Financial planning

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

 

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…

  • Apr 19, 2021
Pick up the <em>Financial Literacy Guide</em> from locations around Greater Victoria, or read the e-edition online.
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)