Prosperity Planning is a leading financial planning firm based in Victoria, BC, specializing in a wide range of services including investment planning, retirement planning, insurance planning, estate planning, and business planning. Our team of certified financial planners work closely with clients to understand their unique goals and develop tailored strategies to help them achieve financial success. With a focus on building long-term relationships, we provide personalized guidance and support to help individuals and families make informed decisions about their financial futures.

McVagh Cunningham Group is a financial planning and employee benefit services company that helps individuals and businesses make smart financial decisions. They take a practical approach to developing personalized financial plans and employee benefit plans, addressing four essential elements of a complete financial plan: taxation, return, inflation, and longevity. Their experienced team provides comprehensive services, including financial planning, employee benefit plans, and insurance, to help clients achieve their financial goals.

AJ Insurance Services Ltd. is an Insurance & Investment Brokerage firm based out of New Westminster, BC. The company was founded by Amante Jotie, who has been successfully operating as a Managing General Agent since 1991. With offices stretching from Victoria to Calgary, AJ Insurance continues to be one of Canada's fastest-growing agencies. AJ Insurance is made up of close to two hundred successful Insurance and Investment Advisors, who strive to provide their clients with the best competitive products from the industry's top insurance companies while taking great care to offer professional, friendly, value-added service. As Independent Insurance and Investment Advisors, we provide quality products and services that are specifically designed to meet our client's needs now and in the future. Every advisor is required to effectively complete a stringent training program to ensure knowledgeable, efficient, top-quality service.

At Royale British Columbia Financial Inc, we provide personalized insurance services tailored to your unique needs. Our experienced advisors offer a comprehensive range of insurance options, including life insurance, medical insurance, disability income protection, critical illness insurance, and more. We also provide investment solutions, retirement planning, and estate planning to help you achieve your financial goals. With our expertise and guidance, you can make informed decisions about your financial future.

Thunderbird Insurance Brokers Ltd. is a family-owned insurance agency with a rich history of serving the Island community. With over 50 years of experience, we offer a wide range of insurance services, including auto, home, business, marine, and travel insurance, with competitive rates. Our team of experts provides personalized service, tailoring insurance programs to meet the unique needs of each client. We are committed to establishing strong relationships with our clients, insurers, and the community, ensuring fair and equitable services for loss control and claims. Our office is located in Victoria, BC, and we offer remote services, including ICBC-related insurance, as well as house calls.

Little & Davies is a financial planning firm established in 1998 by Grant Little, Duncan Davies and Bryce Little. With over 60 years' combined experience, our long-standing presence has allowed us to build a client-centered practice based on trustworthy and professional relationships. We offer insurance, investments, individual and business planning advice. From personal financial planning to business financial planning, we help our clients achieve their goals and secure a financial future. Our experienced advisors work closely with clients to develop a comprehensive plan tailored to their unique situations and needs.

Megson FitzPatrick Insurance Services is a local, employee-controlled insurance brokerage that provides customized and innovative insurance and risk management solutions to protect the businesses, people, and properties in our communities. With over 50 years of experience, our team of expert brokers will answer your questions and find the personal, business, and motorcycle insurance that is best suited to you - whatever your needs and budget. We offer comprehensive coverage across all types of insurance, with access to more than 100 global insurers and specialty underwriting facilities.

Martell Insurance Services is an insurance and financial services business that provides a full array of life, accident, and sickness insurance for individuals and businesses, as well as personal estate and business succession planning in Victoria, BC.