Sherpa Financial Advisors Inc. is an independent financial advisory and portfolio management firm based in Victoria, British Columbia. Operating on a fee-only basis, the company emphasizes providing unbiased, objective advice and acts as a fiduciary for its clients. Its core mission is to help individuals and families achieve their financial goals through a comprehensive and integrated approach to wealth management, which includes detailed financial planning, investment management, and insurance/risk management services.

Founded in

United States