Financial Planners near Courtenay

“Roy and his team are incredible to work with. I’ve trusted Roy with my investments for over 15 years, and year after year I’ve seen steady growth — consistently outperforming what I understand to be average returns, even through uncertain markets.

I started investing young with very little, and it’s been amazing to watch my RRSPs and Tax-Free Savings Accounts grow to the point where a comfortable future feels truly possible. As someone with a young family, that peace of mind means everything.

Beyond the results, it’s the relationship that stands out. Roy, Kelly, and Digna are always welcoming, communicative, and genuinely care. I always feel informed, supported, and right at home.

When it comes to your financial future, trust matters — and there’s no team I trust more.“

“Rob and Lucas at Mindset Wealth are absolute pros.

We’re in a monthly networking group together, and it’s immediately clear that these guys bring a serious depth of knowledge and experience to the table. Every time they present for our group, I walk away feeling more informed, more confident, and honestly just well taken care of. They have a way of breaking down complex financial strategies into clear, practical steps that actually make sense.

What really stands out is that they don’t just talk theory — they focus on real-life planning. From smart saving strategies and tax-efficient investing to long-term retirement planning, they help you build a roadmap so your money is working for you now and setting you up for an incredible retirement down the road. It’s not about quick wins — it’s about building real, lasting wealth with intention.

And the proof is in the people around me. Several members of our networking group are clients of theirs, and I consistently hear nothing but amazing things — about their responsiveness, their integrity, and how much they genuinely care about their clients’ success.

If you’re looking for a financial planning team that’s knowledgeable, trustworthy, and truly invested in helping you create a secure and amazing future, Rob and Lucas are your guys.

Highly recommend.“

“The transparency and open communication fostered by Keith Gibson, at IG Wealth Management creates a trusting and collaborative relationship. His commitment to client success is evident in every step of the financial planning process.“