Willow Wealth Management – CIBC Wood Gundy, Investment Advisor
54Developing2187 Oak Bay Ave #206, Victoria, BC V8R 1G1, Canada
About
Willow Wealth Management is a CIBC Wood Gundy investment advisor firm in Oak Bay, Victoria, that provides tailored financial planning and portfolio management for clients seeking balance and growth.
Senior Care Path Summary
Willow Wealth Management helps clients develop financial plans and portfolios designed to grow wealth and support retirement income goals. The firm takes a comprehensive approach, working with clients' other trusted advisors such as tax and legal professionals to align financial planning with personal and life goals.
The team is committed to building genuine, trusting relationships and making financial planning efficient and accessible. They serve clients in Oak Bay and the surrounding Victoria area, with a local office and toll-free line available.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees mapping retirement income from investments
- Clients building wealth through tailored portfolios
- Those coordinating financial plans with tax and legal advisors
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Google Reviews
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18 Google reviews
Most recent reviews
patti smith
10 months ago · via Google
What sets Kirsty, Andre, and Sarah apart is their combination of professionalism, expertise, and a personal touch that makes even complex financial decisions feel manageable. They’re responsive, trustworthy, and proactive — always a step ahead in ensuring our financial plan stays on track. I’m grateful for the peace of mind and clarity they’ve brought to our financial life, and I wouldn’t hesitate to recommend them to anyone seeking a dedicated, knowledgeable, and genuinely caring team. Their move to Wood Gundy has also been a welcome surprise as services have increased and the WG team has been exceptional. .
Robert Park
3 years ago · via Google
My spouse and I transferred our investment accounts to Kirsty (and Jill) at Willow Wealth Management. Within two weeks we had a wonderful portfolio and retirement plan that was understandable. Kirsty was great at explaining the 'future' as best one can while maintaining such professionalism and knowledge in a manner that was honest and clear. We can not express our gratitude. We would highly recommend the services this amazing team offers to clients. Even during these times where we are all questioning our financial security, Kirsty maintains a calm and supportive approach. Thank you all (Kirsty). You are brilliant!
Craig Williams
3 years ago · via Google
I have trusted the Willow Wealth Management team with my retirement funds for the past 2 years. Kirsty is not only a trusted advisor but also a dear friend. She always puts her best foot forward to ensure that I'm understood and her professional approach to my portfolio management is why I am here to stay. I highly recommend their services to anyone in need.
Summary of Google Reviews
Summarized by Senior Care Path from Willow Wealth Management – CIBC Wood Gundy, Investment Advisor's Google rating and recent reviews. Confirm specifics with the provider.
Willow Wealth Management – CIBC Wood Gundy, Investment Advisor holds an excellent 5.0-star rating across 18 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
- A safe, reassuring environment
Services
Licenses & Registrations
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, Canadian Investment Regulatory Organization (CIRO)
- Participant, Canadian Investor Protection Fund (CIPF)
Languages Supported
Location
2187 Oak Bay Ave #206, Victoria, BC V8R 1G1, Canada
Also serves
- Oak Bay, BC
- Victoria, BC