Financial, Insurance & Legal
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Vancouver Island Zoomers & Seniors Guide and Directory to
Financial Planning & Investments Advisors ∙ Disability Tax Credits
Mortgages ∙ Insurance (Funeral, Health & Long Term Care)
Insurance (Life) ∙ Legal ∙ Stock Exchanges
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
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
GICdirect Financial Services Ltd
101 1175 Cook Street
Victoria, BC
250-592-7707 or 877-551-7283 http://gicdirect.com
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
Pam Katunar
TD Waterhouse
1070 Douglas Street
Victoria, BC
250-356-4034 pamela.katunar@td.com
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
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
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
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
Brian Dugaro
Investors Group Financial Services Inc.
Suite 101-5070 Uplands Drive
Nanaimo, BC
250-729-0904 www.investorsgroup.com
Investors Group Financial Services Inc.
Suite 101-5070 Uplands Drive
Nanaimo, BC
250-729-0904 www.investorsgroup.com
Molchan Financial
140-A Commercial Street
Nanaimo, BC
250-755-4004 www.molchanfinancil.com
John Woods
The Mortgage Centre
427G Fitzwilliam Street
Nanaimo, BC
250-754-1907 (Toll Free 866-840-1704) www.johnwoodsmortgage.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
104-198 Island Highway E
Parksville, BC
250-951-9897 www.sunlife.ca/angela.larner
Carol Plaisier, CFP®, FMA, AMP
Investment Advisor
174 Morison Avenue
Parksville, BC
(250) 248-2399
Dundee Wealth
DWM Securities Inc.
www.carolplaisier.com
cplaisier@dundeewealth.com
Hicks Financial
172 Weld Street
Parksville BC
(250) 954-0247 grant@ghicks.com
CanadianInvestors.com Inc
103-200 West First Avenue
Qualicum Beach, BC
250-752-2510 http://x.canadianinvestors.com
C & W Financial Services
108-671 Beach Road
Qualicum Beach, BC
250-752-2510
Louisa Zerbe, Financial Advisor
Edward Jones
672 Beach Road
Qualicum Beach, BC.
250-752- 1690
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 www.islandcga.com
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
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
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
250-757-8146 www.unionbaycreditunion.com
Canaccord Capital Corp.
1-1170 Shoppers Row
Campbell River, BC.
250-287-8807 www.canaccord.com
Dundee Securities
202B-2276 South Island Highway
Campbell River, BC
250-923-5100.
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
Disability Tax Credits
Enabled Financial Solutions Ltd
Disability Tax Credit Specialist
550-2950 Douglas Street
Victoria, BC
250-514-2699 www.enabledfinancial.ca
Mortgages
Caroline Lennox, MBA
Mortgage Consultant,
Invis, 505-771 Vernon Avenue.
Victoria, BC. Canada’s Mortgage Experts.
250-294-1159 www.clmortgages.com
The Mortgage Centre
427 G Fitzwilliam Street
Nanaimo, BC
250-754-1904 www.johnwoodsmortgage.com
Carol Plaisier, CFP®, FMA, AMP
Mortgage Consultant,
174 Morison Avenue, Invis.
Parksville, BC. Canada’s Mortgage Experts.
(250) 248-5997 www.carolplaisier.com
carolplaisier@invis.ca
Insurance (Funeral, Health & Long Term Care)
Robin Richardson, CPCA, CPC, PhD
Assurant Life Canada
143 Fraser Lane
Victoria, BC
250-388-4274 www.funeral-planner.ca www.purpleshield.ca
Byron Hoover
Assurant Life Canada
250-218-2758 www.funeral-planner.ca www.purpleshield.ca
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
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)
Kent Castonguay
Sun Life Financial,
Suite 101, 3962 Borden Street
Victoria, BC
250-385-1471 ext 2243 www.sunlife.ca
Pam Katunar
TD Waterhouse
1070 Douglas Street
Victoria, BC
250-356-4034 pamela.katunar@td.com
Wealth Initiatives
203-1001 Cloverdale Avenue
Victoria, BC
250-412-7767 www.wealthinitiatives.com
Angela Larner Insurance & Financial Services
202-160 South Corfield Street
Parksville, BC
250-951-9897 www.sunlife.ca/angela.larner
Jollean K. Chantrel Insurance & Financial Solutions
Parksville, BC.
250-248-7154 www.jolleanchantrel.com
Louisa Zebe, Financial Advisor
Edward James
672 Beach Road
Qualicum Beach, BC.
250-752- 1690
Legal
Horne Coupar
612 View Street
Victoria, BC
250-388-6631 www.hc-law.com
Elder Life Advocacy
Vancouver Island, BC
250-591-3350 http://elderlifeadvocacy.com
PPL. Legal Care of Canada Corp
Nanaimo, BC
250-390-1556 www.prepaidlegal.com
Stock Exchanges
Currency Calculator website
Canadian Stock Exchange website
New York Stock Exchange website
London Stock Exchange website
German Stock Exchange website
Australian Stock Exchange website
Hong Kong Stock Exchange website
Tokyo Stock Exchange website
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