Financial Planning Services for Seniors in BC
Senior-focused financial planning can help families understand income, tax credits, benefits, estate planning, and care costs.
Greater Victoria
7 providers in the Greater Victoria area
Independent. No referral fees. Listings reviewed regularly.
BC Homeowner’s Grant provides financial planning in British Columbia, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
BC Pension Corporation provides financial planning in Victoria, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Canada Revenue Agency provides financial planning in British Columbia, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Credit Counselling Society provides financial planning in British Columbia, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Disability Alliance BC Society provides financial planning in British Columbia, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Senior’s Supplement Program provides financial planning in Victoria, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Service Canada provides financial planning in British Columbia, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Metro Vancouver
9 providers in the Metro Vancouver area
Independent. No referral fees. Listings reviewed regularly.
AgingInPlace HomeManagement provides financial planning in North Vancouver, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
BC Securities Commission provides financial planning in Burnaby, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Canada Caregiver Credit (CCC) 1- provides financial planning in North Vancouver, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Canada Revenue Agency (CRA) provides financial planning in North Vancouver, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Income Tax Clinics - Surrey and WRSS provides financial planning in White Rock, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Shelter Aid for Elderly Renters (SAFER) provides financial planning in North Vancouver, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Veterans Aff airs Canada provides financial planning in North Vancouver, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
WorkBC Centre North Shore provides financial planning in North Vancouver, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Fraser Valley
5 providers in the Fraser Valley area
Independent. No referral fees. Listings reviewed regularly.
ABUNDANCE CANADA provides financial planning in Abbotsford, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Serves: Chilliwack & Fraser Valley
Private pay
Chilliwack and District Seniors’ Resources Society (CDSRS) provides financial planning in Chilliwack, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Serves: Chilliwack & Fraser Valley
Private pay
Old Age Pensioners Organization - Cultus Lake Community Centre #164 provides financial planning in Chilliwack, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
SENIORS SAFETY OUTREACH PROGRAM provides financial planning in Abbotsford, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Support Services for Seniors provides financial planning in Chilliwack, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Okanagan
1 provider in the Okanagan area
Independent. No referral fees. Listings reviewed regularly.
LAUNCH Financial Education Society provides financial planning in Kelowna, BC.
Profile reviewed Mar 2026. Availability and prices should be confirmed directly.
Frequently Asked Questions
What should seniors ask a financial planner?
Ask about fees, credentials, retirement income planning, tax credits, care costs, estate planning, and whether they act as a fiduciary.
Can financial planning help with care costs?
Yes. A planner can help estimate care costs, organize income sources, and identify credits or benefits that may reduce pressure.
Next step
Need financial planning help?
Compare providers and confirm credentials, fee structure, and senior-care experience.