Chestnut Beach Financial Planning Ltd.

We provide accessible and affordable high-quality financial planning with no investments required.

Chestnut Beach offers the piece of mind you might not find with your bank or credit union, without the costs associated with traditional investment firms.

Our planning approach can save you tens of thousands of dollars over the life of your investments!

The Elements of Financial Planning:

This is what we’re good at.

We do the work so you don’t have to.

Budgeting

Everything is getting more expensive and it’s hard to keep track of it all. We can help.

Credit Planning

We all use credit.
Are you using yours in the best possible way?
We know what to do.

Milestone Planning

Tell us what you want to do and when you want to do it, and we’ll show you how to get there.

Investment Planning

How should you invest?
We teach you how to get set up to invest for yourself and can guide you along the way if you would like us to.

Tax Planning

Nobody likes taxes.
This includes us.
We can help with your returns.

Real Estate Consulting

We’re not realtors and we don’t want to be. Our knowledge can save you A LOT money though.

Experience and Accreditation

Far from being newcomers to the industry, and not just coasting towards retirement, we bring both experience and enthusiasm to the table. We are confident that we can provide you with exceptional quality and a genuinely satisfying client experience.

Free Educational Videos
*coming soon

  • The Canadian Financial System
  • Market Updates
  • Financial Planning topical discussions
  • find us on YouTube:
Tourist taking photo of a building

Who do we serve?

  • We’ll offer our help to anyone who asks for it.
  • We primarily service the Greater Victoria area and South Vancouver Island.
  • Live somewhere else? Not sure if we’re the right fit for you? You don’t know until you ask, so just ask. We won’t mind.

“Chestnut Beach offers you access to a broader range of options than you will find at your bank and at a lower cost than what you would be typically charged at an independent brokerage. Our doors are open to everyone whether you have $1 or $1 million.
We are here for you.”

Patrick Woods

Founder – Chestnut Beach Financial Planning Ltd.