Beacon Hill Wealth Management
5/5
★
based on 8 reviews
Contact Beacon Hill Wealth Management
| Address : | 1133 Fort St, Victoria, BC V8V 3K9, Canada |
| Phone : | 📞 +778 |
| Website : | http://www.beaconhillwm.ca/ |
| Categories : | |
| City : | V |
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Dhruv Vora on Google
★ ★ ★ ★ ★ Chris was quick to understand my situation and was able to clearly explain to me the steps I would need to take! He offered up all of this advice on a complimentary zoom session. He wasn't trying to sell me any services - it felt like he was just genuinely trying to help me make the best decision.
He was also familiar with my H1-B visa situation and so would recommend this to international folks who are moving up the border as well!
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Nate Butler on Google
★ ★ ★ ★ ★ Had an initial call with Chris Stooksbury, While it didn't make sense for us to move forward together, Chris was extremely friendly and helpful. Have gave good recommendations in an easy to understand way, and referred me to someone who might be a better fit. Thank you!
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James W on Google
★ ★ ★ ★ ★ I had a consulting session with Chris and was really impressed by his knowledge on cross border investment and tax. I highly recommend him to anyone who's looking for wealth management consultation.
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qjetha on Google
★ ★ ★ ★ ★ I had a consultation call with Chris and he helped tremendously by providing valuable advice and for connecting me to an accountant. He was happy to answer all my questions and spoke with me well beyond the time allotted. Highly recommend.
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Aleem Hasham on Google
★ ★ ★ ★ ★ I met with Chris Stooksbury to get an initial read on my financial planning and to determine if we'd fit -- I was incredibly impressed by his approachability and candour during our discussion. I left our meeting feeling reassured and in good hands.
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Annie Ellenberger on Google
★ ★ ★ ★ ★ I had an initial consultation with Chris Stooksbury regarding my upcoming cross-border move. He was so kind, approachable, and knowledgable that I walked away after only 30 minutes of talking with him feeling much more confident that I'll be able to do this without stubbing my toe or damaging my financial situation. For anyone in similar shoes, I highly recommend reaching out to this group for advisement!
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Jacqueline T on Google
★ ★ ★ ★ ★ Highly recommended for cross-border financial guidance/planning! Chris is absolutely wonderful and it is obvious that he really cares about helping others through his work. He has an abundance of knowledge and takes the time to listen to advise accordingly. Really appreciate it!
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Dana L on Google
★ ★ ★ ★ ★ We had a consultation with Chris about our cross border move from the US to Canada. He pointed out many potential gotchas that we had not foreseen, and we are very grateful for that. His advice has saved us a ton of money and future headaches. I highly recommend Chris to anyone planning to relocate to Canada from the US.
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