4 Best Gold IRA Investment Companies Near Me in Victoria, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Heart Wealth Management Group of Raymond James Ltd.
ADDRESS: 1175 Douglas St, Victoria, BC V8W 2E1, Canada
NUMBER: +1 250-405-2429
SERVICES: Estate planning, Financial planning, General investment consulting, Philanthropic investing-related financial consulting, Wealth management, Disability Savings Plan, Investing Accounts, Investment Plan, Investment Portfolio, Investment Strategies, Retirement Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Chad Katunar and his team at Heart Wealth Management are client-centred, tactical thinkers and results-oriented. They have exceeded my expectations with my portfolio, which is very important to me in my retirement years. I have no hesitation in recommending the services of Heart Wealth Management Group. – Howard Parsons
REVIEW #2 – The team at Heart Wealth Management have been very enjoyable to work with. Reaching out to Chad Katunar a number of months ago, I was unsure of what steps I should be take to invest my money effectively. Chad was able to offer recommendations that he could help me with while also offering ideas that I could take on myself. Short story even shorter, I jumped on board with Chad and the Heart Wealth Management team to manage my investments portfolio and couldn’t be happier. I highly recommend their services. – Corrie Davidson
REVIEW #3 – Very pleased to meet with Chad Katunar today. I have had the opportunity to learn from Chad and his mother Pam during their monthly presentations at Goward House – Money Matters, where they, and guest speakers enlighten the Goward membership on any number of issues concerning their financial and estate matters. Very informative and helpful information, especially for retirees and widows like myself. Having some questions about my portfolio, my son and I met with Chad to go over some of our questions concerning RRIF withdrawals and the tax implications of certain scenarios. Chad was VERY helpful and informative. He spent a good part of an hour with us, answered all our questions expertly and efficiently. Definitely a firm we would deal with in the future. Thank you Chad for your time and helpful information and advice. – Randi Mjolsness
REVIEW #4 – The hard to find core values of personal, deeply attentive and customized service I observed Pamela Katunar provide my mother the last 6 years of her life were what convinced me they were absolutely right for me. In the years I have been their client the services Pamela and Chad Katunar provide me include cross border, US and Canadian securities accounts, U.S. IRA inheritance and distribution strategy, donor directed charitable trust, estate planning and tax planning. They have attended planning meetings with my cross border accountant and attorney as well. I have been so pleased they now manage my wife’s personal assets. In addition, I continue to attend their deeply informative Goward House guest lecture series where they bring in authorities in legal, estate and tax planning fields. Chad and Pamela are a completely complementary team and my wife and I are comfortable dealing with either one of them as they bring equal levels of expertise, responsiveness and personal attention to our relationship with them. They have earned our highest recommendation. – Roberto Cecchini
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Dixon Davis
ADDRESS: 3450 Uptown Blvd #301, Victoria, BC V8Z 0B9, Canada
NUMBER: +1 250-413-3230
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advice Only Financial Planning, Financial Planning Services, Financial Plans
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have been working with Cole and Ria for nearly a year. We’ve found them to be not only intelligent and knowledgeable but also articulate and a pleasure to work with. They have consistently delivered on their promises in a timely manner. We had some understanding of financial matters going in, but Cole and Ria offered valuable insights that we might not have considered otherwise. Working with them has given us confidence that we’re heading in the right direction and have a solid plan for the future. We highly recommend their services. – Diana Jones
REVIEW #2 – Planning our retirement has always seemed incredibly daunting, until we started working with Cole and Ria. Given our limited knowledge about finances, they have managed to educate and guide us with kindness, patience and insight. We now have peace of mind knowing that we have a solid financial plan in place.
We couldn’t be happier with the experience we’ve had with Cole and Ria and we look forward to working with them for many more years! – Gord M
REVIEW #3 – We have been working with Ria and Cole close to a year now to solidify some long term and short term financial goals. I have found their help to be incredibly useful; they provide thoughtful guidance tailored to your situation, regular communication, and clear plans to help you meet your goals.
