Best Financial Advisors near Langford, BC

1 of these firms is based in Langford; the others serve Langford from Victoria and Sooke.

2 open weekends · 23 rated 4.5+ · 1 shows a licence

Data verified October 18, 2026

Designwealth

Designwealth

(3)
“The DesignWealth approach really makes you stop & think about what you want in life & the process isn't always comfortable but this gave Jared a clear picture of my situation”
Transparent Fees & Pricing
2840 Peatt Rd #415, Langford, BC V9B 3V5
i
Phil Hogan, Cpa, CA, CPA

Phil Hogan, Cpa, CA, CPA

(50)
  • Planning
  • Investment
  • Information
“Have watched a number of Phil's videos and find them very well done and extremely informative…as a Dual Canadian/US citizen living in the USA I would love to see a guide for us as well….”
In Business Since 2013
Victoria, BC
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Beacon Hill Wealth Management

Beacon Hill Wealth Management

(50)
  • Meeting
  • Investment
  • Questions
“He was so kind, approachable, and knowledgable that I walked away after only 30 minutes of talking with him feeling much more confident that I'll be able to do this without stubbing my toe or damaging my financial situation.”
In Business Since 2013
Victoria, BC
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IPC Securities Corporation

IPC Securities Corporation

(33)
  • Decisions
  • Team
  • Financial Advisor
“I find her investment suggestions clear and insightful, and she is good at putting the whole financial picture in focus as we make planning decisions together.”
Transparent Fees & Pricing
In Business Since 2001
Victoria, BC
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Royale British Columbia Financial

Royale British Columbia Financial

(38)
  • Business
  • Products
  • Investment
“Frank was warm and personable right from the get go and he was able to get me substantially better life insurance and critical illness coverage than I already had for a small increase in premiums.”
In Business Since 2017
Victoria, BC
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Sterling Financial Accounting Services

Sterling Financial Accounting Services

(20)
  • Goals
  • Sound
  • Team
“Even so much as to give me a heads up call on a large tax amount due this year that would have resulted in a significant penalty had I not had the time to arrange for the payment!”
Victoria, BC
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The 24 firms listed for Langford, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Langford, BC

23 of the 24 firms on this page have a rating, from 4.7 to 5.0 across 410 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (86%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2) and insurance (2). 1 shows a licence on its website. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans; 2 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 23 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Langford take financial planning bookings online?

8 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

Blair & Associates With IG Private Wealth Management

Blair & Associates With IG Private Wealth Management

(23)
  • Confidence
  • Investments
  • Team
“I HAVE BEEN Dealing with Blair and Associates for over 10 years now, and I would hand on heart recommend them to any/all of my friends that are looking for a good company to put your investments into”
Licensed
In Business Since 2016
Victoria, BC
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Bobby Vu Financial Solutions

Bobby Vu Financial Solutions

(12)
  • Questions
“He has experienced lots with insurance companies and banks in his past work and has seen that they often don't look out for the best for their clients, but he definitely does.”
Free Initial Consultation
In Business Since 2018
Victoria, BC
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Mortgage Designers

Mortgage Designers

(8)
  • Questions
“Stephen was very diligent, made sure all the paperwork are in order (as our developer gave the wrong address etc), responded to our queries right away and even beyond office hours.”
Offers Financing Options
Transparent Fees & Pricing
Victoria, BC
i
Jennifer Thompson Money Coach

Jennifer Thompson Money Coach

(13)
  • Goals
  • Knowledge
  • Investment
“It's hard to know what questions to ask when you feel so lost, and I'm now excited to discover ways to increase my financial abundance by knowing what I want to create for my life.”
In Business Since 2022
Victoria, BC
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Fischer Financial Services

Fischer Financial Services

(1)
“Knowledgable and professional, he helped myself and my business partners source and implement a benefit program that fits our needs, and works great for our employees.”
Family Business
Remote Consultations Available
Victoria, BC
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Riddell Private Wealth Management

Riddell Private Wealth Management

(13)
  • Advisor
  • Needs
  • Team
“He has taken the time to get to know us, gives us confidence, and has done a terrific job guiding us through the times when we both were working through to our retirement.”
In Business Since 2012
Victoria, BC
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Willow Wealth Management of Raymond James

Willow Wealth Management of Raymond James

(13)
  • Integrity
  • Team
  • Portfolio
“And she is very smart and very knowledgeable - she has already suggested several strategies that will benefit my family's situation, and which no previous advisor of mine had ever thought to suggest.”
Victoria, BC
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Burkett Asset Management Limited

Burkett Asset Management Limited

(3)
  • Professional
“Always friendly and professional, everyone at BAM has been a pleasure to deal with and I feel that I am in good hands!”
Family Business
Victoria, BC
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McEwen Financial

McEwen Financial

(29)
  • Expertise
  • Knowledge
  • Insurance
“He has helped me countless times with any financial questions or problems that I have had, and has always taken every moment to personal teach me more about the way that this world works.”
Victoria, BC
i
Exceptional Wealth Management Canada

Exceptional Wealth Management Canada

(1)
“They have always done their best for me, and I have recommended them to friends, family and coworkers for many, many years.”
Family Business
In Business Since 2012
Victoria, BC
i
The Dixon Davis Group

The Dixon Davis Group

(4)
  • Goals
  • Lawyer
“Mark and Cole of Dixon Davis Group have been instrumental in laying out a practical, yet aspirational, financial plan for our future and their counsel is as good as it gets in this domain.”
Transparent Fees & Pricing
In Business Since 1999
Victoria, BC
i
Watchorn Risk & Wealth Management Corp.

Watchorn Risk & Wealth Management Corp.

Free Initial Consultation
In Business Since 2018
Victoria, BC
i
TPC Financial Group

TPC Financial Group

(4)
“Great sevices”
Transparent Fees & Pricing
In Business Since 2002
Victoria, BC
i
Sensible Financial Solutions

Sensible Financial Solutions

(7)
  • Financial Advisor
“Her expertise, professionalism and dedication set her apart in the industry and, I am truly grateful for the invaluable support she provided me on my financial journey .”
Victoria, BC
i
Mason Financial

Mason Financial

(2)
“My appointment with Karen Mason was stimulated by a Business group I attended where the next step was to take action regarding my stalemate with handling finances.”
In Business Since 2009
Sooke, BC
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Travis Koivula, CFA - Island Savings Wealth Management

Travis Koivula, CFA - Island Savings Wealth Management

(1)
“His clients sing his praises which is a testament to his ability to effectively communicate in a field where it is a much needed skill.”
Transparent Fees & Pricing
Victoria, BC
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Navi Consulting - Independent Financial Planners

Navi Consulting - Independent Financial Planners

(1)
“We could not be more pleased with the financial advice she has provided our family.”
Transparent Fees & Pricing
Victoria, BC
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Heart Wealth Management Group of Raymond James

Heart Wealth Management Group of Raymond James

Victoria, BC
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HomeWealth Management AdvisorsBritish ColumbiaLangford, BC

Retirement Planning and Investment Management Services in Langford, BC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 530 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 530 cost profiles.

Why these companies made our list

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