Financial Consultants in Victoria, BC with opening times, website - page 2

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: 21 - 40 out of 108

Other results from the 'Financial Consultants' category in Victoria

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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.
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200 1677 Poplar Avenue, Victoria, V8P 4K5

(250) 483-1272
We take pride in offering clients professional expertise that is derived from long-term experience and a passion for what we do. With a wide-ranging client base that spans from professionals to real estate development to tech start-ups, our services are tailored to meet the diverse needs that each individual and business requires. Providing tax, accounting & advisory services tailored to suit your needs. MacPherson Adams is a Victoria, BC based accounting firm and we take pride in offering clients professional expertise that is derived from industry experience and a passion for what we do. With a wide-ranging client base that spans from professionals to web-based business, our services are tailored to meet the diverse needs that each individual or business requires.
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600-737 Yates Street, Victoria, V8W 1L6

(250) 853-4929
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102- 1124 Fort Street, Victoria, V8V 3K8

(250) 217-4050
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1803 Douglas Street, Suite 400, DOWNTOWN, Victoria, V8T 5C3

(250) 389-2138
Property management company, Investment service, Retraite et Planification financière, Investing Service, Finances et Légal, Financial Planner, Courtiers en valeurs mobilières, Services d investissement, Greenard Group At ScotiaMcLeod, Security Brokers & Dealers, Planificateurs financiers
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4400 Chatterton Way, Victoria, V8W 5J2

(250) 704-4040
Consulting Agency, Financial consultant, Investment service, Financial Planner, Investing Service
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204-4400 Chatterton Way, Victoria, V8X 5J2

(250) 405-4060
Lighthouse Wealth Management is an independent investment advisory team at iA Private Wealth focusing on helping affluent investors, and those with the habits and desire to become affluent investors, meet and sustain their retirement and financial goals.
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1321 Blanshard St #301, Victoria, V8W 0B6

(250) 384-1184
Brokers and Service, insurance, life insurance, Broker, Insurance Agents & Brokers, Insurance Agents, Investing Service, Agent, Financial Planner, Investment service, Insurance agency, Health
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1335 Bear Mountain Pkwy, Victoria, V9B 6T9

(250) 478-9288
Financial Planning Consultants, planning, Financial consultant, Consultant
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730 View St, 9th Floor, DOWNTOWN, Victoria, V8W 1J8

(250) 388-5131
Investment Services, Exchanges, Dealers, Insurance, Finances et Légal, Security Brokers & Dealers, Financial consultant, Services d investissement, Real Estate, Security & Commodity Brokers, Courtiers en valeurs mobilières, Finance, Security brokers and dealers
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402 - 1245 Esquimalt Road, Victoria, V9A 3P2

(250) 475-0557
Financial Planning Consultants, Financial consultant, Insurance Agents, assurance, Consultant, courtiers, Insurance Companies, Broker, Agent, Financial Planner, Insurance Consultants
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737 Yates St, Suite 410, DOWNTOWN, Victoria, V8W 1L6

(250) 952-7777
Odlum Brown is a full service investment firm. We provide investment management, wealth management, and financial planning services in Vancouver and other cities in BC.
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730 View Street, Victoria, V8W 1J8

+1 250-356-4800
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.
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Unit 2-15 Cadillac Ave, Victoria, V8Z 1T3

(250) 480-1095
The Legacy Group firmly believes that clients must be given the tools and the time to make the important decisions about their financial future. We believe in long term, trusting relationships with our clients that cannot be rushed. Increasing our client’s peace of mind through the implementation of a well-constructed and carefully considered Lifestyle Plan.
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3521 Blanshard Street, Victoria, V8Z 0B9

(250) 953-8050
Financial Institution, bank, cash machine, financial services
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1353 Esquimalt Road, Victoria, V9A 3R1

(250) 383-3834
AACT Financial Solutions provides Victoria with personal and business accounting, tax and financial services. Give us a call today (250)383-3834.
Aact Financial Solutions Inc. receives praise for professional, compassionate, and top-notch service from many customers. They are commended for their expertise in handling estate processes and providing accurate tax preparation. Some customers have had negative experiences with rude and condescending behavior from the owner or staff, but these incidents are not representative of the overall positive feedback. Recommendations for the firm are numerous due to their knowledgeable and meticulous approach.
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204-2840 Nanaimo St, BURNSIDE, Victoria, V8T 4W9

(250) 385-0312
Schell & Associates Chartered Professional Accountants has been providing assurance, accounting, and consulting services to small businesses, entrepreneurs, Not-For-Profits Organizations, and individuals for over twenty years including preparation of Notice to Reader, Review Engagement, and Audit Engagement, as well as corporate, personal, Canadian & US tax returns, and elections. We are known for providing specific and actionable consultation for tax planning to our Canadian and US clients.
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200 – 848 Courtney Street, Victoria, V8W 1C4

(250) 385-0058
At TPC Financial Group, we focus on financial management that encompasses all aspects of your life. As such, our in-depth approach is embodied in our 5 steps process used to create our financial plans. Our discovery process consists of a short meeting with one of our advisors, either in person, or through a video-conference. This initial meeting is meant to understand your specific situation and address any immediate concerns that might need immediate attention. After the meeting, the advisor will provide you with a number of documents that outline exactly what is needed to create our financial plan.
TPC Financial Group provides effective financial consulting services for individuals, including addressing financial concerns, timely communication, and comprehensive financial planning for various needs such as retirement and insurance. Highly recommended by numerous clients.
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3962 Borden Street, Suite 101, Victoria, V8P 3H8

(250) 385-1471
financial services, Financial consultant, insurance agents, Insurance company
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225 Dundas St., Victoria, V9A 3J9

(778) 265-2622
Investing Service, insurance broker, insurance agents, financial planner, investment management, Investment service, financial services
Bobby Vu Financial Solutions provides personalized and thorough financial advice, identified and corrected errors made by previous financial institutions, offers compassionate and candid consultations, and ensures clients' best interests are prioritized. Clients praise Bobby's expertise, patience, and responsiveness, making the financial planning process simple and stress-free.

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