Best Financial Advisors in Saanich, BC

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Saanich area.

Smart Choice Mortgage - Bobby Smart

Smart Choice Mortgage - Bobby Smart

(30)
  • Rate
  • Professional
  • Home
“Bobby really showed that he has an ear to the ground and a good feel for where mortgage rates are going without rushing into "deal of the day" options.”
Emergency Services
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
3550 Saanich Rd #109, Victoria, BC V8X 1X2
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IPC Securities Corporation - Midori Hillis

IPC Securities Corporation - Midori Hillis

(11)
Environmental/Social/Governance
“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.”
In Business Since 2001
4456 W Saanich Rd, Victoria, BC V8Z 3E9
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Sterling Financial Accounting Services

Sterling Financial Accounting Services

(18)
Tax Compliance and Filings, New Business, Financial Coaching and Support
“Tanya also was empathetic and considerate in regards to the strong emotions and struggles that exist while working through the divorce/separation process.”
In Business Since 2008
101-860 View St, Victoria, BC V8W 3Z8
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Burkett Asset Management Limited

Burkett Asset Management Limited

(1)
Family Office Services, Services For Other Advisers, Private Wealth Clients
“BAM is a friendly firm offering personalized investment management and financial services that offer an alternative for people who are looking for something different than a large-firm experience.”
Family Business
In Business Since 2015
3561 Shelbourne St #222, Victoria, BC V8P 4G8
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Doug Lee & Associates

Doug Lee & Associates

(30)
  • Level of Service
  • Financial
  • Debt
“This time though between the two companies ,4 pillars and Fresh start ,I am absolutely better equipped to see the areas where I was weak and be more proactive in management.”
Licensed
Free Initial Consultation
In Business Since 2005
Locally Owned & Operated
732 Cormorant St #104, Victoria, BC V8W 4A5
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Hutcheson & Co

Hutcheson & Co

(30)
Real Estate & Construction, Bookkeeping, Accounting and Personal Tax, Business Valuations
“I emailed Phil in a panic and he got right back to me to ask a few key questions, explain what had happened and reassure me that the filing looked correct, although we could have done things differently over the years to lessen the impact.”
In Business Since 2011
1137 Yates St #200, Victoria, BC V8V 3N1
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Beacon Hill Wealth Management

Beacon Hill Wealth Management

(30)
  • Questions
  • Investment
  • Tax
“As a dual citizen residing in the US but with a foothold in Canada, he was extremely knowledgable and provided me with some fast yet thoughtful advice about how to structure things and look to the future.”
In Business Since 2013
1133 Fort St, Victoria, BC V8V 3K9
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Phil Hogan, Cpa, CA, CPA

Phil Hogan, Cpa, CA, CPA

(30)
  • Planning
  • Information
  • Knowledge
“Phil very kindly took time from his day to give us some basic info and planning tips in case we decide to move to Canada - it was a great first call and he was very informed about taxes in both Canada and the US.”
In Business Since 2009
1137 Yates St #201, Victoria, BC V8V 3N1
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Royale British Columbia Financial

Royale British Columbia Financial

(27)
  • Financial Planning
  • Products
  • Professional
“We have trusted Frank to provide us with estate planning guidance, a very well thought out life insurance strategy (temporary types of insurance for when the kids are growing and long-term permanent types for estate planning) along with critical illn...”
In Business Since 2017
3994 Shelbourne St #205, Victoria, BC V8N 3E2
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Aact Financial Solutions

Aact Financial Solutions

(29)
  • Mind
  • Money
  • Price
“Especially the account Vivian always did her best work to get me correct tax result so that I was able to receive more money back than I initially expected.”
Remote Consultations Available
In Business Since 2009
1353 Esquimalt Rd, Victoria, BC V9A 3R1
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Bobby Vu Financial Solutions

