Lighting the path to financial security.
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.
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.
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.
By Admin 2022/03/24
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.
By Admin 2022/03/17
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?”
By Admin 2022/03/10
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.
We help guide our clients to define and achieve their personal financial goals and dreams.
Let us help you protect your business and those who help to make your business a success.
Book an appointment with us today if you'd like to meet and discuss your financial needs.