Get to know
Your personal financial planners.
Get clear on your financial goals, and feel confident about your financial future with the help of an experienced team of advisors.
Your Advisors.
Becker Hillier Financial Planning Inc. Advisors is located in Smiths Falls, Ontario, brings you 25+ years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our Consultants.
Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Chief Investment Officer, Counsel Portfolio Services
Corrado Tiralongo
Chief Investment Strategist, Counsel Portfolio Services
Rana Chauhan
Director, Portfolio Management, Counsel Portfolio Services | CIM
Rahim Dhalla
Small cost big advice.
- What are the benefits of working with an Advisor?
- Why can’t I get to my goals myself with a variety of different offerings from various companies?
These are fair questions to which you need answers to ensure you’re comfortable making a decision on how your financial future is managed.
We believe that growing, protecting, and transferring your wealth requires a good plan suited to your needs, goals, aspirations, circumstances, lifestyle, and life stages. Perhaps most importantly, an expert consultant whose focus is to get you to your goal by keeping you accountable.
As your advisor, we can help you:
- Map and execute a financial plan to meet your current needs and future aspirations.
- Evaluate, create, and implement solutions for your future (like financially preparing for your children’s education, the purchase of a new or second home, or, your retirement).
- Provide advice on the financial decisions you need to make to better manage your investment portfolio, debt, and cash flow levels.
- Review, revise and readjust your plan throughout its lifecycle.
- Plan, strategize and execute a viable solution for the transfer of your wealth and assets to reduce or defer taxes.
Take Control of your Retirement Income
What should you be thinking
when planning your retirement strategy?
Joseph Becker, CFP®
Certified Financial Planner
With a background in both investing and lending from his time as a Financial Advisor at a major Canadian bank in Lanark County, Joe sees opportunities for savings and efficiencies in both his clients investments and debts.
Previously a Manager in both small and medium-sized construction companies, Joe knows that every dollar counts and that timely and accurate advice can make a big impact on financial growth.
Joe wants his clients to feel confident and secure while planning and preparing for their retirement income needs, and help young families as they pay off debt and build their savings.
Joe, his beautiful wife Margie, and their three young children (Greyson, Zeke and Nevaeh) live, volunteer and take part in many community activities in the Smiths Falls area. In his spare time he enjoys running, paddle boarding, playing hockey and travelling.
Steve Hillier, CFP®, CIM
Certified Financial Planner
Steve has three major areas of service that he provides:
- Retirement Income Planning
- Estate Planning to Pre-Retired and Retired Clients.
- Complete Financial Planning to families who want to pay off debt, save for their children’s Education and save for retirement.
Steve has a special interest in Charitable Giving and in creating Estate Plans that reflect personal values including love of family and love of community.
Today, Steve serves over 400 clients in Smiths Falls, Perth and throughout Eastern Ontario. Although working mainly as a financial planner since 1983, he has gained experience in the past as a branch manager, general manager and compliance officer.
Steve enjoys married life with Wendy and his two adult daughters and a granddaughter. In his spare time he enjoys travelling, cycling, running, squash and tennis.
