Dumitru Flanagan & Associates Private Wealth Management
We believe financial planning should be simple, clear, and structured to work for you—not the other way around. With decades of experience, we specialize in crafting financial strategies that cut through the noise and give you clarity. Our approach is straightforward: integrate tax-efficient investing, risk management, and long-term financial planning into one seamless strategy. Whether you’re growing a business, planning for retirement, or securing generational wealth, we ensure your money works in the smartest way possible. As a BC financial advisor, we take a proactive role in managing your financial well-being, ensuring that every decision aligns with your long-term goals and personal values.
Who we help
Financial planning isn’t one-size-fits-all. We work with affluent Canadian women, business owners, and retirees to create strategies that align with their unique financial needs. Whether you’re a woman taking control of your wealth after a major life transition, a business owner balancing corporate growth with personal financial security, or a retiree structuring income for a comfortable future, we provide customized financial strategies to match your goals. From divorce and pension planning to succession strategies for entrepreneurs and tax-efficient retirement withdrawals, we ensure every decision supports your long-term financial success. Our approach simplifies the complexities of wealth management, giving you clarity and confidence at every stage of life.
What we do
We don’t just manage investments. We create a complete financial strategy that maximizes tax efficiency while growing and protecting your wealth. Tax efficiency is not an afterthought—it’s built into every financial decision we make for you. Our services include:
Retirement planning
A confident retirement starts with a strategy that adapts to market shifts, tax changes, and evolving financial needs. As your Victoria financial advisor, we create tax-efficient income streams, optimize pensions, and structure investment withdrawals so you can enjoy life without worrying about outliving your wealth.
What our clients say
We have had a financial working relationship with Amanda for many years. They have always been available, helpful, respectful and imparted confidence with their skills and talents. As investors, as powers of attorney and as executor, they have been responsive and helpful to our many questions, needs and any assistance required. They meet with us via Teams, they travel to our home (out of town) and return phone calls and emails promptly. We have appreciated all they have done for us over the years.
- E&B
I am very pleased with the services provided by Amanda and team in regard to my investments. I have complete confidence in their ability to invest my portfolio to the fullest advantage. I appreciate the extra time taken to consult with me and explain where my money is invested.
- V.B
I wish to extend my heartfelt thanks to my financial advisor Amanda Dumitru and her team at IG Wealth Management, who has been one of my advisors since early 2018, in Victoria BC. Amanda has walked me through the ups and downs of the roller coaster financial markets these past years and has helped me with stalwart advice to navigate the markets. She has been there whenever I needed to speak with her and she explained the movements in the markets in a manner that helped me make wise decisions which have paid off in the medium term for me.
- Dr. A
Being members of the military, we had several IG Advisors in different provinces whenever we moved. Each advisor was always looking out for us and how to improve our portfolio, suggesting different investment strategies and diversifying our investments. As well as calming us during the "tech bubble" in the 90's and the financial crisis of 2007-08. They were the voice of reason and reminded us of the long-term plans that we came up with. We finally decided to stay put in Victoria, BC and contacted Kate Flanagan and asked her to be our advisor. With our first meeting, we knew we had a person who was looking out for us. Knowledgeable and professional. With meetings once or twice a year to keep in touch with our life plans and to review our portfolio, all we have seen is our investments steadily growing and ensuring we are set up when we finally retire. With Amanda Dumitru on board, we know we will be taken care of.
- D.M.B