Vancouver Island Zoomers & Seniors Guide and Directory to
Financial Planning
Please select your region on the map
or scroll down for full listings.
April Dorey, B.Comm, FMA, FCSI.
Financial Advisor,
Raymond James,
10th Floor,
1175 Douglas Street,
Victoria, BC.
250-405-2429. www.aprildorey.com
Assante Wealth Management,
1011 Johnson Street,
Victoria, BC.
250-383-9266.
Bewley & Coltman,
302-830 Shamrock Street,
Victoria, BC.
250-658-3908.
Canaccord Capital,
#400-737 Yates Street
Victoria, BC.
250-388-5354.
Canadian Western Bank,
1201 Douglas Street,
Victoria, BC.
250-383-=1206. www.cwbank.com
CUFPA Group,
102-415 Gorge Road East,
Victoria, BC.
250-953-2270.
Centurion Financial Services,
1394 Hillside Avenue,
Victoria, BC.
250-598-0126.
Composite Finance Inc.,
101-3960 Quadra Street,
Victoria, BC.
866-598-7496.
Cooper Financial Services,
550 Douglas Street,
Victoria, BC.
250-475-0557.
Discovery Insurance Services,
26-1622 Hillside Avenue,
Victoria, BC.
250-592-4887.
Peter Dowgailenko,
1278 St. David,
Victoria, BC.
250-598-0357.
Ralph Hahmann,
230-1555 McKenzie Avenue,
Victoria, BC.
250-472-0700.
Lorna Eastman & Associates,
1829 Ferndale Road,
Victoria, BC.
250-472-0955.
Ralph R. Einarson,
107-826 North Park,
Victoria, BC.
250-704-0353.
London Life Insurance Company,
620-1675 Douglas Street,
Victoria, BC.
250-753-9955.
Gonzales Bay Financial Services,
C-1157 Newport,
Victoria, BC.
250-598-3836.
Grey Dolphin Financial Services,
611 Hoffman,
Victoria, BC.
250-391-1380.
Halsey Financial Group,
202-4450 Chatterton Way,
Victoria, BC.
250-475-6700.
Hatch & Muir,
202-612 View Street,
Victoria, BC.
250-953-6816.
Jill M. Sing,
Hayes Stewart Little & Co.,
900-747 Fort Street,
Victoria, BC.
250-383-8994.
Howe & Gramlich Inc.,
1012 North Park,
Victoria, BC.
250-953-6813.
Richard M. Hunt,
214-645 Fort Street,
Victoria, BC.
250-595-5515.
Ian David Clark CFP.
210-880 Douglas Street,
Victoria, BC.
250-405-2900.
Investment Planning Counsel,
4456C West Saanich,
Victoria, BC.
250744-3575. www.ipc-royaloak.com
J. R. Brennan Financial Services,
100-727 Fisgard Street,
Victoria, BC.
250-418-8770.
Legacy Group,
2988 Jutland,
Victoria, BC.
250-475-3443. www.legacygroup.ca
Little & Davies,
1845A Fort Street,
Victoria, BC.
250-953-6818. www.littleanddavies.com
Lok Henry,
115-1537 Hillside Avenue,
Victoria, BC.
250-479-2501.
McDougall Financial Services,
4912 Cordova Bay,
Victoria, BC.
250-658-3892.
McCollom Mortgage Group,
754 Goldstream Avenue,
Victoria, BC.
250-474-3939. www.mmcmortgage.ca
NcVagh Cunningham Group,
204-830 Shamrock,
Victoria, BC.
250-475-1108.
MD Management Ltd.,
100-3550 Saanich,
Victoria, BC.
250-480-5075.
Megson Fitzpatrick Craft Financial,
3561 Shelbourne,
Victoria, BC.
250-595-5212.
Meritage Financial Group,
301-4020 Chatterton Way,
Victoria, BC.
250-475-6050.
Michaels Wealth Management Group,
111-21 Erie,
Victoria, BC.
250-920-7424.
Oak Bay Financial Group,
103-2250 Oak Bay Avenue,
Victoria, BC.
250-598-0360.
Pacific International Securities,
210-880 Douglas Street,
Victoria, BC.
250-405-2900.
Charles (Chuck) Palmer,
Investors Group Financial Services Inc.
101-4400 Chatterton Way,
Victoria, BC.
250-727-9191. chuck.palmer@investorsgroup.com
RMS Retirement Management Services,
306-830 Shamrock Street,
Victoria, BC.
