Find a Fee-Based or Fee-Only Financial Planner in Victoria
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Dixie Klaibert
CFA®
Beacon Hill Wealth Management
Met with Chris to get help on several financial decisions as it relates to moving from the US to Canada.
Chris was very responsive, thorough in answering my questions and gave great perspectives in context of his own experience.
He was honest and direct; he connected me with others in areas I may need to dig a bit deeper.
Highly recommend you connect with Chris!
Nate Crylen
Brian Blair
CFP®, B.A Econ., RRC
Blair & Associates Private Wealth Management
We have been with IG for 35 years and with Brian Blair for quite a number now.
Brian is pleasant and responsive to work with.
He has been very good at understanding our needs and concerns to help us personalize our investment portfolio to give us solid returns with peace of mind.
Thanks again Brian!
Ray Semadeni
Bradley Wigard
CFP®, CIM®
Brad Wigard Financial Solutions
Brad came highly recommended to us.
Right away in early meetings, you could tell he was very knowledgeable and easy to talk to.
He explains financial language and strategies in ways that are less intimidating and easier to understand which goes a long way.
Hearing him speak about his family, you can tell he truly does have yours and your family’s best interest at heart.
I highly recommend Brad for your financial advising needs.
Michael Trahan
Mark Lotocky
CFP®, CFA
The Dixon Davis Group
Mark has been working with me for a few years now to help with income planning for retirement.
The plan has helped me navigate a period where I have different streams of income each year.
I wish I had the advice from a fee only financial planner sooner.
So I gifted financial planning services from Mark to my adult kids and their partners.
One of the best investments I have made.
Jean Slick
Choosing Your Next Fee-Based Advisor or Fee-Only Financial Planner
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