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BEST RATED VICTORIA, BC FINANCIAL SERVICES

3 Best Financial Services in Victoria, BC

Expert-recommended Top 3 Financial Services in Victoria, BC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Beacon Hill Wealth Management Ltd - Victoria, BC Financial Services - Portrait
Beacon Hill Wealth Management Ltd - Victoria, BC Financial Services - Office Image
Beacon Hill Wealth Management Ltd - Victoria, BC Financial Services - Work Image
Victoria financial service Beacon Hill Wealth Management Ltd video
3+ YEARS ON TBR
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BEACON HILL WEALTH MANAGEMENT LTD

(4.9 Score)
1133 Fort Street,
Victoria, BC V8V 3K9 Directions

Since 2013

Specialty:

✓Cross-border Wealth Management ✓Investment Management ✓Financial Planning ✓Retirement Planning ✓Education Planning ✓Cross-border Tax Planning ✓Estate Planning ✓Canadian and US Investment Accounts ✓IRA and RRSP Planning ✓Portfolio Management ✓Wealth Preservation ✓Cross-border Financial Planning

"Beacon Hill Wealth Management Ltd founder Dixie Klaibert obtained the Chartered Financial Analyst (CFA) designation in 2006 in New York and served on the CFA Society Victoria board. She volunteers at her children’s school as a UVIC and UBC mentor and with the RVYC. At Beacon Hill Wealth Management, the team consists of wealth advisors with specific experience in cross-border investment management. They provide solutions for clients with assets on both sides of the border. Whether moving across the border or inheriting assets, you can simplify your investments and accounts to manage risk better while minimizing cross-border issues with their integrated solutions. Beacon Hill Wealth Management Ltd team ensures obedience and optimizes your financial future. Book a free consultation or email them to navigate your cross-border journey with confidence.

2026 Highlights: Beacon Hill Wealth Management Ltd focuses first on understanding solutions to manage and simplify your family’s financial life."

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License #1000498583

Contact:

(778) 433-1314

Mon-Fri: 8:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Midori Hillis, CFP - Victoria, BC Financial Services
Midori Hillis, CFP - Victoria, BC Financial Services
Midori Hillis, CFP - Victoria, BC Financial Services
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MIDORI HILLIS, CFP

(4.8 Score)
IPC SECURITIES CORPORATION
284 Helmcken Road, #108,
Victoria, BC V9B 1T2 Directions

Since 2002

Specialty:

✓Portfolio Management ✓Retirement Income Planning ✓Wealth Transfer ✓Estate Planning ✓Tax Planning ✓Charitable Giving ✓Risk Management ✓Personalized Financial Planning ✓Investment Advice

"Midori Hillis, CFP is a Senior Financial Advisor at IPC Securities Corporation in Victoria, BC. She holds a Bachelor of Arts degree and the Certified Financial Planner (CFP) designation. Since 2002, she has been providing comprehensive financial planning services, including investment, retirement, estate, education, and tax strategies. Midori is dedicated to ongoing learning and follows a strict code of ethics to offer trustworthy and knowledgeable financial advice. She helps clients build financial confidence by creating detailed, personalized plans for income, retirement, and estate needs.

2026 Highlights: Midori Hillis offers customizable service options, so you get what's most effective for you and helps you find your preferred approach."

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Contact:

(250) 744-3575 (800) 811-4999

Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Blair & Associates-IG Private Wealth Management - Victoria, BC Financial Services - Portrait
Blair & Associates-IG Private Wealth Management - Victoria, BC Financial Services - Professional Highlights
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BLAIR & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT

(4.8 Score)
3671 Uptown Boulevard, Suite 202,
Victoria, BC V8Z 0B9 Directions

Since 1998

Specialty:

✓Investment Planning ✓Retirement Planning ✓Tax Planning ✓Estate Planning ✓Insurance Planning ✓Cash and Liquidity Management ✓Business Succession ✓Charitable Giving ✓Intergenerational Wealth Transfer ✓Post-secondary Education Planning ✓Wealth Management

“2026 Highlights: Blair & Associates-IG Private Wealth Management provides you with an elevated level of advice and resources. They provide comprehensive wealth management solutions based on what is right for your unique needs. They tailor an approach specific to managing your wealth and achieving your goals. Blair & Associates-IG Private Wealth Management integrates sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient and creates a carefully structured estate plan that reflects your unique wishes.”

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Contact:

(250) 704-4040

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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BEACON HILL WEALTH MANAGEMENT LTD REVIEWS

My wife and I are planning to move to Canada this March, for that reason I recently reached out to Beacon Hill Wealth Management to get some information on our cross border tax requirements and next steps. The company arranged an initial call with Chris Stooksbury who was fully engaged throughout the entire call; a good listener, caring and supportive individual that has deep expertise when it comes to cross border moves, tax implications on your assets let it be stocks, real estate, cash and anything else that comes to mind. I highly recommend Beacon Hill to anyone who has similar needs, ask for Chris and you will be in good hands.

I was provided a complimentary meeting to speak to Chris regarding cross border investment advice. Though my net worth wasn't large enough to become his client at this moment, Chris took me through all of my questions that had kept me up at night for the past few weeks. He could've easily pushed me aside (given that I would not be his immediate client) and get to the next assignment or lunch but instead he took the time to listen to me and provided his answers to my questions as if I was his client. I hope to get to discuss my business with you Chris fastforwarding into the future when that time comes.

Really grateful to Chris for taking the time to meet with me and provide guidance on the best path forward for my investments as I move from the US to Canada. As someone who has done the process himself he had a wealth of knowledge of things to look out for. A really positive experience.

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MIDORI HILLIS, CFP - IPC SECURITIES CORPORATION REVIEWS

Midori and team are very responsive, often with same day replies, and always follow through. I do not like a lot of pressure when it comes to finances, and I have never felt that here. I do feel heard, and have always been presented with several options (including pros and cons of each) to best meet my goals. I find the team pro-active in reaching out when something changes, or an account is no longer serving its purpose, with recommendations. Best of all there is usually little that I have to do once a financial decision is made; they seem to take care of it all!.

My experiences with Midori and her staff have always been wonderful and enlightening. over the many many years I've been guided by her and I was well aware that she took an interest in me and my goals. She also showed a great deal of compassion towards those who struggled through life. Her humanitarian side was quite evident. I always felt comfortable in her presence and reassured by her confidential manner.

Midori is wonderfully professional and caring. It has been a pleasure to have her as my advisor for many years.

BLAIR & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT REVIEWS

David Scott discussed our current and future needs in an online video yesterday. He listened to us and made valuable suggestions and confirmed our portfolio with his program forecasts. We enjoy this process and appreciate his help and attention.

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 I highly recommend their services to anyone, no matter your investments.

Brian and David are very professional and competent as wealth managers! Personal financial matters are explained in easy to understand terms.

TBR® Inspection Score Report

BEACON HILL WEALTH MANAGEMENT LTD Total Inspection Points: 117/120
Experience: 8
Business Hours: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

MIDORI HILLIS, CFP - IPC SECURITIES CORPORATION Total Inspection Points: 115/120
Complete Info: 8
Business Hours: 9
Experience: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

BLAIR & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Business Images: 9
Reviews Study: 9
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Videos: 10
Website Source: 10
Website Standard: 10

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