Aspira Wealth of Raymond James Ltd.
Victoria
- Financial planning
- Investments
- Insurance
- Raymond James
Campbell Hunter
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Carolann Steinhoff, Investment Advisor, Queensbury Securities Inc.
Victoria
- Financial planning
- Investments
- Insurance
DesignWealth
Victoria
- Financial planning
- Mutual funds
Eileen Kelly - Aspira Wealth of Raymond James Ltd. Cross-Border Wealth Advisor
Victoria
- Financial planning
- Investments
- Insurance
- Raymond James
Flint Wealth Management
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Generational Wealth Management of Raymond James Ltd.
Victoria
- Financial planning
- Investments
- Raymond James
Gialet Richardson Wealth Management
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Grant Atwood | Ocean Wealth | Harbourfront Wealth Management
Victoria
- Financial planning
- Investments
Hatch & Muir
Victoria
- Financial planning
Heart Wealth Management Group of Raymond James Ltd.
Victoria
- Financial planning
- Investments
- Raymond James
IG Wealth Management
Victoria
- Financial planning
- Insurance
- IG Wealth
IPC Securities Corporation - Midori Hillis, CFP
Victoria
- Financial planning
Lighthouse Wealth Management, a division of iA Private Wealth
Victoria
- Financial planning
- Investments
- iA
Manning Group
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Massullo Wealth Management Group
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Matthew Barrie
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Mayburry & Associates Wealth Management
Victoria
- Financial planning
- Insurance
Ocean Wealth | Harbourfront Wealth Management
Victoria
- Financial planning
- Investments
Orme Advisory Group
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Rob Hunter
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Schnurr MacKay Financial Group
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Statera Wealth
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Walkey Advisory Group
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Wright Bros Financial Services Investia Financial Services
Victoria
- Financial planning
- Insurance
Zava Portfolio Management Group
Victoria
- Financial planning
- Investments
- Financière Banque Nationale
Frequently asked questions
How many firms offer financial planning in Victoria?
26 of the 96 firms in Victoria show it in the official register or on their website.
How to choose?
Check the official register, ask for an engagement letter describing the service and the fees, and compare two or three firms on your precise situation.
Alphabetical list. No firm pays to be listed. Our sources