smith-falls-financial-planner
Smiths Falls’ Trusted Certified Financial Planner

Be confident about your financial future.


Personalized, step-by-step financial plan to help you grow your money and protect it for the long-term.
smith-falls-financial-planner
Smiths Falls’ Trusted Certified Financial Planner

Retire with Confidence.

A step-by-step to help ensure you have the retirement income to fuel your goals through retirement.
smith-falls-financial-planner
Smiths Falls’ Trusted Certified Financial Planner

Changing Jobs? Protect your pension.

As your financial advisors, we will help you confidently think through the right pension plan strategy when you're changing jobs.

Your financial future shouldn’t
be left to chance.

financial future
INSTEAD

You should feel confident
about your financial future.

As your Certified Financial Planner, together we will create a clear map to guide
you on how to grow your money and protect it for the long-term.
family
Retirement Planning
Make smarter decisions

Investing can seem complicated, but it doesn’t have to be. We give you a customized, step-by-step investment plan to grow and protect your money.

Plan with confidence

Peace of mind about your financial future. Your financial future shouldn’t be left to chance

Build wealth that lasts

You’ve saved and invested with a big vision for the future. We’re here to help you make your wealth last through your retirement years and help you leave a legacy for your loved ones.

I thoroughly enjoy all the interactions I've had with Joseph Becker. He's thoughtful, well researched and most importantly conscientious. It's a delight to work with him in these kinds of situations and in making decisions.
– Andy F.

Over 100
families served
in Smith Falls

Over 40 years
of combined
experience

Certified Financial Planner

Helping you plan for the most
important
moments of life

Retirement Planning

How much is enough for retirement? Our financial planning is designed to show you how to make smart decisions with your hard-earned money.

Pension Transfer

When your changing jobs, what’s the best strategy for your family to maximize and grow the pension that you’ve built up all these years?

Estate Planning

Personalized estate planning made simple. Leave a legacy you want for your loved ones.

Tax Planning

Lower your taxes and increase your wealth. We help you uncover powerful opportunities to lower your taxes while increasing your assets to grow your wealth

The Becker Hillier
Wealth 3-Step Plan.

  • Meet
  • Plan
  • Grow

01 Meet with us

No cost, no obligation process where we look at your current situation, analyze your investments and develop a comprehensive financial plan that works for your lifestyle and goals.Meet with us

02 Plan

We help you structure your investments according to your goals so that you can make your money grow with confidence.Meet with us

03 Grow

As life changes, so do your goals. To make sure your plan remains in line with your goals, we’ll meet regularly to review your progress and ensure your plan continues to fit your objectives.Meet with us

What's your top financial goal?

Young Singles & Families

I’d like to get started investing when I’m young. Where do I start? (20’s and 30’s)

Mid-career Families

Life just got a whole lot more complicated. How do I cope? (40’s)

Your Acceleration Years

I’ve got this; things are on autopilot. But how do I make sure I stay on track? (50’s)

Nearing Retirement

Retirement is sneaking up on me. Am I really prepared? (60’s)

Already Retired

Retirement is unpredictable. How can I ensure a sustainable plan? (65 and up)

Business Owners

My work is my life. How is financial planning different for me?

Investment Calculator Tools

Planning for retirement? Selling your house? Switching your career? You came to the right place. Check out our tools and calculators and start crushing your goals—whatever they might be.

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