Royale British Columbia Financial

Money Mart Victoria

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Alitis Investment Counsel Inc, established in 2009, is a reputable portfolio manager and investment fund manager based in Victoria, Canada. With a proven track record, Alitis successfully manages seven investment funds, utilizing a specialized investment management team and a dedicated investment committee to rigorously evaluate and approve new investment opportunities. The firm's strategic approach involves setting a strategic asset mix for each fund, continuously monitoring asset classes and securities to reduce risk and enhance returns. Through data analytics and research, Alitis constructs specialized funds that enable advisers to create superior portfolios for clients, emphasizing a commitment to risk management at every stage of the investment process. Generated from their website