Welcome to Stevenson Financial Planning

Serving Victoria, BC. Commmited to helping you achieve your
financial vision.
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A good financial plan begins with a trusted

advisor.
our mission.

Finances can be complex - But together, your financial goals can be achieved. Our process will provide guidance and education that will allow you to make informed decisions.

Our specialization.

Comprehensive Financial Planning

Investment Administration

Insurance Planning

Retirement Planning

oUR GOAL.

Empower you to make informed financial decisions.

It all begins with a
conversation.

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Step 1

Have a conversation around what is important to you and how we can help

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Step 2

Dig deeper into your goals and build a plan that can evolve with you.

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Step 3

Implement the financial plan and build your wealth

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Step 4

Review and amend your plan as your life changes

Let's get started,

Book Online

for your free consultation.

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About.

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Shaun Stevenson CFP

Stevenson Financial Planning is committed to taking the time necessary to help you achieve your goals. Certified Financial Planner, Shaun Stevenson, owns and operates Stevenson Financial Planning. He provides over 20 years of financial experience. Independence sets Stevenson Financial planning apart from banks and credit unions allowing for a larger inventory of investment and insurance solutions resulting in flexibility and choice in how money is managed.

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