BOUTIQUE

FINANCIAL PLANNING FIRM

“If you fail to plan, you are planning to fail!”

Benjamin Franklin

 

OUR VISION

Beacon Financial Solutions Inc. strives to provide a strong foundation to it's clients with a commitment to care and growth. We understand the uniqueness of our clientele and tailor their financial plans according to their needs because we believe that one size does not fit all.

OUR MISSION

  Our vision is to be the choice provider of financial planning services for professionals, small business corporations, executives in transition and individuals with disability.

 

ABOUT US

Beacon Financial Solutions is a financial planning firm, focusing on achieving and sustaining our clients' wealth through proactive management solutions. We are committed to providing ethical service and building life-long relationships by exceeding expectations. Our dedication distinguishes our independent firm, and helps enable enduring success for our clients, company and community. We use a disciplined, risk adjusted, and timely approach to investing. Periodically, using our money management platform, we carefully monitor our wealth management strategies for each client. Most investors realize the importance of planning wisely for the future; setting long term goals and then working toward achieving them. Unfortunately, in an ever-changing world, the right path to financial independence is not always obvious. We help our clients' chart the suitable path and maintain direction in any environment.

 

ADVISORY

AREAS

 
TAX ANALYSIS

 

By taking advantage of the tax strategies, we enhance your cash flow situation and make your investments tax effective.

RETIREMENT PLANNING

 

When do you want to retire and how much money will you need to retire? We help you answer this question and develop a strategy for success.

RISK MANAGEMENT

 

How well do you understand risk? We help you understand and mitigate various risks.

INVESTMENT ANALYSIS

 

Let us analyze your current portfolio to show you how we can optimize it. Our lineup of boutique portfolios will compliment your specific needs.

ESTATE PRESERVATION

 

Do you know how and when will you like to trasnfer your estate to your heirs and how much will it cost? We help you preserve most of what you have made.

CORP. FINANCIAL PLANNING

Corporations are seperate legal entities and need their own financial planning advice. We advise you on how to use your corporation to it's fullest potential.

CASH FLOW MANAGEMENT

 

We help you understand your cash flow and develop a budget so you can invest in yourself.

GROUP BENEFITS

Is your business looking to implement a new group benefit plan or revamp an existing one? We can help!

 

PROTECT

INVEST

ESTATE

 

TESTIMONIALS

We have been with Shivinder Aujla since 2008 and have complete faith in him. Shivinder is trustworthy, ethical, and easy to talk to. We are most impressed with how knowledgeable he is about the financial world. I usually have some kind of hesitation when I recommend a particular business or individual but I would highly recommend the services of Shivinder.

 

Jagdeep Aujla & Hareet Aujla

THE PLANNER

Shivinder Aujla

B.Comm, PFP, CFP

CEO
Certified Financial Planner

Specializes In:

Young Professionals, Small Businesses, Group Benefit Plans, Insurance and Retirement

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CONTACT

Beacon

ADDRESS

425-6755 Mississauga Road

Mississauga, ON L5N 7Y2

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

 
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© 2016 by Beacon Financial Solutions Inc.