Here's The Rundown: Beacon Hill Wealth Management is a top-notch financial consultant in Victoria, Canada. Dixie Klaibert is the founder of the firm and the portfolio manager. She obtained the Chartered Financial Analyst® (CFA®) designation in 2006 in New York and served on the CFA Society Victoria board. She volunteers at her children’s school as a UVIC and UBC mentor and with the RVYC. At Beacon Hill Wealth Management, the team consists of wealth advisors with specific experience in cross-border investment management. They focus first on understanding and then finding solutions to manage and simplify your family’s finances. They provide solutions for clients with assets on both sides of the border. Whether moving across the border or inheriting assets, you can simplify your investments and accounts to manage risk better while minimizing cross-border issues with their integrated solutions.
3 Best Financial Services in Victoria, BC
Expert recommended Top 3 Financial Services in Victoria, British Columbia. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
TOP 3 BEACON HILL WEALTH MANAGEMENT REVIEWS
My wife and I are planning to move to Canada this March, for that reason I recently reached out to Beacon Hill Wealth Management to get some information on our cross border tax requirements and next steps. The company arranged an initial call with Chris Stooksbury who was fully engaged throughout the entire call; a good listener, caring and supportive individual that has deep expertise when it comes to cross border moves, tax implications on your assets let it be stocks, real estate, cash and anything else that comes to mind. I highly recommend Beacon Hill to anyone who has similar needs, ask for Chris and you will be in good hands.
I was provided a complimentary meeting to speak to Chris regarding cross border investment advice. Though my net worth wasn't large enough to become his client at this moment, Chris took me through all of my questions that had kept me up at night for the past few weeks. He could've easily pushed me aside (given that I would not be his immediate client) and get to the next assignment or lunch but instead he took the time to listen to me and provided his answers to my questions as if I was his client. I hope to get to discuss my business with you Chris fastforwarding into the future when that time comes.
Really grateful to Chris for taking the time to meet with me and provide guidance on the best path forward for my investments as I move from the US to Canada. As someone who has done the process himself he had a wealth of knowledge of things to look out for. A really positive experience.
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Here's The Rundown: The Kalinka Group – Private Wealth Management is one of the best financial consultants in Victoria. Mike Kalinka serves as an executive financial consultant at IG Private Wealth Management, located in Victoria. Mike and his dedicated team share a profound passion for building meaningful connections with individuals and prioritize fully comprehending their financial circumstances and their relationship with money. Through this meticulous process, they cultivate a level of trust with their clients that is vital for fostering financial confidence and acting as strong advocates for their financial matters. The team primarily focuses on serving affluent families, including key client relationships with business owners, executives, retirees, and high-income professionals. At the ultra-high-net-worth level, their specialization extends to advanced strategies, incorporating high-end insurance and tax minimization programs, discretionary investment portfolios, and leveraging corporations and trusts. Their fee structure is transparent and competitive. They offer online appointments and onsite services.
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Sat & Sun: Closed
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TOP 3 THE KALINKA GROUP – PRIVATE WEALTH MANAGEMENT REVIEWS
In the relatively short period since partnering with Mike and his team, I've gained a much better understanding of my personal and business investment goals through candid and insightful conversation. I'm a new small business owner and I really appreciate Mike's patience and guidance as I navigate this new territory. I know I can rely on Mike's expert knowledge of all things finance and investing, and I look forward to many more years of collaboration.
As someone who works in finance every day, planning for my own financial health and preparing for retirement always seems to take a back burner. This is where Mike has filled a crucial role as an informed and knowledgeable partner who is up to date with current legislation, investments and market conditions. Plus he is a really nice person to deal with. Mike has kept me on track and provides peace of mind. Donna P., Accountant.
Mike had a huge impact on my parents retirement planning and is a true professional! I highly recommend having a chat with him about your financial goals.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Sensible Financial Solutions is an independent financial planner in Victoria, Canada. Milica Ivaz is the firm's owner and principal financial planner. She is active in the community, volunteering and fundraising for non-profit organizations. Currently, she is co-chair of Women United, a United Way Southern Vancouver Island affiliated group. For eight years, she led and mentored a team of successful consultants. She built her career on a simple philosophy: to put people and service first. Sensible Financial Solutions Inc.'s team specializes in comprehensive financial planning tailored to your unique needs. Their mission is to educate, inspire, and empower women and families to make informed decisions, whether they want to build, grow, protect, or preserve their wealth.
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$1,600 for 6 Sessions
$3,000 for 12 Sessions
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Sat & Sun: By appointment
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TOP 3 SENSIBLE FINANCIAL SOLUTIONS REVIEWS
Milica and I have been working together for about 6 months and I am so grateful for her expertise. She has been a very confident, thorough and considerate financial planner and advisor. I learned about the most sensible tax structure for my investments, which I knew nothing about. Furthermore, Milica makes sure to plan with foresight and care such as suggesting disability insurance options when we worked together. Thanks again Milica and I look forward to continuing our working relationship.
I couldn't ask for better Financial Planing. Incredibly professional and attentive. Milica is Always willing to take the time to break down complex concepts in a way that is easy to understand, and work with with me in creating budgets and goals. I have worked with her for years and have learned so much in that time, I wouldn't have the financial security or confidence i do today if it wasn't for her. I think authenticity and understanding is so important when working with someones finances and i feel very lucky to have someone like Milica in my corner. I would highly recommend them to family and friends.
I wholeheartedly recommend Milica to anyone seeking a reliable and knowledgeable financial advisor. Her expertise, professionalism and dedication set her apart in the industry and, I am truly grateful for the invaluable support she provided me on my financial journey.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.