We are Exceptional Wealth Management Canada, and we’re here to work with you to achieve your financial goals.

Wealth - It's not what you earn, it's what you keep

We look at your complete financial picture to help you make the right decisions

Comprehensive Plans Created for Your Lifestyle

You’re special. We like that about you.


As a financial planning team, we will help you develop a clear and complete picture of your current financial situation

We Put it in Writing

Your life is complex – family, business, and career take up much of your time, and maybe you’re finding that every day is a constant juggling act that leaves little time to focus on the critical decisions impacting your financial future.

You probably think you should have a retirement plan, and maybe you’ve tried to get investment advice from your banker or broker; tax tips from your accountant; or estate planning advice from your lawyer, but you don’t have a complete plan. Yet.

We can help you bring everything together so you can focus on what you do best. We will create a comprehensive financial plan you can review at your leisure, and we’ll meet with you regularly to ensure you are on track to achieve your financial goals.

We will create a plan for your life – in writing – that you can review whenever you need.


We are Exceptional Wealth Management, and we are here to help with all of your financial needs, including budgeting awareness, inter-generational planning, investment advice, and overall financial planning. Our goal is to help you achieve your financial dreams.

Barb Finnerty, CFP®

Barb Finnerty, CFP®

Financial Planner

Manulife Wealth Inc.


Exceptional Wealth Management Canada

Barb has been working in the financial industry for over fifteen years and is the driving force behind the Exceptional Experience. With a work history that includes customer service and people management, it’s no surprise that she has the unique ability to relate to just about anyone. Her straightforward attitude and problem-solving abilities have helped her form remarkable relationships with her clients.
Originally from a tiny town on the east coast of Canada, she’s happy to make the Island her home, spending quality time with her husband and two almost-good dogs.

Yan-Min Xu, CFP®

Yan-Min Xu, CFP®

Financial Planner

Manulife Wealth Inc.


Exceptional Wealth Management Canada

Yan-Min was educated at the University of British Columbia (UBC), and graduated from their International Relations program. Early in her career, Yan-Min’s fluency in English and Cantonese helped secured a rare work experience with Time Warner’s Asia-Pacific headquarters in Hong Kong. She returned to Victoria wanting to be closer to her family. Growing up in an immigrant family, she’s aware of the difficulties her family members may face without her nearby.
Yan-Min assists with financial planning, investment, tax and risk management solutions. She takes pride in helping to assist local and immigrant families achieve their financial goals.

Cindy Lynn

Cindy Lynn


Exceptional Wealth Management Canada

Manulife Wealth Inc.

Cindy has been part of the Exceptional Team for over seven years, and has been in the financial industry in various roles for over 14 years. She’s indispensable in our office, and is the fiery redhead who helps us stay on top of everything. As a mom of two gorgeous teenage daughters, Cindy is more than capable of making sure things run well.

One of the rare, true islanders, Cindy was born and raised on this little Pacific paradise we call home. She grew up in the Westshore area, so she was pretty excited when we moved our offices to her stomping grounds

Deanna Drschiwiski

Deanna Drschiwiski


Exceptional Wealth Management Canada

Manulife Wealth Inc.

Deanna is new to the Exceptional Wealth team, but not to her former co-workers at PureEdge and IBM. After fifteen years in software development, Deanna has brought her planning and troubleshooting skills to our processing desk.
Though she’s lived in Victoria for over 20 years, she’s still a farmgirl at heart. When she is not in the office, you can find her tending her veggie gardens, playing with her chickens, and filling her freezer with pies.



Walt Disney

We use a 9-step process to provide you with an Exceptional experience.

Before you become a client, we would like to:

  1. Get to Know You – In our first meeting, we want to learn about you – who you are, what you want, and what’s important to you.
  2. Learn about your Goals/Background Information – We need to know what your goals are. You have goals for this year, and ten years from today, and we need your information to develop a strategic approach.
  3. Discuss a preliminary plan, your areas of concern, our future together – We want you to be confident that we’re the right team for you, before you become a client.

Once you become a client, we will:

  1. Complete an Investment Suitability Questionnaire – We will review your goals and your risk tolerance to create a plan that works for you.
  2. Review cash management, tax planning, and money decisions – With your permission, we will contact your accountant to better understand your financial circumstances and identify tax opportunities.
  3. Build a custom investment plan and make portfolio recommendations – We will create an investment vehicle to help you achieve your goals.

