BEACON HILL WEALTH MANAGEMENT CLIENT FOCUSED, LOCALLY OWNED AND INDEPENDENTLY OPERATED
B
EACON HILL WEALTH MANAGEMENT brings a refreshing mix of transparency and simplicity to Victoria. They focus on guiding clients through the intricacies of global markets, creating custom solutions for complex situations and building legacies to span generations. Opened last year, this independent office of Raymond James builds on the foundations of Raymond James Financial, Inc., which was founded in 1962 and has over $483 billion in assets under management. Partners Dixie Klaibert, CFA, and Chris Stooksbury both come from a background on Wall Street, where they counseled the world’s largest investment managers. “Many of the strategies and concepts employed by these large institutions are directly applicable to small business and affluent investors. We saw the opportunity to share these global ideas with the local business community and add value on day one,” says Chris. Family and lifestyle also had a lot to do with their moves from the global financial centers of London and New York to Victoria. “New York is a different experience when you have a two year old,” quips Dixie. Armed with experience unique to the Island, the Beacon Hill team is changing the way people
invest. Dixie says, “Everyone is trying to beat the market, despite studies (qualified by a 2013 Nobel Prize in Economics) pointing the industry in the opposite direction. Instead, we harness the market, shifting the focus to factors we can control, like managing risk, building a solid financial plan and controlling costs.” There are no smoke and mirrors or secret trading strategies here. After spending years structuring and trading complex credit derivatives, they came to the conclusion that the simplest solution is often the best. Beacon Hill focuses on building longterm solutions for their clients, based on the foundations of a solid plan. Their clients understand the assets they own, but more importantly they understand why they own them. Their global experience is vital in today’s markets, and plays directly into their investment philosophy. “The Canadian market represents under 5% of the global market — we like to consider the other 95%,” continues Chris. They’re currently invested in over 40 countries, maximizing the concept of diversification. “It’s exciting to show clients what they can achieve when they think differently,” says Dixie. The financial services industry is ripe for innovation and change, which is why Beacon Hill is challenging the status quo.
Partners Chris Stooksbury and Dixie Klaibert, CFA
“WE HARNESS THE MARkET, SHIFTING THE FOCUS TO FACTORS WE CAN CONTROL, LIkE MANAGING RISk, BUILDING A SOLID FINANCIAL PLAN AND CONTROLLING COSTS.” — PARTNER DIxIE kLAIBERT, CFA
Beacon Hill Wealth Management Raymond James Ltd. Independent Financial Services 404-620 View Street, Victoria 778.433.1314 beaconhillwm.ca Raymond James Ltd., Member – Canadian Investor Protection Fund
DOUGLAS 21