- Abakhan & Associates Inc.
- Kirstin E. Aikins, Investment Advisor
- Tanya Anderson
- Andrews-Greene Chartered Accountant
- Canaccord Capital
- Doug Lee & Associates Inc.
- Investors Group: Rana Weisz
- Investors Group Financial Services Inc.
- Lee, Leo (Mortgage Consultant): The Mortgage Centre Island Properties
- LL Brougham Inc., Chartered Accountant
- Glen Peers, Tax Consultant
- The Pinch Group at Raymond James
- Top Shelf Bookkeeping Ltd.
- Stephen Whipp Financial, CFP - Manulife Securities Incorporated
Abakhan & Associates Inc.
Bankruptcy and Creditor Arrangements
#414 - 1207 Douglas Street
Victoria, BC V8W 2E7
Contact: Doris Minervini, Estate Manager, BIV Counsellor - (250) 995-3122
or 1-866-995-3122
Fax:(250) 483-1003
www.abakhan.com
victoria@abakhan.com
Needing help with financial problmes? Call for a FREE CONSULTATION regarding creditor arrangements, bankruptcy, and business solutions.
Type: GLBT-friendly business
Primary Clientele: Everybody
Handicap Access: Accessible premises and lavatory.
Hours or meeting times: 8:30 a.m. to 5:00 p.m.
Smoking: Non-smoking areas available
Tanya Anderson, The Woodburn Financial Group Ltd.
Woodburn Financial Group Ltd.
#214 -645 Fort Street
Victoria, BC V8W 1G2
Contact: Tanya Anderson - (250) 381-3349
RRSPs, Insurance, Mutual Funds, Term Deposits. Complimentary, no obligation financial consultations.
Type: GLBT-friendly business
Primary Clientele: Everybody
Handicap Access: Accessible premises and lavatory.
Andrews-Greene Chartered Accountant
202 - 31 Bastion Square
Victoria, BC V8W 1J1
Contact: Evelyn J Andrews-Greene CA (Owner)- (250) 386-4466
Fax: (250) 386-6244
Provides customer-oriented, proactive professional advise in business, Canadian income tax, and financial planning areas to the small business owner/manager and/or individual residing in the Greater Victoria area.
Type: GLBT-friendly business
Primary Clientele: Everybody
Hours open or meeting times: Usually Monday - Friday 8:30 am - 4:30 pm; extended hours March & April
Rates or price range: Competitive within Greater Victoria market (200 accounting firms)
Handicap Access: Accessible premises; lavatory not known to be accessible.
Facilities: Air conditioning or good ventilation; Younger clientele; Older clientele; Mixed ages
Publication: Tips & Traps Newsletter; see also website.
Circulation: Local
Canaccord Capital
#400 - 737 Yates Street
Victoria, BC V8W1L6
Contact: Kirstin E. Aikins, Investment Advisor: (250) 978-5321
Toll Free: 1-877-666-2288
Fax: (250) 978-5300
www.Canaccord.com
kirstin_aikins@canaccord.com
I am an investment advisor who has greater than 10 years experience in the financial services industry. I believe that service is the one thing missing in the investment Industry. I look forward to sitting down with you, discussing your future plans and working with you to make your Investments work for you.
Type: GLBT-friendly business
Primary Clientele: Everybody
Handicap Access: Accessible premises and lavatory.
Smoking: Non-smoking areas available.
Doug Lee & Associates Inc.
600 - 3 Fan Tan Alley
Victoria, BC V8V 3G9
Contact: Doug Lee, President - (250) 360-4003
or (250) 866-495-Debt (3328)
Fax:(250) 360-4008
Doug Lee & Associates Inc. provides services in all matters relating to financial problems, including proposals and bankruptcies. Our mission is to provide you a fresh start. Our team of professionals would be happy to hear from you. Please contact us with your questions or for a free initial consultation.
Type: GLBT-friendly business
Primary Clientele: Everybody
Handicap Access: Accessible premises and lavatory.
Hours open or meeting times: Monday to Friday from 9:00 am to 5:00 pm. Weekend appointments available.
Smoking: Non-smoking areas available
Investors Group Financial Services Inc.
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6th Floor, 737 Yates Street
Contact: Janeen Sam, Consultant: (250) 388-4234
What is important to you? … Paying off debt? Reducing your taxes? Planning towards the purchase of a home or car or any large purchase? What about retiring early and comfortably? Or going on an exciting holiday? …
With my background in accounting, I endeavor to deliver professional and personalized solutions to all clients where they can experience The Plan by Investors Group™. My approach incorporates six disciplines, namely: Tax Planning, Cash & Debt Management, Retirement, Investment, Insurance, Estate, and Education Funding.
