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.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
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