Financial Planning in Victoria, BC - Page 1

At Guiding Millennials, we believe that everyone deserves the tools and education needed to achieve their financial goals, regardless of where they come from.

We are independent financial advisors that make your moola work for YOU.

Prosperity Planning is a family-run independant financial planning practice, specializing in corporate and family financial planning. Led by Certified Financial Planners (CFP®) Dale Collins and Courtney Castledine. https://linktr.ee/ProsperityPlanning

💖 Protecting Families. Creating Legacies. 🇨🇦 Licensed Insurance Advisor |AB • BC • SK • MB • ON • NL• NB 🛡️ Life, Critical Illness, Health, Dental & Travel Insurance 📈 Retirement & Wealth Solutions 🔗 tinyurl.com/AmeliaFreeResources 📞+1 250-8846545

Philip Bisset-Covaneiro, Certified Financial Planner - IG Wealth Management Inc. Mutual Funds Division

Wealth advisor, podcast host, & philanthropist helping women navigate & build their wealth legacy.

Fee For Service Financial Consultant

Financial Consultant, CFP IG Wealth Management Inc. Mutual Fund Division

Certified Financial Planner Cardinal Capital Management Inc.

Who we are : A boutique financial planning team, located in Langford, BC - just outside of Victoria. Our name : Exceptional Wealth Management Canada | Manulife Wealth Inc. Disclaimer: https://www.manulifewealth.ca/clients/en/corporate-disclaimers

Your financial journey should grow with you—whether you’re planning for retirement, managing taxes, or building a legacy. Amanda Dumitru, Senior Wealth Advisor at IG Wealth Management Inc., offers strategies tailored to your goals.

I believe that people who have a personalized, completed, executed and protected financial plan will have better lives than those who don’t.

Investment and Retirement Planner [email protected] http://www.rbcroyalbank.com

[email protected] http://www.rbcroyalbank.com

[email protected]

As a financial planner, I enjoy hearing about what matters most to you, and helping you get there.

Helping our clients live out their greatest aspirations as a full-service, multi-specialized team of wealth advisors in Victoria, BC, advocating for clients in the U.S. and Canada, from one generation to the next.

As an Senior Wealth Advisor with IG Wealth Management Inc. I help clients get more out of their money, so they can get more out of life.

We are Open for Business working Remotely (Video / Phone) Meetings • Retirement Income Planning ?

Altitude Financial helps design financial flight plans for people like you. I'm Mike Reilly and I will be your pilot this evening. We are about to hit cruising altitude. Please fasten your seatbelts and enjoy the ride.

We strive to create the most in-depth financial plans in Canada with a A 360° Approach to Physician & Dentist Finances.

[email protected] www.rbcroyalbank.com

Investing and financial planning and education have been my passion for over 10 years. Together with

[email protected]

[email protected] http://www.rbcroyalbank.com

[email protected] http://www.rbcroyalbank.com

CIBC Wood Gundy St Andrew's Square II 730 View Street, 6th floor Victoria, BC V8W 1J8 250-361-2284 Toll Free: 1 800 561-5864 https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer.pdf

Little & Davies is not a financial institution. We're a group of highly motivated, independent professionals, who are free to recommend the best financial products available anywhere. Together, we will design a plan to help you achieve your independence.