Find financial services in Victoria

There are five types of permanent insurance: Step Premium Permanent Insurance Term to age 100 Universal life Whole life Hybrid Life For all permanent plans, coverage stays in place until. REGISTERED EDUCATION SAVINGS PLAN (RESP) This plan allows subscribers to make non-deductible contributions to finance the post-secondary education of their children

Our focus is providing comprehensive financial plans to dentists and physicians across Canada. Get started by requesting a complimentary introductory meeting, our starter package, or just ask us a question. We are the foremost resource for professionals and professional corporations in Canada, and we are able to provide a level of knowledge and expertise

We approach working with our clients using a purposeful and effective processes. These processes have proven to yield the best results because they are highly customized to each individual client. We take our time and great care in every phase to make sure we get it right so that the results from implementation continuously match the client's goals

We wish you and your families continued health and well being. We are happy to meet electronically via Zoom, Skype and telephone conference and to continue to provide service throughout these challenging times. To provide you with the insight, tools and knowledge you need to optimize your financial plans. We provide independent, confidential financial

Manage and control your financial assets while you are alive and well, and take care of you and your family in the event of a critical illness, injury, or death. Robin Muir has been advising and implementing financial strategies with individuals and corporations since 1982. He was born and raised in Victoria and is a graduate of UVIC with a degree in

Everything is possible. But nothing just happens on its own. The secret to success is really all in the planning. We strive to see beyond your financial assets to your most important personal assets: family, health, and community. And because there is nothing so constant as change, we stay on top of an ever-changing economy to provide you the most timely

Feeling shut down when you ask your advisor about the environmental record of companies you invest in? Been told you can't make money investing responsibly? Uncomfortable about your hard-earned money being used to undermine the things you hold most dear? We can help. We believe in caring and sustainable stewardship of financial, human and environmental

Dixon Davis & Company is a firm of Fee-Only financial planners established in 1988. Since inception, our planners have been providing personalized unbiased advice to a wealth of clients. Dixon Davis & Company is here to equip you with a roadmap and tools that let you achieve financial success on your own terms. Let us work together to bring you stability

Supporting individuals, families, busy business owners and employees with insurance & investment plans including Group Employee Benefits customized to meet your needs. At Laird Financial Services Group Inc., our mission is to provide outstanding service and superior coverage to each and every one of our clients. We help you identify your individual

We focus on finding the right solutions for our clients' unique circumstances. Whether that is a concept or a financial product, it is important for you to know that we're not tied to any one investment company or supplier. That objectivity means we are focused on finding the best way for you to accomplish your own goals. Members of our firm belong

Renee moved from Edmonton to Victoria in 1993 when the Royal Bank of Canada transferred her to serve the Greater Victoria area. Passionate about making a difference in people's lives, the move to personal financial planning in 2002 was a natural shift. In 2018 Renee created Innovate Financial Group, formerly Hawk Wealth Management. Renee brings over

Adamek Financial handles all of our group benefits package, as well as personal retirement and financial planning for our employees. Our staff and their families are extremely pleased with the high level of integrity they receive. We are very happy with the great service and year over year consistent renewal prices negotiated for us. We would highly

Ted Snider Financial Services consulting is run and operated by Ted Snider, who has been in the financial industry for more than four decades. Entered the financial services industry in 1976 in Toronto, offering insurance and protection products. Established a specialty in estate, investment and retirement planning services often using trusts and working