Best Financial Services in Victoria

Expert recommended Top 3 Financial Services in Victoria, BC. All of our financial services face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


303-830 Shamrock Street, Shamrock Professional Centre, Victoria, BC V8X 2V1 Directions

Since 1994

Registered Retirement Savings Plan, Registered Retirement Income Fund, Tax-Free Savings Account, Strategic and Financial Planning, Mutual Fund, Estate Preservation, Segregated Fund, Annuities, Cashflow, Wealth Creation, Investment & Risk Management

Provides advice to help navigate the plethora of financial strategies products and tools. Their first priority is to understand each client and their unique situation. They guide you toward the right mix of investment and insurance options that will help you. Strives to guide clients with practical knowledge and help them make solid financial decisions

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Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 2:00 pm
Sat & Sun Closed

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607 Yates Street, Suite 202, Victoria, BC V8W 1L1 Directions

Since 2003

Exchanged Traded Fund, Guaranteed Investment Funds, Investment Strategies and Solutions, Mortgage Brokerage, Estate Planning for Retirement Income Security, Life, Disability & Critical Illness Insurance

Offers holistic financial planning and investment services. Their goal is to apply their years of training and experience to help you establish an effective and efficient financial strategy. They develop a written plan to address short-term needs and long-term goals

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Mon & Wed 12:00 pm - 2:00 pm
Tue & Thu 10:30 am - 5:00 pm
Fri 1:00 pm - 5:00 pm
Sun 5:00 pm - 9:00 pm

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911 Yates Street, Suite 218, Victoria, BC V8V 4X3 Directions

Since 2011

Asset and Portfolio Management, Registered Education Savings Plan, Tax-Free Savings Account, Registered Retirement Savings Plan, Retirement Income Fund, Tax & Financial Planning.

Specializes in private investments. They take a refreshing approach to finances. Has a wealth of experience in real estate investing and private markets. Provides jargon-free approach means you will get expert advice in plain English, allowing you to make informed decisions

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By Appointment Only

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