Beacon Hill Wealth Management

(50)

“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.”

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Phil Hogan, Cpa, CA, CPA

(50)

“If you are looking for a CPA who is prompt in responding to your questions, thorough in his approach, personable, and who goes above and beyond to look after your needs, then look no further than Phil.”

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IPC Securities Corporation

(33)

“I have known her for over 25 years, and I am continually impressed by the breadth and depth of her knowledge, and her ability to communicate this knowledge.”

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Royale British Columbia Financial

(38)

“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.”

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Sterling Financial Accounting Services

(20)

“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 .”

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Blair & Associates With IG Private Wealth Management

(23)

“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.”

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The 24 firms listed for Victoria, 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: Victoria, BC

All 24 firms we list here are in Victoria itself. We have 62 firms in Victoria on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 4.7 to 5.0 across 406 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (85%) and quality (73%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), insurance (2) and tax planning (2). 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; 22 publish a contact page; 23 list a public email and 7 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 Victoria 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.

Bobby Vu Financial Solutions

(12)

“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.”

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Mortgage Designers

(8)

“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.”

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Riddell Private Wealth Management

(13)

“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.”

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Fischer Financial Services

(1)

“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.”

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Jennifer Thompson Money Coach

(13)

“When I started working with her I had zero knowledge on investing and personal finances, but she walked me through it step by step and taught me SO much, now I feel confident in it.”

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Willow Wealth Management of Raymond James

(13)

“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.”

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Burkett Asset Management Limited

(3)

“I've dealt with several employees at Burkett Asset Management and have positive things to say about all of them.”

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McEwen Financial

(29)

“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.”

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Exceptional Wealth Management Canada

(1)

“They have always done their best for me, and I have recommended them to friends, family and coworkers for many, many years.”

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The Dixon Davis Group

(4)

“My wife and I have been working with Mark at Dixon Davis to help with our financial planning over the last two years, and it has been an overwhelmingly positive experience that has helped us navigate our complex finances.”

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Watchorn Risk & Wealth Management Corp.

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TPC Financial Group

(4)

“I am enjoying the warm and sun because of my dealings over the year with TPC Financial Group.”

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Sensible Financial Solutions

(7)

“Milica is Always willing to take the time to break down complex concepts in a way that is easy to understand, and work with with me in creating budgets and goals.”

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Navi Consulting - Independent Financial Planners

(1)

“We could not be more pleased with the financial advice she has provided our family.”

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Travis Koivula, CFA - Island Savings Wealth Management

(1)

“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.”

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L.i.f.e

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IPC Investment Corporation - Darryl Johnson

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Heart Wealth Management Group of Raymond James

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Best Financial Advisors in Victoria, BC

Beacon Hill Wealth Management

Phil Hogan, Cpa, CA, CPA

IPC Securities Corporation

Royale British Columbia Financial

Sterling Financial Accounting Services

Blair & Associates With IG Private Wealth Management

Area overview: Victoria, BC

Bobby Vu Financial Solutions

Mortgage Designers

Riddell Private Wealth Management

Fischer Financial Services

Jennifer Thompson Money Coach

Willow Wealth Management of Raymond James

Burkett Asset Management Limited

McEwen Financial

Exceptional Wealth Management Canada

The Dixon Davis Group

Watchorn Risk & Wealth Management Corp.

TPC Financial Group

Sensible Financial Solutions

Navi Consulting - Independent Financial Planners

Travis Koivula, CFA - Island Savings Wealth Management

L.i.f.e

IPC Investment Corporation - Darryl Johnson

Heart Wealth Management Group of Raymond James

Why these companies made our list

More Financial Advisors in British Columbia

Popular in Victoria

Tools: Financial Advisors

Best Financial Advisors in Victoria, BC

Beacon Hill Wealth Management›

Phil Hogan, Cpa, CA, CPA›

IPC Securities Corporation›

Royale British Columbia Financial›

Sterling Financial Accounting Services›

Blair & Associates With IG Private Wealth Management›

Area overview: Victoria, BC

Bobby Vu Financial Solutions›

Mortgage Designers›

Riddell Private Wealth Management›

Fischer Financial Services›

Jennifer Thompson Money Coach›

Willow Wealth Management of Raymond James›

Burkett Asset Management Limited›

McEwen Financial›

Exceptional Wealth Management Canada›

The Dixon Davis Group›

Watchorn Risk & Wealth Management Corp.›

TPC Financial Group›

Sensible Financial Solutions›

Navi Consulting - Independent Financial Planners›

Travis Koivula, CFA - Island Savings Wealth Management›

L.i.f.e›

IPC Investment Corporation - Darryl Johnson›

Heart Wealth Management Group of Raymond James›

Why these companies made our list

More Financial Advisors in British Columbia

Popular in Victoria

Tools: Financial Advisors

Beacon Hill Wealth Management

Phil Hogan, Cpa, CA, CPA

IPC Securities Corporation

Royale British Columbia Financial

Sterling Financial Accounting Services

Blair & Associates With IG Private Wealth Management

Bobby Vu Financial Solutions

Mortgage Designers

Riddell Private Wealth Management

Fischer Financial Services

Jennifer Thompson Money Coach

Willow Wealth Management of Raymond James

Burkett Asset Management Limited

McEwen Financial

Exceptional Wealth Management Canada

The Dixon Davis Group

Watchorn Risk & Wealth Management Corp.

TPC Financial Group

Sensible Financial Solutions

Navi Consulting - Independent Financial Planners

Travis Koivula, CFA - Island Savings Wealth Management

L.i.f.e

IPC Investment Corporation - Darryl Johnson

Heart Wealth Management Group of Raymond James