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Greater Victoria Financial Planning-Investment Management Services
Greater Victoria Financial Planning-Investment Management Services
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Name
City
Canadian Western Bank
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1201 Douglas St
Victoria
,
BC
V8W 2E6
Charlene Bart
2503831206
Member Since: 1966
The largest publicly traded Canadian bank headquartered in Western Canada
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Relay Wealth Advisors
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201-4430 Chatterton Way
Victoria
,
BC
V8X--5J2
Charlotte Starkey
(250) 475-6700
Member Since: 2024
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.
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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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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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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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Millen Wealth Advisors | Portfolio Strategies Corporation
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Victoria
,
BC
V9A 6Y4
Guillaume Girard
(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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Heather Barron Financial Planning
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Victoria
,
BC
V9B 4G9
Heather Barron
(250) 857-3640
Member Since: 2024
Full Service Financial Planning for Non-Traditional Families.
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Alitis Investment Counsel
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1480 Fort St
Victoria
,
BC
V8S 1Z5
Natalie Nguyen
(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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Ventum Financial (Formerly PI Financial)
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210 - 730 View Street
Victoria
,
BC
V8W 3Y7
Steve Bokor
(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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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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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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Sun Life Financial
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101 - 3962 Borden St
Victoria
,
BC
V8P 3H8
Lynn Tetarenko
(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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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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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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Ecivda Financial Planning Boutique
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200 - 68 Chamberlain Ave (Ottawa Head Office)
Ottawa
,
ON
K1S 1V9
William Henriksen
(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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British Columbia Investment Management Corporation (BCI)
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750 Pandora Av
Victoria
,
BC
V8W 0E4
Gordon Fyfe
(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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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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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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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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