No. Confident Wealth works with women, families, couples, individuals and businesses. We have particular experience helping women build financial confidence and navigate important life transitions.
You deserve to feel confident about your financial future. We help women, families, and individuals understand their options, make informed decisions, and move forward with confidence, particularly during life’s major transitions, including:
80 or 90% of women at some point in their lifetime will manage their own money in, in a meeting with a client.
It's really important that they are doing most of the talking. It's not me trying to showcase my expertise or talk over them.
It's important for me to ask the questions and really get to know what's important to them and what they're needing to achieve for their family.
I think there's been a huge emphasis in our industry on, um, solo advice and, you know, we're, I think our industry's changing similar to the healthcare field, where we're starting to see more of a team approach there as well, because really, um, one person can't know it or do it all. It really requires a team and people feel more supported with a team as well, and they then feel that, um, there's always someone there to help them when they need the help. Being part of a team means that we're able to work towards a unified vision and that vision for our team that we luckily all share is helping our clients achieve the life that they deserve.
Can help you with that? Yes. Okay. Let me just, uh, send an email to our technical support team. My name is Marcus Vander Rut,and I am happy to, um, take your call and sort out any account opening or transfer jargon we're, we can work through it together. Like what is, what does this subsection mean? I don't know either, but I will figure it out for you and we'll get there. Um, so just gimme a shout. Throw me an email, we'll get you sorted. We talk in our industry a lot about people's goals, but when you say that to someone, what's your goal? That often is meaningless. It's, um, what's important to you about money?
What, you know, if we were 10 years from now, what would you like to have achieved? Where, where do you wanna be?
What kind of a lifestyle do you want? If you're still, um, envisioning what retirement looks to you, what does that look like?
Does that involve volunteer work? Does that involve helping family? Does that involve travel? Does that involve sports? You know, what is gonna be important to you as you move forward into the next phase of your life?
Financial advice should feel personal, understandable, and empowering. We take time to understand the people behind the numbers so your financial decisions are connected to your life, family, priorities, and goals.
Know where you stand and what decisions need attention.
Receive thoughtful advice connected to what is important to you and your circumstances.
Move forward knowing your financial choices support the life you want to build.
While we work with many client situations and businesses, we have developed particular experience helping women gain financial confidence. Women often face unique financial opportunities and challenges, including career transitions, caregiving responsibilities, divorce, widowhood, inheritance, retirement and family decision-making, often all at once.
We strive to create an environment where women feel safe, supported and encouraged to build confidence in making wise financial decisions on the path to the life they envision.
Viola and Rachael have helped us navigate our financial decisions with confidence. They take a thoughtful, conservative approach, communicate openly, and ensure we remain aligned with our goals. Through regular reviews, careful stewardship, and genuine care for our family's interests, they have provided us with tremendous peace of mind. We would not hesitate to recommend them.
- Bryce & Laureen Kendrick
After losing my husband, I wanted reassurance that I would be financially prepared for retirement and the years ahead. Viola and her team took the time to help me understand my situation, develop a plan, and regularly review my progress. Knowing we have looked beyond the immediate future has given me greater confidence and peace of mind as I move forward in retirement.
- M.H.
If you are planning ahead, navigating change, or looking for a long-term advisory relationship, we would be happy to start a conversation.
Recognized for exceptional social engagement within the community, both professionally and personally, balancing economic, social, and environmental dimensions.
No. Confident Wealth works with women, families, couples, individuals and businesses. We have particular experience helping women build financial confidence and navigate important life transitions.
Our main office is in Sidney but we also operate from the Victoria office and serve clients remotely across Vancouver Island, and British Columbia. We are also licensed in Alberta, Ontario, Nova Scotia and New Brunswick.
We provide personalized financial planning, investment management,
retirement planning, estate planning, tax-efficient strategies,
insurance planning, banking and lending coordination, family legacy
planning and philanthropic planning.
Our investment management
offering includes discretionary fiduciary level management.
The first step is a conversation focused on your priorities, concerns, family circumstances, goals and needs.