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., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). 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' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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