3 Best Financial Services in Victoria

“Beacon Hill Wealth Management 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 focus first on understanding and then finding solutions to manage and simplify your family’s finances. 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.”

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“The Kalinka Group – Private Wealth Management executive financial consultant Mike Kalinka . Mike and his dedicated team share a profound passion for building meaningful connections with individuals and prioritize fully comprehending their financial circumstances and their relationship with money. Through this meticulous process, they cultivate a level of trust with their clients that is vital for fostering financial confidence and acting as strong advocates for their financial matters. The team primarily focuses on serving affluent families, including key client relationships with business owners, executives, retirees, and high-income professionals. At the ultra-high-net-worth level, their specialization extends to advanced strategies, incorporating high-end insurance and tax minimization programs, discretionary investment portfolios, and leveraging corporations and trusts. Their fee structure is transparent and competitive. They offer online appointments and onsite services.”

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“Sensible Financial Solutions is owned by Milica Ivaz. She is active in the community, volunteering and fundraising for non-profit organizations. Currently, she is co-chair of Women United, a United Way Southern Vancouver Island affiliated group. For eight years, she led and mentored a team of successful consultants. She built her career on a simple philosophy: to put people and service first. Sensible Financial Solutions Inc.'s team specializes in comprehensive financial planning tailored to your unique needs. Their mission is to educate, inspire, and empower women and families to make informed decisions, whether they want to build, grow, protect, or preserve their wealth.”

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