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Wealth Managers in Victoria, BC: 2026 rankings

26 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Victoria: Beacon Hill Wealth Management, RFA Score 73/100; 5.0★ from 107 Google reviews.

  2. 2

    Most-reviewed: Blair & Associates with IG Private Wealth Management, 48 Google reviews at 5.0★, the most of 26 ranked after Beacon Hill Wealth Management; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

26 Victoria wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 26 rated firms.

Top 10 wealth managers in Victoria at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Victoria at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Beacon Hill Wealth Management735.0★ (107)VictoriaTop score
2Blair & Associates with IG Private Wealth Management715.0★ (48)VictoriaMost reviews
3Heart Wealth Management Group of Raymond James Ltd.685.0★ (25)Victoria—
4Harris Group Private Wealth Management - Westshore - Jesse Harris - Senior Wealth Advisor685.0★ (23)Victoria—
5Kalinka Group - IG Private Wealth Management685.0★ (21)Victoria—
6Willow Wealth Management – CIBC Wood Gundy, Investment Advisor675.0★ (19)Victoria—
7Ackerman Private Wealth - TD Wealth Private Investment Advice665.0★ (14)Victoria—
8Travis Koivula, CFA - Island Savings Wealth Management665.0★ (13)Victoria—
9Dumitru Flanagan & Associates Private Wealth Management665.0★ (11)Victoria—
10Chris Stooksbury - Beacon Hill Wealth Management665.0★ (11)Victoria—

All 26 wealth managers in Victoria, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Harris Group Private Wealth Management - Westshore - Jesse Harris - Senior Wealth Advisor

    Based in Victoria

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    328 Wale Rd #132, Victoria, BC V9B 0J8
    View profile for Harris Group Private Wealth Management - Westshore - Jesse Harris - Senior Wealth Advisor(250) 940-3428

  14. #14 Girard Wealth

    Based in Victoria

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.4★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3450 Uptown Blvd #301, Victoria, BC V8Z 0B9
    View profile for Girard Wealth(226) 241-4559

  20. #20 Wealth In Place Inc.

    Based in Duncan, 46 km away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    55 Canada Ave #202, Duncan, BC V9L 1M4
    View profile for Wealth In Place Inc.(250) 856-1023

  23. #23 BMO Private Wealth

    Based in Victoria

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    730 View St 10th Floor, Victoria, BC V8W 3Y7
    View profile for BMO Private Wealth(250) 361-2400

  24. #24 iA Private Wealth

    Based in Victoria

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1708 Vancouver St, Victoria, BC V8T 1A8
    View profile for iA Private Wealth(250) 383-4178

  25. #25 Kevin Greenard – The Greenard Group – ScotiaMcLeod – Scotia Wealth Management

    Based in Victoria

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1803 Douglas St #400, Victoria, BC V8T 5C3
    View profile for Kevin Greenard – The Greenard Group – ScotiaMcLeod – Scotia Wealth Management(250) 389-2138

All 26 wealth managers

#1 to #25 are shown in full above. Here are #26 to #26, in RFA Score order; each links to its profile.

wealth managers in Victoria, ranks 26 to 26
RankBusinessRFA ScoreGoogle ratingDistance
26IG Wealth Management623.7★ (3)In Victoria

Also serving Victoria

20 more wealth managers within 64 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Victoria
BusinessGoogle ratingDistance
Abdul Shah - TD Financial Planner5.0★ (10)In Victoria
Bobby Vu Financial Solutions5.0★ (12)In Victoria
Burkett Asset Management Limited5.0★ (7)In Victoria
CIBC Mortgage Advisor: Logan Edgar4.9★ (51)In Victoria
Cooper Financial Group3.8★ (12)In Victoria
DesignWealth5.0★ (5)In Victoria
Edward Jones - Financial Advisor: Jack Groucott, CFP®|CIM®5.0★ (8)In Victoria
Edward Jones - Financial Advisor: Nadine K Young5.0★ (4)In Victoria
Fisgard Capital Corporation4.7★ (78)In Victoria
Hatch & Muir4.0★ (4)In Victoria
Helm Financial5.0★ (26)In Victoria
InsureBizz Financial Inc5.0★ (17)In Victoria
IPC Securities Corporation - Midori Hillis, CFP5.0★ (48)In Victoria
Kratz Financial Group at CIBC Wood Gundy5.0★ (7)In Victoria
Legacy Group The5.0★ (12)In Victoria
London Financial Planning5.0★ (5)In Victoria
Prosperity Planning4.6★ (8)In Victoria
Scotiabank2.9★ (82)In Victoria
Sensible Financial Solutions5.0★ (12)In Victoria
Victoria of RBC Dominion Securities Inc.3.4★ (5)In Victoria

How we ranked Victoria wealth managers

We scored 26 Victoria wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Victoria data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Victoria: frequently asked questions

Which wealth manager has the highest RFA Score in Victoria?

By RFA Score, the highest-ranked wealth manager in Victoria, BC is Beacon Hill Wealth Management with an RFA Score of 73/100. It has 5.0★ from 107 Google reviews. Blair & Associates with IG Private Wealth Management (#2) and Heart Wealth Management Group of Raymond James Ltd. (#3) follow. We ranked 26 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Victoria?

RankedFinancialAdvisors ranks 26 wealth managers serving Victoria, BC. 24 of them are based in Victoria; the rest serve it from nearby towns. Another 20 within 64 km are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Victoria wealth managers have?

The median Google rating among 26 rated wealth managers in Victoria is 5.0★, with a median of 10 reviews. Beacon Hill Wealth Management has the most, 107 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Victoria count in this ranking?

Yes, if they are within 64 km of the Victoria city centre, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Victoria ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates wealth managers in Victoria?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Victoria

  1. November 2026: RFA Scores recalculated for 26 wealth managers serving Victoria.

More wealth managers and Victoria pages