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  • Howe & Gramlich Website
    1 250 953 6813
    1012 N Park St, Victoria, BC V8T 1C6

    We provide personalized service by listening to and respecting the individuality of each client. We provide fiduciary advice in accepting responsibility for our client’s financial affairs. At Howe & Gramlich we listen to our clients. If our clients are concerned with the financial risk associated …

  • The Dixon Davis Group Open until 4:00 PM Website
    (250) 413-3230
    301 - 3450 Uptown Blvd, Victoria, BC V8Z 0B9

    Dixon Davis is a team of Fee For Service Financial Planning. We believe in providing unbiased advice to help make better financial decisions. Our mandate is to be your thought partners, not people who sell you insurance or investment management.

  • 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 and fee‑based financial planning for high‑net‑worth individuals, families, business owners and professionals across British Columbia, Alberta, Canada and the United States. Serv…

  • 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…

  • Martell Insurance Services Website
    250.391.9933
    3161 Antrobus Cres, Victoria, BC V9B 5M6

    Martell Insurance Services, founded in 1986, provides personal estate and business succession planning, employee benefits, and a full range of life, accident, and sickness insurance for individuals and businesses. They emphasize integrity, objectivity, competence, fairness, and confidentiality, off…

  • The Wright Brothers Financial Services Inc Website
    +1.250.382.2366
    200-755 Queens Ave, Victoria, BC V8T 1M2

    The Wright Brothers Financial Services Inc. is a certified financial planning firm in Victoria, BC, offering comprehensive financial, retirement, estate, investment and insurance solutions to individuals, families and businesses throughout the Greater Victoria area. Their team of experienced adviso…

  • Meritage Financial Group Website
    (800) 487-4028
    #301 - 4420 Chatterton Way, Victoria, BC V8X 5J2

    " We provide needs-based insurance planning and custom tailor solutions for our client’s goals. Insurance needs have both long and short term horizons, and it’s important to plan around both while keeping budget in mind. " We provide individualized plan design, implementation and service to ensure…

  • Aact Financial Solutions Inc. Website
    (250) 383-3834
    1353 Esquimalt Road, Victoria, BC V9A 3R1

    AACT Financial Solutions Inc., located in Victoria, BC, offers comprehensive accounting, income tax preparation, and estate planning services. With over 35 years of combined experience, they assist individuals, families, and small businesses in managing payroll, GST/PST payments, and general bookke…

  • Lorna Eastman & Associates Website
    (250) 472-0955
    1829 Ferndale Road, Victoria, BC V8N2X9

    Lorna Eastman Financial offers independent, fee‑only financial planning services from Victoria, BC. It advises individuals and corporations on personal finance, retirement, tax, pension and estate matters, providing unbiased counsel through hourly or fixed‑price arrangements. The firm focuses on he…

  • 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…