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Victoria
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.
Victoria
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.
Vu Financial is an Independent Financial Advisory Firm specializing in Retirement Income Planning for Canadians just like yourself ***Want me to see your message right away? Send questions, quote requests, and any relevant info to the bvu@vufinancial email address on the left. This is the fastest way to reach me and I’ll be notified the moment you click send*** ***Note: Due to Covid-19, all meetings are being held online or over the phone until further notice*** Located in Victoria, BC, however we offer Advice and Investment Management all over Canada. Our focus is on getting you the best advice and helping you implement a plan that will grow with you, no matter what stage of life you’re at. We implement comprehensive wealth management strategies that consider Investments, Insurance, Debt, Cash Flow and Estate Planning all parts of your financial plan. As well, our firm houses one of Canada’s top experts in the RDSP (Registered Disability Savings Plan) Bobby has been an advisor for over 15 years. His mission is to answer the questions that keep his clients (like yourself) up at night, and ensure all Canadians get access to excellent, relevant advice Vu Financial offers complete transparency in regards to fees. And with that, a couple different fee models for you to choose from. The most popular option can look and feel like traditional AUM, a percentage of assets - but at a much lower cost. Starting at about 30% less than most Mutual Funds We also offer by the project pricing for financial plans or retainer engagements. These plans can be separate and do not require investment management. However, if you simply want to meet with an expert and get answers to your questions without being offered any products or services, we offer planning on an hourly fee basis as well Vu Financial is licensed to offer life, and accident and sickness insurance in British Columbia. We act as a broker for life, critical illness, disability, and personal health insurance If you are interested in an advice focused relationship, and lower fees, Vu Financial is the place to help you reach your financial goals Let’s start a conversation!
I get to help people build confidence with their money. The planning provides structure, and tangible action steps, while eliminating guesswork
Being an Advisor for 14 years, I've found various ways to reduce costs on clients' wealth. Most importantly, on taxes, fees, interest, and misguided decision making
The traditional financial services industry doesn't help most people in a fair and transparent way. If you do a great job and are transparent about fees, clients are more than happy to engage in your services.
Treat everyone like your mother or best friend, and really explain to them their options so they can make an informed, confident decision
Balance.
There is a better way to find the balance between growing your wealth and paying an Advisor to help you
Planning requires an understanding of the current situation and future needs of each client. The solutions to support the planning are many, and unique to each individual’s circumstances
Currently, the industry still leans on an old model of charging a percentage of assets, also known as Assets Under Management (AUM). This model works great to serve people that are just getting started, but the more you grow your wealth, the less it serves you. And most companies won’t offer you a choice!
There are so many lower cost solutions that benefit clients that aren't discussed because the majority of advisors are out there operating in a big corporation’s best interests… Not yours
Anyone should have access to advice, and not have it tied to the amount they’ve invested
Everyone can Win!
Advice Only and Financial Plans can be provided completely remotely.
For Investment Management, we partner with a Robo-Advisor that provides a Digital Account Set-Up process, that takes 10-15 minutes.
For Life, Critical Illness, and Disability Insurance, we can offer Remote Applications in British Columbia Only, due to Licensing.
We are currently Only offering Video and Phone Meetings. Until further notice, no in-person meetings are available.
4.95/5.00
based on 11 reviews
The average rating for Bark Financial Advisors in Victoria is 4.95, based on 11 reviews.
