BeaconPoint Financial Security Ltd. | Protecting What Matters Most to You

Beacon Point Financial Security Limited :: The Beacon Point Difference

Why Work With BeaconPoint Financial Security Limited?

With so many individual financial advisors and organizations to choose from, why work with us?

With a highly personal touch, strong core values, and a comprehensive list of services for individuals and corporations, let us help you build a solid financial platform and protect what matters most to you.

It’s the BeaconPoint difference and is what sets us apart from other financial advisors and institutions.

Let us help guide you along the path to financial security and the lifestyle you deserve!

The BeaconPoint Team

We’ve assembled a team of likeable, knowledgeable and experience financial advisors. Within our team we hold numerous business, finance, insurance and investment degrees and designations. With decades of combined experience, we’ve helped hundreds of individuals, each with a unique situation, set of investment and retirement goals, and belief system of what matters most to them.

Our highly personalized approach can be tailored to those that want to gain a deeper understanding of their personalized strategies and tactics, and those who want to trust that we’ll do a great job for them without much of their involvement.

Let our team light the way to financial security and protecting what matters most to you.

BeaconPoint Financial Security Limited :: Meet Our Team of Expert Financial Advisors

Our Core Values

Integrity

There are many products that we can help you choose from, and we are compensated differently for different products. As an independent brokerage, we’re not biased towards products that earn the highest commissions for us or that we’re pushed to recommend – we always choose the most appropriate products and services that serve our client’s best interests.

Education

While we don’t insist on turning you into financial advisors, many of our clients want to understand more about the financial security strategies we recommend and the different products we set up for them. We’re always happy to take as much time as necessary to help you understand what we’re doing and why we’re doing it. We offer on-going workshops and seminars that are free where everyone is welcome.

Responsiveness

Your peace-of-mind is important to us. When you have questions we’ll always do our best to answer your calls or to quickly respond to any messages or emails. We want to be fully accessible to you so we’ll give you several different ways to get in touch with us, no matter when that is. We want you to feel confident and secure while we help light the way to your financial security.

Full-Service

Your financial security has many facets: your investments, your insurance products, your career and income, and how you want to transition your estate at your end-of-life. We work with you to provide a comprehensive approach to manage all of these considerations so you don’t have to worry about keeping several different individuals or organizations fully coordinated or in sync.

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Financial Security Services for Individuals

We offer a full range of financial security services to help you build your wealth and protect what matters most to you.

Click on the individual services to learn more.

Retirement, Tax & Estate Planning

Investment
Planning

Living Benefits &
Life Insurance

Mortgages

Individual
Health Benefits

Charitable
Giving

Personal Budgeting
& Cashflow

Services for Individuals

Financial Security Services for Corporations

We offer a full range of financial security services to help you build and protect your business as part of your personal financial security portfolio.

Click on the the corporate services to learn more.

Group Benefits
Plans

Group Investment
Plans

Corporate-Owned
Insurance

Business Succession
Planning

Tax Reduction
Strategies

Services for Corporations