Septen Financial in Courtenay, BC welcomes the opportunity to have a positive impact on the financial future of our clients.
Septen Financial was founded in 1997 in Trail BC. With our philosophy of building long term relationships one client at a time we have continued to grow across the province with offices in Trail, Grand Forks, Kelowna, Campbell River, and Courtenay.
For nearly 20 years, Septen Financial has been helping individuals, families, and businesses realize their financial goals and dreams. Through our experienced team, and by utilizing a network of partners, we are able to ensure disciplined investment advice, efficient tax planning, insurance and estate planning.
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