Financial Services in Victoria, BC with e-mail
Find accurate info on the best financial services 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 39
Showing results: 1 - 20 out of 39
Results from the 'Financial Services' category in Victoria
Closed now
830 Shamrock, Victoria, V8X 2V1
+1 250-383-9866
In 1981, Rob Jack, founder of Jack Insurance and Financial Services, started his business career in office management as a management trainee. In the following five years, Rob's focus on people and service was further developed as he worked in various capacities within the insurance and financial industry across Canada In 1986, Rob became the office manager for the Vancouver branch of a large Canadian financial services company. He also worked as a marketing manager, working with and training new agents in the insurance industry. In 1993, Rob chose to move to Victoria in order to raise his family and start his own business, Jack Insurance and Financial Services. Since this time Rob has been an independent insurance and financial agent, licensed with Manulife Financial and Manulife Securities International. 
Customers express positive experiences with RDF Group Ltd, commending their ease of process and exceptional service from agents like Nicole. One customer was satisfied with saving money on insurance for their business. 
Closed now
1830 Oak Bay Ave #303c, Victoria, V8S 5C7
(250) 592-4614
We are a broker who works on your behalf, treats you fairly, represents you honestly, and whose number one priority is to ensure that your expectations are exceeded. All of our clients are assigned one advisor who is dedicated to ensuring your needs are met 24/7. Each advisor has an assistant who is also committed to ensuring you are 100% satisfied with our service. 
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. 
Closed now
719 MCCALLUM DRIVE, Victoria, V9B 6A2
250 391 6191
mortgage correspondents, COURTIERS, Mortgage Brokers, Prêts hypothécaires, SERVICES FINANCIERS, Retraite et Planification financière, Mortgage broker, Finances et Légal, SERVICE, Mortgage Centre Westshore The, ENCAISSEMENT DE CHÈQUES, MORTGAGE BANKERS, CORRESPONDENTS 
Closed now
600-737 Yates Street, Victoria, V8W 1L6
(250) 853-4929
Closed now
104 – 732 Cormorant Street, Victoria, V8W 4A5
(250) 360-4003
Financial difficulties can strike anyone at any time. For most people, the decision between filing a bankruptcy or a consumer proposal is a serious and confusing one. It may not be easy, but it can be done and Doug Lee & Associates Inc. is here to help. We provide you support throughout the entire process. We strive to work with you and understand your unique circumstances, which aid in identifying opportunities for financial stability in the future. Our mission is to provide solutions for people with money problems while offering lifelong financial solutions. Our team of professionals would be happy to hear from you. Please contact us with your questions or for a free initial consultation. We service Victoria BC and Vancouver Island in beautiful British Columbia. We will provide you with the fresh financial start you deserve. Freshstart BC, a bankruptcy service in Victoria, is highly recommended by customers for their patient, knowledgeable, and trustworthy staff. The team provides empathetic and confidential expertise, helping customers address financial issues, reduce stress, and improve their financial literacy. The program offers dedicated and understanding support, with no judgments, to help individuals gain skills for wiser decisions and re-establish credit. Doug Lee & Associates is praised for their accommodating and flexible payment plans, making it easier for customers to regain control of their finances. 
Closed now
2029 Oak Bay Avenue, Victoria, V8R 1E5
(250) 592-3808
Financial Service, Jewelry & Watches Store, Jewelry & Watches Company, Jewelry Buyer Oak Bay Gold, Silver & Coins is a trusted and knowledgeable business with friendly and honest staff. Customers appreciate the fair pricing and valuable advice. The atmosphere is welcoming and heimishe. Ron is often mentioned for his old-school, respectful, and personable approach. The shop offers the best prices for gold and estate jewellery, with no-nonsense transactions and a bargain appraisal service. 
Closed now
3298 Tennyson Avenue, Victoria, V8Z 3P3
(250) 727-7197
financial services, Financial Service, insurance company, Financial Planner 
Closed now
Suite 102 919 Fort Street, Victoria, V8V 3K3
250-412-1040
At Everything Financial Group, our mission is to build trusted, long-term relationships with our clients by providing complete financial strategies and solutions for financial peace of mind. Our financial program will take the guess work out of the planning process and meet the unique and complex needs of our clients to help reach the goal of financial independence. Through every stage of life, Everything Financial Group has all the products, services and experience to make sure you get the comfortable retirement and security you deserve from your years of hard work. 
Closed now
4400 Chatterton Way, Victoria, V8W 5J2
(250) 704-4040
Consulting Agency, Financial consultant, Investment service, Financial Planner, Investing Service 
Open now
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. 
Open now
535 Yates St. Suite 200, Victoria, V8W 2Z6
(778) 350-2434
McEwen Financial is a leading tech-focused financial advisory firm, based in Victoria BC. As a financial advisor, Aaron makes it easy for busy people to access dependable financial planning and advice wherever they are. McEwen Financial offers clients the ability to meet in person or online, providing insurance, wealth, and tax planning solutions that save money, time and hassle. All delivered to your smartphone. 
Open now
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. 
Closed now
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. 
Closed now
931-A Fort Street, Victoria, V8V 3K3
250-686-5873
Bitcoin Victoria is local cryptocurrency exchange located in Victoria, BC. We buy and sell Bitcoin and altcoins at very competitive rates. We offer a variety of payment methods, including cash, bank drafts, and e-transfers. Most trades take place in-person at our downtown office. With a quick phone call you can book a time to come down and see us, even if it's last minute. Bitcoin Victoria is also the only authorized reseller of Ledger hardware wallets on Vancouver Island. The Ledger Nano S can be purchased at our office. Get in touch today with any questions you have or to schedule an appointment. We look forward to hearing from you! 
Closed now
225 Dundas Street, BURNSIDE, Victoria, V9A 3J9
(250) 388-9473
Financial Service, Business Services, Mortgage broker, Mortgage Bankers and Loan Correspondents, Mortgage Brokers Wise Valerie Mortgages received numerous praises from customers for their efficient, professional, and patient mortgage brokers, Nick and Val. They were commended for their kind and helpful attitude, ability to secure loans with difficult situations, and going above and beyond to answer questions and explain processes. Customers appreciated their kindness, professionalism, and reliability, and highly recommended Wise Valerie Mortgages to anyone looking for a mortgage. 
Closed now
1829 Ferndale Rd, British Columbia, Victoria, V8N 2X9
(250) 472-0955
Lorna Eastman Financial offers innovative corporate tax planning, we are certified financial planner with 20 years of experience. We provide the insight, tools and knowledge to maximise your earnings. 
Closed now
105-1090 Johnson St, Victoria, V8V 0B3
(778) 265-6140
Choose an experienced financial planning consultant to help you achieve your goals and secure your future. Karsen Leung will help you to make informed decisions based on your unique needs. Make an appointment for your consultation today. 
Closed now
867 Goldstream Ave, Victoria, V9B 2X8
(250) 391-8809
Mortgage broker, Real estate agents, Financial Service, Mortgage Brokers, Real Estate Agent