We're problem solvers
We’re Problem Solvers
Over the years, we’ve helped a lot of people. Your financial planning needs are deeply personal. Your situation is unique, your life is unique and your goals are unique. We’ve helped a lot of individuals and businesses, and over 500 families, some in their 3rd generation with us.
Happy families, not-so-happy families, blended families with complicated estates, cross-border marriages, people dying with too much money, and people getting old with too little.
We’re a team of eight managing money for over 500 families, some in their 3rd generation with us. Our financial planning is deeply personal for each and every person we serve.
How can our Victoria financial planning and investment team help you achieve your financial vision?
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
Your goals become ours
- Dividend Value Partners 1175 Douglas St Ste 1000 Victoria, BC V8W 2E1
- T 250.405.2400
- F 250.405.2499
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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