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WHAT WE DO

We work with you and your family to understand, manage and simplify your financial life. We create wealth management strategies that not only allow you to meet your current needs, but also help you to prioritize and achieve your goals throughout your lifetime, and protect your legacy into the future . Our range of services include:

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    Financial Planning

    We believe that a strategic financial plan is a cornerstone to any successful professional or business owner. At Beacon Hill Wealth Management, we work with financial planning experts from Raymond James Ltd. to create flexible and sustainable plans that help you connect your goals with your financial resources.

  • Retirement Planning

    Retirement planning can commonly be a source of anxiety for many people. Do I have enough money to retire? Am I going to outlive my assets? Do I need to keep working for a few more years in order to retire? Will I have any money left to leave to my heirs? All of these questions can be answered by having a solid retirement plan in place.

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    RESP & Educational Planning

    At Beacon Hill Wealth Management we believe that an RESP is one of the steps any parent, grandparent, or for that matter anyone, can take to help a child save for their future educational expenses.

  • Tax and Estate Planning

    A major concern for many of our affluent families is both their current and future tax liabilities. Sound financial plans extend beyond the present day with strategic trust, estate, and tax planning.

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 .