Network·Family Office

Beacon Hill Wealth Management LTD

Unclaimed

📍 VICTORIA, BC

Family Officehealthcare
www.beaconhillwm.ca

SEC CRD #801-129439

About

Overlooked Tax Mistakes Costing Americans in Canada Million Home Who We Are What We Do Blog Resources Contact CLIENT ACCESS CROSS-BORDER WEALTH MANAGEMENT BRIDGING BORDERS GET STARTED NOW ABOUT B EACON H ILL We Provide Integrated Cross-Border Solutions We provide solutions for clients with assets on both sides of the border. Whether you are moving across the border or inheriting assets, you can simplify your investments and accounts to better manage risk while minimizing cross-border issues with our integrated solutions. Beacon Hill Wealth Management is a team of wealth advisors with experience specifically in cross-border investment management. We focus first on understanding, then on finding solutions to manage and simplify your family’s financial life. LEARN MORE WHAT WE DO We Help In Simplifying Your Life Cross-Border Tax and Estate Planning With significant experience in the U.S., Canada and Europe, we understand firsthand the challenges that cross-border clients face because we have faced them ourselves. We offer an integrated solution to help bridge the 49th parallel and simplify your life. LEARN MORE Financial Planning Whether your goal is retirement, funding your children’s education, or passing your wealth to the next generation, you need a plan. Financial planning is the cornerstone of a successful investment experience. We help you identify your goals, and chart a course. LEARN MORE Investment Management We design global portfolios using index based solutions. Thi

Key Contact

DK

DIXIE KLAIBERT

CHIEF COMPLIANCE OFFICER

📞 (778) 433-1314

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Geographic Focus

united statesglobalwestcanada

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AUM

$149M

Check Size

$15M–$15M

Location

VICTORIA, BC

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