Financial, Insurance & Legal

Financial Advice and Financial Services on Vancouver Island

Vancouver Island Zoomers & Seniors Guide and Directory to: –

Financial Planning & Investments Advisors Disability Tax Credits
Guaranteed Investments | Mortgages
Insurance (Funeral, Health & Long Term Care)Insurance (Life) Legal ∙ Stock Exchanges

 

Financial Planning & Investment Advisors

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Vancouver Island | Guide and Directory to Services in Victoria and on Vancouver Island

 

Financial Planners & Investment Advisors

Serving the greater Victoria area

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Assante Wealth Management
1011 Johnson Street
Victoria, BC
250-383-9266

Centurion Financial Services
1394 Hillside Avenue
Victoria, BC
250-598-0126

CUFPA Group
102-415 Gorge Road East
Victoria, BC
250-953-2270

Discovery Insurance Services
26-1622 Hillside Avenue
Victoria, BC
250-592-4887   http://www.discoveryinsurance.net/

GICdirect Financial Services Ltd
101 1175 Cook Street
Victoria, BC
250-592-7707 or 877-551-7283    http://gicdirect.com

Lorna Eastman & Associates
1829 Ferndale Road
Victoria, BC
250-472-0955  www.lornaeastmanfinancial.com/

GonzalesBay 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

Howe & Gramlich Inc.
1012 North Park
Victoria, BC
250-953-6813  http://howeandgramlich.com/

Richard M. Hunt
214-645 Fort Street
Victoria, BC
250-595-5515

Investors Group
101-4400 Chatterton Way
Victoria, BC
250-727-9191  www.investorsgroup.com

Investment Planning Counsel
4456C West Saanich
Victoria, BC
250744-3575 www.ipc-royaloak.com

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

Raymond James
10th Floor 1175 Douglas Street
Victoria, BC
250-405-2429  www.raymondjames.ca/

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

Meritage Financial Group
301-4020 Chatterton Way
Victoria, BC
250-475-6050

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

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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
Raymond James
Suit # 1000 – 1175 Douglas Street
Victoria, BC
250-405-2455.    www.raymondjames.ca/pamkatunar

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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

Wepps Consulting Group
18829 Dallain Place
Sidney, BC
250-655-3770

Guaranteed Investments

GICdirect Financial Services Ltd
101 1175 Cook Street
Victoria, BC
250-592-7707 or 877-551-7283 http://gicdirect.com/

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Financial Planners & Investment Advisors

Serving the area from the Malahat to Ladysmith

Credential Securities
2720 Mill Bay
Cobble Hill, BC
250- 743-1747

Atchison Palmer
301-394 Duncan Street
Duncan, BC
250-748-1426

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

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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

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

John Woods
The Mortgage Centre
427G Fitzwilliam Street
Nanaimo, BC
250-754-1907 (Toll Free 866-840-1704) www.johnwoodsmortgage.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

Shires Financial Services
173 Black Powder Trail
Nanaimo, BC
250- 758-8097

Sterling Mutuals

2-4515 Uplands Drive
Nanaimo, BC
250- 758-1339

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

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

Click to visit Angela Larner's web site Click to visit Angela Larner's web site Click to visit Angela Larner's web site Send e-mail to Angela Larner

Carol Plaisier, CFP®, FMA, AMP
Investment Advisor
174 Morison Avenue
Parksville, BC
(250) 248-2399
carol.plaiser@holliswealth.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

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

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Financial Planners & Investment Advisors

Serving the Port Alberni/West Coast areas

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
250-757-8146 www.unionbaycreditunion.com

Investors Group Financial Services
22 – 1599 Cliffe Avenue,
Courtenay, BC
250-338-7811   www.investorsgroup.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.

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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Disability Tax Credits

Enabled Financial Solutions Ltd
Disability Tax Credit Specialist
550-2950 Douglas Street
Victoria, BC
250-514-2699 www.enabledfinancial.ca


Peggy Hoult & Associates

Disability Tax Credit Facilitator
250-756-0644 www.peggyhoult.com/

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Mortgages

All Star Agents & Marketing,
Licensed Mortgage Brokerage
Certified Reverse Mortgage Specialists –
HomEquity Bank
1218 Pembroke Street
Victoria, BC V8T 1J8
Telephone: 250-382-2885   rwherr@shaw.ca

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

Carol Plaisier, Invis Mortgage Consultant, Tel. 250-248-5997

 

Click to visit Carol Plaisier's web site Send e-mail to Carol Plaisier

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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

Cedar Valley Memorial Gardens
2347 Cedar Road,
Cedar, BC
250-722-2244 http://www.arbormemorial.com/

 

Insurance (Life)

Pam Katunar
Raymond James
Suit # 1000 – 1175 Douglas Street
Victoria, BC
250-405-2455.    www.raymondjames.ca/pamkatunar

 

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Legal

 

Access Pro Bono Wills Clinic
Nanaimo Justice Access Centre
302-65 Front Street
Nanaimo BC.
250-356=6125   http://www.accessprobono.ca/

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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