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Greater Victoria Financial Planning-Investment Management Services

Greater Victoria Financial Planning-Investment Management Services

 
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Canadian Western Bank
Canadian Western Bank
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Chamber Champion
1201 Douglas St
Victoria, BC V8W 2E6
Charlene BartCharlene Bart
Work Phone: 25038312062503831206
Member Since: 1966
The largest publicly traded Canadian bank headquartered in Western Canada
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British Columbia Investment Management Corporation (BCI)
British Columbia Investment Management Corporation (BCI)
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750 Pandora Av
Victoria, BC V8W 0E4
Gordon FyfeGordon Fyfe
Work Phone: (778) 410-7100(778) 410-7100
Member Since: 2019
British Columbia Investment Management Corporation (BCI) is a leading provider of investment management services for British Columbia’s public sector and one of the largest asset managers in Canada.
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Hatch & Muir Planning Inc.
Hatch & Muir Planning Inc.
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202 - 612 View St
Victoria, BC V8W 1J5
Robin MuirRobin Muir
Work Phone: (250) 953-6816(250) 953-6816
Member Since: 1999
Hatch & Muir provides independent financial advice and will strive to offer you the best solution based on your financial situation.
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Beacon Hill Wealth Management
Beacon Hill Wealth Management
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1133 Fort St
Victoria, BC V8V 3K9
Chris StooksburyChris Stooksbury
Work Phone: (778) 433-1314(778) 433-1314
Member Since: 2017
We work with you and your family to understand, manage and simplify your financial life. We create wealth management strategies that not only allow you to meet your current needs, but also help you to prioritize and achieve your goals.
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Nicola Wealth
Nicola Wealth
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#700-880 Douglas Street
Victoria, BC V8W 2B7
Chris WarnerChris Warner
Work Phone: (236) 800-4777(236) 800-4777
Member Since: 2024
Nicola Wealth provides bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada.
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Alitis Investment Counsel
Alitis Investment Counsel
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1480 Fort St
Victoria, BC V8S 1Z5
Natalie NguyenNatalie Nguyen
Work Phone: (250) 386-4933(250) 386-4933
Member Since: 2024
As Portfolio Managers, we have a fiduciary duty to always act in the best interest of our clients. Using a pension-style approach in our portfolios, we include meaningful allocations of alternative investments, such as private real estate, private mortga
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Millen Wealth Advisors | Portfolio Strategies Corporation
Millen Wealth Advisors | Portfolio Strategies Corporation
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Victoria, BC V9A 6Y4
Guillaume GirardGuillaume Girard
Work Phone: (647) 558-7251(647) 558-7251
Member Since: 2024
At Millennial Wealth Advisors, we assist millennials achieve their financial goals with peace of mind. We are passionate about financial planning and dedicated to helping you so that you can live well, give generously, and leave a legacy.
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IG Wealth Management - Chatterton
IG Wealth Management - Chatterton
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101 - 4400 Chatterton Way
Victoria, BC V8X 5J2
Karl RebnerKarl Rebner
Work Phone: (250) 727-9191(250) 727-9191
Member Since: 1993
Whatever your plans, our personalized approach to financial planning can help make them a reality. Let us help you provide for the people you care about... now and over time.
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McVagh Cunningham Group Ltd.
McVagh Cunningham Group Ltd.
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Victoria, BC V8W 1H8
Nicole ArdielNicole Ardiel
Work Phone: (250) 475-1108(250) 475-1108
Member Since: 2005
We take a practical approach to financial planning, insurance and employee benefits for business owners. We help our clients make some of the tough choices about their money and their benefits.
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DeLuca Veale Investment Counsel Inc.
DeLuca Veale Investment Counsel Inc.
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302 - 3645 Tillicum Rd
Victoria, BC V8Z 4H7
Richard DeLucaRichard DeLuca
Work Phone: (250) 883-4215(250) 883-4215
Member Since: 2018
DeLuca Veale Investment Counsel is an independent investment manager specializing in portfolio of stocks, bonds and our commercial real estate portfolio known as RealStream Income Properties.
