Skip to content

Willow Wealth Management – CIBC Wood Gundy, Investment AdvisorFinancial advisor in Victoria, BC

Willow Wealth Management – CIBC Wood Gundy, Investment Advisor is a financial advisor at 2187 Oak Bay Ave #206, Victoria, BC V8R 1G1, ranked #15 of 97 financial advisors in Victoria and rated 5.0 from 19 Google reviews.

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 0 paid placements in any rankingHow we rank

Call (250) 940-7156Website ↗

Key facts

Key facts about Willow Wealth Management – CIBC Wood Gundy, Investment Advisor
Address2187 Oak Bay Ave #206, Victoria, BC V8R 1G1Get directions
Phone(250) 940-7156
Websitewoodgundyadvisors.cibc.com
Google rating5.0 from 19 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Victoria and 4 towns within 40 km: Oak Bay, Colwood, Langford and North Saanich.

Based in Victoria, BCView on map

Questions about Willow Wealth Management – CIBC Wood Gundy, Investment Advisor

How is Willow Wealth Management – CIBC Wood Gundy, Investment Advisor ranked in Victoria?

Willow Wealth Management – CIBC Wood Gundy, Investment Advisor is ranked #15 of 97 financial advisors in Victoria by RFA Score, with 71 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 areas does Willow Wealth Management – CIBC Wood Gundy, Investment Advisor serve?

Serves Victoria and 4 towns within 40 km: Oak Bay, Colwood, Langford and North Saanich. 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 Willow Wealth Management – CIBC Wood Gundy, Investment Advisor?

Willow Wealth Management – CIBC Wood Gundy, Investment Advisor has a rating of 5.0 from 19 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 Willow Wealth Management – CIBC Wood Gundy, Investment Advisor?

Call Willow Wealth Management – CIBC Wood Gundy, Investment Advisor on (250) 940-7156. The business is at 2187 Oak Bay Ave #206, Victoria, BC V8R 1G1. 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 Willow Wealth Management – CIBC Wood Gundy, Investment Advisor? 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

Willow Wealth Management – CIBC Wood Gundy, Investment Advisor compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Willow Wealth Management – CIBC Wood Gundy, Investment Advisor (this business)—715.0 (19)——
Harris Group Private Wealth Management - Westshore - Jesse Harris - Senior Wealth Advisor#13725.0 (23)NoNo11.5 km
Kalinka Group - IG Private Wealth Management#14725.0 (21)——5.5 km
Ackerman Private Wealth - TD Wealth Private Investment Advice#16705.0 (14)——5.5 km

See all 97 ranked financial advisors in Victoria