Lisa MacKay, PFP - Financial Planner, RBC Financial Planning

As a financial planner, I enjoy hearing about what matters most to you, and helping you get there.

Financial planning is a dynamic process that takes into account your personal and financial needs to create a plan that's designed to achieve your goals.

02/10/2024

Registered Retirement Savings Plans (RRSPs)
February 29, 2024 is the deadline for contributing to an RRSP for the 2023 tax year.

[email protected]
(250) 217-7428

Photos from Lisa MacKay, PFP - Financial Planner, RBC Financial Planning's post 02/10/2024

👩🏼‍💼

11/26/2022

Did you know?

•Incapacity is not age related, it can happen at any time.

•There are two basic types of power of attorney: one for personal care and one for property.

•Naming a trust company as your attorney for property can ease the burden on your caregivers.

https://www.rbcroyalbank.com/healthcare/en/partnership/royal-college/advice-and-learning/article/?title=power-of-attorney-why-it-is-so-important

Want your business to be the top-listed Accountant in Victoria?
Click here to claim your Sponsored Listing.

Address


700-2945 Jacklin Road
Victoria, BC
V9B5E3

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

Other Financial Planning in Victoria (show all)
Rick Lluis , CFP - Financial Planner Rick Lluis , CFP - Financial Planner
777 Royal Oak Drive
Victoria, V8X4V1

Investing and financial planning and education have been my passion for over 10 years. Together with

Cooper Financial Group Victoria Cooper Financial Group Victoria
402/1245 Esquimalt Road
Victoria, V9A3P2

We enrich the lives of individuals and business owners through investment and insurance solutions that give them financial freedom and security.

cb_advisor cb_advisor
3962 Borden Street #101
Victoria, V8P3H8

Anna Shumilina, PFP- Financial Planner, RBC Anna Shumilina, PFP- Financial Planner, RBC
1880 Island Highway, Unit 110
Victoria, V9B1J2

As a financial planner, I enjoy learning about what matters most to you, and helping you get there. http://www.rbcroyalbank.com http://www.rbc.com/privacysecurity/ca/our-privacy-...

Growth Financial and Insurance Growth Financial and Insurance
Victoria, V8T

Helping people achieve financial stability, security and growth.

Optimize Wealth Management - Ransom & Johnson Advisory Team Optimize Wealth Management - Ransom & Johnson Advisory Team
301-3450 Uptown Boulevard
Victoria, V8Z0B9

We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours.

Andrew Smith, IG Wealth Management Andrew Smith, IG Wealth Management
101-4400 Chatterton Way
Victoria, V8X5J2

Financial Consultant, CFP, RRC Investors Group Financial Services Inc.

TPC Financial Group TPC Financial Group
848 Courtney Street
Victoria, V8W1C4

We strive to create the most in-depth financial plans in Canada with a A 360° Approach to Physician & Dentist Finances.

Philip Bisset-Covaneiro, CFP, IG Wealth Management Philip Bisset-Covaneiro, CFP, IG Wealth Management
101-4400 Chatterton Way
Victoria, V8X5J2

Philip Bisset-Covaneiro, Financial Planner - IG Wealth Management

Milica Ivaz - Sensible Financial Solutions Milica Ivaz - Sensible Financial Solutions
102-1124 Fort Street
Victoria, V8V3K8

Fee For Service Financial Consultant

Ocean Wealth Ocean Wealth
704-880 Douglas Street
Victoria, V8W2B7

Financial Planning, Portfolio Management, Wealth Management, Estate Planning, Business Planning