Beaconpoint Financial Security Limited

Financial Advisors Providing Holistic Financial Planning | Helping You Protect What Matters Most We’re a team of financial planning experts. We hold a number of financial advisory, fiscal planning and insurance designations, giving you peace-of-mind that you’re getting the best advice when you deal with us. Our personal financial planning services include: Retirement, Tax & Estate Planning Investment Planning Living Benefits & Life Insurance Mortgages Individual Health Benefits Charitable Giving & Legacy Building Personal Budgeting & Cashflow Planning For our corporate clients, some of our services include: Group Benefits Plans Group Investment Plans Corporate-Owned or Key Person Insurance Business Succession Planning Tax Reduction Strategies As our individual and corporate clients evolve through the different phases of life, their needs will change. Our commitment is to evolve their financial plans with their changing needs to make sure they're always positioned to protect what matters most to them: their family, business, wealth & health.