Our Process
Helping you grow your money with
confidence
Personalized, step-by-step financial plan to help you grow your money and protect it for the long-term.
All financial advisors are
not created equal.
At Becker Hillier Financial Planning Inc. we believe you ought to receive advice your way, that fits your personal financial goals. To give you advice that's personal, we follow a disciplined and proven approach to establishing a professional relationship with you, our clients.
The Personal Wealth Management Strategy.
As your Financial Planner, we provide you with a disciplined process using our Personal Wealth Management Strategy.
Our proven method, ensures we examine all aspects of your financial well-being – from evaluating your current state to understanding your dreams and aspirations – to build the plan that’s right for you.
1
Dream Plan
Understand how you want your money to work for you; evaluate your wants, needs and goals; map your plan.
2
Portfolio Management
Provide a portfolio that meets your investment objectives to help achieve your target returns.
3
Risk Management
Develop contingency plans and recommend insurance solutions to deal with the ups and downs of life along the road.
4
Banking Relationship
Examine the relationships you have with your financial institution and identify ways to improve your banking services.
5
Estate Planning
Develop a plan to ensure what you leave behind for your loved ones is efficiently transferred to them.
6
Progress Review
Conduct annual reviews to ensure you’re on track to achieving your goals; adjust your plan to suit the changes in your life.
We appreciate the attention given by Becker Hillier Financial Planning Inc. to practically all our investments in GIC's, RRIF's and Mutual Funds, TFSA's, over the past many years. His direction and planning has been very worthwhile to my husband and I.
– Lena & James Bobier
Mutual Funds available through IPC Investment Corporation
Once we have a plan in place, we believe it is important to stay on course. Regularly measuring and celebrating your successes will not only keep you on course but also keep you motivated.
Our structured, step-by-step process means that our team will be able to effectively integrate all facets of your financial life, uncover new opportunities, or make changes to your established plan as necessary.
