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Contact Us

Mark Purcell
Dave Yanick
Grant Powers
Chrissy Billy
Sean Haslett
Karen Young

Tel: 250-339-1703

Address
BMO Nesbitt Burns
1771 Comox Ave Suite 204
Comox, BC

BMO Nesbitt Burns
585 England Avenue
Courtenay, BC
V9N 2N2

BMO Nesbitt Burns
996 Shoppers Row
Campbell River, BC
V9W 2C5

BMO Nesbitt Burns
4729 Marine Avenue
Powell River, BC
V8A 2L2

Our Commitment 

Sound Advice That Relates Your Financial Plan To Your Life Goals

At Yanick Purcell Powers Wealth Management, our philosophy comes from the view that we can best serve our clients by helping them reach their unique dreams and goals. We then use our expertise and experience to help them understand the financial implications of the plans which they develop.

To make our personal approach work for our clients, we have created a team approach that lets us match our talents with your specific needs.
 

Our team has the collective expertise to advise you both personally, and professionally. 

We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management:


Team Approach centered on you

Our expertise lies in helping you find the most appropriate information possible. That is why we have created a team of individuals with complimentary strengths and approaches. We utilize the knowledge of the best professionals that we can find to help meet the needs of our clients.
 


Educating our clients

We view ourselves as a valuable source of education and wisdom for our clients. Our focus is on continual education on both the financial and non-financial aspects of your life. We provide this education via our regular communication as well as offering occasional seminars/webinars and resources to our clients.


Planning for success

Our financial approach is based on your life plan. We devote a good deal of time helping clients formulate and understand their life dreams and goals.


Contact

Our personal approach means that we maintain regular communication with our clients. We are there when you need us. On your time. Whether it's meetings that suit your schedule, or regular portfolio status updates, ongoing communication is key to how we do business.


Trust on both sides

We believe in trust and full disclosure. Prior to developing a strategy we ensure that clients are fully aware of such things as investment costs, fees and any potential risks. We also help you with balancing short-term market moves with your long-term goals.


Confidentiality

A sound investing and confidential partnership. Our business is based on trust and confidentiality. When you open an account with us, you establish a partnership that will help you identify your financial goals, your income and security needs, tax considerations, and your comfort with risk. All of the information that you share with us is held in the strictest of confidence. Confidentiality forms the cornerstone of our practice, and we take that responsibility very seriously.