Interact Financial
For Interact Financial
Is this your company?
Edverise AI compiled this profile from public information so buyers could find you. Claim it to edit every field, add your portfolio and respond to reviews.
Claim & verify for free
Manage the listing yourself. Verify by work email or company domain to earn the verified badge.
Suggest an edit
Not ready to claim? Send a correction and our team will review and update verified factual errors.
Overview
$25 - $49/hr
Avg Hourly Rate
10 - 49
Employees
1983
Year Founded
ABOUT INTERACT FINANCIAL
Interact Financial
Interact Financial is a reliable advisory firm that specializes in fee-only financial planning in Victoria, certified financial planner services throughout British Columbia, expert estate planning, tailored wealth management solutions in Victoria BC, and clear guidance on portable mortgage life insurance in BC. We offer impartial, client-centered financial assistance aimed at helping individuals and families achieve lasting financial security.
Languages Spoken
English
HIGHLIGHTS
$25 - $49/hr
Avg Hourly Rate
10 - 49
Employees
1983
Year Founded
Services
Focus
Industries
Clients
Services Provided
40% Financial Planning
30% Estate Planning Services
30% Wealth Management
About the Team
OUR STORY
Since its founding in 1983 by Dan Anders, Interact Financial has been dedicated to helping individuals and families achieve financial security through personalized and comprehensive planning. With over 40 years of experience, Dan, a Certified Financial Planner and Trust and Estate Practitioner, provides expert guidance in investment management, retirement, estate planning, and risk management. Interact Financial focuses on building trusted, long-term relationships with successful families and small business owners by delivering tailored wealth management solutions. The firm continuously adapts to meet client needs by expanding services and pioneering online account accessibility. Committed to transparency and client empowerment, Interact Financial guides clients confidently toward a prosperous future while addressing challenges like taxation, estate preservation, and business succession.
Projects & Clients
Project Size & Rate
Average Hourly Rate
$25 - $49/hr