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Financial Planners in Victoria, BC

How to choose a financial planner in Victoria

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Bryce Little

Financial Planner

Little & Davies Insurance and Financial Planning Inc.

Victoria, BC

ProfileNo contact yet

Kyle McQueen

Financial Planner, Investment and Retirement Planner

RBC Royal Bank

Victoria, BC

ProfileNo contact yet

Katie Murdoch

Wealth Advisor, Investment Advisor, & Associate Portfolio Manager

Richardson Wealth

Victoria, BC

ProfileNo contact yet

Peter Lu

Senior Financial Planner

TD Wealth Financial Planning

Victoria, BC

ProfileNo contact yet

Bonny Stedman

Senior Financial Consultant

Investors Group Securities Inc.

Victoria, BC

ProfileNo contact yet
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