3671 Uptown Blvd Suite 202, Victoria, British Columbia, V8Z 0B9, Canada
Phone: (250) 727-9191
Established January 2026
Plain-language advice, empathy-first guidance: We’re in your corner—listening first, explaining simply, and bringing your whole financial world together. Your Victoria financial planner: We help business owners and retirees across Vancouver Island and the Lower Mainland feel calm and in control of their finances. Our promise to you: We take the time to listen. We speak in plain language. We bring everything—business, family, and legacy—into one coordinated plan. The result is steady confidence: clear next steps today, and thoughtful decisions that protect and grow your wealth over the long term. (IG Wealth Management Inc. Mutual Fund Division)
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