Our Company

Chestnut Beach Financial Planning Ltd. is a local small business on Vancouver Island, BC established in 2024.

We exist to provide people with good financial planning and investment advice at a significantly lower cost than what is currently available through your typical bank, credit union or independent investment office. We want you to get ahead, and in this field we know how to help you do it.

Why? Because we love it. We are genuinely interested in what happens in the markets, in global trade, in politics, and this focus translates to a better understanding of what it takes for our clients to be successful. Financial security makes us feel happy, and we think it will make you feel happy too.

How? We keep our overhead costs low by coming to you and by using ever-advancing technologies to provide our services.

We want to see you succeed financially. Charging lower fees is one way we accomplish this, but more importantly the quality of our planning and advice sets us apart from most other options on the marketplace.

Our Story

Patrick Woods is the founder and owner of Chestnut Beach Financial Planning Ltd. He was raised in Victoria, BC, and earned a Bachelor of Arts degree with a major in History from the University of Victoria, complemented by a secondary focus in Economics.

Following his graduation in 2013, Mr. Woods commenced his career in the Financial Services sector at a prominent Canadian bank, where he began as a front-line bank teller and progressively advanced to the role of Senior Financial Advisor, a position he occupied for five years. During this tenure, he attained the Personal Financial Planner (PFP®) designation.

In 2022, Mr. Woods transitioned from the bank to operate as an independent advisor and consultant for various independent advisory firms in the Greater Victoria area.

By 2024, he was ready to embark on the thrilling new journey of launching his own Financial Planning business, and here we are today!