Beacon Wealth Management has organized its underlying structure so that you receive the full value of your advisors’ expertise and experience.
Beacon supports an elite group of selected advisors in Canada. Its entrepreneurial environment enables them to focus their full attention on you, the client.
Backed by our parent company, Beacon Securities Ltd., your advisor can provide you with a complete spectrum of wealth-management products and services, including:
• Private-client portfolio management
• Fee-based accounts
• Access to the full universe of stocks and bonds
• Access to most Canadian mutual funds
• Tax-advantaged investment options
• Institutional portfolio management
• Institutional bonds
• Institutional equity underwriting
• Comprehensive research
• Risk-management and insurance facilities through our partner, Financial Horizons
• Beacon is a primary distributor for the Bank of Canada
|