Financial Consultants in Victoria, BC with opening times, website
Find accurate info on the best financial consultants in Victoria. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 20 out of 108
Showing results: 1 - 20 out of 108
Results from the 'Financial Consultants' category in Victoria
Closed now
1321 Blanshard Street, Victoria, V8W 0B6
(778) 247-7850
Allan Marshall & Associates Inc. is a Licensed Insolvency Trustee firm with locations in Alberta, British Columbia and throughout the Maritime provinces. Licensed by the Federal Government of Canada to administer bankruptcies, Consumer Proposals and other insolvency services, the caring team at Allan Marshall & Associates has the knowledge and experience to assess your situation and offer the best advice for your particular need, whether you are a first-time bankrupt or simply struggling to make ends meet. 
Closed now
1708 Vancouver Street, Victoria, V8T 5M1
+1 250-383-4178
We are Canada's premier financial advisory network, offering comprehensive financial advice to Canadians from coast-to-coast. HollisWealth advisors are recognized experts who can provide expert insight into all of your financial options. 
Closed now
Victoria
+1 778-433-1314
Beacon Hill Wealth Management provides solutions for clients with assets on both sides of the border. Whether you are moving across the border or inheriting assets, you can simplify your investments and accounts to better manage risk while minimizing cross-border issues with our integrated solutions. 
Customers praise Beacon Hill Wealth Management's financial consultant, Chris Stooksbury, for his expertise in cross-border investment and tax matters. They commend him for providing clear, practical, and helpful answers, taking the time to listen, and sharing valuable insights that made them feel more confident about their financial situation during the transition to Canada. Chris is described as knowledgeable, approachable, kind, and a wealth of knowledge in this specific area. 
Closed now
345 Latoria Boulevard, Victoria, V9C 0S0
+1 250-595-5212
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. With 1, 200 employees in over 60 offices across Canada, and more than 650 employee-owners, Acera Insurance provides custom insurance and risk management solutions for personal and commercial clients nationwide, including comprehensive group benefits capabilities. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country. 
Closed now
1175 Douglas, Victoria, V8W 2E1
+1 250-360-2110
We build strong, flexible structures, to protect your legacy. We create structured plans, tailored to the unique needs of each client. Vancouver Islands Tax and Estate Planning Boutique. Call us to book a consultation or visit our website for more information.. 
Closed now
360B Harbour Road, Victoria, V9A 3S1
(250) 590-7890
4 Pillars specializes in eliminating debt for individuals and businesses through financial restructuring. Clients are provided with creative solutions to eliminate debt, protect assets and rebuild credit for a happy, stress free future. The role of 4 Pillars in the debt industry is always very clear – we represent our clients. We are not impartial and in no way do we represent the creditors like many other companies and services. Customers express gratitude for the professional and supportive debt counselling services provided by Blair Greenwood at 4 Pillars Victoria. They praise Blair's knowledge, accessibility, creativity, and ability to make complex financial situations manageable. Customers share their relief and appreciation for the successful resolution of their debt crises and improved financial outlook. 
Closed now
2840 Peatt Rd #415, Victoria, V8X 2V1
(250) 595-1616
fonds mutuels, Financial consultant, investments, Financial Planner, Fund, Security Brokers & Dealers, fonds communs de placement, investments funds, Mutual Funds, Dealers, Security & Commodity Brokers, Exchanges 
Closed now
200-755 Queens Ave, BURNSIDE, Victoria, V8T 1M2
(250) 382-2366
Helping you to invest today and safeguard your wealth for tomorrow. 
