Beacon Hill Wealth Management is a wealth advisory firm specializing in investment management for people and families with financial ties across borders. Based in Victoria, British Columbia, the firm serves clients with assets in both the United States and Canada, drawing on experience with cross-border matters involving the U.S., Canada, and Europe. Its approach begins with understanding each client’s circumstances and aims to simplify financial life while helping manage risk and cross-border complexity.

The firm offers cross-border tax and estate planning, financial planning, and investment management. Financial planning helps clients set goals and prepare for priorities such as retirement, education funding, and transferring wealth to the next generation. For investments, Beacon Hill designs global portfolios using index-based solutions, with an emphasis on simplicity, tax awareness, and factors investors can control. The team also works with clients’ existing tax and estate professionals or can help them build a professional support team.