BWM is a family run investment firm located in central Ottawa. We are a full-service investment brokerage in partnership with Manulife Securities Incorporated. We are not bound to use any specific investment solutions. We make recommendations based on our client's needs and objectives. Our goal is to help Canadian investors access wealth opportunities via our trusted strategies and sound investment advice.
We are investment professionals, this is all we do. Through our firm, clients can access global investment opportunities. Specifically, our clients can tap into worldwide sources of investment income, not just Canadian listed companies or indices. Firstly, we guide our clientele by getting to know them personally with a goal of determining if they are on the right path to achieving their retirement objectives.
We are investment professionals, this is all we do. Through our firm, clients can access global investment opportunities. Specifically, our clients can tap into worldwide sources of investment income, not just Canadian listed companies or indices. Firstly, we guide our clientele by getting to know them personally with a goal of determining if they are on the right path to achieving their retirement objectives.
Services
Jon is a Senior Investment Advisor with endless patience and a friendly nature. Jon has worked in the financial industry since 2004 and was a student athlete while completing his degree at Queen's University. He's followed his father, a fellow Investment Advisor, to the office since he was a young boy.
Exceptional service and investment guidance - that is our daily focus. As a family business, we're dedicated to helping our clients build their wealth for the long-term. Common needs among our clients include: retirement funding, tax efficiency, a need for their investments to generate additional monthly income to supplement their pensions, various types of insurance to protect their family, and estate planning.
Beckman Wealth Management is a Trade Name for dealer business only. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.
Reviews (1)
Chris Scott
Jan 22, 2019
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I have worked with Jon Beckman for the better part of 14 years. Trust is such an important factor with a FA and my wife and I feel so comfortable working with Jon and his team. The communication has been great over the years. Together we have been through some upward and downward cycles in the market. No matter the market I always felt that I am well positioned for the future. Jon has always kept me up to date on market conditions and where best to invest our money.
