Beacon Hill Wealth Management
73Good1133 Fort St, Victoria, BC V8V 3K9, Canada
Last updated September 2026
Request a consultationAbout
Beacon Hill Wealth Management is a cross-border financial planning and investment management firm in Victoria, BC, serving clients with assets in the US and Canada.
Managed by
This listing hasn't been claimed yet.
Claim this listing →Senior Care Path Summary
Beacon Hill provides financial planning, investment management, and cross-border tax and estate planning for families and individuals navigating assets on both sides of the Canada-US border. The team focuses on simplifying your financial life by understanding your goals first, whether retirement, education funding, or estate planning, then designing integrated solutions tailored to your situation.
The firm works with your existing tax and estate professionals or helps build your team, prioritizing after-tax returns and wealth preservation. They serve clients planning to move across the border, inheriting cross-border assets, or managing ongoing US-Canada financial complexity using index-based investment strategies.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
Request a consultation
Who This Provider Is Best For
- Cross-border retirees moving from US to Canada or vice versa
- Families inheriting US assets
- Seniors with dual-country retirement income
- Families planning cross-border estate transitions
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
5.0
106 Google reviews
Most recent reviews
Leela Ford
3 months ago · via Google
A big thanks to Phil Hogan at Beacon Hill Wealth Management for taking the time to answer a cross-border tax question of mine. His quick and informative response was so helpful and appreciated.
Me LD
4 months ago · via Google
I had a call with Phil today and oh, he was SO helpful!! I have been stressing about my retirement accounts that are still left in the US (I've been a Canadian resident for over 20 years) and never looked into the steps I needed to take because I didn't even know these steps existed and are mandatory. Phil told me what the different processes are for the different accounts and I am going to get started tomorrow morning. Phil is very knowledgeable and pleasant to talk to. Thanks again Phil!
Janet Fludzinski
a year ago · via Google
So far, my experience with Beacon Hill has been top notch. I moved back to Canada in 2022 and really struggled to find a firm that could hold and manage both my registered and non-registered assets in the same place. The BH team made the transition easy and have been great at helping me navigate the complex landscape of investing in one country and and paying taxes in two. While Chris is my main point of contact, and I am very happy with his portfolio stewardship, he is supported by an exceptional team. Alex and Uyen in particular, have been instrumental in delivering an elevated client experience; they are personable, professional and knowledgeable. A recent addition to the team is Phil Hogan, who has a great “Americans Living in Canada” Facebook group and provides clients with an additional layer of cross border tax expertise. I am happy with my portfolio performance and would highly recommend the firm for your investing needs.
Summary of Google Reviews
Summarized by Senior Care Path from Beacon Hill Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Beacon Hill Wealth Management holds an excellent 5.0-star rating across 106 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Licenses & Registrations
- CFA (Dixie Klaibert)
- CPA, CA, CPA (CO) (Phil Hogan)
- CIM (Chris Stooksbury, Alex Zhang)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
1133 Fort St, Victoria, BC V8V 3K9, Canada
Also serves
- Victoria, British Columbia
Frequently Asked Questions
What services does Beacon Hill Wealth Management offer?
Beacon Hill Wealth Management is a financial planning provider in Victoria, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Beacon Hill Wealth Management speak?
Staff at Beacon Hill Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Beacon Hill Wealth Management?
Send a request through the form on this page with your name, email and phone. We pass it to Beacon Hill Wealth Management so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Victoria. It is free, with no pressure.
Is Beacon Hill Wealth Management verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.