Bobby Vu Financial Solutions

(12)
Rdsp, Investing, Financial Planning
“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
225 Dundas St, Victoria, BC V9A 3J9
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Ellington & Ellington Notary Public

Ellington & Ellington Notary Public

(14)
  • Sale
“We have used Ellington to buy and sell two homes and prepare a will.”
Family Business
In Business Since 2012
1006 Fort St, Victoria, BC V8V 3K4
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Willow Wealth Management of Raymond James

Willow Wealth Management of Raymond James

(11)
  • Team
  • Portfolio
“Maximizing the growth in your portfolio while finding a balance in risk exposure is always a challenge and we have been delighted with the recommendation that were made to us by the Willow Wealth Management over the years.”
In Business Since 2015
2187 Oak Bay Ave Ste 206, Victoria, BC V8R 1G1
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McEwen Financial

McEwen Financial

(30)
  • Financial Services
  • Knowledge
  • Expertise
“Not only is he extremely knowledgeable about the various policies and companies, he is also incredibly patient and really took the time to answer my questions.”
535 Yates St Suite 200, Victoria, BC V8W 2Z6
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XPS Group

XPS Group

(2)
Mergers & Acquisitions, Financing Advisory, Business Valuations
“We needed an expert assessment of a complex problem, XPS gave us that.”
Offers Financing Options
In Business Since 2007
535 Yates St, Victoria, BC V8W 2Z6
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Exceptional Wealth Management Canada

Exceptional Wealth Management Canada

(1)
Business Services, Personal Services
“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
791 Goldstream Ave #203, Victoria, BC V9B 2X5
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Denise Webster

Denise Webster

(8)
  • Questions
“Even after over a month of my deal closing she made sure to follow up with bank and me to make sure I received an overpayment that had been made to bank.”
Licensed
In Business Since 2010
3531 Uptown Blvd #207, Victoria, BC V8Z 0B9
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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
In Business Since 2019
303-830 Shamrock St, Victoria, BC V8X 2V1
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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
In Business Since 2017
848 Courtney St #300, Victoria, BC V8W 1C4
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Fischer Financial Services

Fischer Financial Services

(1)
Employer Group Benefits, Enterprise Transition, Services Overview
“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.”
In Business Since 2010
3960 Quadra St #404, Victoria, BC V8X 4A3
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Heart Wealth Management Group of Raymond James

Heart Wealth Management Group of Raymond James

Investment and Tax Calculators, Asset Management, Financial Planning
“When it comes to helping you confidently grow and preserve your wealth for your family today and generations to come, we offer straightforward advice from a pragmatic team. The relationships we build with our clients are sustained by the trust we've ...”
In Business Since 2020
1175 Douglas St, Victoria, BC V8W 2E1
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L.i.f.e

L.i.f.e

“We care about your financial future, we understand that your assets represent your past and your future, our job is to offer sound advice for the best way to navigate the challenges.”
Transparent Fees & Pricing
In Business Since 2014
730 View St #210, Victoria, BC V8W 3Y7
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IPC Investment Corporation - Darryl Johnson

IPC Investment Corporation - Darryl Johnson

Cash & Credit Management, Charitable Giving, Estate Planning
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
In Business Since 2001
4486 Tyndall Ave, Victoria, BC V8N 3S6
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TPC Financial Group

TPC Financial Group

(4)
“I have been with Tim and his team since 2009 as a fresh grad, and they're good at what they do.”
In Business Since 2002
848 Courtney St #200, Victoria, BC V8W 1C4
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Retirement Planning and Investment Management Services in Saanich, BC Cost Estimates

Minimum cost
$1239
Maximum cost
$10530
National Average
$3717
Avg Per Hour Rates
$372
$2478
$6814
Average price range is based on 479 cost profiles
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Average Cost $3717
Minimum cost $1239
Maximum cost $10530
Avg Per Hour Rates $372

Average range $2478 to $6814 is based on 479 cost profiles.

Why these companies made our list

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