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Service | Sub Service | Average Price Range (CAD) |
---|---|---|
Consultation | Initial Consultation |
$0 - $50
Call to Book
|
Follow-Up Consultation |
$50 - $100
Call to Book
|
|
Specialized Financial Consultation |
$100 - $200
Call to Book
|
|
Cross-Border Financial Planning | Investment Planning |
$100 - $300
Call to Book
|
Tax Strategy and Compliance |
$150 - $350
Call to Book
|
|
Retirement Planning |
$200 - $400
Call to Book
|
|
Wealth Management | Asset Management |
$200 - $500
Call to Book
|
Retirement Account Management |
$150 - $400
Call to Book
|
|
Investment Portfolio Review |
$100 - $300
Call to Book
|
Cross-Border Integrated Solutions Whether you have assets across the border or a completely international finance setup, we can help. Our integrated solutions simplify investments, minimize risk, and eliminate cross-border issues. Global Wealth Advisors Beacon Hill Wealth Management has a global team of wealth advisors. Your financial situation is always our top priority and hence provide solutions that simplify.
 
Chris Stooksbury at Beacon Hill Wealth Management has received overwhelmingly positive feedback in terms of his practical, expert, and helpful financial advice for those planning cross-border moves. Many interviewed reported that he expounded various potential financial outfalls and options of which they were unaware. Even though the consultations hadn’t materialized, his potential clients heaped praise on him and indicated that his consultations had helped them understand their financial landscape better. Chris was lauded for his friendliness, openness and kind behavior during consultation calls. His mastery of PFICs and other American-Canadian connection finance issues was excellent and those interviewed providing that he was a fount of wisdom when coming to such information. He thrives in educating his clients about the potentials of their situations and acts as their fiduciary with low rates for management. Many clients strongly recommend him and recounted numerous consultation situations in which his advice would save them money and stress in the future. His consultations advice is a bonus as he points them in the direction of related professionals who can be of help. His customer service is top notch, and multiple interviews emphasized his time and generosity with them beyond the consultation. Many clients intend to hire his services and partner with him throughout the process of their move. Many clients strongly recommend his wealth management and consultation services and deemed them to be helpful and invaluable.
 
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