The Best Financial Services in Victoria

Handpicked Top 3 Financial Services in Victoria, BC. They 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

Since 1994

Investment Management, Cash Flow Management, Life Insurance Planning, Guaranteed Minimum Withdrawal Benefit, Risk Management, Financial Planning, Registered Retirement Savings Planning, Registered Education Savings Planning, Tax-Free Savings Account, Tax Planning, Estate Planning, Critical Illness Planning, Disability & Long-Term Care Planning

Specializes in Retirement Planning and Wealth Creation ● Provides you with a Roadmap that Identifies to Achieve your Financial Goals and Aspirations ● Helps to Provide their Clients with the Means to Achieve their Aspirations


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

TBR® Inspection Report


2727 Quadra Street, Unit 4, Victoria, BC V8T 4E5

Since 2001

SUN LIFE FINANCIAL - Annuities, Disability Insurance Planning, Financial Planning, Estate Planning, Investment Planning, Life Insurance Planning, Personal Health Insurance Planning, Group Benefits Planning, Critical Illness Insurance Planning, Key Person Protection, Business Continuation Planning, Business Succession Planning & Retirement Planning

Retirement Savings Calculator are Available ● Provides a Comprehensive Financial Strategy Customized to your Needs ● They are Expertise and High Quality, Personalized Client Service


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

TBR® Inspection Report


1321 Blanshard Street, Suite 301, Victoria, BC V8W 0B6

Since 2018

Cash-Flow Planning, Retirement Planning, Insurance Planning, Debt-Free Planning, Legacy Planning, Tax Planning, Estate Planning, Charitable Giving, Life Insurance, Disability Insurance, Critical Illness Insurance, Long-Term Care Insurance, Group Health & Dental Plans

They are a leading tech-focused financial advisory firm, based in Victoria BC ● He makes it easy for busy people to access dependable financial planning and advice wherever they are ● Offers clients the ability to meet in person or online, providing insurance, wealth and tax planning solutions that save money, time and hassle


Mon - Fri 7:00 am - 7:00 pm
Sat & Sun Closed

TBR® Inspection Report