Beacon Hill Wealth Management

I was provided a complimentary meeting to speak to Chris regarding cross border investment advice. Though my net worth wasn't large enough to become his client at this moment, Chris took me through all of my questions that had kept me up at night for the past few weeks. He could've easily pushed me aside (given that I would not be his immediate client) and get to the next assignment or lunch but instead he took the time to listen to me and provided his answers to my questions as if I was his client. I hope to get to discuss my business with you Chris fastforwarding into the future when that time comes!

Chris Stooksbury is incredibly knowledgeable about cross-border investment and tax matters and was very helpful providing advice on a planned move from the USA to Canada. If you are considering a move up north, I would highly recommend seeking his advice on managing your assets.

Really grateful to Chris for taking the time to meet with me and provide guidance on the best path forward for my investments as I move from the US to Canada. As someone who has done the process himself he had a wealth of knowledge of things to look out for. A really positive experience.

Chris was so helpful answering my questions about financial matters between borders. Quick to hop on a call and clear explanation for someone like me who isn’t fluent in financial-ese. Would recommend working with these folks in a heartbeat.

I had an initial consultation with Chris this afternoon. He was so generous with his time and with his knowledge. Chris answered all my questions about cross-border retirement planning and investment in real estate. He also made me aware of some potential pitfall to watch out for. I highly recommend consulting with Beacon Hill for wealth management in Victoria, B. C.to anyone planning to relocate to Canada from the US.
Jace

I had a quick consultation with Chris Stooksbury regarding my cross border investments. As a dual citizen residing in the US but with a foothold in Canada, he was extremely knowledgable and provided me with some fast yet thoughtful advice about how to structure things and look to the future. He gave me the confidence I needed to know I was being smart about my financial situation now and for the future. If I ever permanently relocate back to Canada he will be my first call. I highly recommend reaching out if you have questions in this space.

My husband Jayme had an initial consultation with Chris this morning. He provided concise, informative and practical answers about planning for cross border investment movement. The initial consultation itself made us aware of potential pitfalls that could be very costly if not considered. Thank you Chris.

Chris was incredibly helpful for my situation. My partner and I are moving to Canada from the US and he was able to give me some excellent advice on what to do with my investments and retirement accounts. Chris is an American citizen that moved to Canada 10 years ago and was able to educate me on PFICs and other potential tax traps I didn't even know about. My partner is planning on setting up a business in Canada and he was able to give me some good advice on her situation as well. He's a wealth of knowledge. He's also a fiduciary and has low rates for cross border wealth management services so you can manage your investments in the US (including retirement accounts) from Canada.

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!

Unbiased, quick and trusted. Chris went above and beyond for me and treated my "unique" financial situation with careful expertise. I would recommend him for all cross border financial needs.

Heather was so helpful in answering my questions about cross-border investment and retirement planning. I highly recommend consulting Beacon Hill for wealth management guidance.

I've been a client with Chris, Dixie and the team at Beacon Hill for a few years now. They are all wonderful to deal with and very knowledgeable. You can't go wrong, going with them.

Can’t say enough good things about Chris and the job he does. I wouldn’t recommend anyone else for cross-border financial guidance!

Chris, Dixie and all the staff at Beacon Hill Wealth Management are great to work with. They are friendly and very responsive. We're in awe of Chris and Dixie's knowledge and advice, and they provide excellent value for service. We're so happy to have found them.

I met with Chris to discuss some questions I had in regards to planning for retirement while living in the US while being a Canadian Citizen. He was very helpful! He was able to answer all my questions while providing me with more advice I had not previously known. Very kind and professional.

Trying to bring an inheritance from US to Canada, and could not get a straight answer in how to get it across the border. Than i had a meeting set up with Chris Stooksbury and was able to answer all my questions, and give me great advice in how to do this. He was able to communicate it so we could understand and now have a good understanding of the process and how to efficiently get the money across the border.

Met with Chris to get help on several financial decisions as it relates to moving from the US to Canada. Chris was very responsive, thorough in answering my questions and gave great perspectives in context of his own experience. He was honest and direct; he connected me with others in areas I may need to dig a bit deeper. Highly recommend you connect with Chris!

Working with Chris at the beginning stages of a move from US to Canada. He has been a great wealth of information and very helpful considering I am not yet officially a client and his assistant "Uyen" went above and beyond to help me resolve a long distance problem. Looking forward to working with them for financial management when I relocate.

Chris was very knowledgeable and was able to answer our questions about our complicated cross-border situation. Appreciate his expertise and thoughtfulness.

I had the pleasure to interact with Chris and found our meeting very pleasant, professional and productive. Chris was found to be very knowledgeable and his insight was invaluable. I rarely leave reviews, but I am compelled in this case due to a very positive experience, wholeheartedly recommend Chris and his organization. Thank you.

Prompt, knowledgeable, and generous with their time, this firm is very helpful to anyone thinking about US Canada cross border financial planning.

Chris has a very impressive knowledge of US-CDN cross border financial planning issues. I look forward to working with him as we plan for a move back to Victoria from the US.

Chris, Dixie and the team at Beacon Hill have continued to impress me with their passion for client service and investment expertise. Highly recommended for anyone looking for a great team to help manage their wealth.