Brunelle Financial Planning Group Ltd. is an independent financial services firm based in Victoria, British Columbia. The company provides comprehensive, holistic financial planning tailored to its clients' unique goals. Their services encompass wealth management, retirement and investment planning, insurance solutions, and tax and estate planning. The firm operates as a trade name of Sterling Private Wealth, which in turn is a trade name of Worldsource Securities Inc., a member of the Canadian Investor Protection Fund (CIPF) and regulated by the Canadian Investment Regulatory Organization (CIRO). This structure allows them to offer independent advice while being backed by a major national dealer.

Founded in

Canada