Beacon Hill Wealth Management LTD

Phillip Hogan is a financial advisor with Beacon Hill Wealth Management Ltd., holding a Series 65 designation and two years of industry experience. He previously worked at Hutcheson and Co. LLP for 18 years and currently serves as president of Atollo Ventures Inc., a private Canadian holding company, and Phil Hogan Inc., a CPA corporation. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services to individuals, trusts, and estates, specializing in model portfolios that utilize ETFs, mutual funds, and fixed-income securities with a focus on fundamental analysis, Modern Portfolio Theory, and ESG factors.

Christopher Stooksbury is a financial advisor at Beacon Hill Wealth Management LTD with 16 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Raymond James for ten years. Outside of his advisory role, he serves as secretary for Battery Street Holdings, a holding company. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services to individuals, trusts, and estates, including high-net-worth clients. The firm uses model portfolios featuring ETFs, mutual funds, and fixed-income securities, applying approaches such as fundamental analysis and Modern Portfolio Theory, with portfolio management offered exclusively through wrap-fee programs.

Evan Carey is an advisor with Beacon Hill Wealth Management Ltd. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Beacon Hill Wealth Management, he worked at BMO Nesbitt Burns and has a background that includes roles in integrated health and academia. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services to individuals, trusts, and estates, with a focus on model portfolios using ETFs, mutual funds, and fixed-income securities. The firm manages approximately $148.6 million in assets and offers portfolio management through wrap-fee programs tailored to discretionary or non-discretionary client preferences.

Xijian Zhang is a financial advisor at Beacon Hill Wealth Management Ltd. with one year of industry experience. He holds the Series 65 credential and has worked at Beacon Hill Wealth Management Ltd. since 2021. Prior to his advisory role, he was affiliated with the University of Victoria and has experience in post-secondary education. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, trusts, and estates. The firm employs model portfolios focused on ETFs, mutual funds, and fixed-income securities, using fundamental analysis, Modern Portfolio Theory, and ESG considerations.

Dixie Klaibert is a CFA charterholder and holds a Series 63 license, with 12 years of industry experience. She has worked at Raymond James (USA) Ltd. and Raymond James Ltd. for ten years before joining Beacon Hill Wealth Management Ltd. in 2024. Outside her advisory role, Klaibert is the owner of FinVogue.com, a platform providing career advice and mentorship for women in finance, and she volunteers as a mentor for students at both UVIC and UBC Portfolio Management Foundations. She also serves on the membership committee of the Royal Victoria Yacht Club. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services to individuals, trusts, and estates, including high-net-worth clients. The firm employs model portfolios primarily comprising ETFs, mutual funds, and fixed-income securities, and delivers portfolio management through a wrap-fee program with options for discretionary or non-discretionary client arrangements.