

Focus Areas
- Wealth strategies
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Education savings strategies
- Business owner considerations
Team Members
- Josey VarleyClient Experience Specialist
- Melissa WellmanClient Experience Specialist
Send Me a Message
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Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 01:00PM |
Fri | 08:30AM - 01:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 01:00PM |
Fri | 08:30AM - 01:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Phone
(250) 598-9550Fax
(877) 656-0523Office Address
1914 Oak Bay AveVictoria, BC V8R 1C7opens in a new window
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