Greater Victoria Financial Planning-Investment Management Services

The largest publicly traded Canadian bank headquartered in Western Canada

Full Service Financial Planning for Non-Traditional Families.

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.

We are in the business of helping Canadians achieve lifetime financial security and live healthier lives.

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.

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.

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.

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.

For three generations, Relay Wealth Advisors has fostered strong and trustworthy working relationships with our clients. We use a collaborative approach, making decisions together and ensuring everyone’s voice is heard.

Human Centered Wealth Management- It's a 5 step process. First, we get to know each other, only then can we start to build strategies to reach your goals.

Hatch & Muir provides independent financial advice and will strive to offer you the best solution based on your financial situation.

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

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.

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.

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.

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

We're smart, we care, we're professional and we place your interest first. Working together, we can help you plan for a terrific life ahead.

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.

​​​​​​​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.