Lake Country Financial Corporation

Lake Country Financial Corporation

16695 Maki Rd, Lake Country, British Columbia, V4V 1C2, Canada

DKL Financial Services Inc.

DKL Financial Services Inc.

2141 Springfield Rd #202, Kelowna, British Columbia, V1Y 7X1, Canada

Adamek & Assoc Ins & Financial

Adamek & Assoc Ins & Financial

3179 Jacklin Rd, Victoria, British Columbia, V9B 3Y7, Canada

Karen Halligan - TD Financial Planner

Karen Halligan - TD Financial Planner

2945 Jacklin Rd #Unit 860, Victoria, British Columbia, V9B 5E3, Canada

Investors Group Westshore - Jesse Harris - Division Director

Investors Group Westshore - Jesse Harris - Division Director

630 Goldstream Ave #201, Victoria, British Columbia, V9B 2W8, Canada
I've had the privilege to work for Investors Group running a Financial Practice for the past 7 years. I have had the opportunity to change the financial future of countless families I am happy to call my clients. I believe that there is a lot of confusion around the finance industry and a gross misunderstanding of the difference between an investment adviser and a financial planner. Here at Investors Group we are proud be be on the leading edge of full financial planning, ensuring we consider all avenues of a clients life, not just investment choice and return. If a client cannot answer with certainty the answer to, 'how much to the dollar, will you have during retirement, and what is the probability of its lasting your full retirement?', they aren't receiving the proper advice they are paying for. At Investors Group we answer that question with a comprehensive written plan!

Wade Rae-Arthur, CFP Investor Group Financial Services

Wade Rae-Arthur, CFP Investor Group Financial Services

630 Goldstream Ave, Victoria, British Columbia, V9B 2W8, Canada

Prosperity Planning

Prosperity Planning

122-2871 Jacklin Rd, Victoria, British Columbia, V9B 5R8, Canada

Island Life Financial

Island Life Financial

2648 Crystalview Dr, Victoria, British Columbia, V9B 5S5, Canada
Before I met Johanna, I didn't fully understand what an Accredited Investment Specialist was. She provides access to fully vetted and scrutinized investments that make a real difference to my family's financial future.

Sisip Financial Services Inc

Sisip Financial Services Inc

1343 Woodway Rd, Victoria, British Columbia, V9A 7K6, Canada

Manulife Securities Inc

Manulife Securities Inc

463 Belleville St, Victoria, British Columbia, V8V 1X3, Canada

Hatch & Muir

Hatch & Muir

612 View St, Victoria, British Columbia, V8W 1J5, Canada

Edward Jones - Financial Advisor: Paul J Miller

Edward Jones - Financial Advisor: Paul J Miller

1001 Douglas St #g10, Victoria, British Columbia, V8W 2C5, Canada
I have dealt with Paul Miller for about 10 years. He is very knowledgible, has a warm concerned approach, and does not lead clients astray. I have been more than happy to deal with Paul. However, recently he has acquired new staff (clerical) and several major mistakes have occurred. I sincerely hope this staff problem will be sorted out. I was moved over to another investor in the same office without my permission. This, too, I did not like. I am always comfortable when dealing with someone I know and trust and did not appreciate my file being moved to someone I know nothing about. So, what started as a good, trusting relationship with Paul Miller, has now become a training process on my part for the new staff. Not impressed.

Solguard Financial Ltd.

Solguard Financial Ltd.

645 Fort St #520, Victoria, British Columbia, V8W 1G2, Canada

Elizabeth Summers - TD Financial Planner

Elizabeth Summers - TD Financial Planner

1080 Douglas St, Victoria, British Columbia, V8W 2C3, Canada

Edward Jones - Financial Advisor: Barbara A Armstrong

Edward Jones - Financial Advisor: Barbara A Armstrong

725 Humboldt St, Victoria, British Columbia, V8W 1B1, Canada
Barbara is a great ally to have in life and financial security. I sincerely appreciate her expertise, leadership and generosity.

Edward Jones - Financial Advisor: Saul D Preston

Edward Jones - Financial Advisor: Saul D Preston

725 Humboldt St, Victoria, British Columbia, V8W 1B1, Canada

BMO Nesbitt Burns

BMO Nesbitt Burns

Victoria, British Columbia, V8W 3Y7, Canada

Retirement Planning Svc

Retirement Planning Svc

755 Queens Ave, Victoria, British Columbia, V8T 1M2, Canada

Raymond James Ltd

Raymond James Ltd

848 Courtney St #200, Victoria, British Columbia, V8W 1C4, Canada

TPC Financial Group Ltd

TPC Financial Group Ltd

200 - 848 Courtney Street, Victoria, British Columbia, V8W 1C4, Canada

Popular locations in Canada

Popular locations in United States