While you are our client, we will:

  1. Tailor a service schedule to meet your individual needs. – We want to meet with you on a regular basis to ensure your plan keeps up with your life. We normally will review with you twice per year, but if things change, please contact us as they happen. We’re here to help.
  2. We will regularly review your financial plan and make recommendations as needed – We will help you with your comprehensive financial plan and offer our service to your friends and family as well as your colleagues, should they require anything.
  3. Assess your risk management and estate planning – For your personal longterm planning, we will review your will, Power of Attorney (POA) and setup permission to contact your executor/executrix.

If we don’t take care of our clients, someone else will.

Our Services

We use a unique approach to help you realize your financial goals. You are an individual, so we create a plan that works for your specific situation. We will meet with you to review where you are on your financial path, discuss your financial goals, and uncover what is important in your life.

We begin with an in-depth review of your goals and objectives, your current financial picture, your investment risk/reward comfort level, and your desired time frame for reaching your financial objectives. We will ask questions to help us sort out your priorities, so we can find the solutions that best fit your lifestyle. And we will meet with you regularly – at your convenience – to review and adjust your plan should your circumstances change.

Our Seven Disciplines of Planning

Is there something specific we can help you with? Click to learn about the services we have to offer:

Personal Services

Innovative Products and Service Solutions

  • Mutual Funds
  • Tax Advantaged Funds
  • Segregated Funds
  • Portfolio Funds
  • Retirement Savings Plans (RSP, RIF)
  • Education Savings Plans (RESP)
  • Managed Asset Program
  • GICs
  • Brokerage Products and Services (upon referral)
  • Strategic Investment Questionnaire
  • NaviPlan Financial Planning Software
  • Mortgages (upon referral)
  • Loans, Line of Credit (upon referral)
  • High Interest Savings Accounts
  • Credit Cards
  • All-in-one accounts (upon referral)
  • Life
  • Disability
  • Critical Illness
  • Long Term Care
  • Travel
  • Health and Dental
  • Group Benefits

Business Services

Many of our clients own their own business, so we’ve developed a complete set of tools and solutions to help you get more out of your company.

Your money should be working as hard – or harder – than you do, so we’ve created a complete set of tools to help solo-preneurs, entrepreneurs, and corporations overcome financial challenges, implement effective tax strategies, ensure adequate insurance solutions, and provide their employees with benefit options that work for your business and your team.

We offer a wide selection of financial products and tools for you to use to keep your business operating in the black while protecting yourself and your employees.

If we can’t answer your question, we will connect you with someone who can.

Our Clients

If you’re willing to be an active participant in your financial future, we want to work with you.

Our Clients

We’re grateful to have clients who are willing to share information about their business, the community projects they’re involved in, and other important aspects of their lives. We firmly believe that a strong relationship with your financial planning team is essential, and we’ve found that our clients tend to share similar traits.

Our ideal client is generally:

  • an advice-seeker
  • long term and planning focused
  • someone we can relate to
  • interested in being an active participant in their financial future
  • a pleasure to deal with on an ongoing basis

This includes business owners and self-employed entrepreneurs, individuals and families who are interested in actively participating in a longterm financial strategy, and multi-generational families looking at redistributing assets amongst their family.

If this sounds like you, we’d love to chat.

We’re looking forward to working with you.

We believe your attitude towards your financial future is more valuable than your current financial status.

Dear Team Exceptional Wealth,

As you likely know, I had a recent review with Barb.

During that review, it struck me that I have never thanked you in the way I would like.

I think you know the following, but it is really important to me to express it.

The care you provide to me allows me to have a much greater chance of succeeding in the work I am striving to achieve. Work that is about socio-environmental good.

It does so in many ways. I feel supported and well-advised. I feel secure that there is a team that has my back. It also saves me so much time; time that I am much more skilled in investing in other work.

I find it hard to express fully but please know how grateful I am, and I am but just one client. There are so many lives you are enhancing.

Thank you,


Jackie Hildering

Biologist / Marine Educator

If you’re willing to take an active role in your financial future, we want to work with you.

Ready for an Exceptional Experience?

203-791 Goldstream Ave., Victoria, BC V9B 2X5

tel: 250.590.8481

fax: 250.590.8350

Exceptional Wealth Management Canada

203-791 Goldstream Ave, Victoria


Manulife Wealth