Best Financial Advisors in Victoria, BC

Handpicked from 51 vetted & reviewed Financial Planning & Wealth Management firms in the Victoria area, discover the top 5 leading options among the selected group of 24 finalists.

Burkett Asset Management Limited

Burkett Asset Management Limited

(1)
Services For Other Advisers, Private Wealth Clients, Family Office Services
“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.”
In Business Since 2015
Family Business
3561 Shelbourne St #222, Victoria, BC V8P 4G8
i
Sterling Financial Accounting Services

Sterling Financial Accounting Services

(18)
New Business, Retirement/Financial Planning, Financial Coaching and Support
“I have not been in charge of my own finances for years so when it came time to make the decision to become my own “Money Boss “ and gain some financial literacy I knew I would need some help .”
In Business Since 2008
101-860 View St, Victoria, BC V8W 3Z8
i
Smart Choice Mortgage - Bobby Smart

Smart Choice Mortgage - Bobby Smart

(30)
  • Professional
  • Patient
  • Home
“I have already referred family members to him and would not hesitate to recommend him to anyone looking for mortgage expertise and a broker that goes above and beyond.”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Emergency Services
3550 Saanich Rd #109, Victoria, BC V8X 1X2
i
Doug Lee & Associates

Doug Lee & Associates

(30)
  • Debt
  • Pay
  • Team
“Doug and his associates made my consumer proposal a comfortable and shame free experience, grounded in compassion and education for future financial planning.”
Free Initial Consultation
In Business Since 2005
Locally Owned & Operated
Licensed
732 Cormorant St #104, Victoria, BC V8W 4A5
i
Hutcheson & Co

Hutcheson & Co

(30)
Business Valuations, Cra, IRS Disputes & Voluntary Disclosures, Audits, Reviews & Financial Statements
“His vast expertise and genuine willingness to help are only superseded by his ability to explain complex tax issues in a clear and easy-to-understand manner; so clear even novices (like us) can understand them.”
In Business Since 2011
1137 Yates St #200, Victoria, BC V8V 3N1
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Beacon Hill Wealth Management

Beacon Hill Wealth Management

(30)
  • Investment
  • Meeting
  • Planning
“I would highly recommend getting consultation from the Beacon Hill team for any questions on financial wealth management in general, and more so if you are looking to transition from USA to Canada.”
In Business Since 2013
1133 Fort St, Victoria, BC V8V 3K9
i
Phil Hogan, Cpa, CA, CPA

Phil Hogan, Cpa, CA, CPA

(30)
  • Knowledge
  • Financial
  • Questions
“Today I was having trouble finding info on filing quarterly taxes cross border, so I decided to send him a message via his website's messaging system and he was very helpful and kind in answering my questions!”
In Business Since 2009
1137 Yates St #201, Victoria, BC V8V 3N1
i
Royale British Columbia Financial

Royale British Columbia Financial

(27)
  • Professional
  • Business
  • 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
3994 Shelbourne St #205, Victoria, BC V8N 3E2
i
Aact Financial Solutions

Aact Financial Solutions

(29)
  • Price
  • Disability
  • Tax Return
“They've not only helped with filing my tax returns, but also with setting up & running payroll for my business, getting things together for me to incorporate my business and also helping prepare my affairs correctly to get the mortgage that I got.”
In Business Since 2009
Remote Consultations Available
1353 Esquimalt Rd, Victoria, BC V9A 3R1
i
Bobby Vu Financial Solutions

Bobby Vu Financial Solutions

(12)
Investing, Financial Planning, Insurance
“I think he can tell that I did not know much about the DTC let alone RDSP or how it can benefit me but Bobby broke it down for me so I was able to understand it.”
In Business Since 2018
Free Initial Consultation
225 Dundas St, Victoria, BC V9A 3J9
i
Ellington & Ellington Notary Public

Ellington & Ellington Notary Public

(14)
  • Sale
“I've only had to notarize a few documents in my life; some paperwork for a will and marriage documents.”
In Business Since 2012
Family Business
1006 Fort St, Victoria, BC V8V 3K4
i
IPC Securities Corporation - Midori Hillis

IPC Securities Corporation - Midori Hillis

(11)
Environmental/Social/Governance
“They are knowledgeable and friendly, and take the time to ensure that you understand how your investment portfolio will help you to meet your long term financial goals, and educate you regarding risk/reward, and explain the many different financial o...”
In Business Since 2001
4456 W Saanich Rd, Victoria, BC V8Z 3E9
i
Willow Wealth Management of Raymond James

Willow Wealth Management of Raymond James

(11)
  • Portfolio
  • Team
“Working solely with Kirsty since 2014 and knowing her since 2011, we value the time she will always give us, the guidance available for any questions we may have, any in-depth meetings needed, and her unwavering support.”
In Business Since 2015
2187 Oak Bay Ave Ste 206, Victoria, BC V8R 1G1
i
McEwen Financial

McEwen Financial

(30)
  • Expertise
  • Future
  • Insurance
“He connected me to a couple of his colleagues that were able to help me on complex topics (foreign investments & taxes, business-related questions) and went the extra mile to make sure that my questions were addressed.”
535 Yates St Suite 200, Victoria, BC V8W 2Z6
i
XPS Group

XPS Group

(2)
Financing Advisory, Business Valuations, Mergers & Acquisitions
“Josh is a highly knowledgeable and very helpful business valuation expert.”
In Business Since 2007
Offers Financing Options
535 Yates St, Victoria, BC V8W 2Z6
i
Exceptional Wealth Management Canada

Exceptional Wealth Management Canada

(1)
Personal Services, Business Services
“They have always done their best for me, and I have recommended them to friends, family and coworkers for many, many years.”
In Business Since 2012
Family Business
791 Goldstream Ave #203, Victoria, BC V9B 2X5
i
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.”
In Business Since 2010
Licensed
3531 Uptown Blvd #207, Victoria, BC V8Z 0B9
i
Designwealth

Designwealth

(3)
“As a young person not knowing where to start in terms of investing, Jared really walked me through the process and gave me a greater understanding of what it means to invest.”
In Business Since 2019
Transparent Fees & Pricing
303-830 Shamrock St, Victoria, BC V8X 2V1
i
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.”
In Business Since 2017
Transparent Fees & Pricing
848 Courtney St #300, Victoria, BC V8W 1C4
i
Fischer Financial Services

Fischer Financial Services

(1)
Enterprise Transition, Insurance Services, 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
i
IPC Investment Corporation - Darryl Johnson

IPC Investment Corporation - Darryl Johnson

Charitable Giving, Tax Planning, 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
i
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.”
In Business Since 2014
Transparent Fees & Pricing
730 View St #210, Victoria, BC V8W 3Y7
i
TPC Financial Group

TPC Financial Group

(4)
“I am enjoying the warm and sun because of my dealings over the year with TPC Financial Group.”
In Business Since 2002
848 Courtney St #200, Victoria, BC V8W 1C4
i
Heart Wealth Management Group of Raymond James

Heart Wealth Management Group of Raymond James

Financial Planning, Estate Planning & Strategic Charitable Giving, Services
“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
i

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

Minimum cost
$1246
Maximum cost
$10591
National Average
$3738
Avg Per Hour Rates
$374
$2492
$6853
Typical price range is based on 261 cost profiles
Click to copy
Successfully copied!
Average Cost $3738
Minimum cost $1246
Maximum cost $10591
Avg Per Hour Rates $374

Typical range $2492 to $6853 is based on 261 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top