Victor Malli, CFP, B.Sc.
Senior Financial Planner
SENIOR INSURANCE FINANCIAL ADVISOR
In addition to graduating from the University of Victoria with a Bachelor of Science, Victor holds the Certified Financial Planner designation (CFP) recognized internationally as the top professional financial planning accreditation. His core is in retirement & tax planning as well as wealth accumulation. Victor offers tailore
d financial advice and utilizes a variety of products, including insurance. Away from the office, Victor enjoys the company of his two daughters and family. In his spare time, he coaches a high school Girls Volleyball team with his sister, and plays hockey and golf with his friends.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
Leave a Note
Please fill out the form below