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Heather Barron Financial Planning
Heather Barron Financial Planning
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Victoria, BC V9B 4G9
Heather BarronHeather Barron
Work Phone: (250) 857-3640(250) 857-3640
Member Since: 2024
Full Service Financial Planning for Non-Traditional Families.
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William Henriksen CFP, CLU, Financial Advisor
William Henriksen CFP, CLU, Financial Advisor
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200 - 68 Chamberlain Ave (Ottawa Head Office)
Ottawa, ON K1S 1V9
William HenriksenWilliam Henriksen
Work Phone: (819) 431-1493 (819) 431-1493
Member Since: 2024
​​​​​​​Ecivda Financial is Advice. Business owners and professionals seeking assistance with financial planning matters regularly turn to Ecivda for assistance with both their personal and corporate needs.
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Edward Jones - Sadi Koray Demircan
Edward Jones - Sadi Koray Demircan
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106-1990 Fort St
Victoria, BC V8R 6V4
Edward Jones - Sadi Koray DemircanEdward Jones - Sadi Koray Demircan
Work Phone: (250) 800-7174(250) 800-7174
Member Since: 2025
We provide comprehensive, customized investment strategies and services tailored to your unique goals and circumstances. Our services focus on retirement planning, estate planning, and investment management for individuals, families, and businesses. Feel
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Midori Hillis, BA, CFP
Midori Hillis, BA, CFP
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108-284 Helmcken Road
Victoria, BC V9B1T2
Midori HillisMidori Hillis
Work Phone: (250) 744-3575(250) 744-3575
Member Since: 2023
oI focus on listening to understand your objectives to guide you toward achieving your goals while also discussing the potential risks involved in your plans and offering options for managing them.
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Lighthouse Wealth Management, a Division of iAPrivateWealth
Lighthouse Wealth Management, a Division of iAPrivateWealth
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204 - 4400 Chatterton Way
Victoria, BC V8X 5J2
Steve GaskinSteve Gaskin
Work Phone: (250) 405-4060(250) 405-4060
Member Since: 2017
Lighthouse Wealth Management is a division of iA Private Wealth Inc. We simplify wealth management, offering you unbiased, valuable, and practical advice to help you reach your financial objectives.
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Sun Life Financial
Sun Life Financial
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101 - 3962 Borden St
Victoria, BC V8P 3H8
Lynn TetarenkoLynn Tetarenko
Work Phone: (250) 385-1471(250) 385-1471
Member Since: 2007
We are in the business of helping Canadians achieve lifetime financial security and live healthier lives.
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Ventum Financial (Formerly PI Financial)
Ventum Financial (Formerly PI Financial)
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210 - 730 View Street
Victoria, BC V8W 3Y7
Steve BokorSteve Bokor
Work Phone: (250) 405-2900(250) 405-2900
Member Since: 2001
Ventum Financial Corp, previously known as PI Financial Corp., is a leading independent investment dealer that provides a full range of investment products and services for individual, corporate, and institutional investors
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IG Wealth Management (Yates)
IG Wealth Management (Yates)
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600 - 737 Yates St
Victoria, BC V8W 1L6
Stacey HoosonStacey Hooson
Work Phone: (250) 388-4234(250) 388-4234
Member Since: 1962
Whatever your plans, our personalized approach to financial planning can help make them a reality. Let us help you provide for the people you care about... now and over time.
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  • Membership
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    • Non-market housing
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  • About Us
    • Board & Governance >
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    • Emerge >
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    • Family Business >
      • Family Business | About
      • Family Business | Advisory Teams
    • Chamber History Est. 1863 >
      • 1863-Indigenous
      • 1863-Early Chamber
      • 1863-History Events
      • 1863-Booms and Busts
      • 1863-Members & Communities
      • 1863-Women, people and organizations
      • 1863-Committees
      • 1863-Chairs and Chair Businesses
    • About Victoria >
      • Starting a Business
      • Moving Here
      • Visiting Victoria, BC
    • Contact Us