Phil Hogan
Cross-border Tax Partner at Beacon Hill Wealth Management
Based in Victoria, Canada
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Seniority
Other
Department
Other
Location
Victoria
Industry
Investment Management
Company size
5
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p•••••••@beaconhillwm.ca
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Background
About Phil Hogan
As a Cross-Border Tax Partner with over 15 years of experience, I specialize in navigating the complexities of cross-border financial planning to deliver impactful solutions for my clients. My career began at Hutcheson and Co. LLP CPAs, where I honed my expertise in cross-border taxation. Prior roles at RBC Investments and as a proprietary trader further enriched my ability to provide comprehensive financial guidance.Holding both Canadian CPA, U.S. CPA (Colorado), and CIM (Canadian Investment Manager) designations, I offer unique insights to clients on both sides of the border. Through my podcast and YouTube series, “Crossing the 49th,” and articles featured on platforms like advisor.ca, The Wealthy Life, CPA Practice Advisor, and CBC.ca, I strive to make cross-border tax and investment planning accessible and actionable. The community built around my work and the success stories from my clients are what drive me to continue providing trusted, reliable advice.Outside of work, I cherish time with my wife, two children, and our golden doodle, while staying active with regular workouts to maintain balance. If you’re seeking guidance on cross-border tax or investment planning, feel free to connect with me at phil@beaconhillwm.ca. At Beacon Hill, we’re committed to making the complex clear and manageable for every client.
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