We focus on Retirement Income Planning and offer insurance, and investment strategies to individuals, businesses, and families at all states of life.
When you work with BeaconPoint Financial Security, you’re not just working with a couple of the top financial security experts in the field. We’ve carefully assembled a team of experts in many different fields of personal and corporate finance, investments and insurance products.
Built on our core values of integrity, education, responsiveness and a complete range of financial services and products, we strive to provide an exceptional experience to every client we work with.
|(905) 464 – 4470|
Mike Woods works diligently to ensure clients have the financial protection they need for health-related emergencies, to optimize their retirement savings, and to secure the future for their loved ones. He has been in the financial planning industry since 1998 and earned his Certified Financial Planner® designation in 2001. Mike is also an honorary chair for the Princess Margaret Cancer Foundation and an active hockey coach in his community.
|(905) 875 8918|
Andrew Hoggan has over three decades of experience in financial services. He joined London Life in 1990 and later moved to Great-West Life in 2000 before entering private practice with Freedom 55 Financial in 2003. In 2007, he joined forces with Bob Quinn to create BeaconPoint Financial Security Limited. Andrew holds multiple industry designations, including chartered life underwriter (CLU), chartered financial consultant (CH.F.C.), and certified health insurance specialist (CHS).
Jamie Madigan is a licensed Certified Financial Planner (CFP®) with a client-first approach. He specializes in helping clients protect their families, health, businesses, and wealth. Jamie uses an education-first approach to guide clients through their retirement goals and create comprehensive investment strategies to achieve those goals. He particularly enjoys working with clients starting their financial journeys..
Heather Woods, with a background in chemical technology, transitioned to financial services in 2015. She is dedicated to helping clients plan for and achieve their financial goals. Heather takes pride in BeaconPoint’s team approach to financial security.
|(647) 264 – 6853|
Carminda Ferreira brings over 25 years of financial industry experience to her role. She plays a crucial behind-the-scenes role in ensuring all necessary contracts, agreements, policies, and due diligence are efficiently handled. Carminda holds various industry certifications and is committed to ongoing education.
1 – Investment Strategy Experts: When necessary, we have access to highly specialized investment specialists to ensure our clients receive the highest caliber of expertise.
2 – Insurance Line Experts: We can tap into a network of industry leaders to address complex insurance strategies, including those related to individual living, business investments, succession planning, estate transition, charity, trust goals, and tax reduction.
3 – Business Organization Experts: Our experts help with ownership structure, international ownership, succession and estate planning, shareholder dividends, stock options, and more, all while ensuring compliance and optimizing tax and investment strategies.
4 – Business Finance Experts: We navigate complex business finance scenarios, protecting owners, shareholders, and beneficiaries, minimizing tax exposure, and maximizing investment value.