Vancouver Island Zoomers & Seniors Guide and Directory to
Financial Planning & Investment Advisors.
Please select your region on the map
or scroll down for full listings.
Financial Planners & Investment Advisors
Serving the greater Victoria area.
Keray Stott
Adamek Financial,
#104-3179 Jacklin Road,
Victoria, BC.
250-478-9288. www.adamekfinancial.com
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.
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Financial Planners & Investment Advisors
Serving the area from the Malahat to Ladysmith.
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
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Financial Planners & Investment Advisors
Serving the Nanaimo area.
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.
Financial Planners & Investment Advisors
Serving the Parksville/Qualicum areas
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
C & W Financial Services,
108-671 Beach Road,
Qualicum Beach, BC.
250-752-2510.
Investors Group,
102-193 Second Avenue W.,
Qualicum Beach, BC.
250-752-1400. www.investorsgroup.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.
TD Bank Financial Group,
222 2nd Avenue West,
Qualicum Beach, BC.
250-738-2000. www.td.com
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Financial Planners & Investment Advisors
Serving the Port Alberni/West Coast areas
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.
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Financial Planners & Investment Advisors
Serving Courtenay,Comox,Campbell River and the North Island areas.
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.
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Income Tax
Enabled Financial,
Disability Tax Credit Specialist,
550-2950 Douglas Street,
Victoria, BC.
250-514-2699. www.enabledfinancial.ca
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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,
Parksville, BC.
250-248-7154. www.jolleanchantrel.com
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)
Stock Exchanges
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