Financial Services

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AccuTax
#1 – 6631 Sooke Road Sooke, BC
V9Z 0A3
Jim

Tax Services

250 642-3323
250-642-3039
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Coast Capital Savings
#101 – 6661 Sooke Rd Sooke, BC
V9Z 0A1
Colleen

Financial Services

http://www.coastcapitalsavings.com
250-483-8559
Darrell & Paul – Vine Group – Mortgage Alliance
Proudly Serving South Vancouver Island
V9Z1B2
Darrell Wahl & Paul Herceg

WE’RE IN THE PEOPLE BUSINESS – WE JUST HAPPEN TO DO MORTGAGES

Darrell and Paul are Service Inspired Brokers based in South Vancouver Island. A Dedicated Team with over 40 years of real estate lending experience and an additional 16 years of experience as Retail Bank Branch Managers.

It was during these years that they discovered their passion for providing insightful and informative financial services for their clients.

They have always prided themselves on a client-centric approach to their work. Darrell and Paul always provide expert advice and deliver a positive experience for the people they work with. Their number one priority is to make sure that their clients are extremely satisfied with the end result.

Mortgage Broker
2506348948
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Jack Insurance & Financial Services
#201 1137 Yates St Victoria, BC
V8V 3N1
,
Rob

In 1981, Rob Jack, founder of Jack Insurance and Financial Services,
started his business career in office management as a management trainee.
In the following five years, Rob’s focus on people and service was further
developed as he worked in various capacities within the insurance and
financial industry across Canada

In 1986, Rob became the office manager for the Vancouver branch
of a large Canadian financial services company. He also worked as
a marketing manager, working with and training new agents in the
insurance industry.

In 1993, Rob chose to move to Victoria in order to raise his family
and start his own business, Jack Insurance and Financial Services.
Since this time Rob has been an independent insurance and financial agent,
licensed with Manulife Financial and Manulife Securities International.

Today, Rob continues to employ his high standard of service by meeting
with individuals and businesses, listening to their needs and taking the time
to understand each one’s unique situation. Rob and his staff are committed
to making people their top priority. Personal service is the foundation of
Jack Insurance and Financial Services.

https://www.jackinsurance.ca
(250) 383-9866
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Mason Financial
6689 Sooke Road, Sooke BC
V9Z 1A5
,
Karen

You may be considering help from a financial planner for a number of reasons, whether it’s deciding to buy a new home, planning for retirement or your children’s education, ensuring you have enough money to last you through your retirement, or simply not having the time or expertise to get your finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your own financial future.

Karen Mason, CFP, CLU, CHS will provide unbiased, personalized financial advice, solutions, and services that will assist you in achieving your individual goals, financial well being and fulfilling your retirement objectives. Karen is also our local Chamber of Commerce Employee Benefits Advisor.
https://www.masonfinancial.net
250-642-0776