Would you like to have a plan in place to achieve your goals? Type: GLBT-friendly business Primary Clientele: Everybody Handicapped Access: Accessible premises and lavatory. Facilities: Air conditioning or good ventilation; Younger clientele; Older clientele; Mixed ages |
Investors Group: Rana Weisz
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101-4400 Chatterton Way
Contact: Rana Weisz (Consultant): 250-727-9191 or 250-729-7099
I'm personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning here at Investors Group. I'll help you keep abreast of increasing changes in the financial services industry. I'm dedicated to working with you to ensure you achieve your financial goals.
Type: GLBT-friendly business
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The Mortgage Centre Island Properties: Lee, Leo (Mortgage Consultant)
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890 Short Street
Contact: Leo Lee, Accredited Mortgage Professional: 250-708-0594
WHY INTEREST RATE IS NO LONGER THE MOST IMPORTANT CONSIDERATION WHEN CHOOSING A MORTGAGE!
Of course, interest rate is important, but what if we ask a different question: "How soon can I pay off my mortgage?" We call this "Mortgage Freedom Day" and for Canadians in the Tax Deductible Mortgage Plan (TDMP), the date comes many years sooner. TDMP provides the following Financial Benefits without affecting your monthly cash flow:
Type: GLBT-friendly business Primary Clientele: Everybody |
LL Brougham Inc., Chartered Accountant
#202 - 300 Gorge Road West
Victoria, BC V9A 1M3
Contact: Linda Lee Brougham, CA, CA, CPA - (250) 920-7020
Fax: (250) 920-7099
Accounting and financial planning for you and your business. We work with you to help you succeed while explaining your options in plain English.
Type: GLBT-friendly business
Primary Clientele: Everybody
Hours: 9:00 am - 5:00 PM
Glen Peers, Tax Consultant
1580 Wilma PlaceVictoria, BC V8R 5S4
Contact: GlenPeersTaxConsultant - (250) 370-1628
Fax: (250) 592-4971
Type: Wholly or partly G/AL/B/Toned business
Primary Clientele: Everybody
The Pinch Group at Raymond James
#1000-1175 Douglas StreetVictoria, BC V8W 2E1
Contact: Frank Arnold, Investment Advisor - (250) 405-2468
Toll Free: 1-877-405-2400
Fax: (250) 405-2499
www.pinchgroup.ca
frank.arnold@raymondjames.ca
The Pinch Group is a team of four financial professionals dedicated to providing the highest quality of investment advice, financial planning, and client service. Our main areas of expertise include socially responsible investing, high tax-efficient income and retirement planning.
"We are expected to act ethically in all other aspects of our life. Why would we ignore ethics when it comes to our investments?"
Type: GLBT-friendly business
Primary Clientele: Everybody
Handicapped Access: accessible premises and lavatory.
Top Shelf Bookkeeping Ltd.
101-76 Gorge Road West
Victoria, BC V9A 1M1
Contact: Brian K. Ritchie, General Manager - (250) 388-9423
Fax: (250) 361-9424
www.topshelf.org
taxes@topshelf.org
Personal Income Tax Efile Service from $35 plus GST. Proudly serving our community since 1994.
Type: Wholly or partly GLBT-owned business
Primary Clientele: Everybody
Hours: Tax Season: (Mar 1st - April 30th) Monday-Saturday: 9:00 am - 5:00 pm; otherwise by appointment.
Rates: Efile Tax Service from $35 plus GST.
Smoking: Non-Smoking
Handicap Access: Accessible premises with assistance.
Stephen Whipp Financial, CFP - Manulife Securities Incorporated
#200-2826 Bryn Maur Road
Victoria, BC V9B 3T4
Contact: Stephen Whipp, Certified Financial Planner: 250-405-3550
Fax: 250-386-3550
We help you plan your finances and invest your money to match your values. We use values-based financial planning, ethical investment, and insurance products as tools to educate, challenge, and empower.
Type: GLBT-friendly business
Primary Clientele: Everybody
Hours: 9:00 am - 5:00 pm by appointment.
Rates: Please call to discuss rates
Smoking: Non-Smoking
Handicap Access: Accessible premises with assistance.
Duncan
Dominion Lending Centres - Vintage Financial
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#200-2763 Beverly Street
Contact: Tanis Ballard (Mortgage Expert): 250-701-0521
My role as an accredited mortgage professional (AMP) is to educate you on how to borrow money in a more productive way. Your house is usually your largest and most expensive purchase that you will make in your life time. Part of my service is to teach you the best way to borrow money, to pay it off faster, and to plan for the future!
Type: GLBT-friendly business
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Nanaimo
Dominion Lending Mortgage Broker
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605-5800 Turner Road
Contact: April Corbett (Mortgage Broker): 250-713-7327 or 250-729-7099
My focus is finding the right financing for each situation. If you are looking for a mortgage for purchase or refinance don't use your time and energy looking when I can get you the best fit at no cost to you.
Type: GLBT-friendly business
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