250-475-0072. www.rmsretire.ca
Retirement Planning Services,
200-755 Queens,
Victoria, BC.
250-383-3662.
Scotia McLeod,
400-1803 Douglas Street,
Victoria, BC.
250-389-2110.
Sterling Financial,
1011-A Johnson Street,
Victoria, BC.
250-857-1857. www.sterlingfinancial.ca
Swiftsure Insurance Group,
310-777 Royal Oak Drive,
Victoria, BC.
250-658-3806.
Woodburn Financial Group,
125 South Turner,
Victoria, BC.
250-381-0116.
Wright Brothers Financial Services,
200-755 Queens,
Victoria, BC.
250-382-2366.
YDI Financial Group,
101-2823 Jacklin,
Victoria, BC.
250-595-1201.
ZLC Finacial Group,
3711 Grange Road,
Victoria, BC.
250-727-3445. www.zlc.net
Duquette Financial Services,
2480 Beacon Avenue,
Sidney, BC.
250-655-6515.
Partners in Planning Financial Services,
2480 Beacon,
Sidney, BC.
250-655-0707.
Ron Gurney Financial Services,
102-9838 4th Street,
Sidney, BC.
250-656-9393.
Wepps Consulting Group,
18829 Dallain Place,
Sidney, BC.
250-655-3770.
Return to the top of the page
Atkinson Investments,
3985 Lefran Road RR 6
Cobble Hill, BC.
250- 743-7718.
Credential Securities,
2720 Mill Bay
Cobble Hill, BC.
250- 743-1747.
Atchison Palmer,
301-394 Duncan Street,
Duncan, BC.
250-748-1426. www.atchisonpalmer.com
Assante Capital management,
207-2755 Beverly Street
Duncan, BC.
250-748-6631. www.assante.com
Coastal Community Insurance Services,
471 Trans Canada Highway
Duncan, BC
250-748-3644.
Credential Securities,
89 Evans Street
Duncan, BC.
250-715-3773.
Dundee Securities,
200-321 Festubert Street
Duncan, BC.
250-748-3041.
Hayes Stewart Little & Co.
823 Canada Avenue
Duncan, BC
250-746-4406. www.hslco.com
Investors Group Financial Services,
554 Trunk Road
Duncan, BC.
250-746-6734.
IPC Investment Corporation,
102-440 Whistler Street
Duncan, BC.
250-746-4000.
RBC Dominion Securities,
395 Trunk Road
Duncan, BC.
250-746-9494.
Sora Group Capital,
104-2700 Beverly Street
Duncan, BC
250-748-4830. www.soragroup.com
Michael D. Furlot,
157 Arbutus Crescent,
Ladysmith, BC
250- 245-2052. www.mfurlot.com
Return to the top of the page
Frank Allan Financial Group,
1605 Bowen Road
Nanaimo, BC.
250-753-2101.
Allan W.A. Capital Management,
324 Terminal Avenue,
Nanaimo, BC.
250-754-6828.
Assante Financial Management Ltd.
6451B Applecross Road,
Nanaimo, BC
250-390-7777.
Canaccord Capital Corp.
75 Commercial Street,
Nanaimo, BC.
250-754-1111.
Composite Finance Inc.
Suit 204,
580 Stewart Avenue,
Nanaimo, BC,
250-716-5750
Elaine McQuade Lumsden,
#8-6421 Applecross,
Nanaimo, BC.
250-390-3300
First Financial Securities,
6374 Metral Drive
Nanaimo, BC.
250-390-0108.
J. Harris & Associates,
1551 Estevan,
Nanaimo, BC.
250-753-8133.
Barry Hnatyshan,
Investors Group Financial Services Inc.
Suit 101-5070 Uplands Drive,
Nanaimo, BC.
250-729-0904.
Molchan Financial.
140-A Commercial Street, Nanaimo, BC.
250-755-4004. www.molchanfinancial.com
Allan Pudwell,
#8-6421 Applecross,
Nanaimo, BC.
250-390-5044. www.pudwellfinancialservices.com
J.A Smith & Associates,
2147 Bowen Road,
Nanaimo, BC.
250-751-3383. www.jasmith.com
Patrick Sullivan & Associates,
450 Wentworth St
Nanaimo, BC
800- 982-7761
Robert F. Fischer & Co.,
13-327 Prideaux Street
Nanaimo, BC.
250- 753-8287.
