Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Victoria branch teams.

Anderson Private Wealth 

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Andrea White, B.Comm., CIM, CFP, FCSI

Senior Portfolio Manager & Wealth Advisor, Financial Planner

Phone Number250-356-4902 | Email me | Visit Website

Brent Wilson, CFA, CFP

Investment Advisor & Financial Planner

Phone Number250-356-4881 | Email me | Visit Website

Bruce Crowle, FCSI

Senior Investment Advisor

Phone Number250-356-4807 | Email me | Visit Website

Cristian Hoshizaki, B.Comm., FCSI, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number250-356-4854 | Email me | Visit Website

David Roy, CFP®

Investment Advisor

Phone Number250-356-4883 | Email me | Visit Website

David Yee, CIM, FCSI, CFP

Associate Branch Director, Investment Advisor & Financial Planner

Phone Number250-356-4951 | Email me | Visit Website

Delorme Kurz Gunning Private Wealth 

Phone Number250-356-4925 | Email me | Visit Website

Don Jones

Investment Advisor

Phone Number250-356-4677 | Email me | Visit Website

Ehren Frobeen

Senior Investment & Wealth Advisor

Phone Number250-356-4861 | Email me | Visit Website

Gordon McCallum, BA, CFP, CIM

Senior Investment & Wealth Advisor

Phone Number250-356-4852 | Email me | Visit Website

Jason Easton, MBA, FMA, FCSI, CFP

Senior Portfolio Manager & Wealth Advisor

Phone Number250-356-4914 | Email me | Visit Website

Jason Gillett, CIM

Senior Portfolio Manager

Phone Number250-356-4824 | Email me | Visit Website

Jeffrey Cohen, BA, CFP, CIM, FCSI

Investment Advisor

Phone Number250-356-3968 | Email me | Visit Website

Jon Goody, CIM

Portfolio Manager & Investment Advisor

Phone Number250-356-4826 | Email me | Visit Website

Lonsdale, Nozari & Andrews Private Wealth 

Phone Number250-356-3319 | Email me | Visit Website

Nicholas Anderson, CIM, PFP, FCSI

Senior Wealth Advisor, Financial Planner

Phone Number250-356-4903 | Email me | Visit Website

Patrick Perraud, MBA, PFP

Investment Advisor & Financial Planner

Phone Number250-356-4517 | Email me | Visit Website

Ryan L Brown

Investment Advisor

Phone Number250-356-4971 | Email me | Visit Website

Sandra Sparanese, FCSI, CFP, CIM

Senior Portfolio Manager and Financial Planner

Phone Number250-356-4859 | Email me | Visit Website

Sarah Kitching Wealth Management 

Phone Number250-356-3955 | Email me | Visit Website

The Hillyard Stephen Group 

Phone Number250-356-3977 | Email me | Visit Website

The Vannucci Yuan Group 

Email me | Visit Website
 

Let us connect you with an advisor today!

 

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