View Profile
Phil Hogan, Cpa, CA, CPA
- 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.”
Best Financial Advisors near Saanich, BC
These firms serve Saanich from nearby bases in Victoria, Langford and Sooke.
24 firms listed · 2 open weekends · 23 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
View Profile
Beacon Hill Wealth Management
- 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.”
View Profile
IPC Securities Corporation
- Knowledge
- Team
- Questions
“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.”
View Profile
Royale British Columbia Financial
- 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...”
View Profile
Sterling Financial Accounting Services
- Sound
- Coaching
- Team
“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”
View Profile
Blair & Associates With IG Private Wealth Management
- 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.”
The 24 firms listed for Saanich, 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: Saanich, BC
23 of the 24 firms on this page have a rating, from 4.7 to 5.0 across 412 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. 1 shows a licence on its website. 9 have ten or more years of experience, the longest 27 years. 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 any financial advisers listed for Saanich offer a free first meeting?
2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
View Profile
Bobby Vu Financial Solutions
- 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.”
View Profile
Mortgage Designers
- 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.”
View Profile
Riddell Private Wealth Management
- 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.”
View Profile
Jennifer Thompson Money Coach
- 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.”
View Profile
Fischer Financial Services
“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.”
View Profile
Willow Wealth Management of Raymond James
- 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.”
View Profile
Burkett Asset Management Limited
- Professional
“Always friendly and professional, everyone at BAM has been a pleasure to deal with and I feel that I am in good hands!”
View Profile
McEwen Financial
- 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.”
View Profile
Exceptional Wealth Management Canada
“They have always done their best for me, and I have recommended them to friends, family and coworkers for many, many years.”
View Profile
TPC Financial Group
“I have been with Tim and his team since 2009 as a fresh grad, and they're good at what they do.”
View Profile
Watchorn Risk & Wealth Management Corp.
View Profile
The Dixon Davis Group
- 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.”
View Profile
Sensible Financial Solutions
- 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 .”
View Profile
Designwealth
“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”
View Profile
Navi Consulting - Independent Financial Planners
“We could not be more pleased with the financial advice she has provided our family.”
View Profile
Travis Koivula, CFA - Island Savings Wealth Management
“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.”
View Profile
London Financial Planning
“With London Financial planning we are secure in the thought that when our time comes to retire / our kids go to college and university a well planned financial investment will give us the returns we need.”
View Profile
IPC Investment Corporation - Darryl Johnson
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
