View Profile

Smart Choice Mortgage - Bobby Smart

(32)

Home
Professional
Rate

“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.”

i

View Profile

Cody Rowe - Mortgage Broker

(50)

Separation Mortgages, Mortgage Renewal, Mortgage Refinancing

“Cody was extremely friendly and knowledgeable, and did and amazing job walking me through all of the steps ensuring I was properly informed throughout the process.”

i

View Profile

Doug Lee & Associates

(50)

Feeling
Financial
Debt

“4 Pillars provided advice, recommendations and provided courses to complete for a better understanding of how to gain skills to make wiser decisions as well as how to re-establish your credit.”

Featured

Those faced with desperate financial situations are susceptible to false promises of a quick solution to their debt problems. Anyone considering a consumer proposal or bankruptcy should meet with a Licensed Insolvency Trustee first. LITs are the only federally regulated professionals who can provide debt relief options such as bankruptcy and consumer proposals. LITs are bound by a Code of Ethics and required to explore all debt relief options to help debtors find the best solution for their needs. Call us today for a free, confidential consultation.

i

View Profile

Hutcheson & Co

(48)

Real Estate & Construction, Bookkeeping, Accounting and Personal Tax, Business Valuations

“Over the years, Tony helped me deal with a range of issues as they pertain to satisfying both CRA's compliance requirements and also those of the IRS, as I reside in the US.”

i

View Profile

Beacon Hill Wealth Management

(50)

Information
Investment
Planning

“He's also a fiduciary and has low rates for cross border wealth management services so you can manage your investments in the US (including retirement accounts) from Canada.”

i

View Profile

Phil Hogan, Cpa, CA, CPA

(50)

Reporting
Investment
Knowledge

“As a fellow accountant who has done a lot of Australia-Canada tax, I know the international tax rules can have a lot of implications that are unexpected.”

i

View Profile

IPC Securities Corporation

(33)

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.”

i

View Profile

Royale British Columbia Financial

(38)

Market
Products
Family

“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...”

i

View Profile

Aact Financial Solutions

(44)

Estate
Small Business
Money

“I read a previous post from someone complaining about one of these ladies yelling at a person who was abusing the parking restriction in front of the AACT office.”

i

View Profile

W. Pan & Company

(37)

Work
Efficient
Questions

“She was invaluable as we transitioned from a DBA company to a LTD company and continues to provide excellent service, advice and is always available to answer any questions we may have.”

i

View Profile

Sterling Financial Accounting Services

(20)

Tax Compliance and Filings, New Business, Financial Coaching and Support

“They answered my questions, I am not a native speaker so, sometimes technical or accounting terms are a bit hard to grasp, but they explained very clearly, provided additional info and I felt treated warmly”

i

View Profile

Blair & Associates With IG Private Wealth Management

(23)

Informative
Investments
Retirement

“Their attention to detail and expertise have been an invaluable asset to me and my family, ensuring that I can retire comfortably and be in a position to help my sons achieve their own life goals in the years ahead.”

i

View Profile

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.”

i

View Profile

Mortgage Designers

(8)

Questions

“We have been using Kelly and Bobby for the past 10 years and we are impressed with their knowledge and expertise with all our mortgage questions-I would certainly recommend them to our family and friends.”

i

View Profile

Riddell Private Wealth Management

(13)

Needs
Questions
Goals

“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.”

i

View Profile

Jennifer Thompson Money Coach

(13)

Knowledge
Ideas
Investment

“She took a holistic approach in helping us to understand the root cause behind some of our ideas/ habits surrounding finances, and reprogram our mindset to create a financial plan and (sustainable) path forward.”

i

View Profile

Fischer Financial Services

(1)

Virtual Family Office, Enterprise Transition, Wealth Management

“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.”

i

View Profile

Willow Wealth Management of Raymond James

(13)

Confidence
Team
Honesty

“Kirsty was great at explaining the 'future' as best one can while maintaining such professionalism and knowledge in a manner that was honest and clear.”

i

View Profile

Burkett Asset Management Limited

(3)

Family Office Services, Services For Other Advisers, Private Wealth Clients

“Always friendly and professional, everyone at BAM has been a pleasure to deal with and I feel that I am in good hands!”

i

View Profile

XPS Group

(2)

Mergers & Acquisitions, Financing Advisory, Business Valuations

“We needed an expert assessment of a complex problem, XPS gave us that.”

i

View Profile

McEwen Financial

(29)

Strategy
Knowledge
Financial Advisor

“Aaron and I previously worked together at a Victoria Wealth Management firm, where Aaron was the in-house expert on topics related to life insurance, critical illness, disability insurance, as well as tax and holistic financial planning.”

i

View Profile

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.”

i

View Profile

Ellington & Ellington Notary Public

(14)

Price
Sale

“We have used Ellington to buy and sell two homes and prepare a will.”

i

View Profile

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.”

i

Average Cost	$3717
Minimum cost	$1239
Maximum cost	$10530
Avg Per Hour Rates	$372

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

Cody Rowe - Mortgage Broker

Doug Lee & Associates

Hutcheson & Co

Beacon Hill Wealth Management

Phil Hogan, Cpa, CA, CPA

IPC Securities Corporation

Royale British Columbia Financial

Aact Financial Solutions

W. Pan & Company

Sterling Financial Accounting Services

Blair & Associates With IG Private Wealth Management

Bobby Vu Financial Solutions

Mortgage Designers

Riddell Private Wealth Management

Jennifer Thompson Money Coach

Fischer Financial Services

Willow Wealth Management of Raymond James

Burkett Asset Management Limited

XPS Group

McEwen Financial

Exceptional Wealth Management Canada

Ellington & Ellington Notary Public

The Dixon Davis Group

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

Why these companies made our list

Wealth Management Advisors near Saanich

Popular in Saanich