Hatch & Muir
Photo Hatch & Muir via Google
Financial Planning

Hatch & Muir

54Developing

612 View St, Victoria, BC V8W 1J5, Canada

4.0(4 Google reviews)on Google

About

Hatch & Muir Financial Group is a financial planning firm in Victoria, British Columbia, offering retirement planning, estate planning, pension guidance, and tax planning with a team of 75+ years combined experience, including 2 CFP designations.

Senior Care Path Summary

Hatch & Muir tailors financial plans to help seniors understand retirement income needs, make pension decisions, and ensure their savings last through their retirement years. They offer estate planning to minimize taxes and probate costs while preserving your legacy, plus coordination with advisors for clear documentation and ongoing reviews.

Their collaborative approach focuses on understanding your goals and risk tolerance before building a practical plan. The team brings 75+ years of combined experience and holds CFP designations, serving clients in Victoria from their office on View Street.

Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.

Who This Provider Is Best For

  • Retirees mapping income and care costs
  • Seniors planning their estate
  • Individuals making pension decisions
  • People preparing for a smooth wealth transfer

Conditions & Needs Supported

Not listed yet. to add the conditions and needs this provider supports.

Fees & Payment

Not listed yet. to add fees, sliding-scale options, and insurance billing.

Photo Gallery

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Google Reviews

View all on Google

4.0

4 Google reviews

Most recent reviews

  • Whitney Roy

    Whitney Roy

    2 years ago · via Google

    I am very happy with the exceptional level of service with Hatch & Muir provides. The staff are kind, courteous and are always available to assist in a timely manner. I highly recommend their knowledge and expertise!

  • Marty

    Marty

    2 years ago · via Google

    You might want to give this compamy a hard pass. I tried to set up a meeting to inverst $500,000+ I prefered to meet in person, they insisted on a telephone meeting and declined the new business. Scotia McLeod was more than happy to meet with me and I invested $650,000 with them. Very happy with Scotia McLeod.

See all 4 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Hatch & Muir's Google rating and recent reviews. Confirm specifics with the provider.

Hatch & Muir holds a 4.0-star rating across 4 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.

Most common praise

  • Caring, attentive staff
  • Responsive, helpful communication
ThemesStaff & careCommunication

Services

Licenses & Registrations

  • Certified Financial Planner (CFP), 2 professionals

Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.

Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Associations & Accreditations

Not listed yet. to add professional associations & accreditations.

Languages Supported

  • English

Frequently Asked Questions

What services does Hatch & Muir offer?

Hatch & Muir is a financial planning provider in Victoria, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.

What languages does Hatch & Muir speak?

Staff at Hatch & Muir are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.

How do I book an appointment with Hatch & Muir?

You can call Hatch & Muir directly at (250) 953-6816, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Victoria. It is free, with no pressure.

Is Hatch & Muir verified by Senior Care Path?

This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.

Location

612 View St, Victoria, BC V8W 1J5, Canada

Also serves

  • Victoria, British Columbia

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