Navi Consulting - Independent Financial Planners
62Developing848 Courtney St #300, Victoria, BC V8W 1C4, Canada
About
Navi Consulting is a fee-for-service financial planning firm in Victoria, BC, offering unbiased advice with no sales commissions and no minimum asset requirements.
Senior Care Path Summary
Navi Consulting helps clients plan for retirement, manage cash flow, and understand pension and CPP options. They specialize in working with people approaching or in retirement, offering comprehensive analysis of when and how to draw down savings without fear of running out of money.
The firm operates on a fee-for-service basis, meaning you pay directly for planning advice rather than having your planner earn commissions from product sales. This structure removes conflicts of interest and ensures recommendations serve your best interests, not sales targets.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning how to draw down savings
- People optimizing CPP timing and pension decisions
- Seniors deciding whether to downsize or age in place
- Adults managing cash flow and debt
- Couples planning collaborative home purchases
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
2 Google reviews
Most recent reviews
Roanan DeMeyer
4 months ago · via Google
As a first-time investor with limited financial knowledge who wanted to get into investing through online robo-advising, I felt inclined to seek some financial advice before investing on my own. I was not looking for a financial advisor to manage my investing, but wanted unbiased advice which I was willing to pay for at an hourly rate (hopefully only needing 1-2 hours at most). Navi Consulting appealed to me since it is a small business, they advertise themselves as unbiased, and they offer fee-for-service advice. After writing to Navi Consulting explaining the details of my situation, Lynn Phillips gave me a phone call and provided me with over 20 minutes of financial advice over the phone, free of charge. The advice she gave me was enough to give the confidence to start investing, which is exactly what I needed. I think Lynn recognized from my message that the amount of advice I needed was not extensive, but the fact that she was willing to take the time to give me free advice says a lot about her character and that she prioritizes her client's interests. I will certainly go back to Navi Consulting in the future if I need more financial advising, thank you Lynn!
Andrew Christian
5 years ago · via Google
Lynn is amazing and anyone who is not using her services is missing out. We could not be more pleased with the financial advice she has provided our family.
Summary of Google Reviews
Summarized by Senior Care Path from Navi Consulting - Independent Financial Planners's Google rating and recent reviews. Confirm specifics with the provider.
Navi Consulting - Independent Financial Planners holds an excellent 5.0-star rating across 2 Google reviews. Recent reviewers most often highlight warm, welcoming community.
Most common praise
- Warm, welcoming community
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
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
- Member, Financial Planners Standards Council
Languages Supported
- English
Frequently Asked Questions
What services does Navi Consulting - Independent Financial Planners offer?
Navi Consulting - Independent Financial Planners 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 Navi Consulting - Independent Financial Planners speak?
Staff at Navi Consulting - Independent Financial Planners 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 Navi Consulting - Independent Financial Planners?
You can call Navi Consulting - Independent Financial Planners directly at (250) 370-0662, 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 Navi Consulting - Independent Financial Planners 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
848 Courtney St #300, Victoria, BC V8W 1C4, Canada
Also serves
- Victoria, BC