Financial Services in Victoria and Vancouver Island
Put simply, the school of finance deals with money management. A more technical definition of it is that it is the science of dealing with assets and liabilities as they are subject to certain and uncertain conditions over periods of time.
Financial practices are divided into 3 categories, depending on what sort of entity owns or is acquiring the assets and liabilities in question.
Personal Finance – deals with all matters related to the livelihood of a person or a few persons
Corporate Finance – refers to business-related financial matters with regards to the actions of a corporation and its managers
Public Finance – deals with the economic aspects of government and all related public authorities and agencies.
In Victoria, there is a large selection of financial planning companies that are ready to help with all aspects of financial planning including:
Make sure your mortgage is in good hands. Chris Cavaghan at Modern Mortgage group will ensure you are aware of all your mortgage options. Specializing in new purchase and refinancing, Chris can tailor a plan that will save you money. He works for you, not the bank!
David Vanderlee is the Canadian Defence Community Banking Manager and Mortgage Specialist at Victoria’s Bank of Montreal. With over sixteen years in the service, and five years in Victoria’s financial sector, David is uniquely qualified to serve clients looking for mortgage and financial advice that will fit their lifestyle.
Philip Bisset-Covaneiro is a registered financial planner in Victoria - with Investors Group - and has been running his practice for over 10 years now. He passionately takes care of his clients and what they need help with around their financial planning: mortgages, insurance planning, risk management, estate planning, working with wills, long term retirement planning, side investments and help generating additional income streams. He is licensed in British Columbia, Alberta, Ontario and Quebec.
Philip Bisset-Covaneiro and his financial planning team – are totally centered on each person as every single client and his/her financial situation is unique!
Whether you’re looking to buy your first home, refinance, or free up capital for living expense, Jason Chapman at Mortgage Designers is here to help. With twenty years of experience working in both the lending and the brokering side of mortgages, he is able to negotiate the best terms and rates for homeowners, ensuring that you get the mortgage that best meets your needs.
Founded in 1992 by principals John Mullin and Peter DeMeo, Mullin DeMeo maintains one of the busiest real estate law practices in British Columbia and certainly on Vancouver Island. Every year Mullin DeMeo processes more real estate transactions than any other firm in the Victoria area. Our firm also provides services in the area of development and construction law, corporate and commercial transactions, trademarks and copyright, and some family law matters.
Our lawyers are supported by a staff of experienced legal assistants and conveyancers, a land title agent, electronic filing capabilities, and advanced technology, all dedicated to providing excellent legal services in real estate matters and in other legal matters. The goal of our firm is to provide a level of service that will ensure that you are fully satisfied and that will encourage you to remain a long-term client.
SeaFirst Insurance is a locally-owned and operated Insurance Brokerage, serving Greater Victoria and BC for over 40 years. They take the hassle out of shopping for insurance, and have a team of specialists that will find you the best rates and coverage available, including 24/7 claims service and an in-house claims department. Whatever type of insurance you need, SeaFirst Insurance Brokers will build a product that suits your needs.
VictoriaRealEstate.com is comprehensive real estate website that offers direct access to the latest
properties for sale in Greater Victoria. The full service Real Estate business provides its clients
with a superior level of service by providing assistance through the whole process of buying and
selling real estate.
Buying a home is an exciting time and usually the biggest investment in life! You definitely need some advice from a full service professional mortgage broker; Victoria’s Best Mortgage will provide you with all the facts you need to know before making such an important move. With access to multiple lenders, Andrew and his team will help you to find the best rates and best mortgage product tailored to your unique situation