Beacon Wealth Management

SETTING NEW STANDARDS

Guidance - Commitment - Results

 “To attract the top advisors, we have created Beacon Wealth Management to offer a business model to the Canadian financial services industry that epitomizes the ideal partnership of the client, the advisor and the firm. This will truly deliver our promise of guidance, commitment and results.”  

Lonsdale Holland
Chairman & Founder
Beacon Securities Limited

Our History

Who is Beacon?

Our Advisors

Guiding Wealth Management

Professional resources



 

 

 

 

 
Guiding Wealth Management

Beacon advisors take a comprehensive approach to wealth management that involves:
 
1. Getting to know and understand your specific requirements, objectives and circumstances
2. Creating a plan that will enable you to achieve your goals
3. Implementing the investment, tax, estate and risk-management plan
4. Monitoring and revisiting the progress of your plan on an ongoing basis
5. Making changes as goals and life situations change