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Greater Victoria Financial Planning-Investment Management Services
Greater Victoria Financial Planning-Investment Management Services
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GJA Brokerage Services Inc
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620 - 880 Douglas St
Victoria
,
BC
V8W 2B7
Grant Atwood
(250) 405-2925
Member Since: 2022
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.
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McVagh Cunningham Group Ltd.
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Victoria
,
BC
V8W 1H8
Nicole Ardiel
(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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IG Wealth Management (Yates)
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600 - 737 Yates St
Victoria
,
BC
V8W 1L6
Stacey Hooson
(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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Midori Hillis, BA, CFP
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108-284 Helmcken Road
Victoria
,
BC
V9B1T2
Midori Hillis
(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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Hatch & Muir Planning Inc.
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202 - 612 View St
Victoria
,
BC
V8W 1J5
Robin Muir
(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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Howe & Gramlich Wealth Management Inc.
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1845 A Fort St
Victoria
,
BC
V8R 1J6
David Gramlich
(250) 953-6813
Member Since: 2002
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.
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Beacon Hill Wealth Management
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1133 Fort St
Victoria
,
BC
V8V 3K9
Chris Stooksbury
(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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Canadian Western Bank
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1201 Douglas St
Victoria
,
BC
V8W 2E6
Ericka MacKenzie
(250) 383-1206
Member Since: 1966
The largest publicly traded Canadian bank headquartered in Western Canada
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Edward Jones - Jack Groucott
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106 - 1990 Fort St
Victoria
,
BC
V8R 6V4
Jack Groucott
(250) 800-7174
Member Since: 2020
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.
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IG Wealth Management - Chatterton
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101 - 4400 Chatterton Way
Victoria
,
BC
V8X 5J2
Karl Rebner
(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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DeLuca Veale Investment Counsel Inc.
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302 - 3645 Tillicum Rd
Victoria
,
BC
V8Z 4H7
Richard DeLuca
(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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British Columbia Investment Management Corporation (BCI)
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750 Pandora Av
Victoria
,
BC
V8W 0E4
Daisy Klaibert
(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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Sun Life Financial
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101 - 3962 Borden St
Victoria
,
BC
V8P 3H8
Tim Heinrichs
(250) 385-1471
Member Since: 2016
We are in the business of helping Canadians achieve lifetime financial security and live healthier lives.
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Lighthouse Wealth Management, a Division of iAPrivateWealth
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204 - 4400 Chatterton Way
Victoria
,
BC
V8X 5J2
Steve Gaskin
(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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Membership
Why Join?
Job Board
Member to Member Offers
Benefits, Discounts & Savings
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Member Login
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Events
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2023 Business Awards
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News & Advocacy
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Advocacy / Wins for Business
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Advocacy Wins
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In the News
>
Published Op-Eds
Media Releases
Non-market housing
Find and keep workers
Business Matters Magazine
COVID-19
The Chamber 1863
1863-Indigenous
1863-Early Chamber
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1863-Members & Communities
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About Us
Emerge
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Emerge Events
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Staff Directory
Board & Governance
>
Governors
By-Laws, Plans & Reports
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About Victoria
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Starting a Business
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