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



 

 

 

 

Who is Beacon?

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