ABOUT US

Over the course of the last 25 years, we have accumulated a unique global breadth of investment experience & a depth of wealth advisory services to serve our clients. Our broad base of clients has investments ranging from a few hundred thousand dollars to well into the millions.

  • Locally Owned

    Beacon Hill Wealth Management is part of Raymond James Ltd. Independent Financial Services branch network and is based in Victoria, BC.

  • Client Focused

    We strive to help you achieve your goals in a sustainable & risk appropriate fashion.

  • 👤

    Independently Operated

    We provide an unbiased personal service focused only on how to best reach your goals and fulfill your vision of the future.

OUR PHILOSOPHY

We are founded on the philosophy that our value to clients is about far more than the investment advice for your financial assets. We strive to help you achieve your goals in a sustainable and risk appropriate fashion.

At Beacon Hill Wealth Management, we partner with you not only to help you obtain your financial goals, but also to ensure your life plans and legacy are protected.

FEE ONLY ADVISOR

Our team offers fee-based planning and an open architecture approach. We do not sell proprietary products, which means you receive unbiased personal service focused only on how to best reach your goals and fulfill your vision of the future.

OUR EXPERIENCE

GLOBAL EXPERIENCE: Our combined global experience spans over 3 decades, in Victoria, Vancouver, Calgary, Chicago, Toronto, New York, and London. The global institutional experience we have is a rare offering to the retail client with less than $5 million in investable assets.

RISK MANAGEMENT: We have worked at some of the largest global financial institutions in the world, and thus understand that true risk management is an on-going process that requires real world investment experience in both up and down markets. We offer an institutional level of investment discipline to help you achieve your goals with the least amount of risk possible.

OUR CUSTOMER SERVICE

LONG TERM RELATIONSHIPS:  Our customer satisfaction is illustrated in the fact that many of our clients have been with us for 25 years and many of their children are now our clients as well.

FAMILY RUN: As a family run business, we understand that our success or failure is intimately tied to how we service our clients.

HIGHLY RECOMMENDED: Many of our current clients have come by recommendations from other clients, and we strive to be the type of advisory team you are eager to share with your friends and family.

THE BEACONHILL PARTNERS

Dixie Klaibert

Dixie Klaibert, BComm, CFA

Financial Advisor
Chris Stooksbury

Chris Stooksbury

Financial Advisor
Daisy Klaibert

Daisy Klaibert, BComm

Partner
ABOUT DIXIE

It was a long road back to Victoria for Dixie. She left over a decade ago to pursue her nerdy finance dreams of working on Wall St. After a short stint on Bay St, she found herself on a trading floor in New York, surrounded by thousands of men. They were not as good looking as the movies would have you believe, so she focused on her career instead, spending the next ten years trading these crazy things called corporate bonds and credit default swaps. No, she did not cause the credit crisis, but was there to see it happen. This proved to be valuable experience a few years later when she was trading in London, and European markets started to crack.

While working at some of the largest financial institutions in the world was good fun, and a great challenge, she ultimately did marry Chris, one of the better looking men on the trading floor, and somehow talked him into moving back to Victoria to start a family.

ABOUT CHRIS

Chris joined Beacon Hill with nearly 15 years of investment experience. While working in New York, he experienced firsthand the bull market years running up to 2008 and the calamity that then followed. He was transferred to London just in time to see the European markets begin to unravel. These unique sets of experiences have shaped the way Chris looks at risk and investing.

His work over the years took him around the world, before he settled in Victoria, BC with his wife Dixie, and their son. Over the course of the last decade, Chris and his wife have amassed more passport stamps than they once ever dreamed possible, and in their free time still enjoy going to new places and experiencing new things.

ABOUT DAISY

Daisy brings with her a wealth of global market experience. She spent the past nine years with TD Securities, one of the largest investment dealers in Canada, in their Toronto, London, Singapore and Vancouver offices.

In her previous roles in bond trading and sales, she managed large portfolios for the bank and key client relationships around the globe. She worked with major institutional customers – Foreign Central Banks, Government Agencies, Asset Managers & Pension Funds, to name a few – helping them achieve their investment goals, manage their risks, and access funding in the capital markets.

Outside of her work, whether it’s finding a remote island paradise in Southeast Asia, hiking the west coast trail or diving the caves of Mexico, Daisy loves a good adventure. Since their move back to Canada, she and her husband have been rediscovering the natural wonders BC has to offer and can be found in the woods, under the ocean or up in the mountains.

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc. Securities-related products and services are offered through Raymond James Ltd., member - Canadian Investor Protection Fund (CIPF). Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member - Canadian Investor Protection Fund (CIPF). Use of the Raymond James Ltd. website is governed by the Web Use Agreement. © Copyright 2014 - Beacon Hill Wealth Management. Designed by Sams Thoughts .