About Relay Wealth
At Relay Wealth, we guide successful professionals and business owners in making sense of their wealth. From retirement to family goals and beyond, we help you find lasting financial confidence.
For three generations, our family has guided professionals and business owners over 50—helping them protect what they’ve built and create lasting plans for their families.
Planning That Feels Personal
Relay Wealth Advisors helps people make sense of their money with clear financial planning, smart investing, and legacy-focused guidance rooted in trust and relationship.
Empowering Clear Decisions
We turn financial complexity into clear, actionable guidance, so you can move forward with confidence.
Personalized Guidance
Every client has unique goals and circumstances—our plans are tailored to fit your life, not vice versa.
Family-Focused Planning
We help you protect, provide, and plan with your family in mind—today and for generations ahead.
Consistent, Ongoing Support
From major transitions to everyday decisions, we’re here with steady advice and regular check-ins.
The Relay Wealth Team
With decades of experience passed down through generations, our team blends fresh insight with time-tested wisdom to help families feel confident about their financial future
Charlotte Starkey
An accomplished singer, Charlotte joined Relay Wealth Advisors after completing a Master of Music degree and spending five years working with lululemon. Armed with a valuable skill set encompassing business leadership, people management, group training, and community outreach, she brings a unique perspective to the team. She is securities and insurance licensed and enjoys working with clients on building their financial confidence, setting powerful goals, and ensuring a plan is in place to transform their dreams into tangible reality. Her passion for personal growth and self-improvement extends beyond the workplace: she loves running half marathons, weight training, hiking, and traveling with her husband Rob. Additionally, she cherishes her role as an Auntie to her amazing nieces and nephews, and dog mom to miniature dachshund Sherlock!
Liam Abbott
Liam received his chartered professional accountant designation in February 2019. During his pursuit of the CPA designation, he dedicated three years to the public accounting industry. This invaluable experience shed light on the challenges of wealth building and provided him with an in-depth understanding of cash flow and the significant impact of taxes on investment income. Fully aware of the immense effort required to earn and maintain money, Liam guides his clients toward efficiently growing their hard earned dollars and transforming them into an income stream in retirement. Beyond the office, he cherishes his leisure time, enjoying activities like fitness, cooking, and spending quality moments with his wife, Brianna, their two children, and their adorable long-haired miniature dachshund, Zoe.
Lilis Hall
Lilis graduated from Vancouver Island University in 1985, where she earned an Associate Degree in Commerce with a General Management designation. Since 1988, she has been an indispensable member of the team—her expert guidance ensures our client accounts and office operations run seamlessly. She oversees all administrative aspects of financial transactions for clients and account management. Beyond her professional achievements, Lilis takes great pride in being a devoted parent to Madalyn and her grand-dogs Rupert and Oliver! When she’s not working, you can find her staying active in fitness classes, exploring picturesque walking trails, and immersing herself in a good book or a classic film.
The Family Legacy
With roots that run three generations deep, our family’s legacy in financial advising continues with a modern approach designed to guide yours.
Rod Abbott
An experienced financial planner with 40+ years of experience, Rod began his financial career in 1984 with his father, Bill Abbott. Family is Rod’s driving force, and he understands firsthand the need for quality financial, retirement, legacy, and estate planning. Rod is largely retired as of January 1, 2025, but can still be seen in the office occasionally, and continues to be a valued sounding board for Charlotte and Liam. He enjoyed the meaningful, long-term relationships with his clients and coaching them through all of life’s ups and downs. He resides in Cadboro Bay with his wife, miniature dachshund Minnie, and enjoys spending time with his grandchildren, ballroom dancing, and exploring the West Coast on his boat.
Our Approach is Different
We Work Together...
By taking the time to really listen, understand what matters most to you, and build a long-term relationship rooted in trust. We're always available to answer questions and adjust.
Clients Need Us Most...
From major milestones like retirement or selling a business to simply making sense of financial questions, we’re here to help make the path forward clear and stress-free.
We Start With...
Cutting out the jargon and keeping things easy. You’ll get clear guidance, practical strategies, and ongoing support designed to make life’s financial decisions feel easier.
Families Choose Us...
Because our clients are like family. With three generations of experience behind us, we understand the importance of legacy, relationships, and planning ahead.
Our Clients Value...
Being heard, supported, and cared for. Our clients have been with us for decades—not only for the advice we give, but because of the genuine relationships we’ve built together.
The Long-Term Benefit...
A financial life that feels clearer, more intentional, and less stressful. You can move forward knowing you have a partner who’s walking with you every step of the way.
Based in Victoria, BC
We’re proud to be Victoria-based, serving families and business owners across Canada with financial planning, investment guidance, and legacy-focused advice.
Your Free Review
Feeling stuck on what’s next? Start with a free assessment and take the first step toward simplifying your finances.
Just a friendly chat—no strings attached.
