Beacon Hill Wealth Management
78Good1133 Fort St, Victoria, BC V8V 3K9, Canada
About
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.
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 2026-07-07.
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
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
106 Google reviews
Most recent reviews
Leela Ford
a month 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
a month 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!
Jon Morgan
a year ago · via Google
My wife and I worked with Chris and Dixie to set up an RESP for our kids, they made the whole process super easy and stress free. Was explained in a way that made the most sense for us financially. Was always happy to answer our many questions. Chris and his team were friendly, professional, and clearly knew his stuff. We feel really good with him about our investment plans and super thankful to have someone guiding us through it. Highly recommend him and his staff if you are looking for someone who cares about you and treats you like part of his family.
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 warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
Services
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
Languages Supported
- English
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?
You can call Beacon Hill Wealth Management directly at (778) 433-1314, or send a request through this page and a Senior Care Path advisor can help you connect and 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.
Location
1133 Fort St, Victoria, BC V8V 3K9, Canada
Also serves
- Victoria, British Columbia