No matter what your need, goal or life stage, we are here to help improve your financial health  Costal Community Credit Union is one of the last standing Island based Credit Unions - we have 24 locations tip to tip and coast to coast - 3 of our locations are invested tightly into serving the Capital District of Victoria  We have four divisions; Retail Banking, Wealth Services, Insurance Services and Commercial Services  You can expect expert advice, great service and a full rang of financial services, because it's simple - We are in the business of helping YOU do great things.

Island Savings is a trusted financial co-operative serving the communities of Vancouver Island and the Gulf Islands with 12 branches and more than 70,000 members.Established in 1951, Island Savings has grown to become a key player in the region's financial landscape, offering a wide range of banking services for retail, business and commercial members.With a strong commitment to local communities, Island Savings supports numerous community initiatives and events, fostering economic growth and social well-being.Island Savings combines local expertise with the strength of a larger network, ...

Pacific Mergers & Acquisitions Inc. is as an award winning, experienced, and trusted boutique M&A Advisory firm.For over 2 decades, with its elite team of certified advisory professionals, Pacific Mergers & Acquisitions successfully facilitated hundreds of company/business sales, both nationally, and internationally, through its successful, proprietary, and systemic sale process.It is a globally connected M&A advisory firm facilitating business sales in the lower middle market space with enterprise value in excess of $5,000,000.Pacific mergers & Acquisitions services ...

In the midst of the 2008 financial crisis, it became evident that there was a need for a new investment strategy that would help investors survive future market fluctuations. Alitis was founded in 2009 for this very reason. Alitis incorporates alternative investments, such as private real estate, private equity and private mortgages, to act as a safeguard in our clients' portfolios, allowing them to navigate market volatility and achieve better risk-adjusted erturns. The Alitis Pools provide access to alternative investments at a lower cost and much improved liquidity compared to conventional ...

Getting your financial ducks in a row doesn't mean doing it all alone. You're not expected to know all the tax rules, government programs or investment options out there. But when you understand why your plan is built the way it is, you stay in control.And honestly, that's the game changer. A good plan doesn't have to be flashy, it just has to fit your life, your goals and your family.My job isn't to overwhelm you, it's to walk beside you, so you feel  calm, clear and informed. I help you build security and meaningful legacies, without stress and confusion.