Shires Financial Services,
173 Black Powder Trail,
Nanaimo, BC.
250- 758-8097.
Sterling Mutuals,
2-4515 Uplands Drive,
Nanaimo, BC.
250- 758-1339.
Mike Tomkins,
#1-1200 Princess Royal,
Nanaimo, BC.
250-753-7777
Western Union Financial Services,
6801 Island Hwy N.,
Nanaimo, BC.
250- 390-3586
Zulak Financial Group Ltd.
#1-6421 Applecross Road,
Nanaimo, BC.
250-390-1995. www.zulakfinancialgroup.com
Dundee Securities,
2-7217 Lantzville Rd
Lantzville, BC
250- 390-4200.
Partners in Financial Planning.
6696 Elm Road RR 2
Lantzville, BC
250- 390-0446.
Angela Larner Insurance & Financial Services,
Sun Life Financial,
202-160 South Corfield Street,
Parksville, BC.
250-951-9897. www.sunlife.ca/angela.larner
Carol Plaisier, CFP, FMA, AMP
Investment Advisor,
174 Morison Avenue, Dundee Wealth Management.
Parksville, BC. Dundee Securities Corporation.
(250) 248-5997. www.carolplaisier.com
Hicks Financial,
172 Weld Street,
Parksville BC.
(250) 954-0247. grant@ghicks.com
Lotar Maurer,
Suite 107-663 Beach Road,
Qualicum Beach, BC.
250- 752-9223.
Raymond James,
103-193 Second Avenue West,
Qualicum Beach, BC.
250-752-8184.
C & W Financial Services,
108-671 Beach Road,
Qualicum Beach, BC.
250-752-2510.
Return to the top of the page
Assente Financial Management,
455 Helen Street,
Port Alberni, BC.
250-724-2323.
Global Securities,
4994 Argyle Street,
Port Alberni, BC.
250-723-4970.
Investors Group Financial Services,
3077 3rd Avenue,
Port Alberni, BC.
250-723-1148.
Return to the top of the page
Lighthouse Community Credit Union,
Suite 1-6996 W. Island Highway,
Bowser, BC.
V0R 1G0.
250-757-8146. www.unionbaycreditunion.com
Canaccord Capital Corp.
1-1170 Shoppers Row
Campbell River, BC.
250-287-8807. www.canaccord.com
Dundee Financial Services,
101-909 Island Highway
Campbell River, BC
(250) 287-4933.
Feller Financial Group.ca
102-500 South Dogwood Street,
Campbell River, BC.
250-287-8760. www.fellerfinancial.ca
Freedom 55 Financial,
1434 Ironwood St
Campbell River, BC
(250) 287-2642. www.freedom55financial.com
Investors Group Financial Services,
1046 Cedar Street
Campbell River, BC.
250-287-4739.
www.investorsgroup.com
Partners in Financial Services.
850F 12th Avenue
Campbell River, BC
250)-287-2310.
Snug Harbour Financial Services,
2098 Eardley Road
Campbell River, BC
250-923-5111.
Return to the top of the page
Income Tax
Enabled Financial,
Disability Tax Credit Specialist,
550-2950 Douglas Street,
Victoria, BC.
250-514-2699. www.enabledfinancial.ca
Return to the top of the page
Mortgages
Carol Plaisier
A.M.P. Mortgage Consultant,
174 Morison Avenue, Invis.
Parksville, BC. Canada’s Mortgage Experts.
(250) 248-2399. www.carolplaisier.com
Insurance (Health & Long Term Care)
Canadian Long Term Care Funding Centre,
201-755 Queens Avenue,
Victoria, BC.
250-590-6768. www.ltcfc.com
Jollean K. Chantrel Insurance & Financial Solutions
Long Term Care & Critical Illness insurance
Parksville, BC
(250) 248-7154
jolleanchantrel@shaw.ca
|
Angela Larner Insurance & Financial Services,
Sun Life Financial,
202-160 South Corfield Street,
Parksville, BC.
250-951-9897. www.sunlife.ca/angela.larner
Insurance (Life)
Angela Larner Insurance & Financial Services
Life & Mortgage Insurance
202-160 South Corfield Street
Parksville, BC
(250) 951-9897
|
www.sunlife.ca/angela.larner |
|
Stock Exchanges
Return to the top of the page of the Zoomers & Seniors Guide and Directory to Finance, Investments and Insurance Services on Vancouver Island
