BeaconPoint Financial Security Ltd.

Lighting the path to financial security.

A beacon of light

With numerous individual financial advisors and organizations to choose from, you might wonder, "Why should I choose BeaconPoint?"

We offer a highly personalized approach, strong core values, and a comprehensive suite of services for individuals and corporations. Let us assist you in building a robust financial foundation and safeguarding what matters most to you.

Like a guiding beacon, we are here to lead you on the path to financial security, helping you attain the lifestyle you deserve. This distinction sets us apart from other financial advisors and institutions.

BeaconPoint team

Meet our team

Our team comprises likable, knowledgeable, and experienced financial advisors, and our associates hold numerous degrees and designations in business, finance, insurance, and investment.

Decades of combined experience have enabled us to assist hundreds of individuals, each with a unique situation, distinct investment and retirement goals, and individual values and beliefs.

Let our team guide you toward financial security so that you can focus on what matters.

Products and services

We'll help ensure that the financial security products you purchase address your specific needs, whether you're planning for retirement, saving for your child's education, or starting your own business. We have access to a wide range of insurance, investment, and retirement income solutions to assist you in achieving your goals.

Our latest articles and insights

Using Corporate Owned Life Insurance to Reduce Passive Income Taxation

Corporate owned life insurance can offer a “two bird one stone” solution to business owners. If used appropriately, strategies such as these are a viable option for a private corporation with a substantial amount of excess income and a life insurance need.

Federal Reserve Raises Rates – What Does It Mean for You?

As expected, the Federal Reserve raised its key lending rate, the federal funds rate, on March 16th, two weeks after the Bank of Canada raised its rates. Canadians wondered, “how will this affect me and my family?”

Renting vs. Buying a Home

Housing prices have been climbing quickly. This is especially true in major urban centres where most Canadians live. The rate of increase for the average sale price appears to be climbing faster than people are able to save.

For individuals

We help guide our clients to define and achieve their personal financial goals and dreams.

Services for Corporations

For corporations

Let us help you protect your business and those who help to make your business a success.

Book an appointment

Book an appointment with us today if you'd like to meet and discuss your financial needs.