business has more than one address. Service-area businesses (mobile mechanics, handymen, cleaners) deliberately don’t list an address on Google, so that column is blank for about 2% of rows.

financial-advisors-courtenay-bc-canada.xlsx / .csv · 46 rows · 13 columnsPREVIEW
NameRatingReviewsEmail
Comox Valley Infinity Wealth / iA Private Wealth★ 5.051naomi.cox@iaprivatewealth.ca
John Hulbert - Mortgage Broker★ 5.024johnhulbert@dominionlending.ca
EthicInvest | Leede Financial★ 5.020—
Mindset Wealth★ 5.012reception@mindsetwealth.com
Chris Poelvoorde - BMO Financial Planner★ 5.02—
+ 41 more rows in the full downloadExcel · CSV

/ 02 — Market insightCourtenay's financial advisors market in numbers

“

Courtenay holds one of the largest concentrations of financial advisors in British Columbia at 46 active operations. The market is mature: 9% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 18 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

46
Active financial advisors
9%
Corporate domain emails
18
Avg Google reviews

/ 03 — Built forWho buys this list

A

Vertical software vendors

Specialized SaaS, CRM, and operations tools targeting this industry's workflows.

B

Suppliers & vendors

Distributors, supply houses, and equipment vendors building rep territory in this market.

C

Marketing agencies

Local SEO, paid ads, and reputation management firms targeting high-revenue operators.

/ 04 — QuestionsFrequently asked

What exactly is in the download?+

A row per business with name, phone, postal code, website URL, parent domain, Google rating, review count, the email address where one was found, and the street address where the business publishes one (service-area businesses don't list one on Google) — as CSV, XLSX and JSON. 9% of the emails here are corporate-domain rather than webmail. The five-row preview above is drawn live from the file you will receive.

Can I use this list for cold email outreach under CASL?+

These are publicly-listed business contacts, not an opt-in email list. CASL's implied-consent provision for published business addresses is narrow, and whether it covers your message is a legal judgment. Buying this list is not a compliance guarantee and this is not legal advice — you are responsible for evaluating CASL and any other applicable law, and should talk to a lawyer if you are unsure. Our Compliance & Responsible Use page sets out the rules.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Courtenay

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Comox Valley Infinity Wealth / iA Private Wealth

★ 5.0 · 51 reviews
Financial Advisor · Courtenay

John Hulbert - Mortgage Broker

★ 5.0 · 24 reviews
Financial Advisor · Courtenay

EthicInvest | Leede Financial

★ 5.0 · 20 reviews
Financial Advisor · Courtenay

Mindset Wealth

★ 5.0 · 12 reviews
Financial Advisor · Courtenay

Chris Poelvoorde - BMO Financial Planner

★ 5.0 · 2 reviews
Financial Advisor · Courtenay

IG Wealth Management - STU TUNHEIM, RRC

★ 5.0 · 1 review
Financial Advisor · Courtenay

Sun Life Financial - Tyler Iwanson

★ 5.0 · 1 review
Financial Advisor · Courtenay

HUB International

★ 4.9 · 554 reviews
Financial Advisor · Courtenay

Baker & Associates Private Wealth Management

★ 4.9 · 54 reviews
Financial Advisor · Courtenay

Co-operators - Comox Valley Insurance & Financial Services Ltd.

★ 4.3 · 27 reviews
Financial Advisor · Courtenay

CIBC Financial Advisor: Quayd McLellan

★ 4.3 · 12 reviews
Financial Advisor · Courtenay

Coastal Community Insurance Services (2007) Ltd.

★ 4.1 · 27 reviews
Financial Advisor · Courtenay

IG Wealth Management

★ 4.1 · 9 reviews
Financial Advisor · Courtenay

G. Slocombe & Associates Inc.

★ 3.0 · 2 reviews
Financial Advisor · Courtenay

Courtenay of RBC Dominion Securities Inc.

★ 3.0 · 2 reviews
Financial Advisor · Courtenay

TD Wealth Private Investment Advice

★ 3.0 · 2 reviews
Financial Advisor · Courtenay

Freedom 55 Financial

★ 3.0 · 2 reviews
Financial Advisor · Courtenay

Kerri Major - TD Financial Planner

★ 2.0 · 2 reviews
Financial Advisor · Courtenay

Buckstone Investments Ltd

★ 1.0 · 1 review
Financial Advisor · Courtenay

CIBC Wood Gundy

★ 1.0 · 1 review
Financial Advisor · Courtenay

Somers Private Wealth of RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Courtenay

Ginetz Private Wealth of RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Courtenay

Austin Wealth Management Team

No rating yet
Financial Advisor · Courtenay

CIBC Financial Advisor: Bailey Morgan

No rating yet
Financial Advisor · Courtenay

Raymond James

No rating yet
Financial Advisor · Courtenay

CIBC Financial Advisor: Ben Iwasyk

No rating yet
Financial Advisor · Courtenay

David Duquette - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Courtenay

CIBC Financial Advisor: Steven Chen

No rating yet
Financial Advisor · Courtenay

Glacierview Financial Services Ltd.

No rating yet
Financial Advisor · Courtenay

Paul Ardron: Consultant - IG Wealth Management

No rating yet
Financial Advisor · Courtenay

Assante Capital Management Ltd.

No rating yet
Financial Advisor · Courtenay

Baker & Associates - MANDY BAKER, CFP, CPCA, RRC

No rating yet
Financial Advisor · Courtenay

Gilman Deters Private Wealth

No rating yet
Financial Advisor · Courtenay

IG Wealth Management - Greg Chadwick, R R C

No rating yet
Financial Advisor · Courtenay

IG Wealth Management - JASON HEFLIN, B.Com., RRC, CFP

No rating yet
Financial Advisor · Courtenay

Worldsource Financial Management Inc.

No rating yet
Financial Advisor · Courtenay

Pinnacle Family Wealth Advisory Group - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Courtenay

Sterling Mutuals

No rating yet
Financial Advisor · Courtenay

Bailey & Associates Wealth Management

No rating yet
Financial Advisor · Courtenay

Odlum Brown Limited Courtenay

No rating yet
Financial Advisor · Courtenay

Balfe Martin Private Wealth of RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Courtenay

CIBC Financial Advisor: Rajendra Saini

No rating yet
Financial Advisor · Courtenay

CIBC Mortgage Advisor: Mitchell Weiser

No rating yet
Financial Advisor · Courtenay

Phil Shute

No rating yet
Financial Advisor · Courtenay

TD Bank Private Banking - Geoff Knight

No rating yet
Financial Advisor · Courtenay

Carolyn Harmsworth: Primerica - Financial Services

No rating yet
Financial Advisor · Courtenay

/ HelpCommon Questions

How do I choose a reliable financial advisor in Courtenay?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Courtenay?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — collected by our own crawl. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.