Beacon Hill Wealth Management - Victoria, British Columbia

Ken K.

I am a very satisfied client with Beacon Hill Wealth Management. Their personable team including Chris, Dixie, Phil, Uyen and Alex have all been with Beacon Hill long team; they are all very hands-on and always ready to assist me if-and-when needed. Their investment philosophy is not driven by greed or quick money, but rather long-term investing to provide future market beating results. They achieve this using proactive and systematic methods which take advantage of ever increasing investment market volatility. I am very happy to have such a capable team watching my savings which are intended to support my future retirement plans; such investments now exceeding my anticipated future needs. Ken.

Jon M.

My wife and I worked with Chris and Dixie to set up an RESP for our kids, they made the whole process super easy and stress free. Was explained in a way that made the most sense for us financially. Was always happy to answer our many questions. Chris and his team were friendly, professional, and clearly knew his stuff. We feel really good with him about our investment plans and super thankful to have someone guiding us through it. Highly recommend him and his staff if you are looking for someone who cares about you and treats you like part of his family.

Steve J.

I cannot say enough great things about Beacon Hill Wealth Management! From day one, their team has gone above and beyond to ensure we felt supported, informed, and confident in our financial decisions. They are not only incredibly experienced but also genuinely caring—taking the time to understand goals and tailor solutions to fit our unique needs.

What truly sets them apart is their resourcefulness. No matter how complex the questions or concerns, they always had thoughtful, practical answers and strategies. We never felt like just another client; we felt like a priority.

If you're looking for a financial services company that combines professionalism with a personal touch, look no further. We wholeheartedly recommend Beacon Hill to anyone seeking expert guidance and a team that truly cares about your success.

Robert T.

Chris, Dixie, Uyen and Alex take good care of their clients. We moved to Victoria from California and they were able to manage our investment and retirement funds on both sides of the border. Their long term financial forecast helped us visualize our retirement opportunities. Everyone at Beacon Hill is personable and great to work with.

Cliff E.

What a pleasure to work with the team at Beacon Hill Wealth Management! I finally have a wealth management team that truly supports my financial goals. The portfolio that Dixie put together has a nice balance of stocks, bonds, and international investments. The support team of Alex and Uyen are responsive and a pleasure to work with. Chris is very financial savvy, and I look forward to our biannual portfolio reviews. Phil is a cross border financial guru. He takes the mystery out of the complicated cross border issues and makes them easy to understand. Beacon Hill is a must for anyone seeking an efficient and effective cross boarder wealth management team.

S C.

When my husband and I decided to move back to Canada from the US, we knew there were pitfalls for cross-border taxation and wealth transfer. None of the companies we contacted could help with both taxation and wealth transfer expertise, until we found Beaconhill. They basically advised us each step from pre-move advice and preparations—essential!—to investing. The staff are friendly and patient and super-responsive any time we have a question or concern. We are happy with their investment options, especially sustainable investment options.

John P.

I started employing Beacon Health Wealth Management for our retirement assets in the US (IRAs and Roth IRAs) after moving to Victoria and needing a Canadian Broker who could take on this role.
The team at Beacon Hill made the transition from Wells Fargo (my previous US broker) smooth and quick. Getting to know Chris via zoom and then Dixie and Uyen in person, was also easy and a pleasure.
What I especially appreciate is how available everyone on the team is and how promptly and thoroughly they will follow up on any question or issue.
I can highly recommend their service and expertise for your US investments.

Geo F.

Chris has provided excellent investment advice and service on my accounts. He an expert in handling cross border investment situations, and created a custom tailored strategy to suit my atypical situation. The company also has in-house cross border tax expertise, which is especially needed with the ever changing US tax laws.