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  • Raymond James Ltd. Website Contacts
    (250) 405-2429
    1000-1175 Douglas St, Victoria, BC V8W 2E1

    Raymond James Ltd., operating through Heart Wealth Management Group in Victoria, provides comprehensive wealth management, financial planning, and investment services to high-net-worth individuals, families, and business owners across British Columbia, Alberta and Western Canada, focusing on tax-ef…

  • Cooper Financial Website
    250.475.0557
    550-2950 Douglas St, Victoria, BC V8T 4N4

    Don't Wait to get Great Independent Financial Advice Defining your goals, setting priorities and assessing your needs is the first step to achieving them. At Cooper Financial Services Group, we start with an analysis of your financial needs to help clarify your financial goals and priorities. As in…

  • TPC Financial Group Ltd Website
    250.385.0058
    200 848 Courtney Street, Victoria, BC V8W 1C4

    TPC Financial Group Ltd specializes in financial planning for medical professionals across Canada, offering services such as incorporation advice, practice acquisition support, and retirement planning. With over 40 years of experience, they have served more than 2000 professionals, maintaining a 99…

  • Investment Planning Counsel - Royal Oak Website
    (250) 744-3575
    4456C West Saanich Road, Victoria, BC V8Z 3E9

    The firm provides personalized financial planning services for individuals approaching or in retirement, focusing on portfolio management, retirement income, wealth transfer, estate planning, tax planning, charitable giving, and risk management. It tailors strategies to each client’s goals, assets,…

  • Dickson, Dusanj & Wirk Website
    (250) 220-7335
    #202 - 4430 Chatterton Way, Victoria, BC V8X 5J2

    Dickson CPAs is a boutique accounting firm in Victoria, BC that delivers tax planning, compliance, and broader financial advice to individuals, families, and businesses. Their team of experienced accountants provides services such as retirement planning, cash flow reporting, acquisition planning, a…

  • Ocean Pacific Financial Services Ltd. Website
    (250) 388-0932
    360 B Harbour Rd, Victoria, BC V9A3S1

    Ocean Pacific Financial Group provides comprehensive financial planning services to individuals and businesses in Victoria, BC. Their offerings include personal finance advice, mortgage planning, business planning, estate planning, and insurance brokerage, focusing on balancing financial goals with…

  • Stella Wu Website
    (250) 389-2160
    1803 Douglas St., Victoria, BC V8T 5C3

    Stella Wu provides comprehensive wealth advisory services, including financial planning, investment management, private banking, insurance consulting, and estate planning. She works with individuals, families, and business owners across Canada to develop personalized total wealth strategies, manage…