Peace of mind through financial confidence

Our History

What’s in a name?  Quite a bit in our case…

Our firm name finds its history all the way back to Captain Vancouver and his exploration in the late 1790’s.  Dr. Archibald Menzies, the ship’s botanist and surgeon, named many of the flora along the BC Coast.

One such tree he named is the Arbutus Tree.  It has a distinctive peeling red papery bark and is found near the craggy ocean shores.

The botanical name of the Arbutus tree is “Arbutus Menziesii”.

Arbutus Financial reflects both our West Coast roots and our founder Neil Menzies.

Although both Neil and Archibald trace their roots to the same area of Scotland, there appears to be no familial connection.

Our Community

Our desire to cultivate relationships for success carries over into our local community. From cancer care/research to children’s literacy, Arbutus Financial supports many positive programs as a symbol of our commitment to planting seeds for a better community.

Arbutus Financial supports the following organizations:

BC Cancer Agency

Big Brothers Big Sisters of Central Vancouver Island


Children’s Hearing & Speech Centre of BC

Greater Vancouver Food Bank

Heart & Stroke Foundation

Immigrant Services Society of BC

Nanaimo Loaves and Fishes Food Bank

Rotary Club of Lantzville

United Way Central and Northern Vancouver Island

United Way of the Lower Mainland

YMCA Strong Kids Program


Our successful approach to financial planning stems from our ability to understand our clients well. We pledge four key commitments to our clients that we feel are integral to building strong, productive relationships. Think of them as our PACT with you.

PROFESSIONALISM: We take the time to listen to and understand our clients. We take a proactive approach to building and sustaining relationships. Our code of ethics and our service standards are second to none.

ACCOUNTABILITY: Accountability keeps us on our toes. We are vested in our clients’ plans. We manage your plan as if it were our own family’s.

COMMITMENT: We follow through with implementation, monitoring and modification when necessary. We will be there for you through the good times and the bad to ensure you remain well-positioned to reach your goals.

THOROUGHNESS: We focus on providing complete advice so you can sleep well at night knowing everything is accounted for in your plans.