Financial/Insurance

Photo of  Invis West Coast Mortgages
Invis West Coast Mortgages
Karen Ewing
201 - 1530 Cliffe Avenue
Courtenay,  BC  V9N 2R4
Work Phone: 250-897-3550
Cell Phone: 250-897-4571
Karen is a partner in Invis West Coast Mortgages and am an independent mortgage broker. She helps people get the best mortgage for them based on their particular situation. She has been a broker since July of 2006. Previous to that Karen worked for 2 major banks for 27 years as a personal banker. She is married, has 2 children and 2 grandchildren. Karen and her husband enjoy travelling and plan to do more of it in the upcoming years!
Add to Address Book Updated 181 days agoReturn to top.
Photo of  Mackenzie Gartside & Associates
Mackenzie Gartside & Associates
Mackenzie Gartside
#5 - 212 - 5th Street
Courtenay,  BC 
Work Phone: 250-331-0800
Mackenzie Gartside & Associates are a team of highly motivated, customer-focused professionals. All born and raised in the Comox Valley, we are dedicated to building a place in the community through long-term relationships with our clients. The senior mortgage consultant in our office, Mackenzie worked in banking for 4 years before transitioning to brokering in 2006. With an energetic and determined personality, Mackenzie works day and night to get her clients the absolute best mortgage terms possible.
Add to Address Book Updated 98 days agoReturn to top.
Photo of  Mackenzie Gartside & Associates
Mackenzie Gartside & Associates
Lisa Gurney
#5 - 212 - 5th Street
Courtenay,  BC 
Work Phone: 250-792-3140
Mackenzie Gartside & Associates are a team of highly motivated, customer-focused professionals. All born and raised in the Comox Valley, we are dedicated to building a place in the community through long-term relationships with our clients. An integral member of the team since 2007, Lisa splits her time between office administration and brokering deals. When she wraps up her day managing the office, Lisa puts her design degree to use as a Stampin' Up! Demonstrator.
Add to Address Book Updated 98 days agoReturn to top.
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Make It Count Bookkeeping
Dianna Talbot, CVWBN Board: Treasurer
532 Deerwood Place
Comox,  BC 
Work Phone: (250) 339-4042
As a small business bookkeeper, Dianna prides herself in personal, professional quality client service. While she finds that answering the question, “What do you do?” with “I’m a bookkeeper!” is a total conversation killer at cocktail parties, Dianna truly enjoys her work. Dianna is a Certified Payroll Practitioner with the Canadian Payroll Association and has her Business Administration Certificate from NIC.
Add to Address Book Updated 188 days agoReturn to top.
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RBC Dominion Securities
Lara Austin
Work Phone: 250-334-5606
Working with successful professionals and retirees as an investment advisor for 10 years, Lara believes it’s important to take the time to clearly understand a client’s financial picture – risk tolerance, tax situation, objectives, anticipated “life events,” and retirement/estate plans. Following this initial “Discovery Meeting”, Lara’s next step is to custom-design an investment portfolio designed to achieve a client’s goals for capital preservation,retirement income and long-term growth. She guides clients through decisions, as she keeps a pulse on the market, trends, and tax changes that may impact them. Lara is particularly concerned by statistics that reveal how many women remain uninvolved in their family’s financial management. Much of her volunteer time, therefore, is with women’s groups, such as WBN (past-president and recipient of Minerva award). In these groups, she hopes to educate, serve as a role model, and advocate for women to understand and become proactive in their family finances. If you would like to book your own Personal Discovery Meeting, please contact Lara
Add to Address Book Updated 94 days agoReturn to top.
Photo of  The Mortgage Centre Comox Valley
The Mortgage Centre Comox Valley
Angela Zumbo
#108 - 2100 Guthrie Road
Comox,  BC  V9M 3P6
Work Phone: 250-898-8821
Cell Phone: 250-702-2045
Angela is an experienced mortgage professional dedicated to making the mortgage application process as easy as possible for her clients. She offers mobile service all over Vancouver Island, and can complete mortgages anywhere in Canada easily, using phone, fax and email. Angela has over 5 years’ experience in the mortgage industry, which combines nicely with her business degree to give her the knowledge base essential to understand the unique financial needs of each client. She works to build life-long relationships with all her clients, providing not only mortgages, but financial advice and guidance. Angela's advice is always free!
Add to Address Book Updated 101 days agoReturn to top.
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The Mortgage Group
Angela Kroemer
Work Phone: (250) 650-4182
Work Phone: 1-888-679-0190
Angela is a Mortgage Professional with The Mortgage Group Canada, working as a home based business. She has been in the Comox Valley for 20 years and has worked for various small businesses. Feel free to call her for any questions on mortgages.
Add to Address Book Updated 208 days agoReturn to top.
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Vancouver Island InsuranCentres
#109-364 Eighth Street
Courtenay,  BC  V9N 1N3
Work Phone: (250) 338-1401
Work Phone: 1-800-798-6605
Elizabeth has had the pleasure of living in the Comox Valley for over 20 years and the honour of being associated with Vancouver Island InsuranceCentres Inc. (VIIC) for 17 years. She began her career in the Automobile Insurance Department and progressed into the position of Mobile Road Supervisor where she developed strong and lasting relationships with many of the local auto dealerships and as well a myriad of clients. Following her tenure as Mobile Supervisor, Elizabeth progressed into Personal Lines Insurance to increase her product knowledge. In June 2011 she turned her focus to Commercial Lines which she have discovered is her calling. She is working with local business people to craft an insurance program to meet their individual needs. Vancouver Island InsuranceCentres is a dynamic and expanding General and Life Insurance Brokerage with 14 locations throughout Vancouver Island where they have been covering the insurance needs of our customers for over 100 years. Elizabeth is currently involved in the many community projects that VIIC is involved with corporately i.e. “Anti-Bullying Day”, “Run for the Cure”.
Add to Address Book Updated 106 days agoReturn to top.

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