Prosperity PlanningFinancial advisor in Victoria, BC

Also ranked: #25 of 47 investment advisors in Victoria

Prosperity Planning is a financial advisor at 2871 Jacklin Rd #122, Victoria, BC V9B 5R8, ranked #40 of 97 financial advisors in Victoria and rated 4.6 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Victoria, BCUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (250) 818-2616 Website ↗

Key facts

Key facts about Prosperity Planning
Address	2871 Jacklin Rd #122, Victoria, BC V9B 5R8Get directions
Phone	(250) 818-2616
Website	prosperity-planning.com
Hours	Monday to Thursday: 8:30 AM – 4:30 PM; Friday: 8:30 AM – 3:30 PM
Google rating	4.6 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Investment Advisorsadditional Google category

Service area

Serves Victoria and 5 towns within 40 km: Langford, Colwood, Oak Bay, North Saanich and Duncan.

Based in Victoria, BCView on map

Opening hours

Opening hours for Prosperity Planning
Day	Hours
Monday	8:30 AM – 4:30 PM
Tuesday	8:30 AM – 4:30 PM
Wednesday	8:30 AM – 4:30 PM
Thursday	8:30 AM – 4:30 PM
Friday	8:30 AM – 3:30 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Prosperity Planning

How is Prosperity Planning ranked in Victoria?

Prosperity Planning is ranked #40 of 97 financial advisors in Victoria by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Prosperity Planning’s hours?

Prosperity Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 4:30 PM; Friday, 8:30 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Prosperity Planning serve?

Serves Victoria and 5 towns within 40 km: Langford, Colwood, Oak Bay, North Saanich and Duncan. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Prosperity Planning?

Prosperity Planning has a rating of 4.6 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Prosperity Planning?

Call Prosperity Planning on (250) 818-2616. The business is at 2871 Jacklin Rd #122, Victoria, BC V9B 5R8. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Prosperity Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Prosperity Planning compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Prosperity Planning (this business)	—	68	4.6 (8)	No	No
Leslie Stedman Group Private Wealth Management	#38	68	5.0 (7)	No	No	9.7 km
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals	#39	68	5.0 (105)	No	No	9.5 km
Co-operators	#41	68	3.5 (15)	No	No	10.6 km

See all 97 ranked financial advisors in Victoria