Greater Victoria Financial Planning-Investment Management Services

Our team is committed to one thing: Ensuring that our clients are confident that their personal financial future is secure.

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.

Lighthouse Wealth Management, represents HollisWealth®, a division of Industrial Alliance Securities Inc. You get unbiasadvice focused solely on helping you reach your goals. As business owners, we know that your success is intimately tied to our own

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.

Alitis is a new generation Portfolio Manager. Using a pension-style approach in our portfolios we include meaningful allocations of alternative investments, such as private real estate, private mortgages, and private equity.

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.

At Howe & Gramlich, we help people make smart decisions with their money. We provide prudent advice in financial planning, investment management, risk management and estate planning.

A leading Canadian-based international financial services company that offers a diverse range of insurance and investment products that meet the needs and goals of our customers.

Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations.

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.