Financial planning

Ramy Rayes, BCI’s Executive Vice President of Investment Strategy & Risk. Derek Ford photo

2022 marks successful year for B.C.’s public sector pension investment manager

BCI invests on behalf of 31 public-sector pension plans, insurance funds and special purpose funds

  • Aug 1, 2022

 

The BC Securities Commission has ordered a Victoria man to pay $30,000 as part of a settlement after he was found to be providing financial services without proper registration under the Securities Act. (Pixabay)

Victoria man to pay $30K in settlement with B.C. Securities Commission

Nelson Scott Blair found to be conducting business without proper registration

 

Over the last several years, the CRD has been making changes to its investment policy to focus more on socially responsible financial vehicles. (Black Press Media file photo)

CRD amends portfolio in attempt to align investments with values

Institutions directly involved in oil and gas not considered socially responsible

 

The District of Lake Country has adopted its five-year capital plan (File photo)

Job creation, climate initiatives highlighted in 2022 CRD financial plans

Consolidated budgets total $646 million for CRD, housing corporation and hospital district

The District of Lake Country has adopted its five-year capital plan (File photo)
Financial wealth manager Dale Lamb. Photography by Lia Crowe

Financial planning pro Dale Lamb

A passion for education clients in wealth management

  • Jul 26, 2021
Financial wealth manager Dale Lamb. Photography by Lia Crowe
Pick up the <em>Financial Literacy Guide</em> from locations around Greater Victoria, or read the e-edition online.

Financial Literacy Guide shares what local families need to know now

According to a 2020 national survey by FP Canada, Canadians have ranked…

  • Jun 7, 2021
Pick up the <em>Financial Literacy Guide</em> from locations around Greater Victoria, or read the e-edition online.
Pick up the <em>Financial Literacy Guide</em> from locations around Greater Victoria, or read the e-edition online.

Financial Literacy Guide shares what local families need to know now

According to a 2020 national survey by FP Canada, Canadians have ranked…

  • May 3, 2021
Pick up the <em>Financial Literacy Guide</em> from locations around Greater Victoria, or read the e-edition online.
For Colleen Hoggarth, owner of Freedom Accounting, her passion for her industry started as young as 17!

No taxing decision here: This local grew her passion into a profession!

Local bookkeeping + tax practice shares what you need to know for this tax season

  • Mar 29, 2021
For Colleen Hoggarth, owner of Freedom Accounting, her passion for her industry started as young as 17!
Some Canadians regret their holiday spending, according to a survey by Equifax. (THE CANADIAN PRESS/Ryan Remiorz)
Some Canadians regret their holiday spending, according to a survey by Equifax. (THE CANADIAN PRESS/Ryan Remiorz)
Face financial fears, with a friend who understands

Face financial fears, with a friend who understands

Fear holds you hostage —take action on your finances and feel infectious confidence!

  • Oct 12, 2020
Face financial fears, with a friend who understands
Tanya Sterling of Sterling Financial can help you see financial blindspots and bring clarity to your life plans.

Build a plan for your whole life, not just your finances

This Victoria financial advisor can organize your accounts, but that’s just the beginning

  • Sep 14, 2020
Tanya Sterling of Sterling Financial can help you see financial blindspots and bring clarity to your life plans.
Clearing the financial fog in uncertain times

Clearing the financial fog in uncertain times

This Victoria financial advisor can help you understand your options, and see the whole picture

  • Aug 31, 2020
Clearing the financial fog in uncertain times
Tanya Sterling does more than crunch numbers. The Chartered Professional Accountant is also a Certified Coach who can help resolve emotional blockages related to your financial decisions.

‘Life coaching with a financial twist’ to help you move forward

This accountant, life coach and divorce specialist gives Victorians guidance on money… and life

  • Jul 6, 2020
Tanya Sterling does more than crunch numbers. The Chartered Professional Accountant is also a Certified Coach who can help resolve emotional blockages related to your financial decisions.
Financial options with COVID – What’s your next move now, and in the future?

Financial options with COVID – What’s your next move now, and in the future?

‘Holistic’ is about more than health, it also applies to your finances

  • Apr 20, 2020
Financial options with COVID – What’s your next move now, and in the future?