Financial Planning in Victoria, BC

“I had a call with Phil today and oh, he was SO helpful!! I have been stressing about my retirement accounts that are still left in the US (I've been a Canadian...”

Provides: Financial Planning

The team focuses on simplifying your financial life by understanding your goals first, whether retirement, education funding, or estate planning, then designing integrated solutions... Read more

“Chad has been an incredible support for my client, Maggie, throughout her real estate journey. His financial expertise, thoughtful guidance, and thorough...”

Provides: Financial Planning

Helps retirees and pre-retirees navigate retirement income planning, with a focus on tax-coordinated portfolio strategies designed to maximize what you keep... Read more

“My wife Sally and I have been with Investors Group for well over 30 years - long enough for a couple of our investment advisors to have retired!! 😀 We feel...”

Provides: Financial Planning

Family office-style private wealth management tailored to affluent clients planning retirement, managing complex finances, and preparing for intergenerational wealth... Read more

“Brian and his team are extremely professional and dedicated to optimizing our financial growth with the best strategies. It's a pleasure working with them, and...”

Provides: Financial Planning

Helps clients plan for retirement with tax-efficient strategies and create estate plans that reflect their wishes and protect wealth for loved ones. The team takes a... Read more

“I came to Milica with a desire to better understand my overall financial picture and create a clear pathway to retirement, including refined sequencing and...”

Provides: Financial Planning

Milica Ivaz, the principal planner with nearly 30 years of experience, provides comprehensive guidance on retirement planning, tax minimization, wealth management, and estate planning... Read more

“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...”

Provides: Financial Planning

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... Read more

“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...”

Provides: Financial Planning

Helps clients develop financial plans and portfolios designed to grow wealth and support retirement income goals. The firm takes a comprehensive approach, working... Read more

“Planning our retirement has always seemed incredibly daunting, until we started working with Cole and Ria. Given our limited knowledge about finances, they...”

Provides: Financial Planning

They offer flat-fee, unbiased financial planning with no commissions, ensuring your goals around retirement, inheritances, and using wealth wisely are reflected in your plan. The team has... Read more

“Our family now has three generations of investors with Legacy Group; our Mum, ourselves, and now our daughter! We’ve been very happy with the service we...”

Provides: Financial Planning

In conservative retirement and estate planning, offering a broad range of financial services designed to give clients peace of mind about their financial future.... Read more

“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...”

Provides: Financial Planning

Tailors financial plans to help seniors understand retirement income needs, make pension decisions, and ensure their savings last through their retirement years. They offer... Read more