Canada βΊ British Columbia
Financial advisors in Victoria
102 advisory teams and firms in Victoria, British Columbia.
- Amanda DumitruVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Ammar Adil MohammedVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Anderson Private WealthVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Andrea C LaPointeVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Andrew SmithVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Team at Raymond James
- Financial planning
- Portfolio management and investment advice
- Insurance
aspirawealth.comSee profile β - Barbara A ArmstrongVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Bill EvansVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Registration shown on its website
- Financial planning
- Insurance
blairprivatewealth.comSee profile β - Brent WilsonVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Brian BlairVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Bruce CrowleVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Campbell HunterVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Registration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
carolannsteinhoff.comSee profile β - Cecily YuVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Chris KentVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Colt BorthwickVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
- David M CoeVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- David Yee, BA, CIM, FCSI, CFPVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Davina MarkanVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- DesignWealthVictoriaRegistration shown on its website
- Financial planning
- Mutual funds
designwealth.caSee profile β - Don JonesVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Registration shown on its website
- Financial planning
- Portfolio management and investment advice
dumitruflanaganandassociates.comSee profile β - Ehren FrobeenVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Team at Raymond James
- Financial planning
- Portfolio management and investment advice
- Insurance
aspirawealth.comSee profile β - Eric DenneVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Farkas Private Wealth ManagementVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Flint Wealth ManagementVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Team at Raymond James
- Financial planning
- Portfolio management and investment advice
generational-wealth.comSee profile β - Team at National Bank Financial
- Financial planning
- Portfolio management and investment advice
2 advisors
- Goody Private WealthVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Registration shown on its website
- Financial planning
- Portfolio management and investment advice
oceanwealth.caSee profile β - Registration shown on its website
- Financial planning
- Portfolio management and investment advice
jesseharris.caSee profile β - Hatch & MuirVictoriaRegistration shown on its website
- Financial planning
hatchmuir.comSee profile β - Team at Raymond James
- Financial planning
- Portfolio management and investment advice
heartwealth.caSee profile β - Team at RBC Dominion Securities
- Portfolio management and investment advice
- Registration shown on its website
- Financial planning
- Portfolio management and investment advice
csmprivatewealth.caSee profile β - IG Wealth ManagementVictoriaTeam at IG Wealth
- Financial planning
- Insurance
ig.caSee profile β - Registration shown on its website
- Financial planning
ipcvictoria.comSee profile β - Jack GroucottVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Jaret ClayVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Jason EastonVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Jason Gillett, CIMVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Jean-Luc LaganVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Jeff JacquesVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Jeffrey CohenVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Jess PattersonVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
- Jesse HarrisVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Registration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
kalinkaprivatewealth.comSee profile β - Karl RebnerVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
- Registration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
lesliestedmangroup.caSee profile β - Team at iA
- Financial planning
- Portfolio management and investment advice
lighthousewealthvictoria.comSee profile β - Liz da MataVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Manning GroupVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Mark DemircanVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Mark LeslieVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Massullo Wealth Management GroupVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Matthew BarrieVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Registration shown on its website
- Financial planning
- Insurance
mayburrywealth.caSee profile β - Team at RBC Dominion Securities
- Portfolio management and investment advice
- Mervin MillerVictoriaTeam at National Bank Financial
- Portfolio management and investment advice
- Michaela CorbyVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Mike KalinkaVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Mike KucherawyVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Nadine K YoungVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Neil Scott-MoncrieffVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Nick WalairatVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Registration shown on its website
- Financial planning
- Portfolio management and investment advice
oceanwealth.caSee profile β - Orme Advisory GroupVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Pamela ZwickyVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Patrick PerraudVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Paul DegagneVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Philip Bisset-CovaneiroVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Rick PeereboomVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
- Rob HunterVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Rockwell HoulistonVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Roderick MahrtVictoriaTeam at Wellington-Altus
- Portfolio management and investment advice
- Ryan L BrownVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Ryan RawlukVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Sandra Sparanese, FCSI, CFP, CIMVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Sarah Kitching Wealth ManagementVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Saul D PrestonVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Schnurr MacKay Financial GroupVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
2 advisors
- Statera WealthVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Stefan V PregeljVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Stephanie Coulter-HockinVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Steve MelnickVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Taunya SawatskyVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- The Hillyard Stephen GroupVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- The Vannucci Yuan GroupVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Todd WalshVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Vesa AdlerVictoriaTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Walkey Advisory GroupVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
2 advisors
- Wilke Wealth Management GroupVictoriaTeam at RBC Dominion Securities
- Portfolio management and investment advice
- William J HoulistonVictoriaTeam at Edward Jones
- Portfolio management and investment advice
- Registration shown on its website
- Financial planning
- Insurance
thewrightbrothers.comSee profile β - Zava Portfolio Management GroupVictoriaTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
Victoria in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Victoria
Public servant in Victoria: keep the pension or take the commuted value?
13.2% of jobs in Victoria are in this sector, against 6.3% across Canada (2021 census). Keeping the pension or transferring its value: the difference depends on age, health and other income.
How to reduce capital gains tax in Victoria?
12.5% of tax filers in the Victoria area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.
How to pass on a home in Victoria and limit probate?
The median dwelling value is $750,000 in Victoria (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.
Property taxes in Victoria
Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.
Savings and high incomes in the Victoria area
Among people with income in the Victoria area, in 2023:
Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.
Rents in the Victoria area
Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.
Frequently asked questions
How many financial advisory firms are there in Victoria?
Advisor Index lists 102 advisory teams and firms in Victoria, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Victoria?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in British Columbia
- Vancouver Β· 258
- Kelowna Β· 81
- Surrey Β· 53
- Burnaby Β· 44
- Nanaimo Β· 38
- Kamloops Β· 28
- Abbotsford Β· 26
- Vernon Β· 21
- West Vancouver Β· 19
- North Vancouver Β· 17
- Coquitlam Β· 16
- Penticton Β· 15
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.