Practical wealth management for families and individuals
Your personal and family wealth goals are unique. From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning including coordination with your accounting and legal professional advisors to help ensure our service is in harmony with all aspects of your life.
You've spent a lifetime building a legacy. You can turn to us to help you make the most of it.
SERVICES INCLUDE
- Wealth & Investment Management
- Insurance & Annuities
- Strategic Charitable Giving
- Legacy Planning
- Wealth Transfer
- Risk Management
- Dividend Value Partners 1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1
- T 250.405.2400
- F 250.405.2499
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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