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BWM is a family run investment firm located in central Ottawa. We are a full-service investment brokerage in partnership with Manulife Securities Incorporated. We are not bound to use any specific investment solutions. We make recommendations based on our client's needs and objectives.
Our goal is to help Canadian investors access wealth opportunities via our trusted strategies and sound investment advice. We are investment professionals, this is all we do. Through our firm, clients can access global investment opportunities. Specifically, our clients can tap into worldwide sources of investment income, not just Canadian listed companies or indices. Firstly, we guide our clientele by getting to know them personally with a goal of determining if they are on the right path to achieving their retirement objectives.
What we bring to the table
We offer the privacy and confidentiality of a small boutique investment firm backed by the security and resources of Manulife Securities Incorporated. For over 30 years, we have provided solid financial advice to clients of all levels of investment knowledge and phase of life.
Manulife Securities Incorporated is a full-service investment brokerage with assets under administration of $35.6 billion.
Client portfolios are managed locally by Beckman Wealth Management and held in trust with Manulife Securities Incorporated in Waterloo, Ontario, an IIROC dealer member. IIROC is responsible for monitoring the compliance of its regulated firms and their registered employees with rules related to business conduct, financial operations and trading practices.
Our goal is to help Canadian investors access wealth opportunities via our trusted strategies and sound investment advice. We are investment professionals, this is all we do. Through our firm, clients can access global investment opportunities. Specifically, our clients can tap into worldwide sources of investment income, not just Canadian listed companies or indices. Firstly, we guide our clientele by getting to know them personally with a goal of determining if they are on the right path to achieving their retirement objectives.
What we bring to the table
We offer the privacy and confidentiality of a small boutique investment firm backed by the security and resources of Manulife Securities Incorporated. For over 30 years, we have provided solid financial advice to clients of all levels of investment knowledge and phase of life.
Manulife Securities Incorporated is a full-service investment brokerage with assets under administration of $35.6 billion.
Client portfolios are managed locally by Beckman Wealth Management and held in trust with Manulife Securities Incorporated in Waterloo, Ontario, an IIROC dealer member. IIROC is responsible for monitoring the compliance of its regulated firms and their registered employees with rules related to business conduct, financial operations and trading practices.
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Wealth Management Services
* Investment Management * Insurance and Risk Management * Retirement Planning * Estate Planning |
Business Planning
* Group Benefits * Business Banking * Corporate Investment Portfolios * Tax Efficient Strategies |
Call us for a consultation: 613 680 2600 or toll free at 1 877 594 3493
1041 Gladstone, Ottawa, ON, K1Y 3G3
1041 Gladstone, Ottawa, ON, K1Y 3G3
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Beckman Wealth Management is a Trade Name for dealer business only. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.
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