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Serving clients across Canada from our office in Victoria BC, we specialize in working with post-divorced, widowed, and single women, who are looking for a compassionate and sophisticated advisor to manage their family’s wealth. Our approach is built upon understanding, strong relationships, deep experience, and industry-leading qualifications. But most importantly, trust – we see each and every client relationship as a partnership.
Libby McCready
Charlotte is a five-star investment advisor. She has worked diligently (and might I add patiently) with us as we prepared for our transition to retirement. In a complicated investment landscape, Charlotte ensures we understand what we have, what we need and the best path to achieve our goals. She’s on our side. She is our most trusted advisor!
If you’re looking to grow your investments through any phase of life and be treated with highest level of professionalism, look no further than Charlotte Paul.
We are a full service wealth management with over 20 locations in Canada. We provide investment advice as well as tax and retirement planning. National bank is one of our strategic partners and we are a member of CIPF (Canadian Investor Protection Fund). Harbourfront Wealth Management is a leading pension style investment firm for retail investors.
Jerome Genz
I highly recommend Ali as a financial advisor. He has been courteous and extremely generous with his time, thoroughly understanding my finances and life situation. Ali’s extensive knowledge of financial products and services is impressive, and he utilizes a wide range of financial vehicles to benefit his clients, not just those tied to a single institution. He is far superior to my previous advisor, and I wholeheartedly recommend him to anyone seeking financial guidance.
I maintain contracts with numerous banks, insurance firms, and investment companies across North America. As a senior financial representative licensed in Alberta, British Columbia, Ontario, and California, I leverage my expertise to educate clients and explore which of these institutions are best suited to meet their unique needs.
I provide holistic financial planning with industry leading software rather than basic investment advice.
Edward Jones is a full service brokerage firm that has been recognized by J.D. Power as #1 in Investor Satisfaction for 9 out of 11 years. WHO we are: My team and I are a dedicated financial advisory group, delivering customized, tax-efficient investment solutions to individuals in the Lower Mainland. Area of FOCUS: Wealth Preservation Strategies, Portfolio Strategies, Portfolio Review and Intergenerational Planning
We simplify the financial jargon and technical aspects into a simple easy to understand concept or strategy. Whether you looking into saving more taxes, growing your wealth, protecting your wealth or leaving a legacy to family, we have something for you. At Novella, we want to help you write a “new” financial “story” with all the beauty that you can dream of. Our “egg” logo signifies both a new beginning for our clients and our advisors and we treat everyone like part of our extended family.
Money & Investments are tools that—stewarded well—can lead to prosperity, peace and well-being. Our goal is to provide each client with security, clarity and confidence by providing them with a customized financial & retirement plan that brings them closer to financial freedom. Besides investment management (RRSP, TFSAs, RESP, RDSPs, pension transfers & Non Registered accounts) I also provide life, critical illness & disability insurance if necessary as long as Health Spending accounts for business owners.
Vivian Yu
I can't say enough about the incredible experience I've had working with Kevin. I always tend to get overwhelmed when it comes to managing money, and Kevin has made it incredibly easy to understand and navigate for me.
From the very first meeting, Kevin took the time to really understand my goals, dreams, and even my quirks (like my weakness for large impulse buys!). Unlike previous financial planners, he didnt just create a plan. He created my plan—something tailored to fit my financial needs, both now and for the future. The way he breaks down complex financial concepts into something understandable is nothing short of amazing.
What sets Kevin apart is not just his expertise, but his genuine care. I always feel like he’s in my corner, looking out for my best interests and helping me make smarter financial choices without feeling overwhelmed. He takes it upon himself to chat with my accountant to make sure everyone is on the same page at all times. Kevin also proactively connects me with other processionals to make sure my future plans are able to be executed on and that I am protected at all times.
If you’re looking for someone who’s not just a financial planner but a financial partner, look no further!
Let us help you create the life you’ve earned. We have the expertise required to navigate life’s trickiest transitions and create enduring family legacies for generations to come. From personalized investment portfolios to in-depth financial planning to nurturing your business transition; we provide the expert advice and holistic wealth management you need to feel confident in your family’s future.
Mia S
I had a great experience working with the Verus team. From the start, they really made me feel like they cared. Cody, in particular, took the time to have a thorough chat with me about my needs, and then he put together an incredibly detailed report that laid out the whole wealth planning process. It was super helpful and gave me a clear picture of where I stand financially, but more importantly knowing that I’m in good hands moving forward.
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. As our client, you have access to a full suite of resources, including the expertise and personal attention of me as your advisor. Whether you're running a business or running a family, planning your retirement or your children's future, I offer expert advice and guidance to help you achieve a greater peace of mind and financial confidence.
Located in the heart of beautiful Vancouver, British Columbia, WiseInvest™ was created to help Canadians achieve financial independence with a sound financial plan in place.. Backed by this pursuit is a team of knowledgeable experts that deliver personalized financial planning and advising to lower taxes and maximize portfolio growth.
Siroos
I have to say special thanks to Peyman Salari and Mohsen Salman who help me to find financial achievement and personal goals. They provide the highest level of service to me. I would like to recommend both of them as professional and knowledgeable which is able to give all clients an opportunity to discuss any changes in their financial situation, prepare for their planning with a tax advisor and review their investments and retirement plan.
As an independent financial advisory firm we provide unbiased advice and variety of solutions to help people build and protect wealth.
We are an independent financial advisory firm serving clients throughout Canada. We specialize in holistic financial planning with a focus on wealth management strategies for business owners, professionals and families.
At Emerald Lake Financial Group, we specialize in individual family and business protection plans. Our mission is to create strategic solutions for our valued customers according to their overall long term and short-term financial goals. We educate our clients about the product (insurance / investment) and we strongly believe it’s necessary to have it when you making an informed decision.
Everyone knows how to help someone who has excellent credit. We help by getting these clients qualified for a bigger place. Where our experience shines is through someone who has bruised credit or someone who is self employed and does not declare a lot due to expenses. We are able to find a lender who can help in these situations. If you are someone with bruised credit, we will educate you on how to go forward with this and get you into a better situation through credit worthiness to hopefully get into a big bank interest rate status.
Christina
It was a great experience . Hu had been most helpful and knowledgeable and always smiling. He was able to answer my questions and if I don't understand, he was very patient in explaining. He will find out information for me if he's not sure. He would not just answer a question if he doesn't know. I already recommend him to my friends and family. Love his personality.
My service is to take the money stress out of people’s lives by empowering them with education and customized plans to give them the peace of mind that they have the right roadmap to achieve their goals. For over 20 years I have been a strategic business partner for my clients by educating them on strategies that will have a direct impact on their bottom line. I don’t push products, but lead with education so that my clients are fully confident that they know why and how to execute the strategies I recommend.
I partner with my clients to understand what's important to them, their family, and their specific situation. I use an established process so they understand what is required in order to achieve their financial goals - preparing for retirement, living in retirement, preparing for the unexpected, and education savings. I take the time to explain what we are doing and why. Through the years, we partner together for the long-term to ensure that they stay on track.
I educate people on how the financial world works and help them make better informed decisions based on their individual needs. Building a relationship with my clients is important for me to look out for them and make sure I bring what they need to the table.
