Greater Victoria Financial Planning-Investment Management Services

Watkins Wheeler Group

400-1803 Douglas St
Victoria, BC V8T 5C3

Jordan Dawes

(250) 389-2126

Member Since: 2018

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

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Beacon Hill Wealth Management

501-747 Fort St
Victoria, BC V8W 3E9

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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British Columbia Investment Management Corporation (BCI)

750 Pandora Ave
Victoria, BC V8W 0E4

(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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Howe & Gramlich Wealth Management Inc.

1012 N Park St
Victoria, BC V8T 1C6

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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McVagh Cunningham Group Ltd.

204 - 830 Shamrock St
Victoria, BC V8X 2V1

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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Lighthouse Wealth Management - Hollis Wealth

204 - 4400 Chatterton Way
Victoria, BC V8X 5J2

Steve Gaskin

(250) 405-4060

Member Since: 2017

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

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IG Wealth Management - Chatterton

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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Sun Life Financial

101 - 3962 Borden St
Victoria, BC V8P 3H8

Tracey Hansen

(250) 385-1471

Member Since: 2007

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.

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Hatch & Muir, LLP

202 - 612 View St
Victoria, BC V8W 1J5

Robin Muir

(250) 953-6816

Member Since: 1999

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Alitis Investment Counsel Inc.

106 - 1990 Fort St
Victoria, BC V8R 6V4

Chad Grimm

(250) 386-4933

Member Since: 2017

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.

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IG Investment - Yates (Fomerly Investors Group - Yates)

600 - 737 Yates St
Victoria, BC V8W 1L6

Sarah Orlandi

(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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DeLuca Veale Investment Counsel Inc.

3645 Tillicum Rd
Victoria, BC V8Z 4H7

Richard DeLuca

(250) 897-4108

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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Coast Capital Savings - James Bay

239 Menzies St
Victoria, BC V8V 2G6

Jan Norby

(250) 483-7000

Member Since: 2005

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Paragon Private Wealth

1127 Fort St
Victoria, BC V8V 3K9

Carolyn Thoms

(250) 590 5833

Member Since: 2019

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.

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Greater Victoria Financial Planning-Investment Management Services

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Greater Victoria Financial Planning-Investment Management Services