Closed now
4430 Chatterton Way, Victoria, V8X 5J2
(250) 881-8180
Financial consultants Closed now
4430 Chatterton Way, Victoria, V8X 5J2
(250) 475-6700
Roderick Abbott role is to provide wealth management services throughout the country with its professional advisors. The wellbeing of Canadian families and businesses is a vital aspect of our commitment. We have more than 900 well trained advisors in Canada. You can visit one of our offices in VICTORIA at 4450 Chatterton Way, Suite 202, V8X 5J2 Open now
1A-111 Presley Pl., Victoria, V9B 0S4
(250) 590-2777
Many Canadian home buyers pay too much for their mortgage because they don't shop around for their mortgage rate, or just signed their bank's renewal when their mortgage comes due for renewal. Deenu Patel has the knowledge and time to research products available in today's mortgage marketplace - it's what he do. My passion lies entirely in finding you the best mortgage for your needs. I make sure you are put into a good place, for your future, whether it be long or short term. You are my biggest interest, and I want to make sure you're coming back to me when you need assistance. I have valued many referrals over the years, and that's a true compliment to myself and my services. I hope I can help you too. 
Closed now
#132 – 328 Wale Road, Victoria, V9B 0J8
(250) 590-3034
Debt problems? There are options other than bankruptcy, such as a Consumer Proposal. Contact a local Licensed Insolvency Trustee in Colwood for a FREE consultation. 
Closed now
888 Fort Street, Victoria, V8W 1H8
(250) 590-3034
Patty E. Wood, CIRP, LIT, CPA, CGA, is a Senior Vice President with MNP Ltd. and leads the Corporate Insolvency and Restructuring practice for the B.C. region. With 15 years of experience working exclusively in insolvency and restructuring, Patty has been involved in a wide range of engagements including corporate proposals, bankruptcies and private and court-appointed receiverships. Patty has acted extensively as Trustee under corporate proposals and was involved for several years in successful reorganizations under the Companies Creditors’ Arrangement Act. Patty has managed numerous insolvency engagements in a wide range of industries, including retail, forestry, manufacturing, real estate, transportation and technology. Patty has also been the Trustee in a number of complex bankruptcies involving individuals who had conducted investment schemes and defrauded investors. For 10 years prior to public practice, Patty was a Controller for an organization in the manufacturing industry. Her responsibilities included preparing all accounting and financial reports, developing projections and budgets for forecasting and financing, and participating in management and strategic planning. Patty is a Certified General Accountant (CGA), a Licensed Insolvency Trustee and a Chartered Insolvency and Restructuring Professional (CIRP). 
Closed now
2446 Evelyn Place, Victoria, V8N 1E8
(250) 884-5125
Mortgage Brokers, Mortgage broker, Investing Service, Financial consultant, Financial Planner, Investment service 
Closed now
1803 Douglas Street, Victoria, V8T 5C3
(250) 389-2138
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. Closed now
1803 Douglas Street, Victoria, V8T 5C3
(250) 389-2110
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
2840 Peatt Road, Victoria, V9B 3V5
+1 250-356-3821
Whatever your wealth needs, RBC Dominion Securities offers comprehensive investment management services and solutions to help you build, maximize, and preserve your wealth. Our Investment Advisors collaborate with financial specialists from RBC Wealth Management to develop personalized strategies that help you protect your wealth and achieve your financial goals. For Canadian residents only. Please direct all complaints to your Investment Advisor. 
Closed now
122-2871 Jacklin Road, Victoria, V9B 0P3
250 818-2616
Dale Collins has been working in the financial services industry since 1996 and started her own practice in 2005. She is the owner of Prosperity Planning in Victoria, British Columbia. Megan is a skilled financial planner with over 30 years experience in the field. Megan achieved her Certified Financial Planner designation in 1999, and has been assisting clients in reaching their financial goals ever since. Megan has held the Elder Planning Counselor Certification since 2007, which has helped her bring holistic financial planning to entire families.Megan was the financial planner at the Shelbourne branch of Coast Capital Savings for ten years. She was promoted to Estate Specialist for all the Island branches in 2009. She worked with families and business people to help them manage risk, save taxes and maximize their estates, and will continue to do the same with her clients at Prosperity Planning.