Willow Wealth Management
60Developing2187 Oak Bay Ave #206, Victoria, BC V8R 1G1, Canada
Last updated September 2026
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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.
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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 September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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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
Languages Supported
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Google Reviews
5.0
18 Google reviews
Most recent reviews
Richard Fisher
2 months ago · via Google
Earlier this year, I moved my business to Kirsty Thomson at Willow Wealth Management following my wife who became her client a year ago. I only wish that I had done so sooner. Smart, personable and genuine, working with Kirsty has truly been a positive experience. The results are tangible and it is great to have a true working relationship with your advisor.
patti smith
a year 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. .
Craig Williams
4 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's Google rating and recent reviews. Confirm specifics with the provider.
Willow Wealth Management 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
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)
Location
2187 Oak Bay Ave #206, Victoria, BC V8R 1G1, Canada
Also serves
- Oak Bay, BC
- Victoria, BC
Frequently Asked Questions
What services does Willow Wealth Management offer?
Willow Wealth Management 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.
How do I book an appointment with Willow Wealth Management?
Send a request through the form on this page with your name, email and phone. We pass it to Willow Wealth Management so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Victoria. It is free, with no pressure.
Is Willow Wealth Management 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.