With significant experience in the U.S., Canada and Europe, we understand firsthand the challenges that cross-border clients face because we have faced them ourselves. We offer an integrated solution to help bridge the 49th parallel and simplify your life.
ABOUT BEACONHILL
We Provide Integrated Cross-Border Solutions
We provide solutions for clients with assets on both sides of the border. Whether you are moving across the border or inheriting assets, you can simplify your investments and accounts to better manage risk while minimizing cross-border issues with our integrated solutions.
Beacon Hill Wealth Management is a team of wealth advisors with experience specifically in cross-border investment management. We focus first on understanding, then on finding solutions to manage and simplify your family’s financial life.
WHAT WE DO
We Help In Simplifying
Your Life
Financial Planning
Whether your goal is retirement, funding your children’s education, or passing your wealth to the next generation, you need a plan. Financial planning is the cornerstone of a successful investment experience. We help you identify your goals, and chart a course.
Investment Management
We design global portfolios using index based solutions. This allows clients to keep more of their return while minimizing taxes. Our belief in keeping it simple and focusing on what you can control guides our investment process.
Cross-Border Tax and Estate Planning
It’s not what you make but what you keep that matters. We focus on maximizing after-tax returns and keeping as much as possible for your estate. We will work with your existing team of tax and estate professionals, or help you create one, regardless of what side of the border you are on.
TESTIMONIALS
What Do People Say
About Us?
None of these clients have been paid cash or non-cash compensation for any testimonials. Please read our review and testimonial disclosures here: https://beaconhillwm.ca/disclosures/
MY Business
Google Reviews
J. Maidens
Partner - Hutcheson & Co
“Chris Stooksbury is incredibly knowledgeable about cross-border investment and tax matters and was very helpful providing advice on a planned move from the USA to Canada. If you are considering a move up north, I would highly recommend seeking his advice on managing your assets.”
