BBB Accredited Business Profile

Stephen Whipp Financial

Stephen Whipp Financial

(250) 405-3550

Stephen Whipp Financial

21 years in business
734 Goldstream Ave
Victoria, BC V9B 2X3
Additional Phone Numbers
  • (866) 405-1988
BBB File Opened: 07/09/2005
Business Started: 01/01/1997
Business Started Locally: 01/01/1997
Business Incorporated: 01/01/1997 in BC
Contact Information
  • Principal: Stephen Whipp, Financial Advisor
  • Jill Fenerty
  • JP Lafleur, Investment Representative
  • Nathan Whipp, Communications Coordinator
Business Category
  • Investment Advisory Services
  • Investment Security

Additional Information
  • Stephen Whipp Financial is a division of Wolverton Securities Ltd.
Products & Services
Stephen Whipp Financial offers services in the following areas: * Discretionary portfolio management * Values-based financial planning * Retirement planning * Tax planning * Values-based estate planning * Insurance (group and individual) * Planned and charitable giving * Shareholder advocacy They are inspired by the potential of responsible investment strategies to help build a more fair and resilient future... our choices have consequences.
Alternate Business Names
  • Leede Jones Gable Inc.
  • Stephen Whipp, Certified Financial Planner
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Stephen Whipp Financial

Stephen Whipp Financial


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