BOUTIQUE
FINANCIAL PLANNING FIRM
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!
THE PLANNER
Shivinder Aujla
B.Comm, PFP, CFP
CEO
Certified Financial Planner
Specializes In:
Young Professionals, Small Businesses, Group Benefit Plans, Insurance and Retirement
CONTACT
Beacon
ADDRESS
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