Find the 13 Best Financial Advisors in Victoria, BC

Browse 13 financial advisors serving Victoria, BC, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
InsureBizz Financial provides comprehensive insurance and investment solutions for individuals and businesses in British Columbia. Specializing in life insurance products, retirement planning, and corporate tax strategies, we offer personalized financial planning services backed by decades of industry expertise. Our team works closely with clients to develop customized protection and wealth-building strategies through top-rated insurance providers.
Term Life Insurance Whole Life Insurance Universal Life Insurance
Personalized service Tax-saving strategies Prompt assistance
TPC Financial provides specialized financial planning services for medical and dental professionals across Canada. We offer comprehensive solutions including incorporation strategies, tax planning, retirement management, and estate planning. Our team acts as the central coordinator for clients' financial affairs, ensuring seamless integration of accounting, legal, and investment services.
Financial Planning Tax Planning Retirement Planning
Invaluable advice Trustworthy and accessible Coordinated financial affairs
Fischer Financial Service offers comprehensive wealth management, enterprise transition, and insurance solutions for high-net-worth individuals and family businesses. Our client-centric approach focuses on tax-efficient strategies, legacy planning, and risk management to optimize financial outcomes. We combine personalized service with a network of experts to deliver tailored solutions that align with clients' long-term goals.
Wealth Management Virtual Family Office Enterprise Transition
Caring person Knowledgeable and professional Highly recommend
Lorna Eastman Financial provides independent, fee-only financial planning services specializing in retirement, tax, and estate planning for individuals and businesses. With over 30 years of experience, we deliver personalized strategies through hourly consultations or fixed-price agreements, ensuring transparency and client-focused outcomes. Our practice emphasizes education, clarity, and independence, avoiding commissions or product sales to maintain unbiased advice.
Personal Financial Counselling Retirement Planning Tax Planning
Impressed with her knowledge De-mystify it Client-centered approach
Not rated yet
Paragon Private Wealth
15 Years
Not rated yet
Paragon Private Wealth provides independent wealth management services specializing in value-based investing and strategic asset allocation. We serve individual investors, private companies, and trusts with a fiduciary commitment to client interests. Our disciplined approach combines capital preservation, income generation, and risk management to achieve long-term financial goals.
Wealth Management Portfolio Management Strategic Asset Allocation
Howe & Gramlich Wealth Management provides expert financial planning, investment management, and risk mitigation services tailored to individual and business clients. With over 61 years of combined experience, we specialize in wealth creation, preservation, and protection through customized strategies. Our client-centric approach emphasizes transparency, regulatory compliance, and long-term financial security.
Financial Planning Investment Management Risk Management
Exceptional Wealth Management Canada offers personalized financial planning services, including retirement strategies, tax optimization, estate planning, and investment management. Our client-focused approach combines expertise with tailored solutions to help individuals and businesses achieve long-term financial security. We prioritize transparency, ongoing support, and comprehensive strategies that adapt to evolving needs.
Retirement Planning Insurance Planning Cash Management
Personalized approach Expert guidance Dedicated support
Not rated yet
Hatch & Muir
25 Years
Not rated yet
Hatch & Muir provides comprehensive financial planning and wealth management services, specializing in retirement strategies, estate planning, and insurance solutions. Our client-centric approach focuses on minimizing tax burdens, protecting assets, and ensuring long-term financial security through personalized strategies developed over 20+ years of industry expertise.
Financial Planning Retirement Planning Estate Planning
Stephen Whipp Financial offers responsible investment advisory services that align financial goals with personal values. We specialize in ESG screening, shareholder engagement, and impact investing to create sustainable portfolios. Our team provides personalized wealth management solutions for clients seeking ethical financial stewardship.
Responsible Investment Strategies Managed Accounts ESG Screening
Honest and thoughtful financial guidance Advisor who thinks as I do Dedication to financial success
Not rated yet
Dixon Davis
38 Years
Not rated yet
Dixon Davis is a Victoria-based financial planning firm offering fee-only, unbiased financial advice to Canadians since 1988. Specializing in retirement planning, wealth management, and life transition support, we use a collaborative team approach to create personalized financial strategies. Our flat-fee pricing model ensures complete transparency while emphasizing long-term client relationships over product sales.
Financial Planning Retirement Planning Business Management
Integrity and management Trusted advice Lifestyle changes
Not rated yet
Solguard Financial
50+ Years
Not rated yet
Solguard Financial provides comprehensive financial planning services specializing in retirement strategies, tax-efficient wealth management, and estate planning. Our team of certified advisors delivers objective investment advice tailored to individual client needs through a structured six-step planning process. With over 45 years of combined industry experience, we maintain professional affiliations and advanced credentials to ensure clients receive expert guidance aligned with evolving financial regulations and market conditions.
Comprehensive Financial Planning Retirement Income Planning Tax Planning
Adamek Financial delivers customized employee benefit solutions for Canadian businesses through a combination of industry expertise, innovative technology, and personalized service. Our offerings include group insurance, retirement plans, and technology platforms designed to simplify benefits administration. We serve clients of all sizes, from small businesses to large enterprises, with scalable solutions that adapt to evolving needs.
Group Insurance Group Retirement Services TPA Services
Laird Financial Service Group provides customized insurance and investment solutions to individuals and businesses in Victoria, BC. Specializing in life insurance, disability coverage, retirement planning, and employee benefits, the company helps clients build financial security through personalized strategies. With over 20 years of combined experience, their team focuses on creating tailored plans that align with personal and professional goals.
Life Insurance Disability Insurance Critical Illness Insurance
Duncan (46.3 km)