It’s been really comforting to know that the financial choices I am making are appropriate for my future without sacrificing current needs. Very happy to be benefiting from their service. – Nienke van Houten
REVIEW #4 – I found Dixon and Davis because I was tired of getting “financial advice” from people who make commissions on selling me their financial products. I wanted unbiased, objective advice and I found it with Mark and his team. They’ve worked with us for years and have been consistently helpful in all financial matters. They helped me transition out of a career in the Canadian Forces into a self-employed entrepreneur. They advised us on how to structure our businesses to be maximally tax efficient. They connected us with our current lawyer and accountants. They connected us with the right investment team to manage all of our investments. Mark went above and beyond for us on numerous occasions, including the three months that he deposited cheques for us while we were overseas! I’d recommend Dixon and Davis to anyone who is in the market for unbiased financial advice and will continue to go to them for many years to come. – Garrett Jensen
REVIEW #5 – My wife and I have been working with Cole and Ria at Dixon Davis and we have had an exceptional experience. They are unbiased and in it for us, which is exactly what we were looking for. They are clearly knowledgeable about finances and the industry and are able to walk us through concepts, from simple to difficult. They are extremely organized and they do what they say they will do — and they help keep us on track with what they need from us to move things forward. They also go the extra mile on the little things. And hey — they’re just nice, down-to-Earth people. Working with Cole and Ria (and Dixon Davis) has been well worth the investment so far. – Craig Silliphant
Blair & Associates with IG Private Wealth Management
ADDRESS: 3671 Uptown Blvd Ste 202, Victoria, BC V8Z 0B9, Canada
NUMBER: +1 250-704-4040
SERVICES: Education savings consulting, Estate planning, Financial coaching, Financial planning, General investment consulting, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Stocks and bonds consulting, Tax planning, Wealth management
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – David Scott discussed our current and future needs in an online video yesterday. He listened to us and made valuable suggestions and confirmed our portfolio with his program forecasts. We enjoy this process and appreciate his help and attention – Lorraine Wilson
REVIEW #2 – Brian and his team are extremely professional and dedicated to optimizing our financial growth with the best strategies. It’s a pleasure working with them, and I highly recommend their services to anyone, no matter your investments. – Caroline Roy
REVIEW #3 – Brian Blair provides excellent investment advice and modelling. He listens patiently, and provides unfailingly friendly advice, suited to one’s specific circumstances. He is also prepared to facilitate some transaction types some others are not familiar with, such as 60(j) transfers. – Adam Hofri
REVIEW #4 – Very professional. Digital personal investment site very easy to understand and navigate. Their team is always ready willing and able to answer any questions promptly and courteously. – Susan Still
REVIEW #5 – We have been with Investors (IG Private Wealth Management) for well over 35 years, and for quite a few years now with Brian Blair. We have always been pleased by the quality of his service, his attention to detail, and insightful recommendations. He has always been available for our questions. We have also appreciated the social events they have arranged. – Linda Bown
Sensible Financial Solutions
ADDRESS: 1124 Fort St, Victoria, BC V8V 3K8, Canada
NUMBER: +1 250-217-4050
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Financial Planning, Customized Financial Strategies, Fee-For-Service Financial Advisor, Investment Advisors, Investment Planning, Investment Portfolio, Retirement Income Planning, Retirement Planning Services, Tax Strategies, Wealth Management
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Milica supported me and my husband to assess our financial values and goals, and plan accordingly. She did a great job of integrating the unique perspectives that each of us have. She was flexible in considering a variety of different planning solutions, and she diligently showed us the pros and cons of each option. She was thoughtful and non-judgmental and we appreciated her professionalism. We would recommend her to others! – Sonya White
REVIEW #2 – I came to Milica with a desire to better understand my overall financial picture and create a clear pathway to retirement, including refined sequencing and ensuring benefits were maximized over the long term. Milica has a calm, strategic, and professional way of laying out options and trade-offs that keeps the work grounded and free of sales pressure.
She helped bring greater coherence to my retirement planning, with thoughtful sequencing, clear explanations, and a long-term lens that fits my life and health context. I came away feeling well-informed, settled, and confident in the direction we set. I would readily recommend Milica to anyone looking for client-centred, long-term financial planning. – Louisa Marziali
REVIEW #3 – I’m still about 2 years out from retirement, but I wanted to see if I was on track, and what I could be doing in the meantime to better prepare myself. I contacted Milica who is a CFP specializing in retirement. She offered a free 30 minute consultation to discuss whether she could help me. After the consult, we decided to go ahead with a financial plan for my retirement. Milica is very knowledgeable and professional. She was able to answer all my questions and offer tips. After several meetings, I received the final plan. Now I have the peace of mind knowing that if if I spend x amount of money, my nest egg will last throughout retirement. I’ll also minimize the taxes I pay and maximize my benefits. I would definitely recommend Milica, and I plan on revisiting her when I’m closer to retirement to tweak the plan for a fraction of the initial price. – Rob Kolisnyk
REVIEW #4 – I couldn’t ask for better Financial Planning. Incredibly professional and attentive. Milica is Always willing to take the time to break down complex concepts in a way that is easy to understand, and work with me in creating budgets and goals. I have worked with her for years and have learned so much in that time, I wouldn’t have the financial security or confidence i do today if it wasn’t for her. I think authenticity and understanding is so important when working with someone’s finances and i feel very lucky to have someone like Milica in my corner. I would highly recommend them to family and friends. – Francesca Vukovic
REVIEW #5 – Milica, Thank you so much for all your assistance in our march towards retirement. Your process was thorough and the end result was easy to understand. It is a relief to know we are in good shape and can hang up our spurs at any point. – Sean Wiens
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