Comox Valley Infinity Wealth / iA Private Wealth - Courtenay, British Columbia

Catherine P.

Roy was recommended to me by a friend and has been assisting me with managing my RSSP portfolio for 15 years. As a financial advisor, Roy is very dedicated to his role and keeps abreast on all the market/investment trends. He provides excellent financial advice and is available to meet at any time to review my portfolio. Roy is very thorough and patient with all my questions. I appreciate the welcoming, helpful service that his office provides.

Odelle E.

It was time to retire. I had piles of paper and no idea what had to be done. Over my years of work I had investments through 3 different work plans as well as some investments with Mark Nickel.
A close friend said "Put all your investment in one place, with someone you trust. Someone who can and is willing to respond to your questions and explain everything so you can make decisions as situations arise. Someone you you can pick up the phone and talk to if you need to get some of your money."
After careful consideration I turned to Mark because he was that Someone.
He had easy straightforward answers to my piles of paper. I got thoughtful, insightful, honest answers to all my questions and concerns. He explained investment choices and backed them up positive results. I don't worry about my retirement now because I trust Mark. I trust that he is doing his very best for me with educated decisions, experience and integrity.

Alain P.

We have been seen Roy for over 4 years. Roy is really knowledgeable with his attention to all details. Her listen to us and explains everything in proper words to understand and we are able to follow him all the time. He always keeps us informed with the changes. Our investments have grown significantly, almost double in over 4 years. I wish to have met Roy before June 2020. We never had a great service like that in the past with our previous financial advisor.

Al

Al F.

I have had the pleasure working with Roy eleven years or so since i moved here to Courtenay. His results are consistently top drawer, and even though I have had other financial managers in the past Roy is the best. I would definitely recommend him to anyone looking for a helpful, consistent, good results kind of guy.

I also have had the pleasure of working with Mark and have had less contact with him, but i also have found him to be very helpful and he is always "on it" and his results (unless i interfere LOL) are also top drawer. I also would recommend him to anyone shopping for a helpful and good results kind of guy.

Greg H.

Mark is an exceptional financial strategist with a keen ability to see the big picture. He’s helped us with investments, tax strategies, retirement planning, estate planning, and overall financial management. He has the ability to break down complex financial concepts into clear, actionable insights. Beyond his deep technical knowledge, Mark is a true people person - approachable, trustworthy, and he’s genuinely interested in our family’s success. He consistently delivers solid, reliable results, and his value is evident in every meeting. Our family has worked with Mark for decades, and he has earned our complete trust. We highly recommend him.

Shari D.

I highly recommend Mark Nichol as a financial planner and manager. My experience and education in investing was very limited, Mark took the time to explain his investment choices and benefits to make my personal portfolio grow for my retirement plan. We have many good discussions, he listens to my investment thoughts and offers the insight and other details I may not have knowledge. Always contacts over upcoming concerns and always replies promptly to messages left. I have complete confidence he has my best interests in my future and safe investments in mind.

Linda M.

Roy Collings has been looking after our investment needs for over 20 years, and it still astounds me how he communicates with us each and every month.

Mark Nichol is our income tax hero. He’s fast and efficient, and we count on him every year.

Would I recommend them? Darn right!

Allison M.

I have been very happy working with Mark to achieve my financial and retirement goals. He has been very patient with an investment rookie and always keeps me informed about the market and how it applies to my investments. Always open to questions and provides sound advice. After 20 years I trust him implicitly. Thank you, Mark!