McLean Financial Management

Assante Wealth Management in Victoria, BC is a financial services firm that specializes in providing investment management and financial planning services to individuals and families. With a focus on personalized advice and tailored solutions, Assante Wealth Management helps clients navigate the complexities of wealth management to achieve their financial goals. Generated from their business information

Investment Planning Counsel of Canada, located in Victoria, BC, offers personalized financial advice tailored to individual needs and circumstances, ensuring clients can navigate their wealth management questions with ease. Their approach emphasizes flexibility, allowing clients to engage with advisors in various formats, whether one-on-one, online, or through group video calls. With a focus on building engaged relationships, the firm adapts financial plans based on client preferences and maintains ongoing communication to ensure relevance to their evolving goals. Investment Planning Counsel prides itself on transforming the financial future of families by providing thoughtful guidance and support throughout different life stages. Generated from the website

Dixon Davis & Co is a Victoria, BC-based financial planning firm that has been assisting Canadians in making informed financial decisions since 1988. They offer a flat-fee service model, ensuring transparency and eliminating hidden fees, while providing personalized and comprehensive financial planning tailored to individual needs. The firm emphasizes a collaborative approach, leveraging the diverse backgrounds of their team to deliver a wide range of strategies and recommendations. Dixon Davis believes in fostering ongoing relationships with clients, offering proactive advice beyond the initial planning phase to help them achieve their financial goals and live fulfilling lives. Generated from the website