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Financial Planners: All Listings 

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Roland Clark is a Financial Advisor but with a difference. He is available to advise, direct, give a second opinion on a Fee For Service basis. Often clients have questions about past planning, financial products, investment strategies and allocations and ...

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546 Island Highway W., ,

Providing independent advice under the secure and established FundEX umbrella gives Marlis access to a wide range of investment alternatives, and allows her the freedom to spend time getting to know the needs of her clients. She follows a comprehensive pr ...

#2-141 Memorial Avenue, , , V9P 2H7

As a Certified Financial Planner, I bring over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind. Our clients know they can rely on: *a defined, consistent approach ...

#8 - 162 Harrison Ave., , , V9P 2H7

Mae-Claire Locke takes the time and effort to get to know you so that they can truly understand your personal financial picture and help you live your dream.

103-193 W. 2nd Avenue, , , V9K 2N5

Helping you to navigate financially in a changing world. Our clients have discovered that we are an approachable and trusted provider of high quality investment and insurance products. We pride ourselves on delivering timely and straightforward financial ...

450 Wentworth Street, , , , V9R 3E1

We are a wealth management firm that offers a full investment platform. We offer life insurance options and are group benefit brokers, and we are excited to represent the Canadian Chambers of Commerce Group Benefit Plan for the Parksville & District Chamb ...

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