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Exceptional service and investment guidance - that is our daily focus. As a family business, we're dedicated to helping our clients build their wealth for the long-term.
Common needs among our clients include: retirement funding, tax efficiency, a need for their investments to generate additional monthly income to supplement their pensions, various types of insurance to protect their family, and estate planning. We have a diverse range of clients and we tailor their portfolios according to their financial objectives and risk tolerance. Some have an avid interest in stocks and want guidance for trading equities. Many prefer to invest exclusively in proven mutual funds, bonds or GICs; or a combination thereof. We are here to listen and ensure that your investment portfolios are designed to best serve you. We service clients in Ontario, Quebec, British Columbia, Saskatchewan, Alberta, Nova Scotia, Newfoundland, and the North West Territories.
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Wealth Management Services
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Investment Management
- Registered Retirement Savings Plan - RRSPs
- Locked-In Retirement Savings Plan - LIRAs
- Registered Disability Savings Plan - RDSPs
- Registered Education Savings Plan (RESP)
- Tax Free Savings Account (TFSA)
- Corporate Investment Accounts
- Socially Responsible Investing (SRI)
- Tax efficient strategies
- Flow-Through Limited Partnerships
- Mutual Funds with proven track records
- Equities, Bonds, GICs, and ETFs
- Access to New Issues/IPOs
- Principal Protected Notes (PPNs)
- Non-Registered Portfolios (Brokerage Accounts)
- Charitable Giving
Insurance and Risk Management
Protecting your loved ones comfort and security means insuring the life you live. At Beckman Wealth Management we can help you with life, disability, and critical illness insurance choosing from over 10 different Canadian insurance providers. The best part? Its easy, online, and more affordable than you might think. Contact us to find out more.
- Term Life Insurance
- Group Benefits
- Health Insurance
- Disability and Critical Illness
- Travel Insurance
Licenced in Ontario and British Columbia
Retirement Planning
What does your next adventure look like? Look at retirement differently and start dreaming now. What kinds of things do you find fulfilling? What would you do if you had all the time in the world? What if cost were no object? What would a week look like if the sky were the limit? Where would you go, who would you see, what would you spend your days doing?
We help our clients plan for the best way to live their lives, throughout the many different phases, and to use their finances as a tool to get there.
We help our clients plan for the best way to live their lives, throughout the many different phases, and to use their finances as a tool to get there.
- Registered Retirement Savings Plan (RRSP)
- Registered Retirement Income Fund (RRIF)
- Registered Disability Savings Plans (RDSP)
- Locked-In Retirement Account (LIRA/LIF)
Estate Planning
A well-thought-out estate plan ensures that your family is cared for should something happen to you, and that your money goes where you want it to. It's an important pillar of managing your wealth. Why is it important? There are many possible answers. For some people, preserving the family wealth is top of mind. For others, providing for a spouse and children. Transferring the reins of the family business. Minimizing probate fees. Funding educational pursuits for children and grandchildren. Perhaps, leaving a legacy to a charitable cause.
Group Benefits
The first step for any business owner, benefits plan administrator, or decision maker is being realistic about how much you can afford to invest in a group insurance plan, and what your options are in light of those numbers.
Employee benefits are non-monetary compensations provided to employees on top of their salaries and wages. Today, a competitive employee benefits package is flexible and has the employee’s values in mind. Your offerings are important because they can have a significant impact on employee engagement, productivity, retention and recruitment.
Types of Group Insurance Quotes We Provide
**Your premiums are tax deductible as a business expense.
Employee benefits are non-monetary compensations provided to employees on top of their salaries and wages. Today, a competitive employee benefits package is flexible and has the employee’s values in mind. Your offerings are important because they can have a significant impact on employee engagement, productivity, retention and recruitment.
Types of Group Insurance Quotes We Provide
- Life Insurance
- Health and Dental Insurance
- Critical Illness
- Travel Medical, Emergency Medical
- Group Benefits
- Accidental Death or Dismemberment
- Long-term Disability Insurance
**Your premiums are tax deductible as a business expense.
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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