Best Financial Advisors in Victoria, BC

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Victoria area.

Doug Lee & Associates

Doug Lee & Associates

(50)
  • Debt
  • Life
  • Team
“Doug Lee and associates helped me get through a difficult financial period, they were professional, kind and I felt like they really cared and wanted to help me get my finances back on track.”
Free Initial Consultation
In Business Since 2005
Locally Owned & Operated
Licensed
732 Cormorant St #104, Victoria, BC V8W 4A5
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Phil Hogan, Cpa, CA, CPA

Phil Hogan, Cpa, CA, CPA

(50)
  • Border
  • Videos
  • Questions
“I received a quick and very clear response to my question on whether or not USA withholding tax was fixed at 15%, even when the annual distribution total exceeds IRA's annual Required Minimum Distribution RMD amount.”
In Business Since 2009
Transparent Fees & Pricing
1137 Yates St #201, Victoria, BC V8V 3N1
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Hutcheson & Co

Hutcheson & Co

(48)
Business Valuations, Cra, IRS Disputes & Voluntary Disclosures, Audits, Reviews & Financial Statements
“If we ever need a meeting with a Partner we just schedule it the day before, but it's not uncommon to receive emails from Ammo on Sunday evenings or late at night - which is not expected but when it happens its appreciated.”
1137 Yates St #200, Victoria, BC V8V 3N1
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Beacon Hill Wealth Management

Beacon Hill Wealth Management

(50)
  • Planning
  • Meeting
  • Investment
“We had a video meeting the next day, where Chris calmed down all my hesitations, walked me through the process, explained all possible options and outcomes, and finally provided recommendations which were suitable for my profile.”
1133 Fort St, Victoria, BC V8V 3K9
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Smart Choice Mortgage - Bobby Smart

Smart Choice Mortgage - Bobby Smart

(31)
  • 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.”
Offers Financing Options
Emergency Services
Transparent Fees & Pricing
2 - 4440 Chatterton Way, Victoria BC V8X 5J2, Victoria, BC V8X 1X2
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Aact Financial Solutions

Aact Financial Solutions

(44)
  • Money
  • Mind
  • Small Business
“A very professional and creditable service, I recently became self employed and wanted help in making sure I was getting my tax returns done properly, I have learned a tremendous amount from everyone there, and feel a lot more confident in tracking a...”
Remote Consultations Available
1353 Esquimalt Rd, Victoria, BC V9A 3R1
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Royale British Columbia Financial

Royale British Columbia Financial

(37)
  • Professional
  • Family
  • Investment
“I saw Frank Akhavan at Royale BC Financial because he offered to review a policy that someone had sold me this policy payout was $300,000 so Frank found a similar policy but premiums were half as much so I was able to keep my insurance.”
In Business Since 2017
3994 Shelbourne St #205, Victoria, BC V8N
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Sterling Financial Accounting Services

Sterling Financial Accounting Services

(20)
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 .”
101-860 View St, Victoria, BC V8W 3Z8
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Bobby Vu Financial Solutions

Bobby Vu Financial Solutions

(11)
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
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Blair & Associates With IG Private Wealth Management

Blair & Associates With IG Private Wealth Management

(19)
  • Retirement
  • Team
  • Investments
“If you are interested in being treated as an individual where your personal situation and interests drive how your finances and investments are managed, then Brian and his team are the right fit for you.”
In Business Since 2016
4400 Chatterton Way #101, Victoria, BC V8X 5J2
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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
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Mortgage Designers

Mortgage Designers

(8)
  • Questions
“This was our first mortgage, so as such I had lots of questions - Kelly happily answered all of them, no matter how simple or silly they were, and was so supportive and encouraging throughout.”
Transparent Fees & Pricing
Offers Financing Options
4440 Chatterton Way #2, Victoria, BC V8X 5J2
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IPC Securities Corporation

IPC Securities Corporation

(12)
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
284 Helmcken Rd #108, Victoria, BC V9B 1T2
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Fischer Financial Services

Fischer Financial Services

(1)
Enterprise Transition, Wealth Management, Insurance 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.”
Remote Consultations Available
Family Business
3960 Quadra St #404, Victoria, BC V8X 4A3
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Willow Wealth Management of Raymond James

Willow Wealth Management of Raymond James

(13)
  • Honesty
  • 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.”
2187 Oak Bay Ave Ste 206, Victoria, BC V8R 1G1
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Riddell Private Wealth Management

Riddell Private Wealth Management

(13)
  • Advisor
  • Team
  • Questions
“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
Licensed
4400 Chatterton Way Suite 101, Victoria, BC V8X 5J2
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Burkett Asset Management Limited

Burkett Asset Management Limited

(3)
Services For Other Advisers, Private Wealth Clients, Family Office Services
“I've dealt with several employees at Burkett Asset Management and have positive things to say about all of them.”
Family Business
3561 Shelbourne St #222, Victoria, BC V8P 4G8
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McEwen Financial

McEwen Financial

(31)
  • Financial Advisor
  • Expertise
  • 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 #200, Victoria, BC V8W 2Z6
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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
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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.”
Family Business
791 Goldstream Ave #203, Victoria, BC V9B 2X5
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Denise Webster

Denise Webster

(9)
  • Questions
“I have used Denise multiple times and have always been impressed by her attention to detail, how she takes my specific needs into account, and how stress-free she makes the process.”
Licensed
3531 Uptown Blvd #207, Victoria, BC V8Z 0B9
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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
Transparent Fees & Pricing
848 Courtney St #200, Victoria, BC V8W 1C4
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Watchorn Risk & Wealth Management Corp.

Watchorn Risk & Wealth Management Corp.

Resp vs Igli Financial Plan, IRP - Insured Retirement Plan, Mortgage Insurance Coverage
“"We have known and worked with Eric for years. We have found Eric to be one of the most kind and honest people we deal with. Eric always delivers sound advice, whether it be financial management or from an insurance perspective. He is a top notch pro...”
In Business Since 2018
Free Initial Consultation
4400 Chatterton Way Unit 302, Victoria, BC V8X 5J2
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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.”
Transparent Fees & Pricing
303-830 Shamrock St, Victoria, BC V8X 2V1
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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
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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

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