Orion Tax Inc

Harbourfront Wealth Management Inc, located in Courtenay, BC, offers specialized wealth strategies through a multilayered approach tailored to the unique needs of its clients. Led by Senior Wealth Advisor Tom Gilman, the firm combines expertise in investment philosophy with a focus on understanding the emotional aspects of wealth planning. With locations in West Vancouver and Victoria as well, Harbourfront Wealth Management is dedicated to providing integrated net worth models and diverse investment options. The team emphasizes responsible wealth building and prioritizes client safety and satisfaction across their services. Generated from the website

Orion Tax Inc, located in Courtenay, BC, has been assisting individuals and small business owners with their tax returns for over 20 years, providing tailored solutions year-round. Their experienced team focuses on delivering efficient, accurate, and friendly service, ensuring clients can navigate tax season with ease. Specializing in personal returns, small business bookkeeping, and custom tax solutions, Orion Tax Inc aims to alleviate the stress associated with taxes and bookkeeping. They offer CRA e-filing and personalized bookkeeping services to help clients manage their financial responsibilities effectively. Generated from the website

Mindset Wealth, a locally owned office of iA Private Wealth Inc., is recognized as one of Canada's premier independent investment advisory teams. They focus on developing strong relationships with clients, helping them identify their financial goals and create tailored plans to achieve long-term success. Emphasizing the importance of investor behavior over market fluctuations, Mindset Wealth adopts an investment coaching philosophy to keep clients aligned with their objectives. Their commitment to community involvement and volunteerism reflects their belief in giving back as an integral part of financial well-being. Generated from the website