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    1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1 T: 250.405.2400 F: 250.405.2499

The pursuit of financial success begins with a plan

Whether planning to build a home by the lake or help your entrepreneurial child launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and secure future.

Our financial plans offer a high-degree of personalization that matches your investments to your goals and ability to take on risk.

The plan’s success revolves around realistic goals, a complete financial picture and regular monitoring.

The result is a financial plan that is as enduring as the lifetime of achievement it represents. Simply put, we believe our business is people and their financial well-being, and we are as committed to your success as you are.


 
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  • Dividend Value Partners 1175 Douglas Street Suite 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.
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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