For nearly 20 years, Septen Financial has been helping individuals, families, and businesses realize their financial goals and dreams.
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.
“My husband and I went to see Mike Feeney about 5 years ago to have our term insurance reviewed. We had a term policy that would have expired last year, leaving us without coverage. Mike showed us that we actually required permanent insurance. When we applied for the term insurance years ago we were both in good health. My husband has had a change in his health, which makes him uninsurable now. Thankfully, we have a permanent policy where the premiums will never increase. Thank You, Mike!”
— J.C. (Coquitlam BC)
CIBC Branch & ATM
147 miles
BMO Bank of Montreal
232 miles
Moderate wait. No more than any other bank. Has an ATM if your in a rush
Venue Financial Centres
284 miles
A shout out to Ashley , who goes far and beyond to help customers in a friendly manne...
Edward Jones - Financial Advisor: Kim Emsley...
321 miles
"Edward Jones is an investment firm that believes your financial goals deserve a...
MNP LLP
326 miles
If I could have left a 0 star rating, I would have. In a very stressful, daunting tim...
Investors Group Campbell River
360 miles
Dustin Whiteside is an informed trustworthy financial planner. 5 by 5 RBC Royal Bank
381 miles
After questioning why I was paying a large fee for paying my bills on line the teller...
Callaghan Wealth Management
415 miles
My wife Patti and I have been with Murray since 2003. We have been very happy with Mu...
easyfinancial Services
1 km
Darcy called my house to talk to me and was very rude with my spouse.
And all she a... Garat Financial Group Ltd
1 km
We are committed to helping you live your dream. Whether your dreams are small or gra...
Sun Life Financial - Glen Clark
1 km
Glen has set up my life and critical illness insurance policies and has ensured my da...
TD Canada Trust
1 km
Lisa Bains is the most beautiful girl I have ever seen in my entire life. TD should b...
CIBC ATM
2 km
Taylor Made Bookkeeping
3 km
"Full service bookkeeping solutions include: accounts receivable, accounts payab...to add Septen Financial Ltd map to your website;
